Finance Director

Our client is seeking Interim Finance Director for a long term contract-to-hire role to lead our Finance team which includes financial operations, including budgeting, forecasting, analysis, audit preparation, and mortgage origination management, and more.

The Finance Director will collaborate across construction, homeowner services, and development to provide insightful financial guidance that supports decision-making and long-term planning.

The Finance Director will also bring expertise in financial management software, specifically QuickBooks, to ensure effective and efficient financial operations.

Key Responsibilities:

• Prepare monthly financial statements and analysis for various affiliate departments, providing actionable insights for decision-making.
• Lead the annual budget process, working closely with affiliate departments to develop departmental budgets and ensure alignment with overall organizational goals.
• Understanding avenues of lending, non-profit funding, grants, leveraging of assets, financial forecasting, and capital funding.
• Successfully implement non-profit accounting principles across the organization.
• Prepare audit schedules and footnote disclosures for external auditors, ensuring compliance with regulatory standards.
• Supervise the Accounting Assistant for efficient operations.
• Manage General Liability and Workers’ Compensation insurance, including compliance and audit processes.

Additional Responsibilities:

• Reconcile mortgages monthly with a third-party administrator to ensure accuracy and compliance.
• Collaborate with the Homeowner Services Department and third-party administrator to provide accurate mortgage payoff information to homeowners.
• Assist the Construction Department with detailed reporting and analysis of construction costs, supporting strategic planning and budgeting.
• Track the organization’s asset valuation on a bi-annual basis.
• Maintain overview of process to reconcile donations with the Development Department to ensure transparency and accuracy in financial records.
• Prepare financial schedules for the 990 tax return, ensuring all required financial information is accurately reported.
• Oversee all Accounts Payable functions, supervising the accounts payable process.
• Prepare a monthly snapshot for the Finance Committee, summarizing key financial metrics and performance indicators.
• Provide ad hoc financial analysis on a variety of subjects to support strategic decision-making and operational improvements.
• Assist the President in the preparation of the Private Placement Memorandum for any upcoming financial initiatives.

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field with non-profit GAAP experience. CPA or CFA preferred.
• Minimum of 7-10 years of experience in finance or accounting, with at least 5 years in a leadership role.
• 5 Years or more of experience in managing financial reporting, budgeting, and analysis.
• Proven ability to manage complex financial processes and collaborate with cross-functional teams.
• Strong leadership and team management skills.
• Experience with QuickBooks is essential for efficient financial management and reporting.
• Excellent understanding of accounting principles, financial regulations, and auditing standards.
• Exceptional communication skills, both written and verbal, with the ability to present complex financial data to non-financial stakeholders.
• Proficiency in Microsoft Office Suite, with advanced Excel skills.