Financial Planning and Analysis

• Provide strategic and operational leadership for all financial functions of the organization, including accounting, budgeting, forecasting, payroll oversight, accounts payable and receivable, cash management, investments, grants administration, audits, and compliance activities.
• Lead and oversee financial operations utilizing NetSuite ERP and related financial systems, including workflows, reporting structures, internal controls, approvals, integrations, dashboards, and process optimization.
• Maintain and strengthen nonprofit fund accounting practices, including restricted and unrestricted funds, deferred revenue, grant accounting, project tracking, and investment accounting.
• Oversee monthly, quarterly, and annual financial close processes and ensure the timely preparation of accurate financial statements, forecasts, dashboards, variance analyses, and management reports.
• Coordinate development of annual operating and capital budgets, including forecasting models, departmental collaboration, and reporting for leadership, committees, and governance groups.
• Prepare and monitor cash flow projections, investment reporting, and related financial analyses and recommendations for executive leadership, the Treasurer, Finance Committee, Investment Committee, Audit Committee, and Council.
• Lead annual audits, tax filings, compliance reporting, and related financial documentation activities.
• Develop, maintain, and strengthen internal controls, financial policies, procurement processes, and audit readiness procedures.
• Collaborate with organizational leadership and department directors to analyze financial performance, operational trends, strategic initiatives, and budget variances.
• Partner with Information Technology and operational teams to support integrations between NetSuite and other enterprise systems, including AMS/CRM, payroll, banking, eCommerce, expense management, and reporting platforms.
• Lead, mentor, and develop the Finance & Accounting team, including hiring, coaching, performance management, and professional development.
• Participate as a member of the Executive Director’s leadership team and contribute to organizational strategy, operational planning, and cross-functional initiatives.
• Participate on Society committees and task forces as needed.
• Other duties as assigned.

GSA

Director of Finance, Accounting