COMPANY OVERVIEW

FPSB is the global standards-setting authority for the financial planning profession. FPSB benefits the global community by establishing, upholding and promoting competency, ethics standards, and certification requirements for the CERTIFIED FINANCIAL PLANNER certification program internationally. FPSB partners with organizations around the world that are committed to building the financial planning profession and helping consumers take control of their financial futures.

FPSB offers a great work environment, professional development and competitive compensation, in an organization with a clear strategy, public interest mission and global vision. At FPSB, we are energized by our mission and vision, committed to our stakeholders, and focused on teamwork, quality, anticipation and accountability. One of the most rewarding aspects of working for FPSB is its global scope. In this role, you’ll have the opportunity to work with individuals and organizations from around the world.

POSITION OVERVEW

FPSB’s Chief Operating Officer is a leader within the company’s small, but mighty team and shares our passion for the benefits of financial planning. Our COO has the knowledge, skills and abilities needed to manage both strategy and operational process to lead FPSB’s finance, accounting, and operations functions.

Key responsibilities of this role are:

· Providing executive leadership as part of the FPSB’s Leadership Team, seeking support for finance and operational issues, providing input on executive-level decisions and providing guidance to / receiving direction from the FPSB Board

· Developing FPSB’s strategic planning and reporting systems; driving strategy execution as part of the FPSB leadership team

· Overseeing all company finance, accounting and budget activities, dealing with international business matters such as territory-specific and cross-border tax compliance, corporate business models and financial reporting

· Coordinating the work of the Audit Committee; overseeing external audit and policy reviews

· Overseeing general office operations including office lease and landlord relationship as well as cybersecurity and technology ecosystem

Key attributes for success in this role are:

· Ability to consider FPSB’s big-picture goals and translate them into effective programs, and tactics

· Extensive experience in management accounting and finance

· Strong project management skills and attention to detail

· Strong team orientation and ability to work cross-functionally

· Excellent writing skills

ESSENTIAL DUTIES AND RESPONSIBILITIES

· Oversee execution and reporting of FPSB’s global strategy: develop FPSB’s long-term and annual strategies and key performance indicators; lead execution of strategies and coordinate updates to the annual strategy as needed

· Oversee external audit process, auditor relations and coordinate the efforts of the Audit Committee (including preparation of the IRS Form 990); maintain and update company policies

· Develop and manage FPSB’s operational and strategic risk management programs

· Manage financial reporting systems; prepare financial statements; develop annual budget; oversee bookkeeping/payroll; develop and monitor internal controls; oversee tax reporting and compliance

· Oversee office management activities and provide guidance to ensure all areas of the office operate smoothly (e.g., technology, landlord relationships, etc.)

· Provide support for compensation, employee benefits plans, and other employment-related matters (in partnership with FPSB’s CLO)

· Manage FPSB’s banking, investment and other fiduciary relationships

EDUCATION AND EXPERIENCE REQUIRED

· Bachelor’s degree in finance or similar business specialty; graduate degree or MBA preferred

· 5-7 years of experience in financial analysis and/or business operations

· 5-7 years of experience working with boards of directors / board committees

· Experience working with strategy development and execution at the board level

· CPA welcome

KNOWLEDGE, SKILLS AND ABILITY REQUIRED

· Knowledge of and passion for advancing the benefits of financial planning and the financial planning profession

· Excellent planning and organizational skills with strong attention to detail

· Ability to translate big-picture goals into effective programs, and tactics

· Ability to exercise independence and follow-through to execute projects from initial stage through completion

· Deadline driven; ability to multi-task and prioritize efficiently; demonstrated ability to work on multiple projects simultaneously, both as an individual and as a team lead

· A professional demeanor with strong ethical standards and ability to adapt to change

· Ability to work with a positive attitude, including under pressure

· Desire to be a part of a small team making a big impact

· Ability to maximize cross-departmental collaboration; surfacing creativity among team members and ability to work efficiently with others in the organization

· Ability to represent FPSB to global stakeholders with professional poise and cultural savvy

· Excellent writing and verbal communication skills; knowledge of English grammar and ability to proofread and edit others’ written work

· Ability to use Microsoft Office (including Excel, Outlook, Teams, Word, and PowerPoint)

· Ability to travel internationally

· Foreign language skills welcome

· Previous non-U.S. work experience welcome

SUPERVISORY RESPONSIBILITIES

Director of Business Development – Technology, Director of Business Development – Operations, Senior Manager of Operations and other staff as required.

BENEFITS

· 75% paid employee benefit coverage (medical, dental, vision); 50% paid family benefit coverage (medical, dental), capped

· Health advocate with services including making appointments, reviewing medical bills, researching treatment options, etc. (available to FPSB employees enrolled in FPSB’s medical plan)

· Employee assistance program Confidential counseling & referral services

· Basic life, AD&D and short and long-term disability insurance provided

· Up to US$500 annual contribution to a Health Savings Account if elected

· 401(k) with 100% company match up to 6% (no vesting required)

· Flexible vacation benefit and 10 sick days earned per year (capped)

· 10 scheduled holidays with office closure from Christmas Day through New Year’s Eve

· Reimbursements: Tuition, Seminar and Professional Membership Dues

· Professional Development

· Well-being benefit up to US$1,200 per year

· Reimbursement of financial planning services up to US$600 per year

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Financial Planning Standards Board Ltd.

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