https://alumnijobs.cofc.edu Latest ALUMNI CAREER CENTER Jobs Mon, 11 May 2026 12:48:21 Z https://alumnijobs.cofc.edu/jobs/rss/22253483/cfo https://alumnijobs.cofc.edu/jobs/rss/22253483/cfo Addison, Texas,   Strategy, Planning and Management   Assess and evaluate financial performance of the organization and related entities with regard to operational goals, budgets and forecasts. Serve as strategic business partner on the senior leadership team. Communicate, engage and support the CEO, COO, and Department Directors. Create and establish annual and multi-year financial objectives that align with the company’s plans for growth and expansion. Provide strategic recommendations regarding operations models and revenue growth.  Financial Analysis, Budgeting and Forecasting  Prepare and present monthly financial reports including monthly profit and loss, forecast vs. budget and cash flow in accordance with Generally Accepted Accounting Principles. Review and analyze monthly financial results and provide recommendations. Identify, develop and execute analysis of business initiatives, product launches and/or new service offerings. Lead the development of annual operating budgets including capital requests. Accounting, General Ledger, Administration and Operations  Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software.  Review and ensure application of appropriate internal controls, compliance and financial procedures and appropriate department policies and procedures are in place and implemented.  Ensure timeliness and accuracy of financial and management reporting data for leadership team and volunteer leaders. Oversee the preparation and timely filing of all local, state and federal tax filings. Work with Human Resources to ensure appropriate legal compliance. Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies. Ensure adequate insurance coverage for TXCPA and negotiate policies. Oversee contract management process and administration. Financial Management  Oversee cash, investments and asset management area. Manage cash flow planning process and ensure funds availability. Explore new investment opportunities and provide recommendations on potential returns and risks. Maintain outstanding banking relationships and strategic alliances with vendors and business partners. Remain current on audit best practices as well as state, federal and local laws regarding company operations. Information Technology Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments and make suggestions for automating processes and increasing working efficiency. Oversee the relationship with third party technology provider.  Additional Areas of Responsibility  Serve as staff liaison to the TXCPA Insurance Trust Board which has responsibility for member insurance. Oversee accurate and timely filings of the TXCPA Political Action Committee.  Serve as staff liaison to assigned committees to include: the Compensation Committee, Finance Committee, Investments Committee, and Audit Committee with responsibilities and duties as outlined in the Staff Policies and Procedures Manual.  Member of TXCPA 401(k) Investment Committee which has fiduciary responsibility for the employees’ 401(k) plan.  Serve as CPA on staff to the peer review program  EDUCATION, EXPERIENCE AND LICENSING REQUIREMENTS: 1. Bachelor's degree in accounting, finance or related field (MBA Preferred) 2. Certified Public Accountant certification required. 3. Minimum 7 years’ experience in accounting and financial management practices including budgeting/forecasting, treasury activities and operations. 4. 10 years’ experience including interaction with senior-level management.  Tue, 05 May 2026 14:47:13 -0400 https://alumnijobs.cofc.edu/jobs/rss/22253475/professional-learning-specialist https://alumnijobs.cofc.edu/jobs/rss/22253475/professional-learning-specialist Addison, Texas, PRIMARY FUNCTION: Manage multiple TXCPA and AcctoFi meetings, conferences, and events, including development of education curriculum expansion of AcctoFi’s learning opportunities for members and others in the accounting and finance profession.  SPECIFIC RESPONSIBILITIES: CONFERENCE AND EVENT PLANNING AND PRODUCTION Oversee all areas of program planning and development for assigned events. Including but not limited to:   Working with the conference/event committees to develop a content plan and major logistics. Coordinating speakers, materials, and sponsorships. Serving as primary contact/liaison with host facility. Managing the revenue and attendance targets for each assigned program. Working with the Marketing and Communications team to implement a marketing plan for each program. Overseeing expenses for each program, ensuring the accuracy of invoices and initiating payments for event expenses.  PROGRAM DEVELOPMENT Collaborate with Manager, Learning to develop and implement new learning delivery techniques, curriculum outlines, and learning paths.  Research and recommend new topics for development of new program offerings. Serve as staff liaison performing responsibilities and duties as outlined in the TXCPA Volunteer Policies and Procedures Manual for Conference Committees and any other committees or focus groups as assigned. Serve as a backup conference and event coordinator for other meetings as needed.  Assist with annual Learning/CPE program and conference budget process. Perform other duties as assigned.   Note: The is a hybrid position with team members working at least two days from the office in Addison. MINIMUM QUALIFICATIONS High school diploma or equivalent. Two or more years' experience in the meeting/events industry or with a professional association. Two or more years’ experience with development of education content. Must be detail oriented and organized, with exceptional time management skills. Self-motivated, creative, and able to thrive in a fast-paced environment, both independently and as part of a team. Proficient in Microsoft Office with the ability to learn other software that is integral to the position. Experience in budgeting and record keeping. Ability to travel overnight and weekends. Ability to lift up to 50 lbs.  PREFERRED QUALIFICATIONS One or more years of college-level course work. CMP (Certified Meeting Planner) designation.  Strong interpersonal skills. Tue, 05 May 2026 14:40:24 -0400 https://alumnijobs.cofc.edu/jobs/rss/22253480/manager-learning-and-content-strategy https://alumnijobs.cofc.edu/jobs/rss/22253480/manager-learning-and-content-strategy Addison, Texas, PRIMARY FUNCTION: Implement strategies to ensure we remain competitive in addressing the future landscape of learning and continuing education for the accounting and finance profession.  Manage the Learning and Continuing Professional Education (CPE) function of our education-focused 501(c)3 entity.  Responsibilities include content development, acquisition and distribution as well as staff management, budgeting and market and data analysis.   SPECIFIC RESPONSIBILITIES: Manage all business activities related to the development and coordination of continuing professional education and learning for TXCPA members and the profession including budgeting, program development and implementation, contracting and compliance. Manage the professional education staff and maintain staff performance through goal-setting and evaluation, adherence to current operating procedures, and staff training and development.  Build and implement a content acquisition, development, and distribution plan that drives member value and financial performance.  Design curriculum that engages learners, and fosters upskilling and career development.  Monitor, develop, recommend, and implement new learning delivery techniques, technologies and methodologies which will increase the quality of the programs provided.  Partner with marketing and communications on the marketing and promotion of all programming. Monitor program performance and participant feedback identifying popular topics, speakers, and formats to improve the effectiveness and reach.   Note: This is a hybrid position with team members working at least two days per week in the Addison office. MINIMUM QUALIFICATIONS: Bachelor’s degree in learning and development, education technology, business, marketing or other related field.   Experience with the development and curation of education content and programs.  Five years’ experience in learning or association management with a minimum of three years in a supervisory capacity.   Excellent written and verbal communication skills with an emphasis on customer service and experience in creating and delivering written proposals and public presentations.  Self-motivated, creative, and able to thrive in a fast-paced environment, both independently and as part of a team. Experience in the development and expansion of continuing education programs and services.  Experience in budgeting, finance, and contract negotiation.    Advanced computer skills, proficiency with the Microsoft Suite and substantial database experience.  Team player with proven ability to manage, mentor and motivate staff.  Availability for business related travel.   PREFERRED BACKGROUND: Experience in project management and managing multiple projects.  Experience with online learning production and learning management system (LMS) platforms.  Tue, 05 May 2026 14:44:19 -0400