Financial Operations Director

6 days ago

San Francisco, California, United States United Way of the Bay Area Full time

United Way Bay Area (UWBA) is a leading nonprofit organization dedicated to dismantling the root causes of poverty and building equitable pathways to prosperity. With a strong presence in the San Francisco area, UWBA brings together partners from various sectors to address Bay Area poverty.

We are seeking an experienced Financial Operations Director to join our team. This role will oversee all accounting activities and management of the accounting team, supporting presentations to the Board, Finance, and Audit committees.

The Financial Operations Director will lead day-to-day accounting operations, supervise a team of 5 staff members, and ensure that UWBA has effective systems and procedures in place for program implementation. The individual will also lead audit and tax return preparation efforts, working closely with program leaders and senior leadership.

In addition, the Financial Operations Director will partner with the Chief Financial Officer, senior leadership, People & Culture, and Information Technology staff to enhance and integrate the accounting, HR, and IT functions.

This is a unique opportunity to make a meaningful impact on the lives of individuals and families in the Bay Area while advancing your career as a financial leader.

Salary: $160,000

About the Role:

  • Financial Oversight: Manage all aspects of accounting, including accounts payable, accounts receivable, grants, payroll, and general ledger functions.
  • Budget Management: Work with the CFO and Senior Director of Finance to develop, monitor, and maintain the organization's annual budget and long-term financial plans.
  • Financial Reporting: Assist in preparing and presenting monthly, quarterly, and annual financial statements and reports to senior leadership, the Finance Committee, and the Board of Directors.
  • Compliance: Ensure compliance with GAAP, IRS regulations, government and institutional grant requirements, and other applicable laws and best practices for non-profit organizations.
  • Audit Preparation: Lead the annual audit processes (financial and retirement benefits audits), liaising with external auditors and ensuring timely completion.
  • Internal Controls: Develop and implement internal control policies and procedures to safeguard the organization's assets, maximize efficiency and effectiveness, and ensure timely and accurate financial reporting.
  • Grant Management: Oversee financial reporting for government and institutional grants and contracts, ensuring compliance with funder requirements.
  • Financial Strategy: Support the CFO in strategic planning, financial analysis, and decision-making processes.
  • Systems Administration: Maintain general ledger and subledgers, CRM, cloud-based financial applications, and other financial systems to ensure accuracy and integrity of financial data.
  • Team Leadership: Supervise and mentor accounting staff, fostering a culture of continuous improvement and professional development.

About You:

  • Education: Bachelor's degree or equivalent years of related work experience in Accounting, Finance, or a related field. CPA and accounting-related coursework strongly preferred.
  • Experience: Minimum of 8 years of accounting experience, with at least 2 years in a non-profit organization preferred. Demonstrated ability to facilitate audit and tax preparation activities, financial statement preparation, and internal control design and implementation.
  • Technical Skills: Proficiency in accounting software (e.g., MIP, ANDAR) and Microsoft Office Suite, with substantial experience managing, implementing, changing, and integrating processes and systems in a planned and holistic manner.
  • Knowledge: Expert knowledge of GAAP/FASB non-profit accounting standards, relevant OMB circulars, and financial regulations. A track record in grants management as it relates to compliance and reporting of government and institutional grants is a plus.
  • Analytical Skills: Excellent analytical and problem-solving abilities.
  • Communication: Strong verbal and written communication skills, with the ability to present complex financial information clearly and effectively.
  • Leadership: Demonstrated ability to lead, manage, and develop a team.
  • Attention to Detail: High level of accuracy and attention to detail.
  • Values: Deep commitment to UWBA's mission, impact goals, and DEI principles.
  • Ethics: High degree of integrity, discretion, professionalism, and accountability to achieve quality results.
  • Service-Orientation: Demonstrated partner-centric approach to finance and accounting, including understanding and meeting the needs of internal and external stakeholders.
  • Accountability: Ability to achieve operational excellence, including the quality and integrity of all accounting functions, accurate and timely reporting, and the operational fitness of internal controls related to accounting procedures, policies, and generally accepted accounting principles.

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