Finance Director and Systems Lead

Job Description

Job Description

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Job Title: Part-Time Finance Director, Systems Lead (CRM & IT)

Location: Hybrid – Metro Detroit area (primarily remote with select in-person meetings, including quarterly leadership and all-staff sessions)
Reports To: President & Chief Executive Officer
FLSA Status: Part-Time, Exempt

Position Summary

The Blood Cancer Foundation of Michigan (BCFM) seeks a uniquely capable leader to serve in a dual role combining financial stewardship, organizational integration, and systems oversight (CRM & IT).

This position merges the responsibilities of a Controller with the Integrator function within the Entrepreneurial Operating System (EOS), while also serving as the internal owner of BCFM’s CRM and technology ecosystem.

This role is responsible for safeguarding BCFM’s fiscal health, ensuring organizational alignment, and maintaining the integrity of the systems that power fundraising, patient support, and operations. As a key member of the leadership team, this individual translates vision into action — aligning people, processes, data, and technology.

The ideal candidate is an experienced nonprofit financial professional who is equally comfortable with accounting systems, data infrastructure, and organizational leadership.

Primary Areas of Responsibility

1. Financial Leadership & Stewardship

• Serve as BCFM’s lead financial officer, advising the CEO and Board on financial performance, trends, risks, and opportunities.
• Support long-range financial planning, forecasting, and scenario modeling.
• Maintain strong internal controls to ensure responsible stewardship of donor dollars.
• Provide financial insights that inform strategic and operational decisions.

2. Accounting & Financial Operations

• Manage all day-to-day accounting functions, including general ledger, AP/AR, reconciliations, and month/year-end close.
• Ensure compliance with GAAP and nonprofit accounting standards.
• Maintain chart of accounts and proper coding of all transactions.
• Oversee payroll, benefits-related financial processes, and vendor payments.

3. Financial Reporting & Analysis

• Prepare timely monthly, quarterly, and annual financial statements.
• Develop dashboards, variance analysis, and cash flow projections.
• Present financial reports to CEO, Finance Committee, and Board.
• Provide program-level financial insights for fundraising, grants, and evaluation.

4. Audit, Compliance & Risk Management

• Lead annual audit process and serve as primary liaison with auditors.
• Ensure compliance with IRS, state, and grant reporting requirements.
• Oversee insurance, contracts, leases, and risk mitigation systems.
• Maintain strong separation of duties and fraud prevention practices.

5. CRM Oversight & Data Integrity

• Serve as owner of BCFM’s CRM system (e.g., donor database, patient tracking systems).
• Ensure data accuracy, integrity, and consistency across fundraising and program teams.
• Oversee data structure, reporting capabilities, and system optimization.
• Partner with Development and Patient Support teams to ensure CRM supports strategy and outcomes.
• Develop and maintain dashboards for:
• • Donor pipeline and revenue tracking
  • Patient services and program utilization
  • Campaign performance (appeals, events, peer-to-peer)
• Ensure proper integration between CRM, finance systems, and reporting tools.
• Support training and accountability for staff CRM usage.

6. IT & Systems Leadership (Point Person)

• Serve as internal point person for all IT and technology systems (outsourced vendors, platforms, and tools).
• Oversee technology stack including:
• • CRM system
  • Financial software (e.g., QuickBooks)
  • Microsoft 365 (Teams, SharePoint, OneDrive, Planner)
  • Website integrations and digital tools
• Manage relationships with external IT vendors and consultants.
• Ensure cybersecurity, data protection, and system reliability.
• Identify and implement technology improvements that increase efficiency and reduce cost.
• Troubleshoot and coordinate resolution of system issues impacting staff operations.

7. Integrator Responsibilities (EOS Leadership Function)

• Partner with CEO to translate vision into executable priorities.
• Ensure alignment around BCFM’s mission, vision, culture, and strategic objectives.
• Drive execution of quarterly Rocks and annual goals.
• Lead accountability systems, including Level 10 meetings and scorecards.
• Identify, clarify, and resolve organizational issues.
• Strengthen cross-functional coordination and communication.
• Ensure processes, systems, and workflows support growth and mission effectiveness.
• Promote a culture of clarity, accountability, and disciplined execution.

8. Administrative & Operational Leadership

• Oversee core business operations intersecting with finance, systems, and infrastructure.
• Support development of policies, procedures, and operational standards.
• Ensure secure handling of financial and organizational data.
• Assist leadership in evaluating operational efficiency and resource allocation.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field; CPA strongly preferred.
• 5+ years of nonprofit financial management/accounting experience.
• Strong understanding of GAAP and nonprofit accounting practices.
• Experience managing or overseeing CRM systems (e.g., Salesforce, Bloomerang, Raiser’s Edge, etc.).
• Familiarity with IT systems, vendors, and basic infrastructure management (not technical engineer, but strong operator).
• Proficiency with QuickBooks (Online preferred) and advanced Excel skills.
• Experience with Microsoft 365 ecosystem (Teams, SharePoint, Planner).
• Demonstrated operational leadership or integrator-type experience.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to connect financial data, CRM data, and organizational strategy.
• High integrity, sound judgment, and commitment to BCFM’s mission.
• Experience with EOS or similar frameworks preferred.

Schedule & Compensation

• Part-Time: Approximately 15–20 hours per week (flexible based on organizational needs)
• Hybrid: Primarily remote with occasional in-person meetings
• Compensation: $35/hour