Position Summary

Essential Duties and Responsibilities

Financial Operations and Reporting

• Oversee the preparation, review, and timely issuance of monthly, quarterly, and annual financial statements in accordance with U.S. GAAP and FASB standards applicable to nonprofit organizations.
• Analyze monthly financial results, identify variances, cost-savings opportunities, and fluctuations that impact year-end projections, and surface insights to the CFO and program leaders.
• Prepare and review monthly cash account reconciliations and serve as back-up reviewer and approver on journal entries.
• Assess transactions for proper accounting treatment, including revenue recognition under ASC 606, contribution revenue assessment, and lease accounting under ASC 842.

Audit, Tax, and Compliance

• Lead and oversee the annual financial statement audit, serving as the primary liaison to external auditors and ensuring timely, clean delivery of audit deliverables.
• Lead the preparation and review of the annual IRS Form 990 and related state filings in coordination with external tax advisors.
• Design, implement, evaluate, and strengthen internal controls and accounting policies to safeguard organizational assets and ensure compliance with applicable laws, regulations, and donor requirements.
• Implement and lead the annual risk management and compliance review in partnership with the CFO and administrative leadership.

Grants, Contracts, and Donor Reporting

• Partner with program staff to develop grant budgets, monitor grant spending, and produce accurate, timely financial reports for programmatic leaders and external donors.
• Manage the flow of contract review across the organization, ensuring financial terms are appropriately analyzed and documented.

Systems, Accounts Payable/Receivable, and Payroll

• Manage and optimize the accounting system (Financial Edge) and other platforms that impact organizational finances, including evaluating opportunities for automation and process improvement.
• Oversee accounts payable, accounts receivable, and payroll functions, ensuring accuracy, segregation of duties, and adherence to internal controls.
• Oversee administration of organizational retirement plans in partnership with HR and third-party administrators.

Team Leadership and Strategic Partnership

• Supervise, develop, and evaluate a team of finance professionals, including the Assistant Controller, Senior Staff Accountant, and part-time Accounts Payable Specialist; assess departmental staffing needs and recommend structural changes as appropriate.
• Strategically support the CFO, executive leadership, and the Board of Directors on financial matters, including ad hoc analysis, scenario modeling, and presentation of financial information.
• Partner with members of the administrative team on issues related to personnel management, facilities, and legal compliance.
• Foster a culture of accountability, accuracy, continuous improvement, and ethical financial stewardship within the finance team.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or a closely related field.
• Active Certified Public Accountant (CPA) license in good standing.
• Minimum of ten (10) years of progressively responsible accounting and finance experience in nonprofit organizations, with demonstrated leadership of a finance team.
• Public accounting experience, ideally with exposure to nonprofit audit engagements.
• Demonstrated expertise in nonprofit GAAP, including ASC 606 (revenue recognition), contribution revenue accounting, and ASC 842 (lease accounting).
• Demonstrated experience leading external audits and preparing IRS Form 990.
• Proven supervisory experience with th