Provided to AGRIP 6-18-02 by Martha Radamacher

(Provided to AGRIP 6-18-02 by Martha Radamacher)



TITLE: Director of Finance and Programs REPORTS TO: Chief Executive Officer

DIVISION: Finance and Programs FLSA STATUS: Exempt

TEAM: Leadership BAND: 3


PDRMA recognizes it must provide high quality services to its members and employs a high quality professional staff that is personally committed to this principle. Employees are expected to work together as a team and expend whatever effort is necessary to provide quality service and achieve PDRMA's goals and objectives.


This position is part of the senior management team and is the top finance and program position of the Agency. Directs a diverse division that provides financial, programmatic and internal information services fundamental to the conduct of division operations and the achievement of Agency financial and programmatic objectives. The incumbent has considerable autonomy and exercises wide latitude in accomplishing these responsibilities.


1.  Collaborates with senior management team members to direct Agency operations.

2.  Directs the development, implementation, maintenance and control of essential finance, program and internal information systems.

3.  Responsible for outcomes and defining key divisional objectives, supporting their achievement, measuring and reporting results.

4.  Establishes controls and provides direction that assures financial procedures, practices, and records are in full compliance with applicable regulation, law, and standard practice.

5.  Participates in Agency strategic planning and develops Agency goals.

6.  Identifies issues and recommends operational and corporate policies.

7.  Sets division financial objectives, procedures, and practices.

8.  Directs the preparation of accurate and timely records and reports.

9.  Directs the management of investment portfolio including selection, hiring and reviewing of professional investment managers.

10.  Selects, hires and manages relationships with financial auditors, actuaries and other service providers.

11.  Selects, hires, orients and trains new employees.

12.  Provides feedback to, coaches and counsels employees.

13.  Promotes employee development and training.

14.  Administers the Agency's payroll, retirement and other employee benefit programs.

15.  Directs preparation of the annual budget; administers the budget and provides regular financial reports to the Board of Directors.

16.  Serves as Agency liaison to operational committees.

17.  Develops and makes presentations.

18.  Maintains knowledge of current trends and developments in the field by reading appropriate books, journals and other literature and attending related conferences and seminars.


1.  The accurate, complete, and timely submission of required financial reports, forecasts, budgets, rates, and analyses.

2.  The cost effective maintenance, development and implementation of centralized services, systems, and management tools which support division operations and contribute to improved cost, quality, productivity, and/or a competitive position.

3.  The timely and correct interpretation, implementation and maintenance of division and corporate financial policies, practices and procedures, including provision of effective controls and audit capabilities.

4.  Effective and compliant management of all financial assets and liabilities including cash and investments, accounts payable and receivable, fixed assets, loss reserves, and accrued liabilities.

5.  Effective and compliant management of all revenues and expenses including investment income, member contribution recognition, incurred losses and administrative expenses including payroll.

6.  The provision of competent, responsive financial and programmatic counsel to the Chief Executive Officer and senior management staff and coordination with division and corporate service, claims and legal staff.

7.  The acquisition and maintenance of skilled staff and resources necessary to meet division objectives.


1.  Collaboration

Promotes and supports work teams and groups

2.  Reliability

Performs responsibilities dependably and accurately, fulfills promised actions

3.  Responsiveness

Focuses on the customer, willingly helps others and provides prompt service

4.  Assurance

Conveys trust and inspires confidence

5.  Empathy

Deals with individuals, appreciates their differences, handles emotions and shows compassion for others

6. Self Confidence

Recognizes the contribution of others and is conscious of own ability

7.  Initiative

Begins and follows through energetically with plans and tasks

8. Communication

Shares information, listens to what others are saying

9. Adaptability

Manages change, business processes, projects, time and resources

10. Decisiveness

Makes decisions and solves problems


1. Knowledge of generally accepted accounting principles, governmental accounting standards, statistics, actuarial principles and risk financing techniques at a level normally acquired through completion of a Bachelors Degree in Accounting, Finance or related field.

2. Knowledge of insurance principles and practices, including underwriting principles in order to administer a risk financing and insurance program normally acquired through achieving the Chartered Property Casualty Underwriter (CPCU) designation.

3. Ten years of progressively more responsible experience in order to gain the expertise needed to successfully manage financial operations, insurance programs and internal information systems.

4.  Analytical skills necessary to conduct complex and detailed analysis of technical data, insurance policies and loss/claim, financial and actuarial reports.

5.  Technical skills necessary to utilize networked PC-based computers and accounting, powerpoint, spreadsheet, database and word processing applications.

6.  Written and oral communication skills in order to prepare and present reports and studies.

7.  Ability to attend training and continuing education programs located throughout the United States.

8.  Ability to use safe practices in accomplishing work.

9.  Ability to think strategically, discern important from unimportant and establish priorities.

10.  Ability to function independently with minimal direction and oversight possessing a high degree of selfmotivation and selfdirection.


1. Normal office environment with little exposure to excessive noise, dust, temperature and the like.

he above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential duties, responsibilities or requirements.

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