Director, Strategic Finance and Analytics
Upstart
SQLTableau
Director of Finance
States United Democracy Center
full-time
Posted on:
Location Type: Remote
Location: Remote • District of Columbia, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $160,000 per year
Job Level
Lead
About the role
- Reporting to the Chief Operating Officer, the Director of Finance is responsible for the financial health and integrity of the organization and its affiliated 501(c)(3) and 501(c)(4) entities
- This role provides strategic financial guidance, manages all day-to-day financial operations, and ensures compliance with all applicable regulations
- Develop and implement organizational and departmental expenditure tracking methods, budgeting, forecasting and reporting
- Work closely with States United’s external financial partner to support accounting, audits and tax filings and requirements
- Oversee all accounting functions including general ledger, accounts payable/receivable, payroll and cash flow management
- Prepare and present accurate and timely financial statements on a weekly, monthly, quarterly and annual basis in compliance with non-profit reporting requirements including reports to senior leadership and the Board of Directors
- Lead the annual budgeting process and develop financial forecasts
- Monitor budget-to-actual performance, provide variance analysis, and work with department heads to manage their budgets effectively
- Ensure the organization is in full compliance with all local, state, and federal financial regulations, including specific IRS requirements for 501(c)(3) and 501(c)(4) entities
- Prepare for and manage the annual financial audit, working closely with external auditors to ensure a smooth process and a clean audit opinion
- Create and update tracking and reporting mechanisms for spending, grants management, fundraising, and funding needs
- Regularly provide budgetary forecasts, including calculating and analyzing budget variances, advising senior staff on cause, potential impact, and possible solutions
- Create a monthly reporting package that provides a clear picture of the organization's financial health and provides recommendations as necessary
- Collaborate with organizational leaders to develop, document, and implement policies and procedures for accounting methods and internal controls, including managing the distinct financial operations of both a charitable 501(c)(3) and a social welfare 501(c)(4)
- Develop and maintain procedures for expense reporting, purchase of supplies and materials including approval and payment of such purchases
- Partner with the development team to ensure accuracy and co-understanding of revenue, and to provide all needed financial reporting for development needs; oversee reporting requirements for multiple funders, ensuring timely and accurate submission of financial reports
- Maintain up-to-date knowledge of all regulations and contract requirements with regard to financial matters
- Analyze financial strengths and opportunities for improvement and provide recommendations
- Provide assistance and backup for payroll as needed
Requirements
- Bachelor’s degree in accounting, finance, or a related field
- 10+ years of progressive experience in financial management, with significant experience in a non-profit setting including related experience in budgeting, forecasting, and expense tracking
- Finance experience in non-profit organizations/grants management, with experience in managing both 501(c)(3) and 501(c)(4) organizations
- Excellent analytical and problem-solving skills with the ability to think independently, take corrective action, and resolve inquiries and requests for information
- Ability to establish and maintain robust processes relied upon by senior management
- Strong technical proficiency in QuickBooks Online, Microsoft Excel and Office Suite
- A strong grasp of Generally Accepted Accounting Principles (GAAP) for non-profits
- Excellent verbal and written communication skills with the ability to effectively present information and respond to questions from leaders and peers
- Excellent organizational skills with the ability to handle multiple priorities, meet demanding deadlines, adjust to sudden changes in workflow, and maintain high quality standards
- Demonstrated excellence in leadership, organization, interpersonal, and relationship management skills
- Ability to work collaboratively with colleagues in a demanding and fast-paced environment
- Willingness and ability to work beyond the normal workday, on weekends, and/or more than 40 hours a week as needed
- Display a positive attitude, who concern for people and community, demonstrate presence, self-confidence, common sense, and good listening ability
- Ability to maintain all job-related information in a confidential and private manner
- Must be able to commit to a minimum of 10-15% travel time
Benefits
- 100% employer paid health, vision, and dental plans
- matching retirement benefits
- generous paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial managementbudgetingforecastingexpense trackingGAAPfinancial reportingvariance analysisgrants managementaudit managementcash flow management
Soft skills
analytical skillsproblem-solving skillscommunication skillsorganizational skillsleadership skillsinterpersonal skillsrelationship managementcollaborationadaptabilityconfidentiality
