Finance Leader

About the role

The Finance Leader oversees the daily financial operations, including paying bills, processing payroll, tracking expenses, and monitoring cash flow, of the agency’s $4.5M budget. The position works closely with the agency’s senior leadership team and Board of Directors to assist with planning the annual budget, as well as review financial progress.

Responsibilities

• Accounting & Financial Operations - 65%

  • Manages day-to-day bookkeeping, including payment of bills, entering bank deposits, organizing and entering employee credit and debit card transactions, automatic bank withdrawals, and monthly mileage/expense reimbursements, using QuickBooks.
  • Processes biweekly payroll, including deductions and time tracking, in coordination with Human Resources.
  • Performs month-end reconciliations for bank and investment accounts and Salesforce donor reports.
  • Works with President & CEO to manage cash flow.

• Financial Reporting & Budgeting - 10%

  • Provides decision support through ongoing financial analysis to President & CEO and agency directors.
  • Affords assistance in the annual budget planning process with President & CEO and agency directors.
  • Coordinates and leads mid-year financial forecast.

• Audit & Compliance - 10%

  • Coordinates and leads the annual financial statement audit process and 990 tax return with external auditors.
  • Communicates audit and tax findings, adjustments, and recommendations to the Board Treasurer and President & CEO.
  • Prepares and files annual 1099NEC forms.
  • Ensures quarterly federal and state tax and unemployment reports are submitted by third party payroll processor.

• Insurance & Risk Management - 5%

  • Coordinates and leads the annual insurance renewal process with external insurance broker.
  • Communicates with President & CEO regarding process, findings, and adjustments.
  • Prepares the annual worker’s compensation audit.

• Governance & Board Support - 5%

  • Attends Finance Committee meetings and attends monthly Board Meetings.
  • Prepares monthly financial statements for distribution to the agency’s Board of Directors.

• Grants Management - 5%

  • Tracks grants using accounting software and assists in maintaining electronic documentation.
  • Carries out grant budgeting, invoicing, and reporting, as needed.
  • Works in conjunction with program directors on allocation of staff to grants, along with required monthly staff timesheets.
  • Participates in grant monitoring and site visits, as requested.

• Professional Integrity and Development - 5%

  • Engages in respectful and collaborative relationships with clients, community partners, and staff.
  • Maintains strict confidentiality of Jackson County CASA’s donors, staff, and clients.
  • Shares in the agency-wide responsibility of Volunteer Advocate recruitment, engagement, and retention.
  • Completes a minimum of 12 hours of annual continuing education programming.
  • Embraces a culture of continued development by participating in an annual performance review with the President & CEO and documents one’s own milestones and achievements, as well as opportunities for growth.
  • Maintains a positive image of Jackson County CASA and provides excellent customer service at all times.
  • Acts in the best interest of Jackson County CASA and its clients at all times.

• Other Duties - 5%

  • Participates in the onboarding and training of new staff.
  • Completes CASA Pre-Service Training within three months of start date.
  • Performs other related duties as requested.

Qualifications and Entrance Requirements

• Education and Experience:

  • Bachelor’s degree in accounting, finance, or related field required.
  • CPA preferred.
  • 5+ years of progressive accounting experience required.
  • Nonprofit experience strongly preferred.
  • Proficiency with QuickBooks and Excel.
  • Strong documentation habits and commitment to internal controls and compliance.

• Essential Qualities:

  • Ability to translate financial data for non-financial audiences.
  • Ability to work with minimal supervision.
  • Strong organizational skills with the ability to juggle multiple assignments and meet short deadlines.
  • Ability to establish and maintain effective working relationships in a diverse and inclusive environment.
  • Must value collaboration and teamwork.
  • Promotes the dignity and well-being of all donors, staff, volunteers, and clients.
  • Commitment to Jackson County CASA’s mission and values.

• Special Requirements:

  • Must submit to and pass a criminal and child abuse and neglect background check.

Benefits

• Generous time off.
• Group health, dental, and vision insurance.
• Employee Assistance Program.

Our Commitment

We are an affirmative action, equal opportunity employer committed to building and supporting a culturally diverse and inclusive work environment that values all staff members' backgrounds and perspectives. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability or veteran status. We are committed to providing reasonable accommodation to qualified individuals with disabilities.