Finance Director

Leads and supports all financial functions of the agency including: grants management, expense/documentation verification, check and credit card processing, yearly agency budget and grant budgets, Salesforce/Intacct reconciliation, financial policies/internal controls, and timekeeping/payroll. Job Responsibilities Accurately prepare grant drawdown packets for all federal grants according to funder guidelines according to agency grants calendar. Ensure expenses submitted for reimbursement are allowable, properly documented, and compliant with grant requirements Cut manual checks. Coordinate mailings including weekly check runs with Third Party Accounting Company. Track all financial assistance in Salesforce and prepare expenses for grant reimbursements. Review periodically and develop new financial processes, procedures, and internal controls where appropriate. Monitor for compliance Develop annual budget using Martus software. Manage annual budget upload for Intacct. Conduct monthly budget analyses, monitor budget-to-actual performance, prepare financial forecasts/reforecasts, and provide strategic financial insights and recommendations to support organizational decision-making Monitor monthly grant and agency budgets to ensure finances are on track Create, edit and review Standard Operating Procedures for financial tasks . Lead monthly and annual reconciliation processes for all agency expenses, revenues, and credit card transactions, ensuring they are properly coded and grant expenses submitted for reimbursement and monthly financials submissions. Lead annual audit, including gathering documents and ensuring all audit submissions are fully compliant with federal grant guidelines, including Form-990 Prep . Act as main point of contact with audit company Use accounting software to research financial transactions as needed Generate financial reports and data reports from Salesforce/Intacct and reconcile both platforms to each other on a monthly basis Monitor employee time tracking to ensure timecard records are complete and approved by payroll deadlines Actively participates in Board of Director finance calls, in partnership with COO. Serve as backup to other members of the Operations Team. Other duties as assigned. Provide onboarding and ongoing training to staff related to expense management systems and processes Monitor daily cash positions, oversee bank and credit card accounts, and optimize liquidity to meet operational needs. Collaborate with Development Team on optimizing donation deposit and record keeping Banking relationships: Direct the bill payment process, manage vendor relationships, and optimize the accounts payable workflow for accuracy and efficiency. Serve as the primary liaison with banking partners Qualifications MINIMUM REQUIREMENTS: Bachelor’s Degree required, Master’s preferred, preferably in a finance-related field (accounting, finance, MBA; CPA preferred) Excellent computer skills, including financial software, Salesforce, and Excel Excellent mathematical and analysis skills Skillful financial and budgetary analysis A self-starter with the ability to multi-task and handle multiple demands; great organization skills Strong attention to detail. At least 3 years’ experience in finance, accounting, etc. PHYSICAL DEMANDS / WORK ENVIRONMENT Must be able to sit / stand for 8 hours. Walking, bending, light lifting up to 25 lbs. Additional Information Employer paid medical, dental and vision insurance for employee, short and long term disability; family plans available Access to monthly counseling 14Paid Holidays + 4 floating holidays per year 18 PTO + 3 sick days per year 8 sabbatical days per year 6 weeks paid parental leave 401K with match Details Date Posted: July 31, 2026 Type: Full-Time Service Area: Social / Human Services Salary Range: $69,000 - $74,000 annually #J-18808-Ljbffr