Vice President, Finance

 A Global Leader in Business Events

PCMA is the world’s largest and most forward-thinking community for Business Events Strategists and organizers, providing senior-level education, networking and market intelligence for the global business events industry.

Our vision is to drive global economic and social transformation through business events.

We are achievers with a mission to educate & inspire more than 7,000 members and an audience of more than 50,000 individuals through the creation of meaningful experiences that set out to disrupt “thinking” at the intersection of social consciousness and commerce.

Headquartered in Chicago, PCMA’s world class management team oversees 17 chapters throughout the United States, Canada and Mexico with members in more than 40 countries globally – and growing!

We hire ambitious, capable professionals who thrive on entrepreneurial spirit, collaboration and who want to “Change the Way the World Works”. Our people are passionate about progress, welcome constant change and understand the value of engagement and success. We love coming to work because we believe in our products, services and our culture.

Our Strategic Plan – Member Centric, Innovation, Solutions.

Our five-year strategic plan guides all of our activities. It helps us focus on our priorities and provides measurable standards of our performance. The plan leverages the best of our past experiences and the knowledge about where the industry needs to go in the future. We have 3 critical organizational goals that will help us achieve our vision and mission.

Goal #1 Audience-Centric Organization. Expand PCMA audience and deepen PCMA’s impact to its audience by a relentless focus on audience needs both current and emerging and identifying multi-channel education and services to evolve the industry and market.

Goal #2 Innovative Education, Events and Engagement Program & Service Offerings. Develop a series of progressive programs, driven by audience need, designed to advance the vocation and value of the business events strategist across the business community around the world.

Goal #3 Financial and Operational Success. Build culture and structure to grow membership, audience and revenue and seek and evaluate opportunities to support growth objectives. Invest in research and innovation to advance business events.

Our People and Culture

“PCMA is celebrated for programs that are cutting-edge and provocative, delivering what business events strategists need to be successful”, said Tonya Almond, PCMA Vice President of Knowledge and Experience Design.

Our people have a Passion for Progress.

Our people contribute to a variety of projects that positively impact our members and social issues at large.

Our people are fearless, innovators and collaborators who know how to leverage the collective genius of the whole to execute on large scale events and who take smart risks - testing, measuring, and creating again. 

Our people work with leading brands and influential business leaders across the country and around the world.

Our people enjoy the autonomy and flexibility to manage their work; while our expectations are high, we expect our people to bring their best ideas and their best self to work each and every day.

Above all, our People are valued. They play a meaningful role in building solutions and shaping the future of PCMA. We believe that having a diverse workforce is not enough, we also need to build a culture of inclusion that leverages the strengths of all of our employees.

Position Overview

The Vice President, Finance is critical to the organization’s success and is a key strategic part of the organization’s growth.  This role is accountable for overall financial management, investment, financial reporting, budgeting, month end / quarter-end / year-end reports; audits; audit and other external relationships related to prudent financial and fiscal management.  This highly qualified individual must have a clear understanding of international banking, foreign currencies and be a global thinker.  This position is accountable for the financial management of all entities that are owned and operated by the organization.  This position is a key part of the Leadership Team and is also accountable for mentoring, developing and management of the Finance Team.   

Key Accountabilities

• Accountable for financial reporting systems and Finance team members.
• Prepare financial statement information for management and board leaders on a timely basis, updating as needed to provide clarity and direction.
• Directly interface with Secretary-Treasurers, Finance Committees and Executive Committees on financial position, trends, and budgets.
• Review essential contracts and agreements for financial ramifications and liability/risk management purposes.
• Interface with insurance brokers to manage all aspects of association’s risk management and employee benefit programs.
• Develop inventory systems and controls for retail products and capitalized equipment.
• Interact with President and CEO and senior leadership to provide financial training and to ensure understanding of, and training in, financial systems.
• Prepare monthly and year-end financial statements.
• Prepare cash flow projections and cash requirements analysis as needed.
• Evaluate third-party investment managers for adherence to policies and investment goals and recommend changes to investment policy statements to the financial committees when appropriate based on regular reviews.
• Maintain an accounting policy and procedure manual to document the requirements necessary for prompt processing of expense reimbursements, vendor invoices, customer orders, payments, and other related items.
• Prepare annual budgets to include coordination with and assistance to all departments.
• Prepare and manage annual audit in conjunction with PCMA outside auditors
• Authorize credit and tax information to Association and Foundation vendors and customers.
• Provide review and oversight on PCMA 401K & 457b plan administration, including TPA & financial advisor interaction, fund review, annual benchmarking, employer contributions, etc.
• Understands and can prepare various financial models
• Ensure compliance with all tax and license filings, reports, and payments.
• Serve as staff executive to Finance and Audit Committees
• Evaluate major asset purchases and financing options to ensure continual financial stability of the Association.
• Attend PCMA and Foundation functions as a representative of the organization.
• Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures.