Director, Finance and Administrative Services -Sharp HealthCare Foundation - Sharp Corporate - Day Shift - Full Time

Sharp HealthCare•San Diego, CA

About The Position

The Director, Finance and Administrative Services serves as the senior officer responsible for financial and administrative services for Sharp HealthCare Foundation. The role oversees financial management and operations for the Foundations, ensuring compliance with federal and state requirements and generally accepted nonprofit accounting standards. Responsibilities include financial reporting, cash and investment management, budgeting, contract review and approval, and support for Finance Committees and Boards of Directors. The position oversees a Foundation balance sheet totaling $300 million in assets, more than 300 funds, and 70 endowments. It works closely with the Sharp Foundation accountant and Sharp Finance Department on Foundation tax returns and audits. Although organized under SHF, the role oversees CHF financials through a Management Services Agreement and serves as system director of finance for all four Sharp Foundations: SHF, CHF, GHF, and TCHF. The Director also manages Foundation operations and administrative services, including the operations team and gift processing, planned giving compliance, reporting and analysis, government grant oversight, and general office administration involving facilities, personnel, Workday, SharePoint, and cybersecurity.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
At least 7 years of experience in financial analysis and/or accounting.
At least 3 years of experience in nonprofit or Foundation financial management.
At least 4 years of management experience.
Experience with nonprofit Financial Accounting Standards Board (FASB) and Generally Accepted Accounting Principles (GAAP) standards.
Deep understanding of nonprofit accounting, audited financial statements, balance sheet oversight, and compliance with state and federal accounting standards.
Ability to manage effectively and function as a member of a team.
Strong written and oral communication skills.
Excellent project management skills and ability to interpret financial data concisely for different audiences.
Positive, solution-oriented approach and ability to manage change.
Excellent interpersonal skills and ability to form strong relationships with staff.
Strong critical-thinking and creative problem-solving skills.
High level of integrity and professionalism.

Nice To Haves

Master’s degree in Finance, Accounting, Business Administration, or a related field.
Grant management experience.
Certified Public Accountant (CPA) licensed by the California Board of Accountancy.

Responsibilities

Oversee day-to-day Foundation finance and gift processing operations, including accounts payable and receivable, credit card reporting, and gift processing, ensuring accurate and timely information and appropriate internal controls.
Prepare monthly financial reports, the system Quick Report, the Foundations Dashboard, and other financial information for the CEO, management team, and Board of Directors.
Coordinate preparation and submission of the Foundations' annual Five-Year Cash, Capital and Operating Plan.
Manage the annual budgeting process, conduct budget analysis and projections, prepare the final annual budget for Board approval, and oversee budget activity in Workday.
Staff SHF and CHF Finance Committees; prepare agendas, presentation materials, Treasurer’s reports, and financial statements; and develop the annual calendar of committee items.
Prepare information for audits and tax returns (990s), provide information for annual FASB adjustments, and maintain or establish internal systems, controls, processes, and financial procedures.
Manage revenue recognition and compliance with grant and other funding restrictions, and communicate restricted-grant status to appropriate staff.
Serve as Foundation liaison with Sharp Finance, the Sharp Investment Committee, and financial advisors, ensuring matters receive appropriate Foundation leadership or committee review and approval.
Oversee the Foundations’ balance sheet, fund management, endowment records, and recommendations to the Board regarding annual endowment releases.
Oversee Foundation real estate holdings, including valuations, appraisals, inspections, and disposition.
Manage the Operations Team and gift processing functions, including systems and applications for gift processing, banking, accounting, distributions, special events, and integration with Sharp systems.
Maintain or establish operational and data-system controls to protect data integrity, prevent fraud and abuse, and support cybersecurity compliance.
Work with the Vice President, Donor Engagement, on the Foundations Technology Road Map and application selection and integration with Sharp systems.
Oversee benchmarking reporting, including AHP and other groups.
Develop and manage infrastructure, policies, procedures, and oversight functions for government grants; manage the Government Grants Development Specialist and A-133 audit requirements.
Support grant proposals from a financial perspective and manage post-award activities, including agreement review, subcontractor agreements, fiscal reporting, reconciliation, compliance, and closeout.
Analyze new planned gifts for alignment with Foundation goals, policies, return-on-investment expectations, and regulatory requirements.
Manage the Sharp-side closing of planned gifts, including required paperwork and approvals, line of credit, escrow coordination, appraisals, and donor IRS forms.
Manage maturation of planned gifts, including coordination with attorneys, property sales and disposition, and related issues.
Submit required governing-agency paperwork, including annual and quarterly Gift Annuity reports to the State of California Department of Insurance.
Serve as a resource for Workday and support job descriptions, hiring, annual performance reviews, facilities coordination, and other financial and administrative needs.