Director, Financial Services Banking Data

We are recruiting a Director of Finance who will lead an organization’s finance and accounting function, providing hands-on oversight of daily accounting operations, financial reporting, budgeting, and cash flow management. This role will partner with executive leadership to deliver accurate, timely financial information and recommendations that support sound decision-making and the organization’s mission. The Director will oversee the full accounting cycle, strengthen internal controls, and lead the transition from outsourced accounting services to an effective in-house model. The position also carries responsibility for routine human resources administration, supervision of administrative staff, and financial and administrative oversight of facilities and property-related matters. Own full accounting cycle, including the GL, AP, journal entries, account reconciliations, and month-end and year-end close and reporting. Prepare monthly financial statements and management reports. Report budget-to-actual results, cash flow, and balance sheet activity. Maintain QuickBooks and other financial systems. Oversee payroll, AP, expense reimbursements, and corporate card activity Oversee banking activity, deposits, and cash management processes. Maintain fixed asset records Monitor financial performance against board-approved budgets Develop and maintain cash flow projections for executive leadership Provide financial analysis and recommendations for strategic planning Develop, administer, and maintain financial policies and procedures Ensure accounting practices and financial reporting comply with GAAP Maintain appropriate financial documentation and controls to support nonprofit status Lead annual audit preparation and serve as the primary contact for independent auditors Manage the transition of accounting responsibilities from an outside accounting firm to an in-house model Serve as the primary lead for employee onboarding and off-boarding Supervise and develop administrative staff Coordinate the annual employee performance evaluation process with leadership Provide financial and administrative oversight for facilities and property-related matters Partner with the office manager on building operations, property management coordination, facility projects, inventory, and administrative systems Maintain solid relationships with banks, payroll and benefits providers, auditors, insurance providers, and vendors Bachelor’s degree in accounting, finance, business administration, or a related field ~4+ years of progressively responsible accounting or finance experience ~ Demonstrated experience independently owning month-end close, financial reporting, account reconciliations, and audit preparation ~ Previous nonprofit accounting experience ~ Experience with multi-entity accounting, including nonprofit entities ~ Advanced proficiency in QuickBooks and Microsoft Excel. ~ Working knowledge of payroll platforms and donor CRM systems ~