Vice President of Finance

The Vice President of Finance provides leadership and oversight for the organization’s financial, accounting, treasury, payroll, and benefitsfunctions. The position is responsible for maintaining accurate financial and personnel records, implementing effective internal controls, preparing timely financial and management reports, managing cash flow, coordinating the annual budget and audit processes, and supporting the administration of employee payroll and benefits.

This position reports to the Chief Executive Officer and works in coordination with, and is operationally accountable to, the Chief Operating Officer of each organization for matters within their respective areas of responsibility. The position advises executive leadership on financial matters and ensures departmental practices align with organizational policies, goals, and objectives established by executive leadership and the respective Boards of Directors.

• Direct the organization’s accounting, treasury, budgeting, cash management, and financial reporting functions.
• Prepare accurate and timely monthly financial statements for presentation to the Finance Committee.
• Prepare financial analyses, forecasts, cash-flow reports, budget-to-actual reports, and other reports requested by the Finance Committee, Chief Executive Officer, or Board of Directors.
• Lead the development and preparation of the organization’s annual operating and capital budgets.
• Monitor financial performance and advise leadership regarding significant budget variances, financial trends, risks, and opportunities.
• Supervise accounts payable, accounts receivable, general ledger, and account-reconciliation activities.
• Establish, document, and maintain appropriate accounting procedures, internal controls, and financial policies.
• Coordinate the annual financial audit and assist auditors by preparing schedules, records, and supporting documentation for general ledger accounts.
• Coordinate the presentation of the annual audit report to the Finance Committee, Executive Committee, and Board of Directors.
• Review applicable tax and regulatory filings for accuracy, including Forms 990, 990-T, 1120, and 5500.
• Maintain regular communication with the organization’s investment advisers and monitor investment activity in accordance with approved policies.
• Oversee annual membership dues billing and quarterly fee billing.
• Review monthly sales tax reports and other required financial filings for accuracy and timely submission.
• Manage banking relationships, authorized accounts, cash balances, and financial institution documentation.
• Protect confidential financial information and maintain complete financial records in accordance with applicable retention requirements.
• Recommend improvements to financial systems, procedures, reporting, and internal controls.

• Manage payroll processing and related reporting, ensuring accuracy, timeliness, confidentiality, and compliance with applicable requirements.
• Review payroll changes, deductions, leave balances, benefit elections, and authorized compensation adjustments.
• Coordinate annual benefits open enrollment with the organization’s third-party broker and benefit providers.
• Serve as the primary administrative contact for employee health, dental, vision, life insurance, retirement, workers’ compensation, and other benefit programs.
• Prepare and submit quarterly 401(k) employer contribution and matching information to the retirement plan administrator.
• Coordinate the annual workers’ compensation audit and maintain supporting payroll and classification records.
• Reconcile payroll and benefit accounts and resolve discrepancies with vendors and service providers.
• Assist…