Planetree Manager Finance/Controller

Manages Planetree's day-to-day finance and accounting function, ensuring accurate, timely financial operations and reporting. Oversees the general ledger, budgeting, forecasting, cash-flow reporting, accounts payable/receivable, audit preparation, and finance policies. Translates organizational priorities into reliable budgets, forecasts, and financial processes under the Vice President, Corporate Services.

Responsibilities

• Financial Management and Business Support
  • Manage the day-to-day finance function and serve as the primary operational finance contact for leadership and budget owners.
  • Provide the Vice President, Corporate Services with timely financial data, analysis, and recommendations to support organizational decisions.
  • Identify material trends, variances, cash concerns, and control issues and escalate them promptly with recommended actions.
  • Coordinate with external accountants, tax advisors, auditors, banks, and other finance partners within approved scopes of work.
• Accounting, General Ledger, and Financial Close
  • Manage the integrity of the general ledger and the accuracy and completeness of financial records.
  • Oversee monthly and year-end close activities, including review of journal entries, accruals, reconciliations, and supporting schedules prepared by finance staff or external support.
  • Ensure accounting transactions are recorded consistently and in accordance with applicable accounting standards, organizational policies, and nonprofit requirements.
  • Review account reconciliations, investigate discrepancies, and ensure corrective items are resolved and documented.
  • Maintain close checklists, accounting schedules, and audit-ready supporting documentation.
• Budgeting, Forecasting, and Financial Planning Support
  • Coordinate the annual budget process under the direction of the Vice President, Corporate Services, including the calendar, templates, assumptions, and budget-owner submissions.
  • Consolidate departmental and regional submissions and prepare draft organization-wide budgets and forecasts for leadership review.
  • Maintain rolling forecasts and cash-flow projections based on actual performance, commitments, and updated operational assumptions.
  • Prepare budget-to-actual and forecast variance analysis and help budget owners understand financial implications and corrective actions.
  • Maintain planning models, assumptions, and documentation so forecasts are transparent and repeatable.
• Financial Reporting and Analysis
  • Prepare accurate monthly, quarterly, year-end, and ad hoc financial reports in accordance with established deadlines.
  • Develop concise dashboards and analysis covering revenue, expenses, cash, receivables, payables, budget performance, and other key indicators.
  • Prepare leadership and Board financial materials for review and presentation by the Vice President, Corporate Services or executive leadership.
  • Support project, contract, restricted-fund, grant, and sponsorship reporting as applicable.
  • Explain financial information clearly to non-financial stakeholders and respond to reasonable follow-up questions.
• Accounts Payable, Accounts Receivable, and Cash Oversight
  • Supervise the Finance Accountant/Coordinator's processing of invoices, payment requests, expense reimbursements, billing, cash receipts, and collections follow-up.
  • Review payment packages for coding, approval, budget alignment, documentation, and policy compliance; payment authorization remains subject to delegated approval limits.
  • Oversee client invoicing and receivables aging and coordinate with internal owners to resolve missing billing inputs or overdue balances.
  • Monitor cash balances, banking activity, upcoming disbursements, and short-term cash needs, and provide regular cash-flow reporting.
  • Review bank and credit-card reconciliations prepared by finance support and ensure discrepancies are resolved.
• Compliance, Internal Controls, and Financial Risk
  • Maintain and improve practical finance controls, approval workflows, accounting procedures, and documented review requirements.
  • Ensure duties and system access are assigned so that no individual initiates, approves, records, and reconciles the same transaction.
  • Coordinate annual audit preparation, requested schedules, supporting documentation, and follow-up items with finance staff and external partners.
  • Maintain a finance compliance calendar with the Finance Accountant/Coordinator and external advisors for audit, tax, nonprofit, grant, and other financial reporting deadlines.
  • Monitor adherence to finance policies and escalate suspected errors, control gaps, noncompliance, fraud concerns, or material financial risks to the Vice President, Corporate Services.
  • Support required filings and risk responses; legal, tax, insurance, and enterprise compliance determinations remain with the appropriate executive owner or qualified external advisor.
• Financial Systems, Documentation, and Process Improvement
  • Maintain effective use of accounting, reporting, purchasing, expense, and related finance systems in coordination with Technology.
  • Maintain current procedures, calendars, templates, account mappings, and recurring-report instructions.
  • Improve workflows and automation to increase accuracy, timeliness, transparency, and ease of use.
  • Support appropriate finance-system access, backup coverage, and continuity planning.
• Team and External Partner Coordination
  • Supervise, prioritize, coach, and review the work of the Finance Accountant/Coordinator.
  • Establish clear deadlines, review points, and backup arrangements for recurring finance processes.
  • Coordinate external accounting or bookkeeping resources and confirm that contracted deliverables are complete and timely.
  • Maintain constructive working relationships with budget owners, auditors, banks, vendors, and other partners.

Qualifications

• Education
  • Minimum: Bachelor's degree in Accounting, Finance, Business Administration, or a related field; an equivalent combination of education and relevant experience may be considered.
  • Preferred: Advanced degree or relevant finance/accounting certification.
• Experience
  • Minimum: Five to seven years of progressive accounting or finance experience, including month-end close, financial reporting, budgeting, AP/AR oversight, reconciliations, and audit support.
  • Preferred: Nonprofit, multi-entity, or international experience; two or more years supervising staff or external providers.
• Technology
  • Minimum: Advanced Excel skills; proficiency with QuickBooks or a comparable accounting system and Microsoft 365.
  • Preferred: Experience with Salesforce, expense and purchasing workflows, reporting dashboards, or similar systems.
• License
  • Minimum: Not applicable.
  • Preferred: CPA, CMA, or equivalent credential preferred but not required.
• Language
  • Minimum: English proficiency - written and verbal.
  • Preferred: Additional language proficiency is an asset in Planetree's global environment.

Skills

• Strong working knowledge of accounting principles, nonprofit accounting, financial reporting, budgeting, forecasting, and internal controls.
• Demonstrated ability to manage monthly close, general-ledger integrity, reconciliations, AP/AR oversight, and cash-flow reporting.
• Ability to review detailed accounting work while maintaining focus on deadlines, material issues, and organizational priorities.
• Sound understanding of segregation of duties, documentation standards, audit readiness, and financial compliance coordination.
• Strong analytical, organizational, problem-solving, and supervisory skills.
• High accuracy, attention to detail, professional judgment, and discretion.
• Ability to explain financial information clearly to non-financial audiences and work effectively across teams.
• Strong spreadsheet and financial-systems skills and the ability to improve processes without weakening controls.

Pay

The expected base salary for this position ranges from $75,000 to $95,000. Offers are typically made below the top of the range and are based on relevant skills, training, experience, education, licensure or certifications, and market and organizational factors.