Finance Director
- San Jose, CA, United States
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Job details
- Education
- Bachelor’s degree
- Experience
- Minimum 3-5 years related experience in financial management, preferably in the non-profit sector.
- Posting language
- English
- Posted
Original job description
Duties and Responsibilities:
➢ Financial Management:
- Develop and implement financial policies and procedures.
- Oversee budgeting processes, ensuring alignment with the organization’s strategic goals.
- Maintain appropriate internal fiscal controls.
- Monitor financial performance and prepare regular financial reports for the CEO and Board of Directors.
➢ Accounting Oversight:
- Manage all accounting functions, including but not limited to, accounts payable/receivable, payroll, general ledger, and fixed assets.
- Ensure timely and accurate financial reporting in accordance with GAAP and non-profit accounting standards.
➢ Compliance and Risk Management:
- Ensure compliance with federal, state, and local regulations, as well as grant requirements.
- Manage audits and other required financial reports and coordinate with external auditors, providing necessary documentation and responses.
➢ Financial Planning and Analysis:
- Preparation of agency annual budget.
- Conduct financial forecasting and modeling to support long-term strategic planning.
- Analyze financial data to identify trends and provide actionable insights to the leadership team.
➢ Grant Management:
- Oversee the financial aspects of grant proposals and reporting, ensuring compliance with funder requirements.
- Collaborate with Leadership team to prepare budget proposals for grants and funding applications.
➢ Team Leadership:
- Supervise finance staff, providing mentorship and professional development opportunities.
- Foster a collaborative and supportive work environment.
➢ Stakeholder Communication:
- Present financial reports to the Leadership Team, other department leaders, Board of Directors, and other stakeholders.
- Serve as a key point of contact for financial inquiries from external stakeholders.
- Create and maintain relationships with banking institutions, service providers and contractors. ➢ Other Duties
- As Assigned by the Chief Executive Officer.
Health and Safety:
- Ensure health and welfare of staff is maintained at all times.
- Mandated to report suspected child abuse.
- Ensure staff understand and follow agency procedures and reporting requirements related to health and safety standards.
- Report safety hazards and injuries immediately and ensure proper paperwork is completed in a timely manner.
Skills and Abilities:
- Organized, creative, independent, self-motivated, enthusiastic, dependable, detail-oriented, flexible in scheduling based and prioritization, and driven by excellence.
- Must possess exceptional communication skills to present facts and recommendations effectively in oral and written form, including accurate grammar and business correspondence knowledge.
- Strong interpersonal skills to establish and maintain effective business relationships; demonstrated ability to communicate in situations requiring tact and poise; skilled in confidentiality and discretion.
- Thorough knowledge of office administration including efficient filing systems, office machines and equipment, and computer software such as Word, Excel, Publisher, Outlook (email & calendar).
- General Accounting software knowledge.
- Skilled in customer service and employee relations.
- Regularly exhibits the ability to solve problems and drive issues to closure with appropriate supervision.
- Must present a neat, professional appearance.
- Ability to adjust tasks and focus with composure, and in accordance with changing deadlines and priorities.
- Belief in working as a professional, cohesive team member.
- Ability to define and solve practical problems and deal with a variety of concrete variables.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Respect diversity and embrace working with multi-cultural communities. differences.
Education and Experience:
- Bachelor’s degree or higher in Finance, Accounting or related field is required.
- Minimum 3-5 years related experience in financial management, preferably in the non-profit sector.
- Strong knowledge of non-profit accounting principles and regulatory requirements.
- Proven experience with budgeting, forecasting and financial analysis.
- Excellent leadership, organizational, communication and interpersonal skills.
- Proficient in accounting software and Microsoft Excel.
- Knowledge of federal and state financial regulations a plus.
- Must be in good health as verified by a current health screening, including a test for Tuberculosis performed under the supervision of a physician not more than 60 days prior to employment.
- Proof of up-to-date immunization records to include but not limited to Measles, Pertussis, Tuberculosis (every 4 years) and Influenza (annually).
- Must be able to pass a fingerprint clearance, criminal record, FBI and DOJ clearance and child abuse index check prior to employment.
- Must possess California Driver’s License and meet minimum insurance requirements for personal vehicle and have a driving record which meets the standards set forth in Administrative Regulation 4532 and 4533. If current auto insurance has a “Business Use Exclusion” it will need to be removed from your policy.
- Completion of Mandated Reporter Training as per Assembly Bill 1207. Must be completed every 2 years.
- Bilingual/Biliterate a plus.
More about this job
Skills
- Financial management
- Enforce financial policies
- Budget management
- Accounts payable
- Payroll
- General ledger
- Financial reporting
- Regulatory compliance
- Risk management
- Documentation
- Financial planning
- Financial forecasting
- Strategic planning
- Reporting
- Team leadership
- Communication skills
- Health and safety
- Scheduling
- Prioritization
- Interpersonal skills
- Confidentiality
- Office administration
- Office equipment
- Microsoft Word
- Microsoft Excel
- Microsoft Publisher
- Microsoft Outlook
- Customer service
- Employee relations
- Forecasting
- Financial analysis
- Leadership
- Sage Accounting Software
- Assembly
- Bilingualism