Financial Planning and Analysis

• Oversee all accounting functions, including accounts payable/receivable, payroll, and monthly reconciliations.
• Oversee and lead the annual budgeting and planning process in collaboration with the Executive Director and program leads.
• Monitor annual operating and program budgets and prepare and present accurate monthly, quarterly, and annual financial reports to the Executive Director, Finance Committee, and Board of Directors.
• Manage organizational cash flow, forecasting, and financial controls to ensure organizational stability and compliance.
• Coordinate annual audit and tax filings; liaise with external auditors and accountants.
• Act as liaison to the Board of Directors Finance Committee
• Maintain and improve internal financial policies, procedures, and systems in line with nonprofit best practices.
• Ensure compliance with all funder, grant, and government reporting requirements.
• Oversee day-to-day administrative operations including IT systems, insurance, facilities, and vendor relationships.
• Maintain organizational records, licenses, and contracts.
• Improve operational systems and processes to enhance efficiency and effectiveness.
• Support Board operations, including preparing financial reports and materials for Board and committee meetings.
• Oversee all HR functions including recruitment, onboarding, payroll administration, benefits management, and employee relations.
• Establish and communicate organizational policies and procedures. Ensure ongoing compliance with employment laws.
• Support performance management, staff development, and policy updates.
• Partner with leadership to promote a positive, equitable, and supportive workplace culture.

Director of Finance and Administration

Asset Management Researcher – Financial Services Practice

Corporate Transactions and Investments Lead

Vice President, Investment Strategist – Retirement Services

Finance Leader

Financial Representative