Our client, a prestigious NFP located in northwest Indiana is seeking a hands-on, proactive and strategic Director of Finance to join their leadership team. This includes the management of all business transactions and effective financial management of the organization’s operating, capital budgets and fund accounting. This role will report to and partner with the CEO on all operational and strategic issues, provide strategic recommendations and participate in the ongoing strategy planning process as an integral member of the Executive Leadership team.
Oversee budgeting, and the implementation of budgets, to monitor progress and present operational metrics both internally and externally.
Ensure that finance staff maintains financial record systems in accordance with GAAP with strong internal controls, and closely monitor the use of all sources of uses of funds.
Oversee the preparations and distribution of all monthly, year-to-date and annual financial reporting materials, metrics, and communications for the Board of Directors and external stakeholders.
Coordinate with external auditors and handle the preparation for the annual audit
Direct and manage direct staff; provide guidance to other teams outside of direct span of control.
Engage other members of the senior leadership to facilitate cross-functional collaboration that ensures that all financial positively support the agency’s evolving strategy, operational delivery, and data collection needs.
Manage and keep up to date all finance related internal controls, procedures, processes, information systems and administration, recommending improvements to the systems in place and managing the systems going forward.
Oversee tracking and recording of investment and endowment activity and preparation of financial statement footnote disclosures.
Oversee long-term budgetary planning and cost management in alignment with the agency’s strategic plan.
Engage and inform the Finance Committee on cash flow requirements, commitments and contingent obligations from changes in the business and operating model.
Responsible for annual completion and filing of the Form 990 Tax return as well as Form 990T, and any other required IRS filings.
Direct all financial, project-based, and departmental accounting.
Manage cash flow and cash forecasting.
Bachelor’s degree in Accounting
MBA and/or CPA is preferred.
At least 10 to 15 years of NFP accounting/finance experience of which 2-3 years should be in a management role successfully leading finance departments of an annual budget of $15M or higher.
Knowledge of 503C organization tax matters.
A collaborative and proactive management style.
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