Controller

Allen Koch's client is a nonprofit 501(c)(3) headquartered in Arizona, but providing services nationwide.

Job Overview: Allen Koch's client is seeking a forward-thinking, proactive, entrepreneurial-spirited Director of Finance to help the organization grow to from a small to mid-side, nationwide nonprofit and expand into Canada. The Director of Finance serves as a member of the senior leadership team, leading the financial management of the organization, ensuring its financial health and sustainability. Our desired candidate proactively and with an entrepreneurial-spirit delivers financial reports, budgets, forecasts, analysis, and strategy recommendations to fellow senior leaders and the board of directors that help the charity grow, expand and increase its efficiencies. This position oversees all financial management, budgeting and forecasting, strategic planning and leadership, board relations and reporting, tax filing and compliance, and payroll & employee benefits. This position is also responsible for company insurance, and state registration requirements. This position supervises one or more Finance Clerks and/or Donor Care Coordinators.

Key Responsibilities:

Financial Management

Develop and implement financial strategies that support the organizations mission and goals

Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis

Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other financial systems

Prepare and present financial reports to the Executive Director and Board of Directors, providing analysis and recommendations, as needed

Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements

Manage relationships with external partners, including banks, auditors, and other financial service providers

Budgeting and Forecasting

Develop and oversee the annual budgeting process, working closely with program managers and other stakeholders to develop realistic and achievable budgets

Monitor actual performance against budget and provide regular updates and analysis to the Executive Director and Board of Directors

Develop and maintain financial forecasting models that support long-term financial planning and decision-making

Strategic Planning and Leadership

Work closely with the Executive Director and senior leaders to develop and implement strategic plans and goals that support the organizations mission and vision

Lead the Finance Committee, collaborating with other committee members to provide strategic financial guidance and support to the organization

Provide leadership and mentorship to the finance team, fostering a culture of continuous improvement and professional development

Collaborate with other senior leaders to develop and implement strategies that support the organizations mission and goals

Board Relations and Reporting

Report on the financial performance of the organization to the Board of Directors, including regular updates on budget performance, forecasts, and financial risks and opportunities

Collaborate with the Executive Director and Board of Directors to develop and implement financial policies and procedures that align with the organizations values and strategic goals

Represent the organization at internal and external events and meetings, providing financial guidance and support as needed

Tax Filing and Compliance

Oversee all tax filings and compliance requirements, ensuring that the organization is in compliance with all relevant laws and regulations

Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements

Company Insurance

Manage insurance policies for the organization.

Payroll & Employee Benefits

Manage payroll, employee benefits payments, and state registrations for remote working employees for tax, unemployment and workers comp etc.

Lead the annually bidding and open enrollment processes for the employee benefit plans via our broker (medical, dental, vision, 403b retirement fund, etc.)

Requirements

Education

Bachelors degree in Accounting, Finance, or related field required; MBA or CPA strongly preferred At least 8 years of progressively responsible experience in financial management required

- Experience in nonprofit accounting rules highly desired

Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance Strong leadership and management skills, with experience building and leading high-performing teams Excellent analytical, problem-solving, and decision-making skills

Strong communication and interpersonal skills, with the ability to communicate financial information to non-financial stakeholders

Passion for the mission and work of the organization

Passionate interest in mentoring others and working as a team

Skills

Strong finance, accounting, payroll and bookkeeping skills required -both at a micro and macro level, with demonstrated ability to analyze and interpret financials, budgets and trends in order to proactively make recommendations.

- Experience working in the accounting software system, Intacct, highly desired

Project management, strategic planning, and decision making skills with attention to detail.

Strong analytical skills to configure data fields, analyze and interpret data, and make recommendations.

Strong organizational skills and the ability to multi-task, prioritize work and manage deadlines. Self-motivator who maintains confidentiality and professionalism.

Proficiency using HR software/employment portals, such as Paylocity, highly desired.

Excellent communication skills (verbal and written)

- Computer savvy using Microsoft Office and G-Suite products, and CRM systems, such as Hubspot People management and supervisory skills and abilities.

Abilities

Must be able to lift, carry, push, or pull up to 5 pounds or less 5% of the workday

Must be able stoop, kneel, crouch, or crawl 5% or less of the workday

Must be able to talk, see, hear, concentrate, think, learn and reason for all of the workday

Must be able to sit and walk or otherwise move around for prolonged periods throughout the workday. Must be able to use a keyboard and do manual tasks for prolonged periods throughout the workday.

Occasional overnight travel to a few meetings a year may be required.

Work Environment

Work is performed indoors in a climate-controlled, home office and/or office environment.

Our client is an Equal Opportunity Employer and does not discriminate against applicants or employees due to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age, disability, genetic information or any other federal, state or local protected class.

This position description has been designed to indicate the general nature and level of work performed by jobholders within this role. Job descriptions are not intended as, nor should be construed to be, exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. These requirements are representative, but not all-inclusive, of the knowledge, skills, and abilities required. They are intended to be accurate reflections of those principal job duties and responsibilities essential for making fair pay decisions about the job.

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. To perform the job successfully, an employee must perform each essential responsibility satisfactorily.