Director of Finance

CORE RESPONSIBILITIES

Internal Reporting

Internal reporting to the WEO Board (bimonthly), Finance Committee (monthly) and staff (as often as weekly) on all aspects of the financial activity, status, and health of the company.

• – Prepare financial statements: Income/Expense and Balance Sheet
• – Develop and track measurements of key activities such as ticket sales, donations, and expenses vs. budget by program at a detailed level.

– Provide supporting analysis of what the reports mean, in practice.

FINANCE DIRECTOR — JOB OVERVIEW

Budgeting

• – Develop Fiscal Year budgets with input from all staff, and present to the WEO Board for approval
• – Analyze and report actuals vs. budget, and in the final fiscal quarter provide forecasts to year-end

External / Compliance Reporting

• – 990 federal tax filing and related CA state filings
• – Budgets/forecasts for grant applications and post-grant reporting and auditable detail

Operational Support for financial data capture and accounting, including:

• – Gather, correlate/reconcile, and advise the booking of financial data from multiple source systems (ticketing, donations, credit card transactions, payroll, etc.)
• – Take point on handling or distributing incoming payments and invoices; when needed, issue payments online or by check; monitor positive-pay processing
• – Run payroll, including capturing/entering employee data, timesheets, and ancillary deductions (union dues, CalSavers) and payments (union-mandated benefits)
• – Monitor cash flow: manage payment timing and shift funds between accounts as needed
• – Ensure all operations meet existing financial controls and policies; propose new/changed controls as needed.
• – Manage the booking of multi-year/restricted gifts and grants and the related expenses
• – Maintain the Chart of Accounts and Class (program/project/production) structures in QuickBooks

Risk Management / Compliance

• – Identify insurance coverages needed; work with our broker to secure and administer them
• – Monitor external sources for changes in employment law, data/banking security requirements, etc.

RELATED BUT NON-CORE RESPONSIBILITIES

May include:

• – Support contract negotiations with vendors, unions, commissioning projects, etc.
• – Software and systems selection, acquisition and administration
• – Investment monitoring and management

SKILLS / KNOWLEDGE NEEDED

– Very strong Excel skills (including, e.g., mastery of pivot tables, vlookups, charting, and advanced formatting) required

• – Knowledge of general accounting principles and hands-on experience with their application to reporting and operations required; non-profit accounting knowledge/experience preferred
• – Hands-on experience with zero-based budgeting required
• – General knowledge of QuickBooks data structure and functions strongly preferred

THE JOB

This is a part-time (50% to 75% time) position, located in the SF Bay Area, with annual pay in the range of $40k-$70k.

During the summer festival the staff is based in the Oakland Scottish Rite Center (the current festival venue), off- season we work remotely with lots of time on zoom.

We expect to fill this position in October 2026 and the transition is planned for 5-6 months, spanning the time when the FY2027 budget is developed and approved, the summer 2027 festival is set up, and the 990 filing for the FY ending 9/30/26 is completed.

The ideal candidate will have demonstrated commitment to performing arts in their work and/or life outside of work. They will be comfortable working in a fast-paced and always short-staffed environment, open to taking on work outside of the finance core when needed. They will have the skills to understand the finances of the company and represent them accurately and clearly — and the confidence to present and discuss them with the Board. And they will love floating this hard because they believe in what the company is accomplishing.