Director of Finance and Compliance

EPIC • Denver, CO

7d • Hybrid

About The Position

EPIC's day-to-day financial operations, ensuring timely, accurate financial reporting, sound accounting practices, and effective internal controls. Oversee accounts payable, accounts receivable, payroll administration, banking relationships, cash management, and earned revenue billing, ensuring effective financial controls, appropriate approvals, and timely processing. Review and approve vendor invoices, expense reimbursements, general ledger coding, financial transactions, and related documentation to ensure accuracy, compliance, and adherence to organizational policies and internal controls. Oversee customer invoicing, revenue collection, and grant expenditure tracking while partnering with program staff and external funders to ensure timely billing, reimbursement requests, and compliance with grant requirements. Monitor organizational cash flow, financial performance, and liquidity, identifying trends, recommending corrective actions, and coordinating banking activity and cash transfers as needed. Lead the annual audit process by preparing audit schedules, coordinating the Prepared by Client (PBC) process, gathering supporting documentation, managing auditor communications, and ensuring timely completion of audit deliverables. Coordinate preparation and review of IRS Form 990 and other required financial filings in partnership with the Controller and fractional CFO. Ensure timely, accurate, and decision-ready financial reporting for leadership, funders, the Finance Committee, and the Board of Directors. Financial Planning, Compliance & Administration Lead the annual budgeting process and partner with organizational leaders on forecasting, financial planning, and resource allocation. Prepare financial analyses, dashboards, and reports that support organizational planning and strategic decision-making. Ensure timely and accurate grant financial reporting and compliance with grant requirements. Oversee vendor agreements, insurance programs, organizational filings, and related legal and broker relationships, ensuring timely execution, compliance, and effective risk management. Lead the development and administration of contracts with relevant department leaders, coordinating with legal counsel, advisory partners, and contracting partners as needed. Review and strengthen financial policies, procedures, internal controls, and governance practices that support accountability and effective risk management. Financial Systems & Process Improvement Serve as the primary owner of EPIC's financial systems, ensuring data integrity, security, and effective utilization. Identify and implement opportunities to improve reporting, automation, workflows, and operational efficiency. Develop and maintain finance procedures that promote consistency, operational excellence, and organizational continuity. Partner with the Operations team on technology initiatives that strengthen financial processes and support organizational growth. Leadership & Collaboration Partner closely with organizational leadership, including the Vice President of Operations, President & CEO, fractional CFO, contract Controller, and department leaders to support financial strategy and organizational planning. Build strong cross-functional relationships by providing responsive support, sound financial guidance, and exceptional internal customer service. Lead finance-related projects and continuous improvement initiatives that strengthen organizational effectiveness. Foster a culture of accountability, collaboration, continuous improvement, and operational excellence.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Seven or more years of progressively responsible experience in nonprofit finance, accounting, or financial operations, including demonstrated ownership of core finance functions.
• Demonstrated experience leading accounting operations, annual budgeting and forecasting, financial reporting, audits, compliance, grant financial management, and internal controls.
• Strong knowledge of nonprofit accounting, fund accounting, Generally Accepted Accounting Principles (GAAP), and financial compliance requirements.
• Experience administering financial systems and using technology to improve operational efficiency.
• Excellent analytical, organizational, project management, communication, and problem-solving skills.
• Demonstrated ability to translate complex financial information into clear, actionable insights for executive leadership and Boards.

Nice To Haves

• CPA, CMA, or comparable professional certification.
• Experience in a nonprofit organization with annual revenue between $3 million and $10 million.
• Experience partnering with outsourced finance professionals, auditors, legal counsel, and financial institutions.
• Experience implementing or optimizing financial systems and business processes.
• Experience with QuickBooks, Bill.com, Martus, Gusto, or comparable financial systems; familiarity with Microsoft 365, HubSpot, and Asana.

Responsibilities

• Lead EPIC's day-to-day financial operations, ensuring timely, accurate financial reporting, sound accounting practices, and effective internal controls.
• Oversee accounts payable, accounts receivable, payroll administration, banking relationships, cash management, and earned revenue billing.
• Review and approve vendor invoices, expense reimbursements, general ledger coding, financial transactions, and related documentation.
• Oversee customer invoicing, revenue collection, and grant expenditure tracking.
• Monitor organizational cash flow, financial performance, and liquidity.
• Lead the annual audit process.
• Coordinate preparation and review of IRS Form 990 and other required financial filings.
• Ensure timely, accurate, and decision-ready financial reporting for leadership, funders, the Finance Committee, and the Board of Directors.
• Lead the annual budgeting process and partner with organizational leaders on forecasting, financial planning, and resource allocation.
• Prepare financial analyses, dashboards, and reports that support organizational planning and strategic decision-making.
• Ensure timely and accurate grant financial reporting and compliance with grant requirements.
• Oversee vendor agreements, insurance programs, organizational filings, and related legal and broker relationships.
• Lead the development and administration of contracts with relevant department leaders.
• Review and strengthen financial policies, procedures, internal controls, and governance practices.
• Serve as the primary owner of EPIC's financial systems, ensuring data integrity, security, and effective utilization.
• Identify and implement opportunities to improve reporting, automation, workflows, and operational efficiency.
• Develop and maintain finance procedures that promote consistency, operational excellence, and organizational continuity.
• Partner with the Operations team on technology initiatives that strengthen financial processes and support organizational growth.
• Partner closely with organizational leadership to support financial strategy and organizational planning.
• Build strong cross-functional relationships by providing responsive support, sound financial guidance, and exceptional internal customer service.
• Lead finance-related projects and continuous improvement initiatives that strengthen organizational effectiveness.
• Foster a culture of accountability, collaboration, continuous improvement, and operational excellence.

Benefits

• Medical, dental, and vision coverage with EPIC paying 90% of employee premiums
• Employer-paid life insurance, short-term disability, and long-term disability coverage
• 401(k) retirement plan with employer match up to 4%
• Monthly cell phone stipend
• Childcare reimbursement for qualifying work events outside of typical business hours
• Generous paid time off, including: Two weeks of paid sick leave, Three or more weeks of paid vacation, Fourteen paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Director