Director of Finance (The Opportunity Agenda)

Job Title: Director of Finance
Reports to: Chief Executive Officer (CEO)
FLSA Status: Full-time, Exempt
Location: Remote
Salary Range: $120,000–$155,000 annually
GENERAL DESCRIPTION:
The Director of Finance position is highly responsible for senior-level administrative work involving
the direction of a broad range of internal control and finance-related responsibilities. The Director
of Finance is responsible for overseeing the company’s financial system. The position requires
excellent interpersonal communication (oral and written), and supervisory management skills, as
well as excellent knowledge, skill, and ability in every phase of TOA’s financial management.
MINIMUM QUALIFICATIONS:
Bachelor’s degree in accounting, finance or public administration from an accredited college or
university, ten (10) years of direct, progressive, responsible financial management experience,
five (5) of which must be in a nonprofit organization and include five (5) years of supervisory
experience. CPA preferred.
SUPERVISORY DUTIES:
The Director of Finance may supervise other accounting and/or operation team members.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The duties and responsibilities listed below are intended to provide a representative list of the
various types of work that may be performed. Specifications are not intended to reflect all duties
performed within the position, and incumbents may expect to perform other duties as assigned.

• Oversight for all financial accounting and reporting, including but not limited to the
• following functions: payroll, accounts receivable, accounts payable, purchasing, general
• ledger, fixed assets, and bank reconciliation.
• Revenue, cash, and debt management.
• Income generation through the safe investment of TOA funds as applicable.
• Coordinates and assists with audits and the implementation of necessary
• steps to ensure compliance with any auditor recommendations.
• Oversight and administration of TOA’s annual budget process.
• Evaluation and monitoring of all expenditures ensuring prevention of over-expenditure of
• budget line items, and proper categorization of all expenditures.
• Participating in strategic planning and development with the CEO.
• Drafts and recommends finance related policies and procedures to the CEO.
• Plans for the implementation of financial goals and objectives.
• Administration of all departmental activities, internal controls, policies, and practices.
• Provides training of departmental personnel as necessary for the performance of their
• duties.
• Participates in the hiring, professional development, discipline, termination, and
• evaluation of department personnel, as applicable.
• Work closely with the Development team to ensure compliance with all grants
• and resource stream deliverables.
• Track resource streams with spend-down efficiency.
• Monitors loss prevention and safety programs as they relate to risk management.
• Participates in insurance reviews and negotiations.
• Ensures financial practices follow Government Accepted Accounting Principles (GAAP)
• Ensures compliance with all local, state, and federal regulations as required.

KNOWLEDGE, SKILLS AND ABILITIES:

• Excellent ability in oral and written communications, interpersonal skills, supervisory
• skills, and mathematics of financial management.
• Ability to work cooperatively with co-workers, supervisors, and the general public.
• Attention to detail and timely completion of assignments.
• Comprehensive knowledge of the principles and methods of accounting, budgeting,
• auditing, purchasing, risk management, and benefits administration functions.
• Comprehensive knowledge of the laws, regulations, and standards pertaining to financial
• management.
• Comprehensive ability to effectively monitor and assure the high-level performance of
• the Finance Department and other departments as assigned.
• Comprehensive ability to analyze the operations of internal departments and to
• identify opportunities for cost savings.
• Comprehensive ability to establish and maintain effective relationships with Board
• members, subordinates, associates, auditors, financial institutions, attorneys,
• contractors, officials of other agencies and the general public.
• Management and coordination of monthly close processes and procedures;
• Analyses and preparation of actual vs budgeted profit and loss statements, the balance
• sheet and other analyses monthly and/or as needed. 
• Monthly meeting with the Board’s Treasurer and CEO to review financial statements.
• Preparation of materials for quarterly Finance and Audit Committee meetings; and staff
• meetings as applicable. 
• Preparation and facilitation of financial materials to the Board.
• Budget preparation and analysis support for program managers.
• Excellent working knowledge of and skilled use of Microsoft Word, Excel, Power Point,
• Adobe Acrobat Pro DC, and Sage Intacct, Bill.com, Expensify

INTRODUCTORY PERIOD:
90 Days
TESTING REQUIREMENT:
Testing is required for this position. Finalists for this position will be notified in writing of the time
and place of the test. A score of 80% correct will be required for consideration of employment.