SUMMARY The Financial Reporting & Planning Manager is responsible for overseeing all aspects of the organization’s budgeting, planning, and financial reporting activities. This role will ensure timely and accurate financial statements in accordance with generally accepted accounting principles (GAAP), with particular emphasis on nonprofit accounting standards. Additionally, the Manager will lead the annual budgeting process, analyze financial and business data for strategic insights, and champion improvements to reporting systems and internal controls. As the primary liaison with external auditors and the Audit Committee, the Manager will ensure compliance, transparency, and collaboration. The position will supervise the Accounting Supervisor and collaborate closely with cross-functional teams.
Direct Hire
- 35 Hour Work Weeks: 9AM – 5PM, Monday – Friday
- Hybrid Structure: 2 – 3 Days In-Office/Week
- Compensation Range: $75k - $100k/Annually
- Occasional Travel: Mostly during work hours, occasional overnight
KEY RESPONSIBILITIES include the following. Other duties may be assigned.
Financial Reporting & Analysis
- Manage and oversee the preparation of monthly, quarterly, and annual financial statements in accordance with GAAP, emphasizing nonprofit requirements.
- Collaborate with the Accounting Supervisor to prepare monthly workpapers and assist with the month-end closing process.
- Monitor and reconcile bank balances and investment accounts on a monthly basis.
- Ensure the integrity of the general ledger by overseeing proper reconciliation and closing of accounts.
- Conduct in-depth financial analysis, identify trends and variances, and present actionable insights to senior leadership.
- Review and refine reporting processes to enhance efficiency, accuracy, and relevance of financial information.
Budgeting & Planning
- Lead the annual budgeting and financial planning process, partnering with internal teams to establish realistic goals and performance metrics.
- Monitor and forecast financial performance, ensuring alignment with strategic objectives and identifying opportunities for financial optimization.
- Prepare regular budget-to-actual analyses, highlighting key variances and recommending corrective actions.
- Use key performance indicators (KPIs) and other metrics to highlight areas where corrective actions or improvements are needed, ensuring insights lead to measurable outcomes.
Internal Controls & Compliance
- Establish, maintain, and monitor internal controls to protect organizational assets, mitigate risk, and ensure compliance with regulatory and policy requirements.
- Serve as the primary liaison with external auditors, facilitating audit planning, coordinating fieldwork, and addressing any findings or recommendations.
- Collaborate with the Audit Committee to ensure strong governance practices, timely reporting, and transparency.
Team Leadership & Collaboration
- Supervise and mentor the Accounting Supervisor, providing guidance on day-to-day operations, professional development, and performance management.
- Partner with cross-functional teams (e.g., Technology, Membership, Events) to analyze financial and business data, generating insights that inform strategic decision-making.
- Facilitate clear and concise communication of financial information to leadership, stakeholders, and the Board of Directors as needed.
Process Improvement & Systems Enhancement
- Proactively identify opportunities to improve financial reporting processes, workflow efficiencies, and system capabilities.
- Collaborate with the technology team to implement or upgrade financial systems that enhance data integrity and reporting functionality.
- Lead change management initiatives and training efforts related to new processes, technologies, and controls.
DEMONSTRATED QUALIFICATIONS
- Bachelor’s degree in Accounting, Finance, or a related field required.  CPA (Certified Public Accountant) strongly preferred.
- Bachelor’s degree in Business, Information Technology, Finance, or a related field; CPA, MBA or relevant advanced degree preferred.
- Minimum of 5–7 years of progressive accounting/finance experience, including 2–3 years in a supervisory or managerial role.
- Demonstrated expertise in nonprofit accounting principles and practices.
- Proven track record in budgeting, financial reporting, and internal controls.
- Experience liaising with external auditors and supporting audit committees strongly preferred.
- Experience in leading and managing high-performing teams.
- Strong project management and organizational skills with the ability to manage multiple priorities effectively
