Planetree Manager Finance​/Controller

Finance Manager / Controller

The Finance Manager / Controller manages Planetree's day-to-day finance and accounting function and is responsible for accurate, timely financial operations and reporting. The role oversees the general ledger and close, budgeting and forecasting support, cash-flow reporting, accounts payable and receivable oversight, audit preparation, and finance policies, procedures, and controls.

Working under the Vice President, Corporate Services, the role translates organizational priorities into reliable budgets, forecasts, reports, and financial processes. The position provides financial analysis and recommendations but does not hold sole responsibility for enterprise strategy, Board governance, organizational risk management, or final approval of major financial decisions.

The position is designed to supervise and work alongside a Finance Accountant/Coordinator who manages transaction processing, routine reconciliations, supporting documentation, compliance calendars, audit requests, collections follow-up, and recurring reporting support. Responsibilities and system access must be assigned to maintain appropriate segregation of duties.

Finance Team Structure

Role
- Primary Accountability

Vice President, Corporate Services
- Sets executive direction; owns final budget and forecast recommendations, major financial decisions, Board-level communication, and enterprise risk oversight.

Finance Manager / Controller
- Manages accounting, close, reporting, budgeting and forecasting processes, finance controls, cash-flow reporting, analysis, and supervision of finance support.

Finance Accountant / Coordinator
- Processes AP and AR, prepares reconciliations and schedules, maintains supporting records and trackers, and supports audit, compliance, collections, and routine reporting.

Responsibilities

Financial Management and Business Support

• Manage the day-to-day finance function and serve as the primary operational finance contact for leadership and budget owners.
• Provide the Vice President, Corporate Services with timely financial data, analysis, and recommendations to support organizational decisions.
• Identify material trends, variances, cash concerns, and control issues and escalate them promptly with recommended actions.
• Coordinate with external accountants, tax advisors, auditors, banks, and other finance partners within approved scopes of work.

Accounting, General Ledger, and Financial Close

• Manage the integrity of the general ledger and the accuracy and completeness of financial records.
• Manage monthly and year-end close activities, including review of journal entries, accruals, reconciliations, and supporting schedules prepared by finance staff or external support.
• Ensure accounting transactions are recorded consistently and in accordance with applicable accounting standards, organizational policies, and nonprofit requirements.
• Review account reconciliations, investigate discrepancies, and ensure corrective items are resolved and documented.
• Maintain close checklists, accounting schedules, and audit-ready supporting documentation.

Budgeting, Forecasting, and Financial Planning Support

• Coordinate the annual budget process under the direction of the Vice President, Corporate Services, including the calendar, templates, assumptions, and budget-owner submissions.
• Consolidate departmental and regional submissions and prepare draft organization-wide budgets and forecasts for leadership review.
• Maintain rolling forecasts and cash-flow projections based on actual performance, commitments, and updated operational assumptions.
• Prepare budget-to-actual and forecast variance analysis and help budget owners understand financial implications and corrective actions.
• Maintain planning models, assumptions, and documentation so forecasts are transparent and repeatable.

Financial Reporting and Analysis

• Prepare accurate monthly, quarterly, year-end, and ad hoc financial reports in accordance with established deadlines.
• Develop concise dashboards and analysis covering revenue, expenses, cash, receivables, payables, budget performance, and other key indicators.
• Prepare leadership and Board financial materials for review and presentation by the Vice President, Corporate Services or executive leadership.
• Support project, contract, restricted-fund, grant, and sponsorship reporting as applicable.
• Explain financial information clearly to non-financial stakeholders and respond to reasonable follow-up questions.

Accounts Payable, Accounts Receivable, and Cash Oversight

• Supervise the Finance Accountant/Coordinator's processing of invoices, payment requests, expense reimbursements, billing, cash receipts, and collections follow-up.
• Review payment packages for coding, approval, budget alignment, documentation, and policy compliance; payment authorization remains subject to delegated approval limits.
• Oversee client invoicing and receivables aging and coordinate with internal owners to resolve missing billing inputs or overdue balances.
• Monitor cash balances,…