Finance Manager

Job Overview

We are seeking a highly skilled Finance Manager to oversee our financial operations and contribute to the strategic growth of our organization. The ideal candidate will possess strong leadership abilities and a thorough understanding of financial management principles. This role is pivotal in ensuring compliance with regulations, managing budgets, and driving business development initiatives.

Essential Duties & Responsibilities include

• Overall coordination and control of fiscal and business operations of the agency, ensuring excellent financial oversight and stewardship
• overseeing long-term budgetary planning in alignment with the strategic plan
• leading and coordinating the annual budget process
• administrating agency and program budgets, contracts, purchasing, invoicing, collections, receiving, banking, credit management, and general accounting
• managing payroll, benefits, and taxes
• determining and sustaining appropriate cash flow and reserve levels
• determining and securing sufficient bridge and operational funding as needed
• researching and developing alternate funding sources
• general supervision of all business transactions
• planning, implementing, and on-going evaluation of financial and business policies, procedures, and systems
• planning and managing the annual audit, including: vetting auditor, ensuring the timely and accurate submission of supporting documents and all other required filings and reports, and coordinating presentation and clarification to and acting as staff liaison with Board Audit Committee
• conducting comprehensive risk assessment and management
• assessing existing liabilities, reviewing and managing all insurance policies, and recommending changes and improvements as needed
• reviewing lease and managing facility issues and relationship(s)
• reviewing and negotiating grant, service, and vendor contracts
• administrating third-party payment systems
• providing weekly management reports and analysis to Executive Director via Quickbooks
• providing monthly, quarterly and annual financial statements and analysis to Board via Quickbooks

Supervisory

• Recruiting, hiring, and training finance staff as needed
• ensuring that the Bookkeeper and other financial staff are capable, effective, and efficient representative of HRC
• conducting annual reviews of finance staff
• leading and managing finance staff with professionalism and compassion
• supervising and evaluating finance staff; including developing and monitoring work plans and goals; successfully resolving conflicts; and taking and documenting corrective action as necessary

Development

• working with Bookkeeper, Program Manager and Executive Director to prepare grant budget proposals
• working with Development team to ensure integrity in fundraising
• manage/coordinate public fiscal postings with Executive Director

Leadership

• administer HR oversight function and support
• work with Executive team, staff and Board to develop agency Code of Ethics
• participating in agency strategic planning
• working closely with the Executive Director and other executive and management staff
• ensuring ongoing compliance with, and timely submission of, all federal, state, agency and funder or other applicable reporting requirements
• attending and participating in all required meetings and trainings
• other duties as assigned by or to assist Executive Director to meet HRC goals and objectives

Minimum skills and qualifications

It is critical that the Finance Manager, in addition to demonstrated expertise and experience, possess and use executive level analytical, critical, and strategic thinking and planning skills.

Other skills required include:

• comprehensive knowledge of operations and accounting
• exceptional mastery of technical finance, business, and grants administration skills
• demonstrated assessment and problem-solving skills
• experience to function in both advisory and staff positions
• exceptional mastery of financial software, especially QuickBooks
• ability to work closely and successfully with the Executive Director and other executive and management staff
• ensuring compliance with program and funding requirements
• maintaining accurate records
• effective written and verbal communication skills
• effective supervision and personnel management skills
• effective organizational, time management, and project management skills
• ability to work accurately with a high attention to detail
• displaying a high level of professionalism
• ability to work independently and as a team member
• ability to work in a fast-paced environment and manage multiple tasks, projects, and teams

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Employee is responsible for performing work accurately and on time. Requirements listed are representative of the knowledge, skill and/or ability required.

Education and/or Experience

• minimum of a Bachelor’s Degree in Accounting, Business, Public or Health Care Administration
• a minimum of five years of comparable, applicable, professional experience is required
• candidates with non-profit, public grants management and/or housing program experience strongly preferred.
• satisfactory background, DMV, and credit checks are required

Certificates, Licenses, Registrations, Diplomas

• A valid California Driver’s License, satisfactory driving record, and use of reliable personal car are required.

Computer Skills

• must demonstrate proficiency with PC MS Office and similar software, including Excel, Word, PowerPoint
• able to use standard office equipment
• expert level proficiency in computerized accounting and Quickbooks

Other Skills, Abilities, Knowledge Required

• excellent financial management. budgeting, and project management skills
• ability to take authority over projects, take initiative, insure compliance, and accept responsibility
• demonstrated dependability and initiative
• excellent skills in grants compliance, management, and reporting
• exceptional record keeping skills; including the ability to obtain and maintain accurate, detailed and confidential notes and client files specific to program requirements
• must maintain program, client and agency confidentiality
• ability to inspire, lead and manage staff effectively and efficiently
• flexibility to deal effectively with a variety of people, situations, problems and challenges
• must be organized, detail oriented, and able to manage multiple diverse projects and priorities successfully

Language Skills

• must effectively communicate at professional, management level in English; including ability to read, write, and orally communicate (including presentation skills) at all levels of the organization

Mathematical Skills

• ability to apply basic and advanced mathematical concepts (addition, subtraction, division, and multiplication, fractions, ratios and percentages) to practical work, including planning, budgeting, data analysis, projection, and reporting

Reasoning Ability

• must have the ability to define problems and seek workable solutions; apply principles of logical thinking to localized tasks and projects; as well as deal with a variety of concrete and abstract variables
• must have demonstrated ability to spot inconsistencies and suggest appropriate course of action.

Physical Demands and Working Environment

The physical demands and working environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. HRC is an equal opportunity employer. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Variations in conditions may occur under certain circumstances.

Physical Demands

While performing the duties of this job, the employee is regularly required to talk and hear. Employee frequently is required to sit. Employee is regularly required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; stoop, kneel, or crouch.

Employee must occasionally lift and/or move up to 25-30 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. HRC is an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Noise level in the work environment is usually moderate.
• The work environment is usually indoors in a typical office environment. Travel within Monterey

County is frequent. Occasional travel outside of Monterey County, including the throughout the state of California and out of state, is required.