Accounting Manager, Financial Planning & Operations

Peninsula Family Service; San Mateo (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Peninsula Family Service is seeking an Accounting Manager, Financial Planning & Operations, to lead budgeting, financial analysis, and operational finance improvements. You will partner with the CFO on forecasting, cost analysis, and cross-functional projects to strengthen financial operations in a nonprofit setting.

The role supervises the Accounts Payable Accountant, supports audits, and helps ensure GAAP compliance, donor requirements, and policy adherence across the finance team.

Qualifications

• Bachelor’s degree required, preferably in accounting, finance, business administration, or related field.
• Strong knowledge of GAAP and nonprofit accounting.
• Strong financial analysis, budgeting, forecasting, and Excel skills.
• Experience with financial systems, data analysis, and ad hoc reporting.
• Ability to interpret grant, contract, and program financial requirements.
• Experience improving processes, internal controls, and operational workflows.
• Strong project management, analytical, and problem-solving skills.
• Strong interpersonal and written/verbal communication skills.

Responsibilities

• Support CFO in development of annual agency budget, program budgets, grant budgets, and revisions.
• Maintain and improve budget models, forecasting tools, and planning templates.
• Prepare monthly and ad hoc financial analysis for CFO and leadership.
• Analyze budget-to-actual results, staffing trends, and spending data to identify risks and opportunities.
• Oversee cost allocation methodologies to ensure compliant, accurate allocations.
• Prepare or oversee monthly invoicing, billing, and reconciliations for contracts and grants.
• Assist with month-end/year-end closing and audit support.
• Partner with CFO on special projects like system improvements and report redesign.

Skills

GAAP knowledge

Financial analysis

Forecasting

Interpersonal skills

Problem solving

Education

Bachelor’s degree

Advanced degree preferred

Tools

Excel

Financial systems

Job description

Description

Accounting Manager, Financial Planning & Operations

Finance Department

About Peninsula Family Service

Peninsula Family Service (PFS) strengthens communities across San Mateo County by providing children, families, and older adults with the support and tools to realize their full potential. As one of the largest providers of infant, toddler, and preschool programs in the region, PFS also delivers services in financial empowerment, employment, and older adult support — ensuring that people at every stage of life have access to the opportunities they need to thrive. Established in 1950, PFS has been a trusted community partner for over 75 years, dedicated to fostering stability, resilience, and well-being for the individuals and families it serves.

Job Summary

The Accounting Manager, Financial Planning & Operations is responsible for financial analysis, budget development support, operational finance improvement, and selected accounting and invoicing functions in compliance with Generally Accepted Accounting Principles GAAP, 2 CFR Part 200, government and donor requirements, and Peninsula Family Service policies and procedures. This position partners closely with the Chief Financial Officer (CFO) on budgeting, forecasting, financial modeling, cost analysis, process improvement, and special projects designed to strengthen financial operations and efficiency. The Accounting Manager also supports the annual audit, assists with monthly financial analysis, oversees certain invoicing functions, and supervises the Accounts Payable Accountant.

REPORTS TO: Chief Financial Officer
JOB CLASSIFICATION: Exempt, Full-Time
DIRECT REPORTS: Accounts Payable Accountant

Essential Functions

Budgeting, Analysis, and Financial Planning

• Support the CFO in development of the annual agency budget, program budgets, grant budgets, and budget revisions.
• Maintain and improve budget models, forecasting tools, and other financial planning templates.
• Prepare monthly and ad hoc financial analysis for the CFO, program leaders, and leadership team.
• Analyze budget-to-actual results, staffing patterns, spending trends, and other financial data to identify risks, opportunities, and areas for improvement.
• Oversee cost allocation methodologies and implementation to ensure costs are allocated accurately, consistently, and in compliance with applicable funding requirements.
• Prepare ad hoc reports, financial models, dashboards, and decision-support tools for management.

Finance Operations, Audit Support, and Process Improvement

• Help identify and implement efficiencies in finance operations, workflows, reporting, and internal processes.
• Assist with development, documentation, and improvement of finance procedures and internal controls.
• Oversee cash management activities, including monitoring cash balances, tracking cash flow needs, and coordinating cash transfers and related banking activity.
• Support month-end and year-end closing activities as assigned, including analysis, reconciliations, and journal entries.
• Support the annual independent audit by preparing schedules, analyses, and documentation as assigned.
• Prepare or oversee selected monthly invoicing, billing, and related reconciliations for contracts, grants, and other receivables.
• Review financial terms of grants, contracts, and other funding agreements and support implementation of fiscal requirements.
• Partner with the CFO and finance team on special projects, including system improvements, report redesign, and cross-functional finance initiatives.

Supervision and Team Support

• Supervise the Accounts Payable Accountant, including workflow oversight, review, training, and performance support.
• Provide backup support for selected accounting and finance operations as needed.
• Perform other duties as assigned by the CFO.

Peninsula Family Service’s VALUES are expected of every staff member. All of our work is based on our commitment to Ownership, Proactive engagement, and Lean In growth, anchored in Community Pillar, Participant-Focused service, and Workforce-Centered collaboration.

Requirements

QUALIFICATIONS:

• Bachelor’s degree required, preferably in accounting, finance, business administration, or a related field; advanced degree preferred
• Strong knowledge of GAAP and nonprofit accounting
• Strong financial analysis, budgeting, forecasting, and Excel skills
• Experience with financial systems, data analysis, and ad hoc reporting
• Ability to interpret grant, contract, and program financial requirements
• Experience improving processes, internal controls, and operational workflows preferred
• Strong project management, analytical, and problem-solving skills
• Strong interpersonal skills and ability to work effectively across finance and program teams
• Strong written and verbal communication skills

PERSONAL:

• Prior to first day of employment, must have fingerprint clearance and maintain clearance.
• Verification to legally work in the United States and updated as required.