Manager of Accounting and Financial Operations

2 weeks ago

New Haven, CT, United States NR Consulting Full time
Job Title: Manager of Accounting and Financial Operations
Location: New Haven, CT (Hybrid Schedule)
Duration: Direct Hire/ Permanent

Overview
The Director of Accounting and Financial Operations serves as a key leadership figure at a major charitable organization, one of the largest facilitators of faith-based philanthropy, having distributed more than $200 million in charitable grants over the past five years. This role is instrumental in ensuring the financial integrity and operational excellence of the organization's donor-advised fund (DAF) program and other related entities. This position blends strategic oversight with hands-on execution, requiring a candidate who is equally comfortable developing financial policies and rolling up their sleeves to manage day-to-day accounting and operational tasks.
The role involves managing core accounting functions, overseeing financial reporting, processing financial transactions and driving process improvements across the organization. Success in this position requires a strong foundation in nonprofit accounting and financial or treasury operations, excellent communication and leadership skills, and a practical mindset suited to a mission-driven environment.

Core Responsibilities
Accounting
  • Lead the preparation and review of monthly, quarterly, and annual financial statements for multiple entities.
  • Oversee general ledger activity, including journal entries, reconciliations, and adjustments.
  • Manage the annual audit process and the preparation of Form 990s, coordinating with external auditors and tax professionals.
  • Develop, implement, and maintain accounting policies and procedures, with a focus on donor-advised funds and other charitable strategies.
  • Provide financial reporting and analysis for the Board of Directors and various committees.
Donor Advised Fund Administration and Operations
  • Oversee the day-to-day financial transactions, including processing payments, reconciling accounts and managing cash flows.
  • Manage individual DAF accounting, including tracking contributions, investment income, grant disbursements, accounts payable transactions, and processing account level fees.
  • Work with the client success team to ensure timely and accurate grant distributions and fund reporting.
  • Assist in implementing technology solutions to enhance operational efficiency and data integrity.
  • Ensure compliance with IRS regulations, GAAP and industry best practices related to donor-advised funds and other charitable strategies.

Skills Qualifications
Required:
  • Strong knowledge of GAAP and nonprofit accounting principles.
  • Proven experience in financial or treasury operations.
  • Ability to balance strategic financial oversight with hands-on transactional work in a lean team environment.
  • Exceptional analytical and problem-solving skills.
  • Strong interpersonal and communication skills, with the ability to interact effectively with diverse stakeholders.
  • Detail-oriented with the ability to manage multiple priorities and deadlines.
Systems/Technical Knowledge:
  • Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
  • Familiarity with donor-advised fund platforms is a plus.

Education
  • Bachelor's degree in Accounting, Finance, or business-related major is required.
  • CPA and prior experience in Public Accounting is strongly preferred.
  • Minimum of 7-10 years of progressive experience in accounting or finance, including at least 2 years in a leadership role.
  • Relevant experience could be gained at the charitable operations of a financial institution, national non-profit charities, community foundations or specialized outside service providers
Physical Demands
Must be able to remain in a stationary position for a majority of the workday.

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