Senior Finance Manager
Oakland, CA - USA
Job Summary
- Administer the Institutes accounting system including managing the general ledger posting journal entries and closing the books monthly
- Oversee accounts payable and accounts receivable ensuring accurate coding timely payment and collection and proper documentation
- Reconcile all bank and investment accounts monthly or provide final review and sign-off where reconciliations are prepared by finance support staff
- Maintain effective working relationships with vendors contractors and financial institutions
- Coordinate semi-monthly payroll processing across the Institutes domestic and international payroll systems in partnership with the HR Manager
- Maintain segregation of duties between transaction entry and account reconciliation and provide hands-on review of higher-complexity coding and reconciliation items
- Maintain and strengthen the Institutes system of internal controls including segregation of duties across transaction entry review and approval
- Lead the annual audit and Form 990 preparation process coordinating with external auditors to ensure timely completion of audited financial statements and tax filings
- Safeguard and maintain the confidentiality of the Institutes financial and other sensitive data
- Monitor compliance with funder-specific financial reporting requirements and applicable federal state and local regulations
- Partner with program staff to develop project budgets for grant and contract proposals
- Track financial deadlines deliverables and payment schedules across the Institutes portfolio of grants contracts and fiscal-sponsorship arrangements
- Monitor compliance with restricted funding requirements across domestic and international grants contracts and fiscal-sponsorship projects
- Prepare and submit funder invoices and financial reports according to each funders format and schedule
- Maintain grants and contracts financial records in the Institutes database syste
- Prepare monthly financial reports for the Board of Directors and staff including profit-and-loss statements balance sheets cash flow reports budget-to-actual analyses and project-level financials
- Support the Chief Operating Officer and Board Finance Committee in developing the annual budget and subsequent revisions
- Develop income projections and cash flow forecasts incorporating pipeline and program data
- Analyze and communicate the Institutes financial position to senior leadership identifying trends risks and recommendations
- Lead the evaluation implementation and ongoing administration of financial systems including integration with payroll expense and donor/grants management systems
- Document financial procedures and the reasoning behind recurring decisions such as account coding and project/class assignment to reduce reliance on institutional memory
- Identify and implement process improvements that reduce manual data entry and strengthen the audit trail
- Provide leadership training and where applicable direct supervision to finance support staff including regular feedback and professional development support
- Act as a thought partner to the Chief Operating Officer and Executive Management Team on financial strategy and organizational planning
- Respond to staff requests for financial information and support financial literacy across the organization
- Partner with the HR Manager on finance-related aspects of HR including benefits and retirement plan administration
- Experience managing accounting and financial operations for an organization of comparable scale and complexity (for example an operating budget in the range of $1020M or a comparable volume and complexity of grants and contracts)
- Demonstrated experience with fund accounting and restricted grant/contract compliance ideally within a nonprofit organization
- Experience with general ledger and accounting software
- Experience supervising staff and reviewing the work of others
- Strong understanding of internal controls and segregation-of-duties best practices
- Excellent written and verbal communication skills with the ability to translate financial information for non-finance audiences
- Strong attention to detail and the ability to manage multiple deadlines in a fast-paced evolving environment
- Bachelors degree in accounting finance or a related field or equivalent professional experience
- CPA preferred not required
- Experience implementing or migrating financial systems
- Experience with Salesforce or a comparable CRM/grants database
- Experience working with international payroll or contractor arrangements
- Zone A: $102200-$138000
- Zone B: $86200-$116400
- Zone C: $78400-$105800
Diversity is a core value at Pacific Institute. We are dedicated to enhancing diversity equity and inclusion within our team and culture for two reasons:
To stay true to our values and principles: We recognize that historical and current injustices have left out certain voices and perspectives from decision-making about accessing and managing water resources. We acknowledge that the representation of these groups in water-related decision-making and careers is an important step towards addressing past and current injustices. Because Pacific Institute participates in water-related decision-making we acknowledge that hiring and retaining a diverse staff can contribute to a broader need to address systemic injustices.
To better achieve Pacific Institutes mission and vision: We know that having diverse perspectives makes for better research creative solutions and can help us achieve our mission. We recognize that a diverse team with varied perspectives skills and experiences is essential for generating and scaling innovative ideas that solve increasingly complex challenges. We make an active effort to create an inclusive environment where everyone feels respected heard validated empowered and celebrated across different identities and cultures. We aim to constantly evolve our approach to DEI to reflect best practices in this work just as we do with our water and climate research. As part of this commitment we request that all candidates include a short statement in their cover letter to address how your addition to our staff would contribute to our DEI efforts.
- A cover letter of no more than two pages including:
- Your interest in the work of the Pacific Institute and specific fit for this position;
- A summary of your qualifications;
- The DEI statement described above;
- Your CV/Resume;
No phone calls please. Applications will be accepted until the position is filled.
- Application review
- Schedule a Phone Screen interview with the HR Manager
- Schedule a group interview with the Hiring Manager and Team
- Schedule a second group interview with the Hiring Manager and Team
- References
- Offer
Required Experience:
Manager
About Company
Welcome to the Pacific Institute! We’re thrilled to have you explore what makes our organization a truly special place to work. At the Pacific Institute, we are a global water think tank combining cutting-edge science with impactful outreach to tackle the world’s most pressing water c ... View more