Director of Finance
Casa.com, University Park, MD, United States
Director Of Finance
CASA's mission is to create a more just society by building power and improving the quality of life in working-class: Black, Latino/a/e, Afro-descendent, Indigenous, and Immigrant Communities. Our vision is rooted in the collective power of our community, our inclusive, permanent, member-led movement radically transforms communities and systems to ensure the needs, dreams, and aspirations of members are fully met as we strive for justice and full liberation at home and in solidarity with others across the world. The Finance Department manages the financial planning and accounting for CASA, including budgeting and expenditure control. The Department provides financial reporting, payroll services, accounts payable, grants financial reporting, advocacy and political spending monitoring and reporting, among other things. The Department leads in the preparation of the annual operating budget process, as well as monthly monitoring budget vs actual spend down. The Department is also responsible for leading in the coordination of the annual audits financial and federal grant audits. It is the department's goal to provide professional financial and accounting support to facilitate fiscal and organizational decisions by departments and executive leadership in achieving the goals and objectives of the organization. Reporting to the Chief Financial Officer, the Director of Finance is responsible for the central coordination of all financial activities and assists with reviewing and analyzing the organization's financial position and implementing sound financial practices. Primary duties will include the development, analysis, and interpretation of accounting and budget information to inform critical decisions, audit, tax, and other compliance filings, grant financial reporting, among other things. The Director of Finance position provides leadership and direction to the finance functions for CASA and its affiliates. The Finance Director is an active member of the Executive leadership team, reports to the CFO, and manages direct reports as well as contracted/vended staffing support. Organizational Leadership Actively participate as a thought partner with the CFO and other members of the senior leadership team to co-create organizational decisions and provide peer support to other team members. Lead and develop an internal team to support the finance budgeting and reporting process Play a critical role in collaborating with the senior leadership team in strategic decision-making and operations as CASA continues to enhance its quality programming and build capacity. Lead efforts to increase financial literacy across the organization to promote effective budget management and develop internal leadership. Provide leadership, staff development, and supervision for direct and indirect reports Finance Oversee the financial strategic planning of the organization by evaluating its performance and potential risks Recommend and implement systems, policies, procedures, and controls which assure that CASA's financial operation functions efficiently and effectively; is designed to account accurately for various grantors and funding streams; and complies with standard nonprofit accounting principles Analyze and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements; collate financial reporting materials for all donor segments, and oversee all financial, project/program and grants accounting. Coordinate and lead the annual audit process, including preparation of audit schedules, liaise with external auditors Assist outside accountants with the preparation of the annual 990, and other tax filings Oversee and lead annual budgeting and planning process; administer and review all financial plans and budgets; monitor progress and changes; and keep senior leadership team abreast of the organization's financial status. Manage organizational cash flow and forecasting Implement a robust contracts management and financial management/ reporting system; ensure that the contract billing and collection schedule is adhered to and that financial data and cash flow are steady and support operational requirements. Lead financial coordination of capital projects, which include budget vs actual tracking and reporting Update and implement all necessary business policies and accounting practices; improve the finance department's overall policy and procedure manual. Maintains established internal controls; assesses internal controls and proposes adjustments to policies as needed Provide expertise and guidance on all finance and accounting related issues and ensure compliance with appropriate federal, state and local requirements. Keeps informed of new GAAP requirements that might affect CASA and recommends changes Effectively communicate and present the critical financial matters to the Board of Directors Other projects as assigned Education, Certifications, and Qualifications Required Bachelor's degree in Accounting or Finance Eight years of progressive finance experience Solid knowledge of nonprofit accounting standards and experience in all accounting operations Experience with federal grants and audits is preferred Knowledge, Skills, and Abilities Required Strong applied computer skills, with solid understanding financial accounting systems Expert knowledge with Microsoft Excel, Microsoft Word Excellent interpersonal, analytical, organizational, and management skills. Excellent oral and written communication skills. Ability to work in a fast paced environment Function independently, be proactive, and take initiative Bilingual English/Spanish preferred Strong work ethic and attention to detail Must maintain the highest level of confidentiality Thorough understanding of, respect for and adherence to professional and financial ethics. Ability to prioritize, multi-task, work under pressure, and meet deadlines Experience with and commitment to working with a diverse workforce Enthusiastic support of CASA's strategic vision, mission, and goals Benefits Description Who is eligible? All full time and part time permanent positions working 20 hours or more per week. What We Offer: Generous paid time off , including: annual leave starting at three weeks per year (proportional accrual per pay period), two weeks of sick leave, three days of personal leave, and additional compensatory leave for exempt employees. Note: this is applicable to full time employees, and pro-rated for part time. Sixteen (16) paid holidays
per calendar year. Excellent Benefits Package
including employer paid benefits as follow: Health, dental, and vision insurance (CASA pays 100% of the premium costs for the employee up to our HMO plan, 55% for couples, 65% for children and 60% for family) Basic life and AD&D Long and Short Term Disability insurance Professional Development: Those pursuing a course of study related to work performed at CASA may be eligible for a reimbursement up to $3,000. Employee Assistance Program (EAP) Additional voluntary benefits: FSA Account including Dependent Care. 401(k) retirement plan with a 2% employer discretionary match. Accident, Critical Indemnity, Hospital insurance. Allowances: Mileage reimbursements for those positions that are required to drive on CASA business. Cell Phone stipend for those positions that are required to use their cellphone for CASA business. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit, walk, stoop, kneel, crouch, talk, and hear; frequently required to reach with hands and arms; must be able to occasionally lift objects up to twenty-five (25) pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions. The noise level in the work environment is usually moderate. ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. OSHA: This position
CASA's mission is to create a more just society by building power and improving the quality of life in working-class: Black, Latino/a/e, Afro-descendent, Indigenous, and Immigrant Communities. Our vision is rooted in the collective power of our community, our inclusive, permanent, member-led movement radically transforms communities and systems to ensure the needs, dreams, and aspirations of members are fully met as we strive for justice and full liberation at home and in solidarity with others across the world. The Finance Department manages the financial planning and accounting for CASA, including budgeting and expenditure control. The Department provides financial reporting, payroll services, accounts payable, grants financial reporting, advocacy and political spending monitoring and reporting, among other things. The Department leads in the preparation of the annual operating budget process, as well as monthly monitoring budget vs actual spend down. The Department is also responsible for leading in the coordination of the annual audits financial and federal grant audits. It is the department's goal to provide professional financial and accounting support to facilitate fiscal and organizational decisions by departments and executive leadership in achieving the goals and objectives of the organization. Reporting to the Chief Financial Officer, the Director of Finance is responsible for the central coordination of all financial activities and assists with reviewing and analyzing the organization's financial position and implementing sound financial practices. Primary duties will include the development, analysis, and interpretation of accounting and budget information to inform critical decisions, audit, tax, and other compliance filings, grant financial reporting, among other things. The Director of Finance position provides leadership and direction to the finance functions for CASA and its affiliates. The Finance Director is an active member of the Executive leadership team, reports to the CFO, and manages direct reports as well as contracted/vended staffing support. Organizational Leadership Actively participate as a thought partner with the CFO and other members of the senior leadership team to co-create organizational decisions and provide peer support to other team members. Lead and develop an internal team to support the finance budgeting and reporting process Play a critical role in collaborating with the senior leadership team in strategic decision-making and operations as CASA continues to enhance its quality programming and build capacity. Lead efforts to increase financial literacy across the organization to promote effective budget management and develop internal leadership. Provide leadership, staff development, and supervision for direct and indirect reports Finance Oversee the financial strategic planning of the organization by evaluating its performance and potential risks Recommend and implement systems, policies, procedures, and controls which assure that CASA's financial operation functions efficiently and effectively; is designed to account accurately for various grantors and funding streams; and complies with standard nonprofit accounting principles Analyze and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements; collate financial reporting materials for all donor segments, and oversee all financial, project/program and grants accounting. Coordinate and lead the annual audit process, including preparation of audit schedules, liaise with external auditors Assist outside accountants with the preparation of the annual 990, and other tax filings Oversee and lead annual budgeting and planning process; administer and review all financial plans and budgets; monitor progress and changes; and keep senior leadership team abreast of the organization's financial status. Manage organizational cash flow and forecasting Implement a robust contracts management and financial management/ reporting system; ensure that the contract billing and collection schedule is adhered to and that financial data and cash flow are steady and support operational requirements. Lead financial coordination of capital projects, which include budget vs actual tracking and reporting Update and implement all necessary business policies and accounting practices; improve the finance department's overall policy and procedure manual. Maintains established internal controls; assesses internal controls and proposes adjustments to policies as needed Provide expertise and guidance on all finance and accounting related issues and ensure compliance with appropriate federal, state and local requirements. Keeps informed of new GAAP requirements that might affect CASA and recommends changes Effectively communicate and present the critical financial matters to the Board of Directors Other projects as assigned Education, Certifications, and Qualifications Required Bachelor's degree in Accounting or Finance Eight years of progressive finance experience Solid knowledge of nonprofit accounting standards and experience in all accounting operations Experience with federal grants and audits is preferred Knowledge, Skills, and Abilities Required Strong applied computer skills, with solid understanding financial accounting systems Expert knowledge with Microsoft Excel, Microsoft Word Excellent interpersonal, analytical, organizational, and management skills. Excellent oral and written communication skills. Ability to work in a fast paced environment Function independently, be proactive, and take initiative Bilingual English/Spanish preferred Strong work ethic and attention to detail Must maintain the highest level of confidentiality Thorough understanding of, respect for and adherence to professional and financial ethics. Ability to prioritize, multi-task, work under pressure, and meet deadlines Experience with and commitment to working with a diverse workforce Enthusiastic support of CASA's strategic vision, mission, and goals Benefits Description Who is eligible? All full time and part time permanent positions working 20 hours or more per week. What We Offer: Generous paid time off , including: annual leave starting at three weeks per year (proportional accrual per pay period), two weeks of sick leave, three days of personal leave, and additional compensatory leave for exempt employees. Note: this is applicable to full time employees, and pro-rated for part time. Sixteen (16) paid holidays
per calendar year. Excellent Benefits Package
including employer paid benefits as follow: Health, dental, and vision insurance (CASA pays 100% of the premium costs for the employee up to our HMO plan, 55% for couples, 65% for children and 60% for family) Basic life and AD&D Long and Short Term Disability insurance Professional Development: Those pursuing a course of study related to work performed at CASA may be eligible for a reimbursement up to $3,000. Employee Assistance Program (EAP) Additional voluntary benefits: FSA Account including Dependent Care. 401(k) retirement plan with a 2% employer discretionary match. Accident, Critical Indemnity, Hospital insurance. Allowances: Mileage reimbursements for those positions that are required to drive on CASA business. Cell Phone stipend for those positions that are required to use their cellphone for CASA business. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit, walk, stoop, kneel, crouch, talk, and hear; frequently required to reach with hands and arms; must be able to occasionally lift objects up to twenty-five (25) pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions. The noise level in the work environment is usually moderate. ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. OSHA: This position