Energetic, Hands On Financial Leader Needed!
Responsible for financial accounting, trust accounting, cash management, accounts payable, accounts receivable, grant reporting, and coordinating external audits. Internal budgets and external budgets for grants. Files form 990. 401k co-administrator
Date Posted
November 07, 2023
Type
Full Time
Location
Phoenix, AZ
Director of Finance
WHO WE ARE: Take Charge America (TCA) is a nonprofit financial education and credit-counseling agency located in Phoenix, Arizona. We have helped nearly 2 million people nationwide transform their financial futures with one-on-one guidance to pay off debts, regain financial independence and save for the future. As a nonprofit agency, our mission is rooted in providing free financial education. We offer counseling, resources and knowledge to improve financial wellbeing at the individual, household and community levels. Since 1987, we have helped our clients manage and repay more than $6 billion in personal debts – and we have offered much-needed guidance to millions more through our public outreach and education.
THE OPPORTUNITY: We are looking for a hands-on, energetic leader with great financial sense and the ability to manage a department of four or more. We’d like this person to have a minimum of ten years’ experience in accounting and management, at least five years’ non-profit experience, and a bachelors in Accounting or Finance. If they have a CPA or a Masters’ Degree in a related field, that is even better!
The person who steps into this role will be responsible for financial accounting, trust accounting, cash management, accounts payable, accounts receivable, grant reporting, and coordinating external audits. They should also be able to prepare internal budgets for the organization and external budgets for grant proposals. They will serve as 401K plan co-administrator and manage all accounting, financial reporting, and regulatory filing activities of the organization, including the Form 990. They will ensure adequacy of internal controls. Reviews business insurance policies to ensure that coverages are adequate. Adheres to non-profit GAAP reporting.
Below are the essential functions of TCA’s outstanding Director of Finance:
The Role: 1. Financial Accounting: Oversees preparation of monthly in-house financial statements (detailed and consolidated), account analysis, maintenance of detailed work papers of key general ledger accounts, recording of daily cash activity in bank accounts, monthly preparations of document support and/or requested work papers for CPAs for review, annually for audit by CPAs. In addition, provide financial information as required to comply with all legal and statutory requirements. 2. Budget Preparation and Support: Preparation of annual agency budget, detailed and consolidated, and preparation of budgets required for proposals and new projects in coordination with key staff. Provides budget and accounting education to managers that focuses on preparation, interpretation, and problem solving. 3. Accounting Processes: Oversee the reconciliation of the general operating funds bank accounts and the daily maintenance of cash receipts entries to general ledger through the bank reconciliation module. Monthly reconciliation of endowment fund account and short-term investment account. 4. Payroll Processing: Supervises, provides guidance, and assists in review of payroll processes, policies, and procedures, in accordance with industry standards. 5. Insurance: Reviews and makes certain that all coverage is up-to-date and complete, prepares annual renewal applications. 6. Annual Financial Audit(s): Coordinates the planning, preparation, management, and completion of the annual financial audit. Assists HR in the annual 401(k) audit (if required) 7. Annual Tax Returns: Prepares and provides information for the filing of the annual federal (Form 990) and state tax returns by providing information to tax specialist(s). Also, prepares and files returns required by various other states. 8. Reviews financial policies, procedures, and work processes to ensure industry standards, including periodic reviews of internal controls that ensures safeguards of company assets. 9. Reviews financial proposals and long-term contractual obligations as required. 10. Responsible for knowing and complying with applicable Quality Management System (QMS) and process requirements as they apply to their area of responsibility. In addition, assists with the COA annual review and maintenance of the financial/accounting procedures. 11. Other duties as assigned.
REQUIREMENTS/CHARACTERISTICS: 1. Keyboarding skills and computer proficiency with software knowledge to include MS Outlook, Word, Excel, Sage 100 accounting software, and Bank Website. Familiarity with Internet and PowerPoint helpful 2. Must be able to type at least 55 wpm 3. Excellent interpersonal, written, and oral communication skills 4. Strong understanding of general ledger accounting 5. Detail oriented and highly organized 6. Problem solving capabilities 7. Good financial sense 8. Efficient in use of calculator 9. Capable of multiple task management 10. Capable of managing a team of staff support 11. Good business ethics 12. Working knowledge of General Accepted Accounting Principles 13. Orderly management of work papers 14. Conduct that supports the company’s ethics, core values, and compliance programs
Education and Experience:
1. Bachelor’s Degree in Accounting or Finance. CPA or Master’s Degree in related field a plus 2. Minimum of ten years’ experience in accounting; Management experience preferred 3. Minimum of five years’ experience in non-profit accounting
WHY JOIN THE TAKE CHARGE AMERICA TEAM? • Benefits start the 1st of the month following 30 days of hire • Competitive health benefits, including: medical, dental, vision, life, short and long-term disability insurance • Health Savings Account with $480 annual company contribution • Employee Wellness Program with discounts, prizes, wellness challenges monthly gym discounts • 401k with employer match • 13 PTO days per year to start • 9 paid holidays & one floating holiday • Casual dress code: Jeans and sneakers welcome!
REASONABLE ACCOMMODATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Please submit resumes to humanresources@takechargeamerica.org