We're looking for a candidate to fill this position in an
Set up and monitor procedures and controls to ensure IRS and
other regulatory compliance.
Oversee all accounts, ledgers, and reporting systems, ensuring
compliance with appropriate GAAP and regulatory requirements.
Maintain internal control safeguards and manage all audit
Directs the accounting and payroll activities and operations;
monitors operating bank account.
Manages and coordinates the Foundation's investments with
investment advisors and various investment managers; establishes
and promotes a positive working relationship with custodian bank
and provides investment instructions; reviews monthly reports from
investment managers, custodian bank and investment consultant for
consistency and internal records; summarizes investment
transactions in a format that can be used for accounting
Provides analysis and recommendations on investments and other
support as required to the Financial Investment Committee of the
Board; supervises and directs investment changes made at the
request of the Committee and/or Board.
Forecasts and manages cash flows and investment balances to
ensure adequate liquidity for payment of grants and operating
expenses of the Foundation.
Prepares annual operating budget along with the CEO and staff
for Board approval; Assess organizational performance against both
the annual budget and the Foundation’s long-term strategy; develop
and/or enhance processes and systems to provide critical financial
and operational information to the President and the Board of
Directors and make actionable recommendations.
Provides staff support to Audit Committee of Board; prepares RFP
for securing audit services; coordinates the audit process;
responds to any financial management issues raised by auditors;
evaluates internal control issues and reports to Committee as
Implements financial and other software systems as needed.
Creates format for financial reporting; reviews financial reports
prepared for distribution to the Board and outside
The successful candidate will be an accomplished finance and
foundation executive with a minimum of 15 years of experience. S/he
will have prior experience serving as a financial leader of a
foundation or relevant community experience.