Director, Accounting and Finance

Overview

The organization is seeking a Director, Accounting and Finance to lead the Finance unit’s accounting functions and related operational work. This role manages general accounting responsibilities, including the records and operation of accounting systems and the gathering and reporting of financial information. The position is confidential and handles sensitive matters.

This is a full-time, regular, non-union role (FLSA Exempt), reporting to the Chief Financial Officer. Work location is Throughout the U.S., with remote work and travel required up to 25%.

Responsibilities

Financial Operations Management

• Supervise the organization’s accounting function to ensure accurate and compliant financial record-keeping
• Oversee core accounting functions including cash management and accounts payable
• Review and approve financial transactions, including accounts payable and receivable, payroll, general ledger entries, depreciation, accruals, prepaid, asset purchases, and other complex transactions
• Manage the monthly closing process to ensure all tasks are performed accurately within a set timeframe
• Oversee online banking treasury functions and cash management using secure web-based platforms and reporting systems
• Direct and plan the preparation of annual fiscal records and interim monthly financial reports summarizing activity and forecasting business activity and financial position (income, expenses, and earnings) based on past, present, and expected operations
• Prepare/review audit work papers and financial statements annually and correspond with auditors as needed
• Contribute to preparation of IRS Form 990 and IRS Form 5500, and ensure tax regulations, registrations, and organizational compliance
• Assist with regulatory filings, including lobby filings, 1099s, information for state filings and compliance, and U.S. Census Bureau quarterly and annual filings
• Assist with insurance renewals

Systems Optimization

• Evaluate and optimize accounting and related systems; maximize the usage of complex financial software applications (including Financial Edge NXT, Raiser’s Edge, SAP Concur, Paycom, Longview, and PowerPlan/Questica)
• Analyze financial systems and recommend automated or streamlined business processes to maximize efficiency and minimize duplicated efforts

Communications, Collaboration and External Partners

• Advise departmental program and development officials on accounting matters
• Ensure finance successfully integrates work output/services with other internal departments
• Communicate and coordinate with members, vendors, donors, and bankers as appropriate
• Coordinate accounting software updates with IT as necessary
• Represent and act on behalf of the department or function when making daily decisions, releasing information, and coordinating projects or activities
• Perform other duties as assigned

Requirements

• BA/BS in Accounting, Finance, or related degree and at least 10 years relevant experience OR MBA/MA/MS in Accounting or Finance and 8 years relevant experience and/or sufficient relevant work experience
• Certified Public Accountant (CPA) required
• Demonstrated experience leading month-end and year-end close, general ledger, financial reporting, external audits, grants, restricted funds, and donor compliance
• Knowledge of relevant tax and financial reporting regulations
• Ability to develop, manage, and analyze budgets
• Proficiency in creating long-term financial forecasts
• Ability to maintain deep understanding of the organization’s business while setting communication priorities for cross-functional initiatives, developing high-impact presentations, and influencing senior leaders
• Ability to translate financial concepts for colleagues without finance backgrounds
• Excellent organizational skills and attention to detail
• Excellent communication skills, including strong written, verbal, and presentation abilities
• Strong team, project, and budget management skills
• Proven ability to embed inclusion, diversity, equity, and accessibility (IDEA) best practices into both strategy and operations
• Experience supporting professional development of staff members, with a commitment to ensure equitable access and opportunities for underrepresented identities

Additional Functional Competencies

• Analyze complex financial data to identify trends and opportunities for resource optimization
• Create comprehensive financial reports that translate technical information for various stakeholders
• Develop departmental budgets aligned with operational priorities
• Create multi-scenario financial projections to anticipate future needs and recommend strategic adjustments

Preferred Qualifications

• Experience leading the audit and budget processes for a non-profit, including managing restricted funds
• Knowledge of relevant financial reporting software at an intermediate to expert level, including experience using Financial Edge NXT, SAP Concur, ADP, Longview, and EUNA (preferred)
• Strong understanding of US GAAP and financial reporting
• Expert level MS Excel skills and intermediate level skills on all other MS Office applications

Physical Requirements

• Prolonged periods of sitting and/or standing at a desk and working on a computer

Travel and Schedule

• Travel required: up to 25%
• Ability to work occasional evening and weekend hours, especially during the organization’s audit and for Board of Director meetings, as needed

Compensation & Benefits

• Not specified in the provided job description.

Location

• Throughout the U.S.
• Remote with travel

Application Requirements

• Required documents: cover letter, resume, and work sample of month-end closing schedule.
• Work sample must be included as part of the application package.