Fiscal Manager (CFO) - Nonprofit expertise

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PRIMARY RESPONSIBILITIES:
Compliance, reporting, and analysis

Nonprofit ( small organization 1-10 members) | Emerging Organization | We need your financial expertise. We fully understand that a solid financial foundation leads to tremendous nonprofit success!

1. Month-end Close & Analysis

• Responsible for accurate and timely Stand In Truth account set-up and implementation.
• Prepare competent data ledger input analysis that team members can systemically utilize for accurate ongoing organization accounting.
• Completion of month-end close, analysis, and reporting. Ensure financials are by GAAP (Generally Accepted Accounting Principles). Update procedures and related documentation to maintain and improve the month-end closing process.
• Compile and analyze financial information to prepare journal entries for general ledger accounts with supporting documentation.
• Responsible for accurate and timely completion of month-end close process, ensuring correct reporting of balance sheet and income statement by Generally Accepted Accounting Principles
• Complete bank, investment, and other balance sheet account reconciliations.
• Responsible for managing fixed assets sub-ledger and accounting for all fixed asset transactions, including acquisitions, transfers, cost center changes, balance sheet reconciliations, and capital project forecasting.
• Prepare sub-ledger entries and maintain other roll-forward reconciliation schedules:
• Donations and Gifts
• Investment & Future Endowment - Allocation of earnings and various reconciliations.
• Monitor accounts receivable, unclaimed checks, and other balance sheet accounts by following up with others as needed to minimize write-offs and year-end adjustments.
• Maintain allocation support, adjusting national support charges as needed.
• Finalize and issue monthly management reports, including receivables, balance sheets by location, endowment, and cash & investment reporting.

1. Year-end Close, Audits, & Form 990

Responsible for organizing and completing year-end schedules, consolidation entries, and other required year-end activities accurately and promptly according to nonprofit state requirements for external auditors and internal reporting updates.

• Complete preliminary year-end close, analysis, and reporting for key stakeholders, including but not limited to SIT Board of Directors Committee and Philanthropist
• Update and communicate year-end tasks and timelines based on audit planning meetings. This includes the timely submission of year-end schedules and other support to auditors during audit fieldwork.
• Prepare final year-end adjustments, including consolidation entries and functional allocations.
• Complete other required audit and Form 990 schedules, including footnote disclosure updates.
• Review and reconcile audit and Form 990 schedules supplied by others.
• Reconcile final audited financial statements and Form 990 to G/L and management reporting.
• Update year-end procedures and related documentation and make improvements as needed.

1. Financial Reporting

Compile various financial reports, including the quarterly finance committee financial report, analyze data, and recommend appropriate actions to management. Monitor and evaluate current procedures to ensure maximum effectiveness. Conduct a variety of organizational and operational studies. Function as a liaison between Finance and key stakeholders.

• Lead quarterly campus finance meetings by developing and reporting on performance measurements, key performance indicators, and other financial and non-financial organizational performance and health indicators.
• Collaborate with cross-functional business leaders in preparing annual budgets, updated forecasts, and long-range plans, with a detailed focus on various operational and administrative functional areas.
• Perform variance analysis against budget, forecast, and prior period by providing standard monthly reporting to key business leaders on a timely basis.
• Maintain data in budgeting software.
• Provide financial support for grant proposals, track time and purpose-restricted grants, and provide post-grant support and reporting for funders as needed.
• Manage cash control processes, revenue/expense reconciliations, & reporting of local events and provide training, support, and tracking tools for remote locations.

1. Other Finance Activities

Additional duties required to support the finance department.

• Maintain documentation of all financial policies and procedures, updating as needed to improve internal controls and address unique expansion needs.
• Orient new staff members who need to understand financial accounting and reporting.
• Become a subject matter expert on accounting (Intacct) and budgeting (Adaptive) software.
• We are identifying, implementing, and documenting process improvements.

Actively contribute to collaborative team spirit, fostering overall inclusiveness and a safe learning environment for everyone.