About the Role
The Director of Finance is an executive-level position reporting directly to the Vice President and Chief Financial Officer. This role works closely with finance and functional executives as well as outside professionals including auditors, investment consultants, a planned giving service provider, and the investment custodian. The Director also assists the Controller in accounting and auditing matters.
Key Responsibilities
- Cash Management & Treasury: Supervise day-to-day deposits and payments; serve as signatory approver for wires, checks, and EFTs/ACHs; oversee purchasing card program and bank liaison duties.
- Endowments & Planned Giving: Manage accounting, analysis, and reporting for endowments, quasi-endowments, and planned giving assets; prepare annual distribution analysis; maintain integrity of the chart of accounts.
- Portfolio Administration: Oversee investment portfolio administration in coordination with the Investment Committee; attend Investment and Task Force Committee meetings.
- Construction Reporting: Prepare project analyses, contract reviews, and monthly reports on all active and upcoming construction projects for the COO and senior leadership.
- Financial Close & Audit: Coordinate with the Controller on monthly close and year-end audit; prepare endowment footnote disclosures and reconciliations.
- Awards & Scholarships: Account for all expenses related to distinguished awards programs; forecast and track graduate school and preparatory program payments for scholarship recipients.
- Support to Management: Assist CFO with policy development; participate in Finance, Investment, Audit, and Gift Acceptance Committee meetings; create and track Personnel Service Agreements.
Qualifications
- Four-year degree in accounting or finance required; MBA a plus
- 4–8 years of progressive, firsthand experience in a related role
- Prior experience in a not-for-profit organization; familiarity with endowment management and uniform state laws governing endowments
- Strong interpersonal and communication skills; ability to manage multiple projects in a fast-paced environment
- Proficiency in Microsoft Office; knowledge of BlackBaud products (Financial Edge & CRM) and Advanced Excel strongly preferred