Director of Finance

PRIMARY PURPOSE: The Director of Finance is responsible for managing the financial operations of the organization, ensuring the organization’s financial health and sustainability. This role will oversee all financial reporting, budgeting, forecasting, financial analysis, and compliance requirements. The Director of Finance will work closely with the Executive Director and Board of Directors to develop and implement financial strategies that support the organization’s mission and goals.

Key Responsibilities:

Financial Management

• Develop and implement financial strategies that support the organization’s mission and goals
• Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis
• Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other financial systems
• Prepare and present financial reports to the Executive Director and Board of Directors, providing analysis and recommendations as needed
• Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements
• Manage relationships with external partners, including banks, auditors, and other financial service providers

Budgeting and Forecasting

• Develop and oversee the annual budgeting process, working closely with program managers and other stakeholders to develop realistic and achievable budgets
• Monitor actual performance against budget and provide regular updates and analysis to the Executive Director and Board of Directors
• Develop and maintain financial forecasting models that support long-term financial planning and decision-making

Strategic Planning and Leadership

• Work closely with the Executive Director and Executive team to develop and implement strategic plans and goals that support the organization’s mission and vision
• Provide leadership and mentorship to the Finance team, fostering a culture of continuous improvement and professional development
• Collaborate with Executive/Management team to develop and implement strategies that support the organization’s mission and goals

Board Relations and Reporting

• Report on the financial performance of the organization to the Board of Directors, including regular updates on budget performance, forecasts, and financial risks and opportunities
• Collaborate with the Executive Director and Board of Directors to develop and implement financial policies and procedures that align with the organization’s values and strategic goals
• Represent the organization at internal and external events and meetings, providing financial guidance and support as needed
• Work with and under the direction of the Advisory Board in development and implementation of the Oahu CoC Governance Charter

Tax Filing and Compliance

• Oversee all tax filings and compliance requirements, ensuring that the organization is in compliance with all relevant laws and regulations
• Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements

Shared Responsibilities with DoO and DSID/ Executive Team 

• Engage and work regularly with the PIC management team for the development and implementation of performance monitoring tools, evaluate opportunities for growth and improve teams’ operations.
• Act on behalf of Executive Director in conjunction with Executive Team for items, as interim liaison to all CoC Committees, oversees 501c3 and supports in 501c3 BOD in absence.

WORKING CONDITIONS: Indoors in air-conditioned office, occasionally remote work. With the need for occasional travel to off-site meetings and community events.

TRAVELING REQUIREMENTS: Job requires position to occasionally travel to various program sites, company offices, and other locations for business meetings, etc. as required by the job.

WORKING HOURS: Monday-Friday 8:00 a.m. to 4:30 p.m. is the standard but schedule is flexible with Executive Director’s approval.

EQUIPMENT USE: Frequent use of computers, printers, and other standard office equipment. Frequent use of an automated telephone system with phone messaging. Occasional use of copy machine, FAX machine, file cabinets and hand truck.

MENTAL AND PHYSICAL DEMANDS:

• Duties require the use of initiative, judgment, and problem solving.
• Interpreting policies and procedures.
• Work under minimal supervision.
• Requires working under deadlines and pressure.
• Requires dealing with difficult people or situations involving complex issues.
• Establishes and maintains cooperative and productive work relationships.
• Requires sitting for an extended period of time.
• Requires traveling to various business locations as required by the job.
• May be required to lift up to 25 pounds on occasion.

COMMUNICATION DEMANDS: Requires communicating effectively both orally and in writing in the English language; speaking before small and large groups; giving instructions or directions to others; and seeking information from a variety of sources.

MINIMUM QUALIFICATIONS:

• Bachelor’s degree in accounting, Finance, or related field; MBA or CPA strongly preferred
• At least 5 years of progressively responsible experience in financial management, with at least 3 years in a nonprofit organization
• Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance
• Strong leadership and management skills, with experience building and leading high-performing teams
• Excellent analytical, problem-solving, and decision-making skills
• Strong communication and interpersonal skills, with the ability to communicate financial information to non-financial stakeholders
• Passion for the mission and work of the organization
• Passionate interest in mentoring others and working as a team
• Knowledge and direct experience with PIC activities. 

PREFERRED QUALIFICATIONS:

• Bachelor’s degree in accounting, Finance, or a related field preferred.
• Four (4) years of relevant work experience.
• Working knowledge of basic accounting principles and practices.
• Working knowledge of relevant state, federal, and local regulations.
• Proficiency in MS Office and popular accounting software.
• Excellent communication and interpersonal skills.
• Ability to work under pressure.
• Excellent organizational skills.