Thrivepeo
Finance Director (Non-Profit)
Thrivepeo, Tulsa, Oklahoma, United States, 74145
Overview
Our client seeks motivated professionals who want to use their talents and skills to make a difference in ending and preventing homelessness and housing instability. As the lead agency for Tulsa City and County's Continuum of Care (CoC) and A Way Home for Tulsa (AWH4T), we coordinate a coalition of community agencies and a system approach dedicated to ending homelessness.
As an employer, we offer a 401k plan, generous paid time off, and 12 paid company holidays per year, including: Dr. Martin Luther King Jr. Day, Juneteenth, Indigenous Peoples Day, Veteran's Day, etc. with the added option to "flex" your holiday to an alternate day that you personally celebrate. Housing Solutions offers a comprehensive and competitive benefits package, including plan options for 100% employer-paid dental, vision, and base life insurance coverage. We want to empower our employees to prioritize their health and wellbeing, which is why we offer our employees a weekly paid wellness hour during the workweek to participate in the wellness activity of their choosing. Come join our motivated team of talented individuals working together to end homelessness.
Position Summary The Finance Director (FD) manages the accounting, financial reporting, and treasury functions of the organization including oversight of professional services contracted for accounting, tax and audit services, review and approval of accounting entries, general ledger reconciliations, monthly and annual closings, budgeting and forecasting, cash management and investments, internal control compliance, internal and external financial reporting, revenue management, payroll oversight and staffing. Ensures compliance with applicable Housing Solutions policies and procedures. The FD is also responsible for production and presentation of internal financial reports to the governing bodies and the production and filing of external financial statements, compliance reports and tax returns prior to their due dates. In collaboration with the Director of Grants Management (DGM), the Finance Director is responsible for producing and filing all applicable budgets and compliance reports to grantors. Primary Roles & Responsibilities Oversee all accounts, ledgers, and reporting systems, ensuring compliance with Generally Accepted Accounting Principles, and regulatory requirements, including Office of Management and Budget Uniform Guidance, IRS regulations and other applicable rules and regulation. Lead the development and monitoring of the annual budget and financial plan, including developing annual operating plan and performance indicators, in collaboration with the Chief Executive Officer (CEO), DGM, and senior staff. Remain up to date on nonprofit fiscal best practices and applicable state and federal law regarding nonprofit operations. Remain up to date on OMB Uniform Guidance, and all other rules and regulations applicable to the fiscal operations of the organization. Maintain and enhance an accurate and timely financial reporting system. Establish the accounting closing schedule to meet the business management needs and the needs of the governing bodies including the Finance Committee and Board of Directors. Lead preparation for the annual independent financial statement audits and the Single Audit. Lead preparation and timely filing for all income tax returns. Lead preparation and timely filing for all grantor compliance reports, including SF-424, SF-425, SF-428 and SF-429 reports as applicable for each federal grant. Establish and maintain a system of internal controls to protect the organization's assets, ensure the timeliness and accuracy of financial reports, adapt to operational requirements, and meet the internal control objectives of government compliance and processes. Oversee management of the accounts payable/ receivable, cash management, investment, payroll and general accounting functions. Maintain and enhance an accurate and timely revenue processing system, including timely and accurate draw and reimbursement requests from grantors. Establish and maintain working relationships with all Program Directors and agency leaders, with grant execution responsibility. Develop reporting process in connection with these Program Directors to result in timely analysis and documentation of grant status on an interim and final reporting basis. This includes analysis of actual grant to date expenditures compared to budget so that, when necessary, budget revisions can be timely filed. Perform other duties as assigned or requested.
Qualifications Bachelor's degree in accounting, finance, or related field from an accredited college/university. Minimum five years' experience as a financial manager with demonstrated leadership in operating plan, process compilation, reporting, and analysis; internal and external financial reporting, and internal control compliance knowledge. Excellent communication, leadership, and interpersonal skills. Strong analytical, problem-solving, and project management capabilities. Collaborative mindset with the ability to work with diverse stakeholder groups.
Knowledge/Skill/Abilities Must have proven successful interpersonal relationship skills to maintain effective and satisfactory working relationships with intra-department and inter-department staff, vendors, clients, visitors, and contractors. Ability to follow oral and written instructions with ability to read, interpret, and present information efficiently and effectively. Must be able to accurately audit records and ensure compliance with written or oral guidelines. Ability to take initiative, multi-task and work well under pressure, including time deadlines. Must maintain strict confidentiality of extremely sensitive data, records, files, conversations, etc. Intermediate-Advanced MS Office skills, advanced Quickbooks software skills, advanced database software skills, working knowledge of accounting and budgeting practices. Advanced organizational skills, efficiency skills and excellent attention to detail with a demonstrated commitment to completing assignments on a timely basis. In depth knowledge of applicable OMB Uniform Guidance, rules and regulations, tax compliance and other applicable rules and regulations is preferred at hiring or must be developed within an agreed upon timeframe after hiring. Understanding of GAAP and Single Audit rules and reporting, including impact on financial statements to which budget and forecast are compared. Experience with process analysis and documentation. Solid analytical abilities with attention to detail. Proactive, empirical, data driven decision making. Ability to rapidly acquire and apply technical skills.
Working Environment This a hybrid position, with the average work week including both remote days and in-person work at our Tulsa office. May require occasional travel for meetings, conferences, and site visits mostly within the Tulsa metro area. This is a full-time salaried position working 40 hours a week, Monday through Friday.
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As an employer, we offer a 401k plan, generous paid time off, and 12 paid company holidays per year, including: Dr. Martin Luther King Jr. Day, Juneteenth, Indigenous Peoples Day, Veteran's Day, etc. with the added option to "flex" your holiday to an alternate day that you personally celebrate. Housing Solutions offers a comprehensive and competitive benefits package, including plan options for 100% employer-paid dental, vision, and base life insurance coverage. We want to empower our employees to prioritize their health and wellbeing, which is why we offer our employees a weekly paid wellness hour during the workweek to participate in the wellness activity of their choosing. Come join our motivated team of talented individuals working together to end homelessness.
Position Summary The Finance Director (FD) manages the accounting, financial reporting, and treasury functions of the organization including oversight of professional services contracted for accounting, tax and audit services, review and approval of accounting entries, general ledger reconciliations, monthly and annual closings, budgeting and forecasting, cash management and investments, internal control compliance, internal and external financial reporting, revenue management, payroll oversight and staffing. Ensures compliance with applicable Housing Solutions policies and procedures. The FD is also responsible for production and presentation of internal financial reports to the governing bodies and the production and filing of external financial statements, compliance reports and tax returns prior to their due dates. In collaboration with the Director of Grants Management (DGM), the Finance Director is responsible for producing and filing all applicable budgets and compliance reports to grantors. Primary Roles & Responsibilities Oversee all accounts, ledgers, and reporting systems, ensuring compliance with Generally Accepted Accounting Principles, and regulatory requirements, including Office of Management and Budget Uniform Guidance, IRS regulations and other applicable rules and regulation. Lead the development and monitoring of the annual budget and financial plan, including developing annual operating plan and performance indicators, in collaboration with the Chief Executive Officer (CEO), DGM, and senior staff. Remain up to date on nonprofit fiscal best practices and applicable state and federal law regarding nonprofit operations. Remain up to date on OMB Uniform Guidance, and all other rules and regulations applicable to the fiscal operations of the organization. Maintain and enhance an accurate and timely financial reporting system. Establish the accounting closing schedule to meet the business management needs and the needs of the governing bodies including the Finance Committee and Board of Directors. Lead preparation for the annual independent financial statement audits and the Single Audit. Lead preparation and timely filing for all income tax returns. Lead preparation and timely filing for all grantor compliance reports, including SF-424, SF-425, SF-428 and SF-429 reports as applicable for each federal grant. Establish and maintain a system of internal controls to protect the organization's assets, ensure the timeliness and accuracy of financial reports, adapt to operational requirements, and meet the internal control objectives of government compliance and processes. Oversee management of the accounts payable/ receivable, cash management, investment, payroll and general accounting functions. Maintain and enhance an accurate and timely revenue processing system, including timely and accurate draw and reimbursement requests from grantors. Establish and maintain working relationships with all Program Directors and agency leaders, with grant execution responsibility. Develop reporting process in connection with these Program Directors to result in timely analysis and documentation of grant status on an interim and final reporting basis. This includes analysis of actual grant to date expenditures compared to budget so that, when necessary, budget revisions can be timely filed. Perform other duties as assigned or requested.
Qualifications Bachelor's degree in accounting, finance, or related field from an accredited college/university. Minimum five years' experience as a financial manager with demonstrated leadership in operating plan, process compilation, reporting, and analysis; internal and external financial reporting, and internal control compliance knowledge. Excellent communication, leadership, and interpersonal skills. Strong analytical, problem-solving, and project management capabilities. Collaborative mindset with the ability to work with diverse stakeholder groups.
Knowledge/Skill/Abilities Must have proven successful interpersonal relationship skills to maintain effective and satisfactory working relationships with intra-department and inter-department staff, vendors, clients, visitors, and contractors. Ability to follow oral and written instructions with ability to read, interpret, and present information efficiently and effectively. Must be able to accurately audit records and ensure compliance with written or oral guidelines. Ability to take initiative, multi-task and work well under pressure, including time deadlines. Must maintain strict confidentiality of extremely sensitive data, records, files, conversations, etc. Intermediate-Advanced MS Office skills, advanced Quickbooks software skills, advanced database software skills, working knowledge of accounting and budgeting practices. Advanced organizational skills, efficiency skills and excellent attention to detail with a demonstrated commitment to completing assignments on a timely basis. In depth knowledge of applicable OMB Uniform Guidance, rules and regulations, tax compliance and other applicable rules and regulations is preferred at hiring or must be developed within an agreed upon timeframe after hiring. Understanding of GAAP and Single Audit rules and reporting, including impact on financial statements to which budget and forecast are compared. Experience with process analysis and documentation. Solid analytical abilities with attention to detail. Proactive, empirical, data driven decision making. Ability to rapidly acquire and apply technical skills.
Working Environment This a hybrid position, with the average work week including both remote days and in-person work at our Tulsa office. May require occasional travel for meetings, conferences, and site visits mostly within the Tulsa metro area. This is a full-time salaried position working 40 hours a week, Monday through Friday.
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