Director Of Accounting And Finance

Job Title:

Director of Accounting and Finance

Job Description

The Director of Accounting and Finance provides strategic financial leadership, oversees all accounting operations, and guides long-term financial planning in a complex, multi-stream revenue nonprofit environment. This role serves as a key thought partner to leadership, leads budgeting and forecasting, ensures robust internal controls and compliance, and builds financial literacy across the organization. The Director also manages finance systems and technology initiatives, leads a high-performing finance team, and contributes to organization-wide decision-making with a strong focus on financial sustainability and operational excellence.

Responsibilities

Financial Planning and Strategy (40%)

- Serve as a thought partner to the President & CEO, COO, and leadership team, providing analysis, perspective, and financial modeling to inform organizational strategy, new initiatives, and business model decisions.

- Lead the annual budgeting process and long-term financial planning, including multi-year forecasts aligned to the strategic plan.

- Develop and maintain forward-looking, predictive models and activity-based financial analyses to provide insight into operations, pricing, and program sustainability.

- Assess the financial viability of programs, products, and revenue streams, including coaching, network fees, other fee-for-service, contracts, grants, and events and provide recommendations to leadership on resource allocation and investment tradeoffs.

- In coordination with consultants, leadership, and services management, support development of organizational pricing strategy.

- Develop and implement tools and systems to provide critical financial and operational information to make actionable recommendations on both strategy and operations.

- Build financial literacy across the organization by collaborating with unit leaders and providing timely and accessible reporting and analysis.

- Communicate and present critical financial matters, including quarterly financial statements and budgets, to the Audit & Finance Committee and Board.

Accounting (35%)

- Steward ATD's internal controls framework and financial procedures, ensuring policies are current, documented, and consistently followed; partner with the Controller on implementation and monitoring.

- Oversee preparation of regular financial reports, actuals vs. budget analysis, and cash flow planning and forecasts.

- Lead the annual audit and 990 submission process, serving as the primary organizational liaison to external auditors; direct the Controller in managing day-to-day audit logistics.

- Oversee cash management, banking relationships, and asset management; coordinate with the COO on investment activity and reserve fund execution.

- Ensure proper maintenance of all accounting systems and functions; hold accountability for the integrity of the general ledger, month-end close, balance sheet reconciliations, and overhead cost allocation.

- Oversee grants accounting and compliance, including program budget design, spending forecasts, and decision support to program management to ensure adherence to donor and contract requirements.

- Ensure compliance with all applicable federal, state, and local regulatory requirements, including tax filings, state charitable registrations, and unrelated business income considerations.

Systems and Technology (10%)

- Steward the finance and accounting systems roadmap, in collaboration with Executive Director, Information Technology and Digital Transformation, evaluating, selecting, and implementing software and tools (ERP, reporting, automation) that improve efficiency, data integrity, and scalability.

- Partner with IT leadership to ensure finance systems integration, data governance, and business continuity planning for financial operations.

- Identify and drive automation opportunities to reduce manual processes and strengthen controls.

Team Management & Other (10%)

- Lead, mentor and develop the team of direct reports, managing work allocation, professional development, performance management, and the building of an effective team with a culture of…