What are the responsibilities and job description for the Director of Finance position at DonorSearch?
Background:
DonorSearch is the leading provider of prospect research solutions and AI powered technologies serving nonprofit organizations across the US. Headquartered in Maryland, with a growing team of remote staff all over the country, DonorSearch proudly services over 12,000 nonprofit clients.
At DonorSearch, our values include innovation, excellence, growth, collaboration and delivering high-quality results.
Job Summary:
The Director of Finance is responsible for overseeing all financial operations and activities of the organization. This role involves strategic financial planning, managing budgeting processes, ensuring compliance with financial regulations, and providing insightful financial analysis to support decision-making. The Director of Finance will work closely with the executive and senior management to achieve the organization's financial objectives and maintain the overall financial health of the company.
Duties/Responsibilities:
Accounting Operations Management
DonorSearch is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, citizenship, ancestry, age, marital status, physical or mental disability, medical condition, genetic information, pregnancy or perceived pregnancy, gender, gender identity, gender expression, sexual orientation, protected military or veteran status or any other characteristic or condition protected by Federal, state or local law.
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DonorSearch is the leading provider of prospect research solutions and AI powered technologies serving nonprofit organizations across the US. Headquartered in Maryland, with a growing team of remote staff all over the country, DonorSearch proudly services over 12,000 nonprofit clients.
At DonorSearch, our values include innovation, excellence, growth, collaboration and delivering high-quality results.
Job Summary:
The Director of Finance is responsible for overseeing all financial operations and activities of the organization. This role involves strategic financial planning, managing budgeting processes, ensuring compliance with financial regulations, and providing insightful financial analysis to support decision-making. The Director of Finance will work closely with the executive and senior management to achieve the organization's financial objectives and maintain the overall financial health of the company.
Duties/Responsibilities:
Accounting Operations Management
- Oversee accrual accounting and bookkeeping systems including data input, chart of accounts
- Produce P&L reports, balance sheets, and reconcile cash in SalesForce with cash reported in QuickBooks including credit cards and ACH deposits
- Produce monthly reconciliation of Quickbooks online and multiple bank accounts
- Analyze financial data to identify trends, costs, and ROI’s and make recommendations to improve financial performance
- Collect and interpret complex financial data and transform it into clear, actionable information
- Analyze financial data and prepare draft budgets for leadership
- Monitor and assess accrual based EBIDTA; spot and communicate trends, and recommend how to improve
- Recommend pricing strategies, especially in regard to new products to maximize accrual based EBIDTA
- Monitor 6 and 12-month cash flow requirements
- Draft company and departmental budgets for leadership review
- Monitor expenses against final budgets for adherence and accuracy
- Draft/recommend policies regarding staff travel and other expense accounting. Oversee practice of staff accountability regarding travel and other expense reporting
- Oversee calculation and payout of draws and commissions
- Review contracts for client sales, purchased services, and third-party channels
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. MBA or relevant master’s degree preferred
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation is a plus
- SaaS based experience is a plus
- 7 years prior experience working with a CFO or Finance firm, a plus
- Experience working with cash and GAAP based accounting
- Effectively communicate with leadership team, staff members, and potentially clients and external auditors
- Comfortable with large datasets
- Proficiency in the following are a plus MS Excel, MS Word, QuickBooks, SalesForce generally and CPQ, SF Billing, and QBO-Salesforce integrations
DonorSearch is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, citizenship, ancestry, age, marital status, physical or mental disability, medical condition, genetic information, pregnancy or perceived pregnancy, gender, gender identity, gender expression, sexual orientation, protected military or veteran status or any other characteristic or condition protected by Federal, state or local law.
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