Finance Leader

Jackson County CASA

$90K — $117K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, or related field required; CPA preferred.
  • 5+ years of progressive accounting experience required, with nonprofit experience strongly preferred.
  • Proficiency with QuickBooks and Excel.
  • Strong documentation habits and commitment to internal controls and compliance.
  • Ability to translate financial data for non-financial audiences.

Responsibilities

  • Manage day-to-day bookkeeping and financial operations using QuickBooks.
  • Process biweekly payroll in coordination with Human Resources.
  • Perform month-end reconciliations for bank and investment accounts.
  • Provide decision support through ongoing financial analysis to senior leadership.
  • Coordinate and lead the annual financial statement audit process.

Benefits

  • Generous time off.
  • Group health, dental, and vision insurance.
  • Employee Assistance Program.
  • Supportive and collegial work environment.
Full Job Description
REPORTS TO: President & CEO

SUPERVISION EXERCISED: None

SALARY RANGE: $90,000-$117,000 (full-time equivalent). Salary will be prorated based on hours worked.

SCHEDULE: Negotiable. We are open to discussing a structure that ranges from part-time to full-time dependent on a combination of the candidate's experience and the agency's needs. Ability to work some hours remotely.

APPLICATION INSTRUCTIONS: Please include a resume and cover letter that helps us understand your motivation, values, and readiness for this position.

GENERAL STATEMENT OF DUTIES AND RESPONSIBILITIES

The Finance Leader oversees the daily financial operations, including paying bills, processing payroll, tracking expenses, and monitoring cash flow, of the agency's $4.5M budget. The position works closely with the agency's senior leadership team and Board of Directors to assist with planning the annual budget, as well as review financial progress. Additionally, the Financial Leader performs key processes such as the annual audit, tax filings, and insurance renewals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Accounting & Financial Operations-65%
  • Manages day-to-day bookkeeping, including payment of bills, entering bank deposits, organizing and entering employee credit and debit card transactions, automatic bank withdrawals, and monthly mileage/expense reimbursements, using QuickBooks.
  • Processes biweekly payroll, including deductions and time tracking, in coordination with Human Resources.
  • Performs month-end reconciliations for bank and investment accounts and Salesforce donor reports.
  • Works with President & CEO to manage cash flow.


Financial Reporting & Budgeting-10%
  • Provides decision support through ongoing financial analysis to President & CEO and agency directors.
  • Assists in the annual budget planning process with President & CEO and agency directors.
  • Coordinates and leads mid-year financial forecast.


Audit & Compliance-10%
  • Coordinates and leads the annual financial statement audit process and 990 tax return with external auditors. Communicates audit and tax findings, adjustments, and recommendations to the Board Treasurer and President & CEO.
  • Prepares and files annual 1099NEC forms. Ensures quarterly federal and state tax and unemployment reports are submitted by third party payroll processor.


Insurance & Risk Management-5%
  • Coordinates and leads the annual insurance renewal process with external insurance broker. Communicates with President & CEO regrading process, findings, and adjustments.
  • Prepares the annual worker's compensation audit.


Governance & Board Support-5%
  • Attends Finance Committee meetings and attends monthly Board Meetings.
  • Prepares monthly financial statements for distribution to the agency's Board of Directors.


Grants Management-5%
  • Tracks grants using accounting software and assists in maintaining electronic documentation.
  • Carries out grant budgeting, invoicing, and reporting, as needed.
  • Works in conjunction with program directors on allocation of staff to grants, along with required monthly staff timesheets.
  • Participates in grant monitoring and site visits, as requested.


Professional Integrity and Development
  • Engages in respectful and collaborative relationships with clients, community partners, and
  • Maintains strict confidentiality of Jackson County CASA's donors, staff, and
  • Shares in the agency-wide responsibility of Volunteer Advocate recruitment, engagement, and
  • Completes a minimum of 12 hours of annual continuing education programming.
  • Embraces a culture of continued development by participating in an annual performance review with the President & CEO and documents one's own milestones and achievements, as well as opportunities for growth.
  • Maintains a positive image of Jackson County CASA and provides excellent customer service at all
  • Acts in the best interest of Jackson County CASA and its clients at all


OTHER DUTIES
  • Participates in the onboarding and training of new staff.
  • Completes CASA Pre-Service Training within three months of start
  • Performs other related duties as requested.


QUALIFICATIONS and ENTRANCE REQUIREMENTS EDUCATION and EXPERIENCE
  • Bachelor's degree in accounting, finance, or related field required. CPA preferred.
  • 5+ years of progressive accounting experience required. Nonprofit experience strongly preferred.
  • Proficiency with QuickBooks and Excel.
  • Strong documentation habits and commitment to internal controls and compliance.


ESSENTIAL QUALITIES
  • Ability to translate financial data for non-financial audiences.
  • Ability to work with minimal supervision.
  • Strong organizational skills with the ability to juggle multiple assignments and meet short
  • Ability to establish and maintain effective working relationships in a diverse and inclusive environment. Must value collaboration and
  • Promotes the dignity and well-being of all donors, staff, volunteers, and clients.
  • Commitment to Jackson County CASA's mission and


SPECIAL REQUIREMENTS
  • Must submit to and pass a criminal and child abuse and neglect background


PHYSICAL and MENTAL DEMANDS and WORK ENVIRONMENT
  • Prolonged periods of both standing, walking, and sitting at a desk and working on a computer will be required. Will be required to use hands and fingers frequently. Will climb and descend stairs, grasp, handle, feel, and operate objects, tools, and controls. Will be required to bend, kneel, and crouch; speak, hear, and read both in quiet, loud, private and public settings, both large and In-office and out-of-office public contact with people. Vision abilities include close and distant vision, and the ability to adjust focus.
  • Must be able to lift and move up to 25
  • The noise level of the office environment is often low to Position is subject to the usual office interruptions associated with providing service and performing multiple duties in an office environment.
  • Proper grooming and hygiene is required. Attire for this position is generally business casual but there may be times that attire is professional, as determined by the
  • Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential duties and


BENEFITS

Benefits include generous time off, group health, dental, and vision insurance, and Employee Assistance Program. Jackson County CASA is a child-centered, supportive, and collegial work environment.

This job description provides a general, but not comprehensive, list of essential responsibilities and qualifications required. It does not represent a contract of employment and Jackson County CASA reserves the right to change the job description and/or posting at any time without advance notice.

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