Luna Waiwai (Chief Financial Officer)

JOB DUTIES

• Leadership and collaboration
• As a member of the leadership team, develop, present, and secure Board approval for organizational initiatives.
• Oversee annual audit: work with the Auditor to ensure compliance with all applicable financial, accounting, legal, and regulatory requirements and best-practice standards; ensure a system of strong internal controls.
• Lead Fiscal Department staff. Oversee and manage the Fiscal Department including but not limited to Accounting, Accounts Payable, and Financial Processing functions. 
• Ensure best Fiscal practices and compliance with all applicable legal and regulatory standards
• Drives meetings to ensure collaboration between the fiscal department and other departments including key outsourced support organizations ie, Blackbaud, MIP.
• Ensure the timely creation and distribution of fiscal reports
• Develop and monitor the implementation of financial plans in conjunction with the CEO and COO.
• Oversee organizational budgeting and reporting, working with the Fiscal Manager to prepare expenditure reports and with the Department Directors to prepare annual department budgets, projections and grant budgets 
• Ensure proper fiscal management is implemented across all departments through collaboration with Department Directors, Managers and other personnel. 
• Policies and procedures
• Oversee, steward and keep uptodate ʻAPL Fiscal Processes and Procedures
• Develop and maintain internal financial-management policies and procedures, performance measures, and systems.
• Assures that procedures are designed and implemented to ensure that expenditures, assets and liabilities are properly recorded and reported.
• Keep the CEO and COO informed of fiscal and financial activities and communicate any problems or concerns to the CEO and COO
• Lead the Investment initiatives to ensure compliance with the Board approved investment policies
• Propose investment and financial strategies to the CEO/Board and review/revisit as needed

• Key Fiscal operations
• Manage Fiscal internal and external personnel
• Prepare monthly and quarterly financial statements and financial analysis;
• Accurately maintains ledgers and other financial documentation and prepares financial reports as necessary.
• Reconciles all bank and other accounts to assure accuracy and completeness.
• Receive and verify requests for transfers between bank accounts. Make bank transfers as necessary.
• Oversee and manage ʻAPLʻs asset portfolio.
• Ensure necessary legal and regulatory financial documents are filed.
• Manage, oversee and adjust journal entries along with payroll data entries.
• Manage invoicing as required for payment on ʻAPLʻs services and products.
• Maintain income and expense accounts
• Oversee functioning and relationship with database system provider
• Serve as primary contact on behalf of the ʻAPL Fiscal relationships

SKILLS REQUIRED

• Strong leadership, strategic, and communications skills relative to finance and Fiscal operations.
• Bachelor’s Degree in accounting, finance or other related fields. 4+ years of Fiscal Department Leadership. Masterʻs or Doctorate level degree preferred. Additional experience can be used in lieu of a Masterʻs or Doctorate level degree.   
• The candidate also understands, or is willing to develop an understanding of, the unique complexities and culture of ʻAPL. 
• Strong analytical skills and practical experience and expertise in financial and accounting policies, practices, and systems. 
• Ability to meet compliance and best-practice standards for finance, investment, and/or accounting.
• Proficiency with financial-management and accounting software systems and programs is required. Understanding of GAAP-basis accounting required.
• Ability to work in a team environment and as an active problem-solver.
• Meet the Hawaiian language proficiency benchmark as set forth in the Personal Language Development Plan