Finance Director

Reports to: President/Chief Executive Officer

Role Overview

The Finance Director is responsible for providing strategic leadership in all financial functions of the organization, including budgeting, financial planning, reporting, and compliance. This role ensures the financial health of the organization by overseeing daily financial operations, managing audits, and collaborating with senior leadership to support organizational goals.

Key Responsibilities

Financial Leadership:

• Develop and manage annual budgets, forecasts, and financial strategies.
• Lead financial planning and analysis to guide decision-making processes.
• Ensure timely and accurate processing of payroll, QuickBooks entries, and financial transactions, to include:
  • Handle QuickBooks bill payments and receipt entries.
  • Enter pledge/check/EFT data from fundraising campaigns into CRM Lite.
  • Manage independent contractor payouts and employee mileage/expense reimbursements.
  • Ensure all checks requiring board member signatures are properly prepared and processed.
• Manage cash flow, oversee deposits, and handle grant payments and reimbursements.
• Develop and review all financial reports, including accounts payable and receivable.
• Oversee special event invoicing, revenue tracking, and independent contractor payouts.

Compliance & Reporting:

• Prepare and present financial statements and relevant reports to the board and executive leadership team.
• Ensure compliance with applicable financial regulations, laws, and internal policies.
• Lead financial audits by preparing required documentation and collaborating with external auditors.
• Maintain a digital filing system for financial records and documentation.

Collaboration:

• Collaborate with department heads to align financial practices with organizational goals.
• Work with leadership to improve financial processes and efficiencies.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; CPA or MBA preferred.
• Minimum 7 years of financial management experience, with nonprofit experience preferred.
• Proficiency in QuickBooks, Microsoft Office Suite, and financial reporting tools.
• Strong understanding of grant management, compliance, and audits.

Essential Skills

• Exceptional analytical, organizational, and problem-solving abilities.
• Excellent interpersonal and communication skills.
• Proven leadership and ability to manage multiple complex projects.