Financial Operations Director

4 weeks ago

Santa Barbara, California, United States Balance Financial Management Full time
Job Summary

We are seeking a seasoned financial professional to fill the role of Director of Client Accounting at Balance Financial Management. This position will be responsible for leading our accounting teams, providing financial expertise to clients, and ensuring compliance with all financial reporting and regulatory requirements.

Key Responsibilities
  • Provide leadership and mentorship to the accounting teams, fostering a culture of continuous improvement and professional development.
  • Effectively communicate and present critical financial matters to clients, providing analysis and recommendations as needed.
  • Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements.
  • Oversee and lead the annual budgeting and planning process in conjunction with client leadership.
  • Verify financial reports are presented in an accurate and timely manner; are clearly communicated, and oversee financial, project/program and grants accounting.
  • Coordinate and lead the annual audit process, liaise with external auditors and the finance committee of the client board of directors; assess and implement any changes necessary.
  • Ensure that the contract billing and collection schedules are adhered to, and that financial data and cash flow are steady and support operational requirements.
  • Update and implement all necessary business policies and accounting practices; improve the finance department's overall policies and procedures.
  • Collaborate with the Executive Director and Board of Directors to develop and implement financial policies and procedures that align with the organization's values and strategic goals.
Requirements
  • Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred (active or inactive)
  • At least 10 years of overall professional experience; ideally 6 plus years of broad financial and operations management experience in a complex setting managing teams. Not-for-profit expertise strongly preferred.
  • Proven track record of successful financial management, including experience developing and implementing strategies and staff, managing budgets, and overseeing financial reporting and compliance.
  • Excellent analytical, problem-solving, and sound decision-making skills.
  • Federal grants management expertise highly desirable.
  • Experience of final responsibility for the quality and content of financial data, reporting, and audit coordination for either a company, division, or significant area.
  • Ability to translate financial concepts to – and to effectively collaborate with -- clientele who do not necessarily have finance backgrounds.
  • Technology savvy with experience selecting and overseeing software installations and managing relationships with software vendors; knowledge of accounting and reporting software.
  • Commitment to continuous learning and training programs that maximize individual and company goals; comfort and flexibility to handle change, change management, and new technology or process adoption and implementation.
  • A successful track record in setting priorities; keen analytic, organization, and problem-solving skills that support and enable sound decision-making.
  • Excellent communication and relationship-building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders.
  • The ability to work calmly in a fast-paced environment.
  • Personal qualities of integrity, credibility, and dedication to the vision and values of the company.
About Balance Financial Management

We function as your business and financial management backbone, quickly integrating into your organization and culture. We pride ourselves on our accessible, high-touch, human-centered approach, successfully creating dynamic, long-term client partnerships that foster optimal company performance.

Balance proudly works with companies that share our core philosophy that profit and social impact are complementary goals. Our people-centric approach gives actionable insights into your financials to ultimately serve every level of your teams, business, and community.

Balance Financial Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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