Position Summary

Reporting to the Vice President for Finance & Administration, the Director of Finance (DFA) is part of a Division that includes 5 operating units—Administrative Services, Finance, Human Resources, Information Technology, and Meeting & Events. The DFA is responsible for overseeing and managing the Institute’s accounting and budgeting functions, grants management, financial reporting, audit and tax preparation, treasury and strategic cash management, accounts payable, accounts receivable, general ledger, and month-end closings. The DFA serves as a thought partner on financial matters to the VP of F&A and supervises a team of junior and senior-level accounting staff.

Responsibilities

Financial Management and Accounting

  • Oversee all accounts, ledgers, and financial reporting systems, and ensure accuracy, timeliness, and compliance with GAAP and applicable federal, state, and local laws and regulations.
  • Monitor and maintain all financial internal controls and the adherence to Institute financial policies and procedures for all financial functions and processes such as accounts payable and receivable, cash management, corporate credit cards, investment accounts, and fixed asset accounts.
  • Monitor cash flow and manage the cash balances in all accounts.
  • Cultivate and maintain relationships with the Institute’s auditor, bank officer, portfolio manager and other finance-related vendors.
  • Prepare timely and accurate monthly financial statements and other financial reports for VP of F&A, Executive Leadership Team, and the Board. Prepare reports for, and present documentation to internal and external stakeholders as requested.
  • Advise VP of F&A on financial issues, questions, and concerns.

Budgeting and Grant Administration

  • Organize and lead the annual budgeting process, including devising processes and tools for use by staff who manage budgets in Divisions across the Institute.
  • In collaboration with the Finance & Administration Management Team, develop, oversee, and manage the Division’s budgets.
  • Work with Human Resources and Divisional budget point people to manage and forecast existing, vacant, and planned staff positions in all financial systems.
  • Develop agenda for and convene and lead monthly meetings of Finance staff with Divisional budget point people.
  • Provide Finance team with the skills and tools needed to support Divisions’ budget preparation across the Institute.
  • Oversee grants management system including cost allocation plans and rates and the process of revenue recognition for restricted funding.

Year-end Audits and Tax Returns

  • Oversee the Institute’s annual audit and tax activities: supervise the preparation for annual audits and ensure all required IRS and state filings are up to date.
  • Serve as lead contact for auditors and generate all year-end schedules for annual audit.
  • Prepare draft financials, Form 990, and CHAR 500 along with the schedules for auditors’ review.
  • Train finance team to work on various audit schedules and ensure their understanding of audit requirements.

Management & Strategy

  • Provide thoughtful and supportive supervision of the Finance staff.
  • Manage and cultivate the skills, talents, and professional development of the Finance staff.
  • Provide orientation and training on relevant financial systems for staff at all levels.
  • Serve on the F&A Management Team which is responsible for managing the Division’s work in pursuit of the Institute’s vision, goals, and priorities; collaborate with the Executive Leadership Team and other Division Management Teams to create a high-performing, impactful, and collaborative organization.
  • Coordinate and manage the projects and initiatives of the Finance team to ensure alignment with organizational and programmatic goals.
  • Provide strategic perspective on the organization’s finance and accounting needs.
  • Lead the administration and periodic review of financial software systems and tools; maintain the integrity of accounts, manage user access; troubleshoot issues with Abila MIP, Unanet, and Nexonia.
  • Perform any other job-related tasks as requested by supervisor.

Qualifications

Knowledge, Skills, and Abilities:

  • Bachelor’s degree in accounting; master’s degree highly preferred.
  • Seven (7) to ten (10) years of experience in a relevant setting managing a $30 million plus accounting operation in non-profit sector.
  • Superior knowledge of accounting principles for non-profits required.
  • Advanced proficiency with non-profit accounting software and financial reporting applications required; knowledge of Abila MIP (Sage), Unanet, and Nexonia preferred.
  • Strong knowledge of budgeting and forecasting.
  • Experience with financial reporting requirements of large multi-year grants, especially from US government agencies and foreign governments.
  • Seven (7) to ten (10) years of experience preparing audits and serving as audit point of contact.
  • Proven ability to work successfully with a diverse team of executive and project managers, and to deliver transparent financial infrastructure, from budgeting to reporting and compliance.
  • Outstanding time management, organizational skills, and analytical ability.
  • Excellent written and verbal communication skills.
  • Strong work ethic with proven ability to meet internal and external deadlines and to respond quickly in a fast-paced environment.
  • Seven (7) to ten years (10) of experience in staff management, supervision, and professional development.

Salary and Benefits

Salary starting at $136,000 to mid $140k, commensurate with experience. Excellent benefits that include medical, dental, vision, and life insurance; vacation, personal and sick time; paid parental leave; tuition reimbursement; commuting subsidy; and 401(k) with employer match. The Guttmacher Institute strives to provide the training and support staff need to be successful in their positions and to grow professionally.