Director of Finance & Administration

CORE RESPONSIBILITIES & IMPACT

Essential Duties & Responsibilities include the following (other duties may be assigned):

Financial Management

• Oversees and directs accounting, budgeting, audit, and long-range forecasting activities.
• Implements efficiencies across financial systems, including the selection and configuration of new accounting and expense management technology.
• Plans, coordinates, and executes annual budget development for the organization and leads forecasting processes. Collaborates with staff on financial budgeting and reporting for grants and contracts management, ensuring compliance throughout these processes.
• Oversees the development and delivery of timely and accurate financial reports and analysis to support decision making across the organization, including analyses and dashboards for the CEO, Board Treasurer, Finance Committee, and Board.
• Provides strategic financial input and leadership on decisions affecting the organization, such as evaluation of potential partnerships, business challenges, and financial investments.
• Manages the outsourced accountant and works to continuously improve the quality and efficiency of operational accounting services, such as accounts receivable, payroll, accounts payable, and purchasing.
• Recommends and formulates sound fiscal policies, systems, procedures, and forms. Oversees the development of and adherence to internal control policies, building the financial literacy of the team in the process.
• Coordinates external audits and ensures compliance with all local, state, and federal government regulations, as well as other applicable laws and requirements governing foundations and charitable organizations, including but not limited to managing tax and other regulatory filings.

Administration

• Oversees contracting of other external consultants, including preparation of contracts and associated paperwork, and works with team members to ensure proper oversight and tracking of payments and deliverables.
• In partnership with the CEO, informs strategy for employee benefits, including reviewing personnel policies, procedures, and the employee handbook.
• Effectively responds to staff inquiries regarding payroll and benefits.
• Works with the Membership & Operations Manager on implementing process changes within financial and administrative systems. This includes working with technology consultants on the effectiveness and alignment of technology solutions (network, server, security, email accounts, software, hardware, etc.).
• Reviews insurance coverage and works with appropriate brokers regarding changes as needed, ensuring competitive pricing.
• Ensures compliance with all relevant local, state, and federal laws for assigned areas of responsibility.

Board and Board-Level Committee Meetings

• In partnership with the CEO, organizes and supports the work of the Finance and Audit Committee.
• Oversees the production of periodic financial statements, analyses and reporting dashboards for the CEO and board.
• Supports the work of the Board Treasurer and Finance Committee, including organizing, preparing materials, and staffing committee meetings.

Supervisory Responsibilities

• Provides daily work direction to outsourced operations support, including IT consultants, outsourced accounting, and additional consultants as needed. May also supervise summer intern, temporary or volunteer staff members.