Director of Finance​/Controller

Salary Range: $70,000–$95,000 annually, commensurate with experience

The Director of Finance manages SWFL Inc.’s financial planning, accounting operations, payroll, grant invoicing, audit preparation, and financial compliance. The Director provides clear financial information to the President & CEO and leadership team, and coordinates with SWFL Inc.’s contracted bookkeeper, grant partners, auditors, financial institutions, and program leads. The Director supports sound decisions across SWFL Inc. and related programs while maintaining appropriate records and reporting for each funding source and organizational entity.

Financial Planning and Reporting

• Lead preparation of the annual operating budget with the President & CEO and Executive Director/COO; coordinate department and program budget inputs and present assumptions, risks, and recommendations.
• Prepare and explain timely monthly financial statements, budget‑to‑actual reports, cash‑flow projections, and other management reports for the President & CEO and leadership team.
• Monitor revenue, expenses, restricted funds, reserves, and financial performance across departments, grants, contracts, and programs; identify material variances and recommend corrective action.
• Support financial presentations for the Board of Directors and any finance committee, as directed by the President & CEO.

• Manage the accounts payable process from invoice receipt through coding, approval, payment, and record retention; maintain a clear approval trail and consistent payment schedule.
• Oversee cash receipts, deposits, credit‑card documentation, account reconciliations, general ledger coding, and month‑end close in coordination with the contracted monthly bookkeeper.
• Review the bookkeeper’s work and supporting schedules for accuracy, completeness, and consistency with approved budgets and accounting policies; resolve discrepancies promptly.
• Maintain practical financial controls, separation of duties, approval limits, and documentation standards that protect organizational funds and support accurate reporting.
• Coordinate with banks, vendors, and financial service providers; maintain financial records and access securely and confidentially.

• Administer payroll through ADP Run, including review of payroll inputs, compensation changes, deductions, leave information, approvals, payroll reports, and timely processing.
• Coordinate payroll tax and year‑end reporting with the payroll provider and appropriate tax professionals; investigate and resolve payroll discrepancies.
• Coordinate financial aspects of employee benefits and payroll deductions with the President & CEO, benefits providers, and payroll vendor while protecting confidential employee information.

• Coordinate the annual audit or financial review and any grant‑specific audits, including engagement timelines, schedules, reconciliations, documentation requests, and follow‑up items.
• Serve as the primary finance contact for external auditors and financial professionals; communicate findings and recommended process improvements to the President & CEO.
• Coordinate required tax and regulatory filings with the organization’s external professionals and ensure financial records and supporting documentation are maintained for applicable retention periods.
• Monitor relevant accounting, payroll, grant, and contract requirements and recommend updates to financial procedures and internal controls.

• Bachelor’s degree in accounting, finance, business administration, or a related field, or equivalent relevant experience.
• CPA, CMA, or other relevant professional credential.
• At least five years of progressively responsible accounting or finance experience, including responsibility for financial reporting, accounts payable, payroll, budgeting, and audit coordination.
• Experience using accounting software, payroll systems, and advanced spreadsheet tools; ability to review reconciliations and financial statements accurately.