Director of Finance

Our client seeks a strategic and experienced Director of Finance to lead and manage all financial operations for our dynamic, mission-driven organization. This role oversees budgeting, forecasting, financial analysis, audit preparation, and mortgage origination management, ensuring sound financial stewardship across our programs. The Director of Finance will collaborate with teams across construction, homeowner services, and development to provide insightful financial guidance that supports decision-making and long-term planning.

The Director of Finance will also bring expertise in financial management software, specifically QuickBooks , to ensure effective and efficient financial operations.

Key Responsibilities:

• Financial Reporting & Analysis: Prepare monthly financial statements and analysis for various affiliate departments, providing actionable insights for decision-making.
• Budget Development : Lead the annual budget process, working closely with affiliate departments to develop departmental budgets and ensure alignment with overall organizational goals.
• Funding and Revenue Streams : Understanding avenues of lending, non-profit funding, grants, leveraging of assets, financial forecasting, and capital funding.
• Non-Profit GAAP : Successfully implement non-profit accounting principles across the organization.
• Audit & Compliance : Prepare audit schedules and footnote disclosures for external auditors, ensuring compliance with regulatory standards.
• Team Management : Oversee the day-to-day operations of the Controller and Accounting Assistant, providing leadership and ensuring efficient workflow and task management.
• Insurance Management : Manage General Liability and Workers’ Compensation insurance, including compliance and audit processes.

Additional Responsibilities:

• Mortgage Reconciliation : Reconcile mortgages monthly with a third-party administrator to ensure accuracy and compliance.
• Mortgage Payoffs : Collaborate with the Homeowner Services Department and third-party administrator to provide accurate mortgage payoff information to homeowners.
• Construction Cost Reporting : Assist the Construction Department with detailed reporting and analysis of construction costs, supporting strategic planning and budgeting.
• Asset Managemen t: Track the organization’s asset valuation on a bi annual basis.
• Donation Reconciliation : Maintain overview of process to reconcile donations with the Development Department to ensure transparency and accuracy in financial records.
• 990 Preparation : Prepare financial schedules for the 990 tax return, ensuring all required financial information is accurately reported.
• Accounts Payable Oversight : Oversee all Accounts Payable functions, supervising the accounts payable process.
• Finance Committee Reporting : Prepare a monthly snapshot for the Finance Committee, summarizing key financial metrics and performance indicators.
• Ad Hoc Financial Analysis : Provide ad hoc financial analysis on a variety of subjects to support strategic decision-making and operational improvements.
• Private Placement Memorandum : Assist the ED in the preparation of the Private Placement Memorandum for any upcoming financial initiatives.

Qualifications :

• Bachelor's degree in Finance, Accounting, or a related field with non-profit GAAP experience. CPA or CFA preferred.
• Minimum of 7-10 years of experience in finance or accounting, with at least 5 years in a leadership role.
• 5 Years or more of experience in managing financial reporting, budgeting, and analysis
• Proven ability to manage complex financial processes and collaborate with cross-functional teams.
• Strong leadership and team management skills.
• Experience with QuickBooks is essential for efficient financial management and reporting.
• Excellent understanding of accounting principles, financial regulations, and auditing standards.
• Exceptional communication skills, both written and verbal, with the ability to present complex financial data to non-financial stakeholders.
• Proficiency in Microsoft Office Suite, with advanced Excel skills.