WHAT DOES AN ASSISTANT DIRECTOR DO?
Published: Nov 22, 2024 – The Assistant Director develops and improves departmental programming focused on financial and housing stability for low-income families by implementing proven best practices. This position oversees mission-critical programs, manages daily operations, and fosters collaborative relationships with internal teams and external partners to achieve strategic goals. The assistant also coordinates staff development, training plans, and reporting processes while identifying opportunities for innovation and growth.
A Review of Professional Skills and Functions for Assistant Director
1. Assistant Director Responsibilities
- Leadership and Supervision: Supervises full-time Residence Hall Directors and support staff and indirectly supervises Resident Advisors.
- Policy Development: Assists with the formulation and recommendation of policies and procedures.
- Staff Development: Responsible for the development and revision of the residence hall staff manual.
- Budget Management: Compiles budgetary information relative to area.
- Program Management: Oversees the supervision of summer school staff and programs.
- Stakeholder Collaboration: Works directly with students, parents, student groups, organizations, departments, alumni, vendors, and others.
- Reporting and Analysis: Prepares reports, analyses, evaluations, and proposals.
- Project Management: Taking responsibility for projects from start to finish covering all transaction stages from initial proposal right through to completion.
- Client Relationship Management: Acting as the main point of contact for clients during the transaction process.
- Team Coordination: Overseeing the work of project teams and coordinating various work streams.
- Documentation and Deliverables Management: Leading and managing the delivery of high-quality transaction documentation, including pitch materials and client deliverables.
- Mentorship and Coaching: Coaching and contributing to the development of junior team members.
- Business Development: Originating new opportunities and further developing the business network.
2. Senior Assistant Director Accountabilities
- Revenue Recognition: Revenue recognition as well as analysis of trends and technical analysis related to revenue treatment.
- Account Reconciliation: Reconcile and analysis of all customer accounts receivable including the determination of write-offs and reserves and the application of new accounting guidance.
- Capitalization and Investment Guidance: Determining capitalization criteria and technical guidance for investments and RandD.
- Process Improvement: Process improvement related to automation within NetSuite and other systems.
- SOX Compliance: Responsible for the determination and maintenance of SOX control environment as well as driving the execution of controls by working closely with the accounting team, internal audit, and external auditors.
- Financial Management: Ensure complete, accurate, and timely completion of financial and accounting records and prepare analysis of operations for management.
- Decision-Making: Makes sound, measured, and methodical decisions.
- Cross-Department Collaboration: Serves as the liaison with other departments to maintain effective, ongoing relationships.
- Leadership and Direction: Provide leadership and direction to the Accounting Department.
- Goal Setting and Performance Evaluation: Set priorities and goals, and establish objective accountability measurements to evaluate performance.
- Coaching and Development: Create and maintain a coaching culture to consistently strive toward the highest level of achievement in order to build loyalty.
3. Assistant Director Job Description
- Industry Trend Monitoring: Monitor industry trends affecting Accounting within the teledentistry movement and financial services industry.
- Systems and Controls: Establish and maintain systems and controls that verify the integrity of all systems, processes, and data.
- Project Participation: Participate in a wide variety of special projects and compile a variety of ad hoc reports.
- Financial Reporting: Prepare financial reports, and ensure complete and accurate financial, statistical, and accounting records for the Company.
- Team Leadership: Lead overseas team related to controls.
- Audit Preparation: Prepares schedules needed for audit preparation, 990 tax filings, and other compliance reporting requirements.
- Capacity Management: Ensure production and staff capacity meet funder grants and internal programmatic goals.
- Continuous Improvement: Provide ideas and recommendations for continuous improvement in both programming and staffing, especially as it relates to staff capacity and growth.
- Staff Supervision and Development: Supervise and participate in the professional development of 5+ housing counselors and other key Financial Mobility staff.
- Regulatory Reporting: Oversee reporting to regulatory authorities and the Board.
- Audit Collaboration: Work with auditors/examiners on year-end and comprehensive audits.
- Team Engagement: Lead, develop, and engage a high-performing team.
4. Assistant Director Details and Accountabilities
- Program Development: Work closely with the Director of the Financial Mobility Center to develop, refine, and continuously improve the department’s programming based on proven best practices, focused on assisting low-income families to achieve financial and housing stability.
- Innovation and Growth: Provide recommendations and share in ideation, innovation, and growth.
- Program Management: Be directly responsible for the success of several mission-critical programs.
- Collaboration and Relationship Building: Build and maintain collaborative relationships with internal departments and external partners to assist with achieving identified goals.
- Operational Oversight: Oversee the day-to-day operations of several key programs.
- Cross-functional Collaboration: Work with the database administrator, resource development team, and Director of Financial Mobility.
- Partnership Development: Identify potential partnerships for service delivery (within the organization and externally).
- Data Management: Identify additional data that may need to be collected.
- Grant Reporting and Application: Inform grant/funder reports and future applications.
- Office Management: Oversee office management and reception.
- Staff Support and Feedback: Provide ongoing support and feedback to staff.
- Staff Development: Participate in discussions regarding staff growth and development.
- Training and Development: Create and maintain training plans for housing counseling staff.
5. Senior Assistant Director Functions
- Strategic Planning: Formulate and implement strategies and plans to deepen CLC’s collaboration with cities, MDBs, and overseas partners.
- Stakeholder Engagement: Engage key overseas entities/partners, including interacting with mayoral-level representatives, senior city officials, MDBs’ representatives, and corporate representatives.
- Cross-Agency Coordination: Coordinate with the relevant agencies and support the Whole-Of-Government effort in engaging the cities, MDBs, and overseas partners.
- Program Implementation: Plan and support the implementation of CLC’s key initiatives and services such as promoting targeted research collaboration, capability development services, and key engagement forums.
- Information Management: Prepare inputs and respond to requests for information related to assigned work areas.
- Project Support: Support CLC’s strategic initiatives/special projects.
- Internal Communication: Supports the Foundation’s partnership culture by providing strong and effective internal communications with staff across the Foundation, while providing business insights and reinforcing consistent accounting treatment of all transactions and timely, accurate reporting.
- Leadership and Coaching: Provides leadership and coaching to direct reports on the accounting team.
- Financial Oversight: Oversee all accounts, and ledgers and review closing schedules ensuring a timely month-end close.
- Payroll and Payments: Reviews and approves payroll processing, grant payments, and operating cash disbursement transactions.
- Audit and Compliance: Works with the outside independent auditors supporting the Controller in the annual audit, regulatory compliance, 990 tax filing, and annual budget preparation process.
- Process Improvement: Drives continual improvement of accounting practices and procedures to increase efficiency both within the Finance team and across the organization, and ensure appropriate internal controls are in place.