Financial Reporting Manager

Episcopal Retirement Services

$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting or related field required
  • CPA or MBA preferred
  • Five years of managerial experience in financial reporting
  • Strong financial background with emphasis on fund accounting
  • Experience in senior living and affordable housing sectors preferred
  • Leadership capabilities with a proven track record
  • Ability to work independently while managing multiple deadlines

Responsibilities

  • Assist the Director of Accounting with ongoing financial support and process improvements
  • Support fund development teams with financial reporting for grants
  • Serve as the lead accountant for Foundations' investment transactions and reporting
  • Oversee centralized overhead allocation processes for the ERS Support Office
  • Prepare monthly, quarterly, and annual financial reports for stakeholders
  • Manage external financial reporting, including audits and tax submissions
  • Oversee billing specialists and third-party reporting processes
  • Act as administrator for reporting software and corporate credit card program

Benefits

  • Immediate consideration for qualified applicants
  • Opportunities for professional growth and leadership development
  • Collaborative work environment
  • Engagement with diverse financial stakeholders
  • Work within the impactful not-for-profit sector
Full Job Description
Financial Reporting Manager

Position Purpose:

The Financial Reporting Manager is responsible for organization-wide internal and external financial reporting, oversight of our billing processes and third-party cost reports, support office accounting and key allocation processes, and leadership over our fund and investment accounting for our Foundations.

Minimum Qualifications:
  • Bachelor's degree in Finance, Accounting or related field required
  • CPA or MBA preferred
  • Five years of manager level experience of similar responsibilities required
  • Excellent Financial background
  • Experience in not-for-profit fund accounting required
  • Senior living industry experience desired
  • Affordable housing industry experience desired.
  • Strong creative leader with a proven track record
  • Able to work effectively in a process-based collaborative organizational structure.
  • Able to work independently with little supervision and able to handle multiple tasks while meeting deadlines, and have attention to detail.


As a Financial Reporting Manager you can expect to:
  • Assist the Director of Accounting and operations managers with support on financial matters throughout the year and process improvements.
  • Support our fund development teams to provide reporting for grant applications and donor facing reporting.
  • Serve as lead accountant for both our ERS and ECH Foundations including all investment transactions and reporting including periodic reporting to Foundation boards.
  • Serve as lead accountant for ERS Support Office, centralized overhead allocation processes, and ERS System miscellaneous strategy entities
  • Coordinate and lead the preparation of monthly, quarterly, and annual internal financial reports for leadership and other stakeholders.
  • Coordinate and lead the preparation of external financial reporting, including audit support, tax support, lender reporting, board reporting, and other required submissions.
  • Manager of our Billing Specialists and periodic third-party reporting and cost reports.
  • Manager of our corporate credit card program and software administrator.
  • Administrator of our reporting software with training to create new reports.
  • Support the Director of Finance with annual budget process and insurance reporting needs.
  • Primary liaison with external accountants to coordinate audit, tax and cost reporting services - coordinate closely with accountants and external parties to ensure key reporting deadlines are met.
  • Process improvements and other special projects.
  • Provides as a financial consulting resources for the ERS management staff.


If you desire joining a team that will value you, APPLY today! Immediate consideration is given to qualified applicants. We look forward to speaking with you!

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