Finance Officer

Finance Officer

Jacksonville, FL

We are seeking a strategic and detail-oriented Finance Officer to join the team at The Community Foundation for Northeast Florida. The Finance Officer will be responsible for monitoring investment results through the accurate and timely accounting, reconciliation, and reporting of all invested assets, ensuring compliance with investment policy statements, and supporting the organization’s financial stewardship goals. This role requires a collaborative and analytical professional with a strong background in investments, cash management, accounting and financial systems.

The ideal candidate will have excellent organizational and technical skills, strong attention to detail, and the ability to partner with internal leaders and external advisors to ensure financial accuracy, transparency, and alignment with the organization’s mission.

• Reconcile all investment accounts monthly, including pooled and custom-managed investment portfolios
• Manage cash flow processes across multiple bank accounts and investment pools to ensure proper liquidity and allocation
• Monitor investment results and prepare accurate and timely quarterly reporting for leadership and board committees
• Maintain compliance with investment policy statements and assist in developing best practices for investment oversight
• Collaborate with investment advisors and banking partners on transactions, documentation, and reporting

• At least 5 years of experience working with banking or investment advisors, knowledge of invested assets including alternatives preferred
• Excellent analytical, organizational, and project management skills, with the ability to manage multiple priorities
• Bachelor’s degree in finance, accounting, or a related field; equivalent experience may be considered

• Excellent salary commensurate with your experience
• 15 days of PTO, 13 Paid Holidays, and 12 sick days per year
• Employer paid Medical coverage and optional Vision and Dental plans
• Flexible Spending Account (FSA)
• 403(b) Retirement Plan with up to 11% match

For immediate consideration submit your current resume. WORD format preferred; all resumes must include your email address and phone number. Alternatively, feel free to contact us by phone at .

All communications will be treated confidentially to protect your current employment.