Corporate Finance Accounting Director

Mission Economic Development Agency; San Francisco (CA); Hybrid; USD 165,000 - 185,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) plan

Paid time off

EAP

Voluntary benefits

Job summary

Mission Economic Development Agency (MEDA) seeks a Corporate Finance Director to lead budgeting, forecasting, reporting, and controls. The role ensures compliance with applicable regulations while guiding executives on investments and strategy.

A California CPA with 7–10 years of finance experience is ideal, including people management. This hybrid position is based in San Francisco with responsibilities spanning cash flow, audits, and external reporting.

Qualifications

• CPA (California) preferred; bachelor’s degree in accounting or finance.
• Experience in nonprofit and corporate finance, budgeting, reporting.

Responsibilities

• Provide strategic guidance to senior leadership on investments and profitability.

Skills

GAAP knowledge

Nonprofit accounting

Advanced Excel

Financial analysis

Strategic finance

Lender relations

Cash flow management

Financial systems

Education

CPA (California)

Bachelor's in accounting/finance

Tools

Excel

Job description

Mission Economic Development Agency (MEDA) is a nonprofit organization dedicated to promoting economic development and job creation. Since 1973, MEDA has partnered with Latino and working-class families in San Francisco’s Mission District to build lasting economic power by supporting homeownership, small business growth, career advancement, and educational success. As the Mission faces increasing pressures from rising costs and displacement, MEDA is charting a bold path forward by expanding affordable housing, growing community-owned businesses, advancing protective policies, and scaling proven solutions across San Francisco and beyond.

Learn more at www.medasf.org.

The Opportunity

Reporting to the Chief Financial Officer, the Corporate Finance Accounting Director is responsible for overseeing MEDA’s long-term financial health through leadership of financial planning, budgeting, analysis, and reporting, while ensuring compliance with all applicable regulations.

Key Duties & Responsibilities

• Strategic Guidance: Providing expert advice to senior leadership on investments, financial decision‑making, and strategies to drive profitability and growth.
• Participate in strategic and operational planning
• Team Management: Managing and training the finance and accounting department staff, ensuring efficient workflows and adherence to financial policies.
• Oversee and coordinate all corporate-wide (non-CRE/real estate) financial activities and personnel
• Financial Planning & Strategy: Developing and implementing long-term financial strategies and budgets that align with the company's overall goals.
• Financial Analysis & Reporting: Analyzing financial performance, forecasting trends, and preparing detailed reports and presentations for senior management and the Board of directors.
• Oversee monthly department reporting and review variance analyses
• Assist with quarterly consolidated financial reporting and financial metrics
• Ad-hoc reporting as requested
• Budgeting & Forecasting: Overseeing the creation and management of company-wide budgets and financial forecasts to ensure financial stability.
• Assist with the preparation of the annual department budget
• Review all corporate (non-real estate) operating budgets
• Compliance & Controls: Establishing and maintaining internal financial processes and controls and ensuring the company complies with all relevant financial laws and regulations.
• Assist with lender reporting and financial compliance
• Maintain a calendar of reporting requirements and other compliance deadlines
• Review and approve the recording of capital transactions
• Maintain a schedule of commitments and contingencies
• Monitor project development financing transactions
• Develop month-end closing procedures, implement internal controls
• Cash Flow Management: Monitoring and managing the company's cash flow to ensure adequate liquidity for operations.
• Prepare and maintain a 3-year dynamic cash flow projection
• External Partner Relations: Maintaining relationships with funders/vendors/partners and managing funding from outside sources. Work with co-development partners to resolve issues
• Maintain relationships with banking institutions, public accounting
• Audit Responsibilities:
• Review corporate-wide (non-real estate) audits and tax returns
• Manage annual audit
• Support the annual non-profit organization audit

Candidate Profile

The Finance and Accounting Director is a critical leadership role for a seasoned, mission-driven finance professional who thrives in an innovative, fast-paced environment and is energized by the opportunity to make a tangible impact in the community. This role is ideally suited for a California-based CPA with a bachelor’s degree in accounting, finance, or a related field, and deep experience across corporate finance, financial management, and accounting. The successful candidate will bring 7–10 years of relevant experience, including at least five years of progressive people management, along with advanced analytical and critical‑thinking skills, strong command of financial systems and tools (including advanced Excel), and the ability to translate complex financial data into clear, actionable insights. The ideal candidate will have the following professional and personal qualities, skills, and characteristics:

Passion for Mission

The Corporate Finance and Accounting Director will demonstrate a clear commitment to MEDA’s mission and values, with the ability to balance technical accounting excellence with an understanding of how financial decisions impact programs, people, and long‑term sustainability.

Strategic and Collaborative Leadership

The ideal candidate will bring excellent strategic, analytical, and critical thinking skills, with the ability to balance big picture thinking with tactical day‑to‑day management of the finance and accounting functions. A proven people manager, the Director will create a culture of collaboration, trust, and accountability, fostering stability and retention of the team.

Finance and Accounting Expertise

The Corporate Finance and Accounting Director will bring an excellent grasp of GAAP and nonprofit accounting principles, with the ability to accurately record complex transactions, including investments, lending activities, gains and losses, depreciation, amortization, accruals, and asset valuation. This leader will be highly detail‑oriented and able to work confidently across multiple sub‑ledgers and entities without overstating assets or understating risk.

In addition, the Director will bring strong skills and experience in financial reporting, budgeting, asset liability management, cost/benefit analysis, financial modeling and forecasting, debt financing/lender relations, treasury, cash flow management, audit/internal controls (single audit), and risk management. This individual will bring a deep understanding of nonprofit grant and contract accounting, including federal, state, and private funding, restricted vs. unrestricted funds, compliance requirements, allowable costs, and reporting. Demonstrated experience negotiating and managing federal indirect cost rates is ideal.

Experience managing intercompany transactions and financial reporting across multiple legal entities, programs, or lines of business is ideal. Lastly, the Director will bring a strong command of cost allocation methodologies, shared services models, audit readiness, and documentation required for federally funded organizations of sufficient scale and complexity.

Communication and Relationship Building Skills

The Corporate Finance and Accounting Director will bring strong experience in preparing clear, accurate, and decision‑oriented financial reports for senior leadership and the Board, in support of the CFO. They will help develop Board packets, explain financial results, support cash flow modeling, and, as needed, participate in Board meetings as a trusted finance partner.

This leader will bring outstanding communication and interpersonal skills to present financial data and work effectively across all levels of the organization, including the leadership team, the Board, and colleagues at all levels.

Systems Optimization and Process Improvement

The Director will bring demonstrated expertise in accounting systems, including system implementations or conversions. This leader will be skilled at streamlining month‑end close processes, reducing manual journal entries, and optimizing workflows to improve accuracy, efficiency, and scalability. Highly proficient in Excel and financial tools, the Director will have the ability to build, analyze, and maintain complex schedules, reconciliations, cash flow models, and supporting documentation for leadership, auditors, and the Board.

Compensation and Benefits

Salary is competitive and commensurate with experience. The salary range for this role is $165,000 - $185,000 with a generous benefits package. This is a hybrid position, and candidates must be able to work at least four days per week in our San Francisco office.

MEDA offers a market‑leading benefits program that reflects MEDA's values and mission. Our core benefits include:

• Comprehensive medical, vision, and dental insurance for employees and their dependents – 100 percent covered by MEDA
• 401(k) plan for employees
• Generous paid time off - with a minimum of 20 days for new employees
• Employee Assistance Program that offers free financial or legal counseling to employees or their families
• Other forms of voluntary benefits

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Contact

DSG | Koya has been exclusively retained for this engagement.

DSG | Koya is committed to providing reasonable accommodation to individuals living with disabilities. If you are a qualified individual living with a disability and need assistance expressing interest online, please email [e-mail]. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process.

MEDA is an equal opportunity employer and strongly encourages applications from people of color, persons with disabilities, women, and LGBTQ+ applicants.

About DSG | Koya

DSG | Koya, a DSG Global company, is the nation’s premier search firm dedicated to mission‑driven leadership. Since its founding in 2004, DSG | Koya has had an exclusive focus on mission‑driven clients and was founded on the belief that the right leader can transform an organization and have a deep and measurable impact on our world.

Learn more about DSG | Koya via the firm's website.