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The Florida Bar

General Information


Job title: Division Director, Administration - Chief Financial Officer (CFO)
Job location: Tallahassee, FL 32399 United States
Requisition code: DDA-Director/CFO-1/7/2013
Date posted: 02/11/13
Job type: Full-Time
Compensation: Minimum Salary: $99,728

Job Classification

Job Category:Accounting

Job Description

Job description:
Position Description The Florida Bar, with more than 90,000 members, is the statewide professional and regulatory organization for lawyers.   Title: Division Director, Administration - Chief Financial Officer (CFO) Summary Function: Responsible for The Florida Bar’s (TFB) overall financial plans, policies, investments, and accounting practices.  Directs budgeting, audit, tax, investing, and accounting activities for TFB.  Establishes financial reporting system with controls and standards to safeguard organization assets.  Ensures accurate and timely financial information.  Develops accounting and statistical data. Essential Duties and Responsibilities: Guides the development of TFB’s budget, in consultation with the ED and Board of Governors Budget Committee.  Oversees the monitoring of expenditures versus budget and ensures that significant variances are addressed.  Advises and directs the budget amendment process during the year.  Ensures that the Official Budget is published and provided to the Supreme Court. Develops and implements financial plans and strategies and recommends changes in financial policies.  Advises the Board of Governors (BOG) regarding whether proposed changes in The Rules Regulating The Florida Bar will have a fiscal impact.  Guides and assists Divisions and Departments in evaluating strategies and plans.  Determines the most equitable cost allocation formulas and ensures that overhead costs have been reasonably applied to all programs of TFB. Oversees management of cash flow and forecasts of cash needs.  Optimizes the handling of banking relationships and initiates appropriate strategies to enhance cash positions.  Serves as a resource to the investment committee regarding issues, trends, and changes in the organization and external environment that may impact investment strategies.  Assists in establishing yearly objectives, meeting agendas and selecting outside consultants (investment advisors). Manages and tracks the long-term investment portfolio in keeping with the policies and investment guidelines established by the investment committee and advisors. Oversees all accounts, ledgers, and reporting systems for the Finance and Accounting department ensuring compliance with appropriate generally accepted accounting principles and regulatory requirements.  Evaluates internal and external fraud risks. Maintains appropriate internal controls safeguards and coordination.  Evaluates financial condition on a continuous basis.  Directs the generation of appropriate and timely financial reports and ensures compliance with local, state, and federal reporting requirements. Assists the audit committee regarding current issues and in setting meeting agendas with outside auditors. Oversees the audit process. Oversees The Florida Bar Retirement Plans and works with the Retirement Committee to develop effective strategies for meeting fiduciary responsibilities. Assists the committee in hiring appropriate outside consultants (investment advisors, attorneys, auditors) and advises the committee in interpreting plan documents as questions arise. Oversees the Finance and Accounting, and Administrative department’s functions and staff. Manages TFB’s insurance policies and real estate affairs consisting of leases; negotiating new leases or lease renewals. Other duties as assigned by ED and/or BOG.

Job Requirements

Education, training, experience:
Required Minimum Education/Certification: Bachelor’s degree in Finance or Accounting.  Master’s degree in Accounting, Finance or MBA is preferred.  Active FL Certified Public Accountant (CPA) is required. Required Minimum Professional Work Experience: Ten (10) years of experience. At least seven (7) years of financial/accounting experience, in which two (2) years must be with government or not-for-profit and three (3) years of management experience with the day-to-day financial operations of an organization. Knowledge, Skills and Abilities: Knowledge of: • Finance, accounting, budgeting, and cost principles including Generally Accepted Accounting Principles as they relate to governmental reporting entities • Investment and cash management principles  • Applicable IRS Tax Rules • Automated financial and accounting reporting systems • Budgeting processes • Sound fiscal practices and internal controls • Management principles and practices • Professional office procedures and practices • Supervisory principles and techniques Skills/Skilled in: • Accounting • Budget preparation • Auditing • Investment and cash management • Project management • Conflict management • Negotiation • Fiscal and financial reporting  • Database functions • Lotus Notes or similar database • MS Excel and Word • Use of PC • Strong interpersonal, problem solving and creative skills Ability to: • Exercise sound judgment and make decisions based on accurate and timely analyses • Analyze financial data and prepare financial reports • Read, analyze, and interpret complex financial statements and documents • Supervise staff and build a productive team • Work with a diverse group of individuals and teams • Work independently under deadline pressure • Interpret policies and procedures • Develop policies and procedures • Organize and prioritize work and multi-task • Communicate effectively and professionally, both verbally and in writing • Tactfully manage difficult situations • Manage and maintain a high level of confidentiality • Use discretion and independent judgment • Effectively perform short and long-term planning • Travel for meetings that may require overnight stay Full position description is available at under About the Bar, Bar Employment.   Send resume and cover letter via email to:, please put DDA-CFO on the subject line.  Please notify HR in advance if you need reasonable accommodatio
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