Trust Business Manager CPA

Benefits

• Health insurance

BVA Bears IT Solutions is seeking a Trust Business Manager (CPA). These positions are Full-time, and Fully Remote, with the exception of Board meetings. The candidate will be required to attend six (6) bi-monthly Trust Board meetings per year—three (3) virtual via Microsoft Teams & three (3) in-person in Harrisburg, PA. Occasional travel may be required for special projects or meetings.

The Candidate should be no more than 2-3 hours from Harrisburg, PA, so they will be able to attend these board meetings, without the need for an overnight stay.

This role owns monthly financial management, investment reporting, audit coordination, sign repair cost-recovery oversight, and administration of key business processes. The Business Manager ensures deliverables are timely, accurate, and compliant with GAAP/GASB, Commonwealth contracting requirements, and applicable PennDOT publications governing the signage programs. Certain tasks must be performed by a Certified Public Accountant (CPA), as required by the RFP.

• Execute the monthly closing checklist, including reconciliation of bank accounts, receivables/payables, and investment statements; prepare internal financial statements.
• Review investment statements and activity to confirm compliance with the Trust’s investment policy.
• Review invoices prepared for payment and develop recommendations for Board approval/disapproval.
• Prepare accrual-basis analyses each month (e.g., accrued expenses, deferred revenue, investment income, depreciation, and other adjusting entries).
• Review journal entries prepared by the Trust Administrator for accuracy and completeness; document review notes and ensure corrections are completed.
• Prepare required investment reports, including reconciliations of principal and income (
  CPA-required
  ).
• Calculate and validate costs for replacing/repairing existing signs and constructing new signs using applicable PennDOT publications and program guidance.

• Attend six (6) Trust Board meetings annually (
  three virtual and three in-person in Harrisburg, PA; typically two hours each
  ).
• Prepare and present a concise analysis of the Trust’s balance sheet, income statement, investment performance, and financial trends (
  CPA-required
  ).
• Identify and report discrepancies, issues, and anomalies surfaced during monthly reviews; propose corrective actions (
  CPA-required
  ).
• Develop and present recommendations to improve operations, internal controls, and financial/business processes (
  CPA-required
  ).
• Coordinate Board materials with the Trust Administrator and other stakeholders; track action items and follow-ups between meetings.

• Prepare an annual analytical review comparing year-to-year results and budget-to-actual performance, including variance explanations, for presentation prior to the January Board meeting (
  CPA-required
  ).
• Oversee and coordinate the annual audit in partnership with the Trust Auditor and Trust Administrator, including audit planning, PBC tracking, and timely responses to auditor and tax inquiries (
  CPA-required
  ).
• Review audit reports and tax returns for completeness, accuracy, and alignment with supporting documentation; coordinate revisions as needed.

• Review sign repairs resulting from accident damage to confirm reasonable and timely efforts to recover costs from motorists’ insurance carriers.
• Maintain or oversee a cost-recovery log (incident details, insurer, claim status, amounts, and follow-up actions) and provide periodic summaries to the Board.

• Lead or support special projects such as cash-flow projections, financial policies and procedures, insurance needs analysis, participant fee analysis, and long-term planning.
• Evaluate and document potential investment opportunities and related risks; provide recommendations consistent with the Trust’s investment policy.
• Provide direction to and maintain communication with the Trust’s investment…