Finance Director

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Job Type: Full-Time, Exempt

Madison, Wisconsin (Flexible/Hybrid Options Available)

Employment Resources, Inc. (ERI) is a nonprofit dedicated to advancing employment opportunities and enhancing the well‑being of individuals with disabilities. We pride ourselves on:

• Collaborative Culture:
  Evidence‑based practices and strong community partnerships
• Innovation:
  Cutting‑edge use of technology and comprehensive training programs
• Impact:
  Active participation in policy discussions and advocacy for systemic change in disability employment
• Reputation:
  Respected leader at state and national levels in vocational rehabilitation services

• Lead the annual budgeting and planning process in collaboration with senior staff
• Develop and implement long‑term financial strategies for organizational sustainability
• Manage investment portfolio and growth strategies
• Monitor financial progress and recommend proactive strategies to optimize performance
• Prepare activity reports, financial forecasts, and cash‑flow projections

• Manage all accounting functions, including bookkeeping, accounts payable, accounts receivable, payroll and administrative allocations, and reconciliations
• Prepare timely and accurate monthly, quarterly, and annual financial statements
• Ensure compliance with funder requirements, government regulations, and audit standards
• Oversee invoicing for 30+ grants and contracts
• Annually distribute 1099s to eligible contractors
• Manage annual audits, including preparation of audit schedules, coordination with external auditors, and timely resolution of findings

• Develop and analyze financial reports, including budget forecasts, trend assessments, and liquidity analysis
• Coordinate and lead the annual audit process with external auditors
• Serve as primary contact for payroll/HR company, 990 preparer, auditor, and bank/investment accounts
• Prepare timely reports for funders, executive leadership, program managers and the Board of Directors

• Work with staff to ensure data is entered correctly and documentation is consistently maintained
• Identify opportunities for operational improvement across the organization
• Work with senior staff and the Office Manager to ensure efficient operations and responsible decision‑making
• Develop risk‑management strategies focusing on vendor management, contract compliance, and corporate insurance coverage

• Oversee creation of timesheets, travel/expense reports, and credit card expense processes
• Oversee external HR firm to ensure accurate payroll and benefits administration
• Ensure new employee paperwork is completed and processed efficiently
• Resolve payroll and benefits issues in partnership with HR vendor
• Evaluate HR service performance and proposed benefit or policy changes
• Monitor HR compliance and policy development

• Bachelor's degree in accounting, business, finance, or related field
• 5+ years of experience in non‑profit accounting, finance and reporting, or financial transaction processing and budget monitoring
• 3–5 years of Quick Books experience
• Audit preparation experience
• Advanced proficiency in Excel (pivot tables, formulas, data analysis) and Microsoft Office applications
• Ability to pass and maintain criminal, caregiver, and sex offender background clearances

• CPA or MBA
• Experience with disability services or mission‑driven organizations

• Detail‑Oriented:
  Meticulous and consistent in matters of confidentiality, accuracy, and attention to detail
• Strategic Thinker:
  Ability to analyze complex information, solve problems, and identify effective solutions
• Professional:
  High degree of integrity, professionalism, and awareness of others' needs
• Communicator:
  Strong written and verbal communication skills; able to present financial information clearly to diverse audiences
• Organized:
  Ability to prioritize, meet deadlines, and remain flexible
• Collaborative:
  Skilled at working independently and as…