Position Description

Associate Executive Director - Controller
Location CTA Headquarters (Burlingame, CA)
Department/Region Controller's Office
Salary Schedule Management Salary Schedule
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Position Summary
The Associate Executive Director/Controller manages the business and financial operations of one of California’s largest and most dynamic labor organizations.  Responsibilities span corporate accounting and membership, enterprise data & information technology strategy, contracts administration, investments and banking, property and asset management, trust administration, risk management, conference coordination, records control, and administrative support services.  The Controller acts on behalf of the Executive Director in financial matters involving the office of CTA Secretary/Treasurer and affiliated organizations.  This position reports directly to the CTA Executive Director and is a member of CTA’s executive management team.
Duties and Responsibilities
  • Advises the Executive Director on all financial matters of the Association: financial position, internal controls, best business practices, regulatory agency compliance and reporting.
  • Coordinates the organization, development, and promulgation of analyses, information, and systems through department managers and supervisors of the departments of Accounting and Membership, Business Services, Integrated Services and Strategies (I.T.), Risk Management / Member Benefits, Office Services, Property Management, Building Services, and Conference Coordination.
  • Coordinates the development, implementation, maintenance, and revision of the Association budgets, financial systems, and business models.
  • Coordinates the development, implementation, maintenance, and updates of the Association Information Technology services including responsibility for comprehensive enterprise data strategy.
  • Prepares, analyzes, and reviews all contracts of goods and services to assure that financial and legal terms and conditions adhere to CTA policies and are in the best interests of the Association.
  • Manages the cash flow, investments, and negotiable instruments of the Association.  Negotiates and maintains banking agreements, lines of credit, mortgages, and loans as necessitated by CTA program and organizational needs.
  • Oversees the CTA Staff 401(k) Plan and advises member benefits trusts, employee pension, and employee benefits Taft-Hartley trusts.  
  • Provides short and long-range facilities planning.  Acquires, manages and maintains real property and office facilities for the Association's field services programs throughout the state. Develops and implements quality assurance programs to protect and insure value appreciation of such real property.
  • Protects the Association’s executive officers, board of directors, management, employees, and fixed assets to minimize liability exposure through programs of risk management and insurable business practices.
  • Provides custodial responsibility of all documents and records of the Association, including files and retrieval management, accountability, and preservation.
  • Advises and consults on financial and legal matters of CTA-employee contractual obligations and relations.  Provides direct support to CTA-employee collective bargaining.
  • Oversees the Association’s support service operations including purchasing; printing, duplicating, distribution and delivery; and switchboard, reception, and security. 
  • Oversees the Association Conference Coordination Center including logistical services and contracts.
  • Maintains strong working relationships with counterparts of the National Education Association and other affiliate state organizations.  
  • Performs other responsibilities as assigned by the Executive Director.
  • BA/BS Degree. MBA or advanced degree preferred. CPA preferred.
  • Senior level Controller and/or Finance management experience leading large not-for-profit or similar organizations.
  • Certified Public Accountant or experience in organizational financial management.
  • Experience with and broad understanding of critical issues and problems of large not-for-profit corporations. Such experience with labor unions preferred.
  • Experience with information technology systems management and development, enterprise data, and strategy.
  • Demonstrated strategizing, developing, organizing, and leadership skills necessary to successfully affect a multiplicity of projects and activities.
  • Demonstrated advocacy for the teaching profession and/or public education preferred.
  • Demonstrated effective oral and written communication skills, technological skills, and managerial skills.
  • Demonstrated effective interpersonal skills, including the ability to work with staff, Association leaders, and CTA members and other professional individuals and groups.
  • Valid California Driver’s License.