Chief Financial Officer

4 weeks ago


Boston, Massachusetts, United States Exceeders Group LLC Full time
Financial Director Job Description

About the Job

The Exceeders Group LLC is seeking a highly skilled Financial Director to join our team. The ideal candidate will have excellent organizational and analytical skills, with a strong attention to detail and the ability to analyze complex financial data.

Key Responsibilities:

  • Manage the annual preparation of a mission-driven budget in collaboration with the Executive Team and outsourced accounting team.
  • Conduct financial analyses to inform data-driven decisions for the Executive Team and program leaders.
  • Oversee cash management and ensure adequate funds to meet operational needs.
  • Lead the annual audit preparation in collaboration with auditors.
  • Ensure timely completion of Form 990, Massachusetts Form PC, and 1099 submissions.
  • Prepare monthly invoices and financial reports for various funds, grants, and donations.
  • Support the execution of grants and contract documents, ensuring proper billing and financial reporting systems are in place.
  • Ensure accurate coding and reflection of cash receipts in the general ledger.
  • Process accounts payable via BILL and manual checks, and record all business transactions in QuickBooks.
  • Reconcile credit cards on a monthly basis with the support of the Operations Manager.

Financial Reporting

Collaborate with outsourced accounting to manage the monthly close and produce financial statements.

Staff the Finance Committee of the Board of Directors, schedule meetings, and support the preparation of reports and agendas.

Provide training and technical assistance to staff to develop financial literacy and management skills.

Maintain up-to-date industry knowledge through regular research, training, and consultation.

Collaborate with the Operations and Information Technology departments to renew or improve system applications.

Other duties may be assigned.

Qualifications and Experience

A Bachelor's degree is preferred or relevant experience.

Strong financial analysis skills, with the ability to make sense of complex financial data and translate it for a wide range of audiences.

Strong familiarity with Microsoft Products, Expense Management Software, QuickBooks Online, and the ability to assess, learn, and lead the implementation of new digital systems.

Minimum 5 years' experience is preferred.



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