Finance Manager

3 weeks ago

Dallas, United States Thomas Edwards Group Full time
Job DescriptionJob Description

CONTRACT-TO-HIRE: Finance Manager 9888
Our client, located near Downtown Dallas, is looking for a Finance Manager to join their team on a contract-to-hire basis.

This role is hybrid, with 4 days onsite and 1 day remote per week.

Key Qualifications:

  • Nonprofit experiences are required
  • Strong Excel skills are required, as this Finance Manager will work with large datasets (with 10k lines of data)
  • Previous foundation accounting experiences are ideal
  • Must be skilled in full-cycle FP&A, including budgeting, forecasting, variance analysis, using dashboards, and reporting
  • Must be skilled in month-end close
  • Must be systems savvy
  • Experience using Blackbaud is helpful


Job Summary:
The Finance Manager serves as a main financial resource at the Foundation. This position is recognized as the knowledgeable individual in all areas of Non-Profit Foundation Finance. The Finance Manager interacts with hospital administrators and physicians to create an atmosphere of trust and competency in the representation of financial and fund information. They support the strategic financial planning and budgeting processes at the Foundations. The Finance Manager works with Foundation development and other fund users to service their Foundation financial needs. They communicate in a positive manner the requirements and controls necessary to monitor and maintain compliance with fund restrictions to the Foundation and other fund users.

Essential Functions:

  • Serves as financial expert for the Foundations with the ability to interpret and communicate Foundation fund use and operations in a professional manner to administrators, physicians, and donors.
  • Leads monthly close review and variance analysis of the Foundations financial statements to ensure completeness, accuracy, and relevance. Supervises monthly 7-day close process for the Foundations.
  • Publishes monthly financial reports by the 15th of each month and works with the VP Foundation - Finance to present information to leadership and Foundation boards and committees.
  • Monitors and interprets available funding and fund use for administrators, Foundation development/ops, and others. Identifies and prepares multi-year funding plans for service lines.
  • Prepares necessary fund reporting to be discussed with service line leaders, donors, and other interested parties.
  • Monitors and facilitates treasury needs to maintain adequate liquidity for fund distribution activity. Serves as liaison to banking and other fund service vendors.
  • Leads strategic financial planning and budget process at the Foundations, including gathering and developing the information for fund distributions to the entities, the Foundation operations, and uploading information in Kaufman Hall and Financial Edge.
  • Ensure Foundation staff understand financial information, attest to the information, and respond to Foundation finance informational requests and needs.
  • Support and enhance the foundation’s financial analytical efforts by creating dashboards and ad hoc reporting.
  • Performs other position appropriate duties as required in a competent, professional, and courteous manner.


Additional Requirements:

  • Advanced knowledge and history of use of Blackbaud Software, including Financial Edge and Raiser’s Edge.
  • Advanced skills in Microsoft Office 365 tools (Excel, PowerPoint, Teams), emphasis on Excel, Power BI, Power Query.
  • Business reporting skills and experience in creating dashboards, interpreting results, and communicating financial information.
  • Skills in reporting, especially experience in Power BI or Smartsheet.
  • Data and analytically driven.
  • Detail oriented and good organizational skills.
Company DescriptionThomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.Company DescriptionThomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

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