Head of Management Finance

Amount of Travel Required: Minimal Local Travel

Job Type: Leadership/Management

Positions Supervised: Bookkeepers and Finance Support Staff

Work Schedule: Monday – Friday, with occasional evenings or weekends as needed

The Director of Finance is a key member of the senior leadership team responsible for the overall financial management, compliance, and fiscal health of the organization. This role oversees all financial systems, including budgeting, reporting, audits, cash flow management, internal controls, grant financial management, and regulatory compliance.

Reporting to the Chief Operating Officer, the Director of Finance partners closely with executive leadership to provide strategic financial guidance, support organizational decision-making, ensure financial sustainability, and maintain compliance with all applicable financial regulations and reporting requirements.

Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.

Financial Leadership & Strategy

Lead financial management and strategic planning for the organization.

Provide financial insights and recommendations to the COO, Chief Program Officer (CPO), CEO, and senior leadership team.

Analyze organizational financial performance and recommend corrective actions when necessary.

Support long‑term financial planning and sustainability initiatives.

Review contracts and advise leadership on financial implications and risks.

Budgeting & Financial Planning

Oversee program, grant, and contract budgets.

Prepare financial forecasts and variance analyses.

Support department leaders in budget planning and development.

Financial Operations & Reporting

Prepare monthly, quarterly, and annual financial statements and reports.

Present financial reports and recommendations to executive leadership and the Board of Directors.

Analyze balance sheet accounts, general ledger activity, and financial trends.

Ensure accurate accounting and tracking of restricted and unrestricted funds.

Maintain accurate financial records and documentation.

Compliance, Audits & Internal Controls

Ensure compliance with Generally Accepted Accounting Principles (GAAP) and all regulatory requirements.

Coordinate and oversee annual financial audits.

Serve as the primary liaison with external auditors and regulatory agencies.

Cash Flow & Banking Management

Monitor organizational cash flow and maintain financial stability.

Oversee banking relationships and financial service providers.

Develop and maintain cash flow projections.

Recommend strategies to improve liquidity and financial performance.

Payroll, Benefits & Retirement Oversight

Oversee payroll processes in collaboration with Human Resources.

Ensure compliance with wage and hour laws and payroll regulations.

Oversee retirement plan administration, including 403(b) compliance and reporting.

Monitor payroll‑related financial reporting and reconciliations.

Grant & Contract Financial Management

Oversee financial management and tracking of grants and contracts.

Ensure compliance with funding requirements and grant restrictions.

Prepare and review grant‑related financial reports and documentation.

Support program leadership with grant budgeting and reporting needs.

Evaluate and improve financial systems, controls, and workflows.

Support organizational transitions, including billing processes and system upgrades.

Identify opportunities for operational efficiencies and process improvements.

Supervise, mentor, and develop finance staff.

Ensure accurate and timely daily financial operations.

Provide coaching, training, and performance feedback.

Organizational and Project Management Skills

Collaboration and Relationship Building

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required.

Minimum of 8–10 years of progressive accounting or finance experience.

Minimum of 2 years of nonprofit finance experience required.

Experience with audits, budgeting, grant management, and financial reporting required.

Strong knowledge of nonprofit accounting principles and financial management.

Experience with financial systems, payroll systems, and reporting software.

Advanced Microsoft Excel and financial analysis skills.

The physical demands of this position are consistent with a professional office environment. The employee is regularly required to sit, speak, hear, and use hands to operate office equipment. Work is primarily performed in an office environment with moderate noise levels. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.