The responsibilities include, but are not limited to:
Oversee the Finance & Accounting staff to ensure all departmental goals and objectives are met. Ensure proper maintenance of all accounting systems, account and fund balances, records, and function. Ensure maintenance of appropriate internal controls and financial procedures. Make recommendations regarding Foundations policies and procedures.
Ensure timeliness, accuracy, and usefulness of financial and management reporting for corporate, foundation, federal, and state funders and the Foundation boards; oversee the preparation and communication of monthly and annual financial statements.
Serve as strategic partner to the AVP, Foundations & CFO for Foundations and Philanthropy & Alumni Engagement. Coordinate the development and monitoring of strategies, plans, and foundation budgets.
Oversee cash flow planning and ensure availability of funds as needed. Manage cash, investment, and other asset balances and assist the AVP/CFO in executing and managing financing strategies and activities, as well as banking relationships.
Remain up-to-date on nonprofit audit best practices and state and federal rules and regulations regarding nonprofit operations and coordinate audits and proper filing of tax returns. Ensure legal and regulatory compliance regarding all financial functions.
Develop financial business plans and forecasts and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization's operations and business plans.
Coordinate the development of short-, medium-, and long-term financial plans and projections. Represent the Foundations to financial partners, including financial institutions, investment advisors, foundation executives, auditors, public officials, etc.
Assist in the development of Foundation investment policies and performance monitoring.
Other duties as assigned.