Director of Finance

Forever Balboa Park•San Diego, CA

7d•$110,000 - $120,000•Onsite

About The Position

The Director of Finance is an integral member of the Balboa Park Conservancy senior leadership team and serves as a strategic business partner leading financial accounting, business, and human resources operations. The position oversees accounting operations, internal and external financial reporting, accounting records, internal controls, and budgets to mitigate risk, ensure accurate financial results, and comply with generally accepted accounting principles. The role also plans and manages the human resources program, including HR systems, hiring and onboarding, employee relations, regulatory compliance, employee benefits, and retirement plans. The position works with senior leaders, board committees, auditors, counsel, and other stakeholders. It is an on-site role in San Diego, California, reporting to the President & Chief Executive Officer, and supervises a part-time contract Accountant and a part-time contract Human Resources Generalist.

Requirements

Bachelor’s degree in accounting or a related field.
At least five years of experience in an accounting management position for a nonprofit organization.
Strong knowledge of GAAP and experience with nonprofit accounting, financial close and reporting, internal controls, audit requirements, exempt organization filings, and cash management.
Computer proficiency in a Microsoft Windows environment, including advanced Excel skills and hands-on experience with accounting and payroll software such as QuickBooks for Nonprofits or similar.
Experience with HR operations, including payroll, benefits, compensation programs, and employment laws and practices.
Experience with full-cycle employee matters, including recruiting coordination, onboarding and offboarding, employee relations, safety, and training and development.
Strong people and process management skills and the ability to build productive working relationships with senior leaders, employees, volunteers, contractors, and outside stakeholders.
Integrity, credibility, discretion, confidentiality, and commitment to the Balboa Park Conservancy’s mission.
Excellent oral and written communication, interpersonal, and relationship-building skills in a team-oriented environment.
Ability to interact effectively within an organization’s governance structure, including participation in board and committee meetings.
Willingness to perform hands-on work and all tasks required to get the job done.

Nice To Haves

CPA certification and public accounting experience.
Capabilities in financial modeling and analytics, forecasting, cybersecurity/IT, and process automation.
Familiarity with donor management software such as Raiser’s Edge.

Responsibilities

Oversee general accounting, including accounts and pledges receivable, investment and endowment transactions, retail inventory, fixed assets, accounts payable, general ledger and journal entries, and bank and investment account monitoring and reconciliation.
Oversee accounts, ledgers, and reporting systems to ensure compliance with GAAP standards and regulatory requirements.
Maintain payroll records and related documents and leave balances, and coordinate payroll matters with the outside payroll vendor.
Maintain internal controls and safeguards for revenue, expenditures, and assets, including donor restrictions and accountability systems for critical functions.
Analyze financial data and provide accurate, timely financial reports; communicate monthly and annual results, monitor trends and progress, and keep leadership informed of financial status.
Prepare key financial information for monthly Finance Committee meetings and quarterly Board of Trustees meetings.
Administer the organization’s retirement plan and direct semi-monthly contributions in accordance with the plan agreement.
Coordinate audits, prepare schedules and analyses, and collaborate with the CPA firm and Audit Committee on audited financial statements and tax and regulatory filings.
Work with department leaders to develop annual budgets and explain relevant finance and accounting policies and procedures.
Ensure staff understand and follow financial policies and procedures, and that duties involving receipts, donations, pledges, grants, and disbursements are appropriately assigned and controlled.
Guide project leads in creating project budgets and accounting controls and overseeing project administration.
Oversee HR operations and collaborate with hiring managers on recruiting, selection, orientation, coaching, counseling, and discipline.
Manage employee benefits and outside benefit consultants, including annual open enrollment and staff orientation on plans and changes.
Ensure the employee manual and other HR guidance comply with legal requirements and recommend revisions to the President/CEO as needed.
Maintain employee files and related information.
Monitor federal, state, and local legal requirements, enforce compliance, and advise management on necessary actions.
Maintain and expand professional knowledge through conferences, educational opportunities, publications, professional networks, and organizations.