Finance and HR Manager

Tracy Community Connections Center Inc•Tracy, CA

2h•Hybrid

About The Position

The Finance & HR Manager oversees bookkeeping, leads budgeting and financial planning, manages grant and revenue streams, ensures accurate audit-ready financial reporting, runs payroll operations, maintains personnel compliance, and enforces organizational policies. This role is critical to supporting organizational growth, staff development, and long-term sustainability.

Requirements

Minimum 5 years' experience in nonprofit finance and/or HR management
Strong understanding of nonprofit accounting, including restricted vs. unrestricted funds
Experience managing grant-funded budgets and compliance
Thorough understanding of California employment laws and HR best practices
Working knowledge of Medi-Cal billing and reimbursement structures
Experience with government contracts and audits
Familiarity with homelessness services, healthcare, or social services funding streams
Proficiency in QuickBooks Online (required)
Microsoft Office Suite, especially Excel
Experience overseeing accounting systems or managing outsourced bookkeeping
Payroll system experience
Experience with CRM systems for donation tracking
Knowledge of Medi-Cal billing systems

Responsibilities

Oversee bookkeeping functions, including review of all entries in QuickBooks Online
Ensure accurate coding by program, grant, and funding source
Categorize all expenses according to grant allocations and program budgets
Own and manage the monthly close process, including reconciliations
Maintain a clean, accurate, and audit-ready general ledger
Strengthen and enforce internal controls and financial procedures
Print checks for signature as needed
Prepare and submit all grant invoices in a timely and accurate manner
Maintain a weekly grant spend-down report across all funding sources
Communicate remaining programmatic funds to staff and leadership
Monitor grant budgets, allowable costs, and compliance requirements
Partner with program staff to ensure alignment between program activity and funding
Support grant reporting and funder audits as needed
Maintain and monitor the organization's annual operating budget
Maintain and update monthly forecasts and budget-to-actual analysis
Prepare accurate monthly financial statements and budget-to-actual reports
Monitor and manage cash flow, especially across reimbursement-based funding streams
Prepare and present monthly financial reports including: Statement of Activity Statement of Financial Position Budget vs. Actuals
Coordinate with program staff and In Sync RCMS billing team to ensure proper documentation and billing readiness
Oversee processing and tracking of all incoming donations
Ensure accurate recording in the organization's CRM system (Donor Dock) and alignment with QuickBooks Online
Maintain proper documentation for all contributions, ensuring audit and compliance readiness
Support preparation of the IRS Form 990 and annual audit requirements
Support annual audit, including preparation of schedules and documentation
Ensure compliance with federal, state, and local financial regulations
Maintain and improve financial systems, workflows, and reporting tools as needed
Run payroll accurately and on time through payroll system
Approve employee timecards and PTO requests
Administer employee benefits programs and enrollment
Ensure accurate tracking of paid time off, sick leave, and other leave balances
Maintain and update personnel files in compliance with California law
Ensure proper I-9 verification, new hire reporting, and employment eligibility documentation
Track required employee certifications
Maintain confidential employee files in secure systems
Ensure compliance with California employment laws and HR best practices
Regularly review and update the employee handbook
Develop and implement staff training and organizational policies
Ensure policies comply with federal and California employment laws
Communicate policy updates to staff and leadership
Maintain documentation of policy acknowledgments