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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

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