Help prepare monthly, quarterly, and annual financial statements and supporting schedules.
Maintain and reconcile the general ledger, ensuring accuracy and completeness.
Monitor and record revenue streams, including grants, donations, and service revenue.
Act as point person for monthly and year-end close processes, ensuring deadlines are met and financial data is accurate.
Track grant expenditures and ensure appropriate allocation and documentation.
Identify gaps in processes and recommend improvements to enhance efficiency and reduce risk.
Collaborate with programming and development teams to support financial tracking and reporting.
Ensure compliance with federal, state, and local regulations, including nonprofit-specific standards (e.g., IRS Form 990).
Establish procedures and systems necessary to maintain proper financial records and afford adequate accounting controls and services.
Ensure organizational compliance with non-profit grant management funding requirements and monitor expenditures related to grants.
Ensure proper regulatory financial reporting and maintain compliance with necessary rules and regulations.
Manage depreciation records and inventory control processes.
Review financial results of the organization by department, compare them to established budgets, and communicate results to managers and staff.
Develop and implement appropriate internal controls to safeguard the agency’s assets, manage risks, and review and amend insurance policies.
Establish and maintain positive working relationships with outside organizations, including banks, investment advisors, governmental agencies, and the PPFA National Office.
Direct the preparation and issuance of the PPMW Annual Report.
Lead the preparation of audit schedules and serve as the primary liaison to external auditors.
Review audit findings and implement recommendations in collaboration with the Director of Finance.
Assist with the annual budgeting process, ensuring consistency with historical trends and strategic priorities.
Serve as a resource for finance-related inquiries from program, development, and operations staff.
Promote a culture of accountability and financial literacy across the organization.
Perform other duties as assigned by the Vice President of Finance and Administration.
Requirements
Minimum B.S. degree, master’s preferred, with major coursework in business, economics, finance/accounting or other related field.
CPA and MBA highly desirable.
Possess seven (5) years of non-profit management and supervisory experience in finance, accounting, budgeting or related field.
Experience working in a health care organization, medical billing and insurance with collective bargaining experience highly desirable.
Strong knowledge of generally accepted non-profit accounting principles, regulatory requirements, payroll and the ability to translate requirements to managers and others.
Possess technical skills with proficiency in database and financial management software, preferably MIP and Microsoft Office packages such as Excel and Access.
Ability to read, analyze and interpret financial reports and legal documents with the ability to effectively present information to staff at all levels of the Organization and the Board of Directors.
ATS Keywords
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