Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Position Title
Director of Finance
Reports to
President & Chief Executive Officer
Location
San Diego, CA; on-site
Supervises
Accountant (contract - part time), Human Resources Generalist (contract - part time)
Key Collaborators
Senior Leadership Team, Treasurer, Finance Committee/Chair, Audit Committee/Chair, Investment Committee/Chair, Outside Counsel, External Auditors
Our Commitment
Forever Balboa Park is the nonprofit conservancy dedicated to enhancing and helping maintain all 1,200 acres of Balboa Park. From caring for the Park’s gardens and urban forest to greeting thousands of guests at the Visitor’s Center and info booths, our staff and more than 450 volunteers work year-round to ensure Balboa Park remains a natural place of wonder for all who visit.
Forever Balboa Park’s mission is to improve and advance Balboa Park, so people and nature thrive together. Forever Balboa Park welcomes people of all backgrounds, identities, and beliefs to join us in achieving our mission. We place diversity, equity, and inclusion at the heart of our recruiting efforts, and strive to build a culture centered on mutual respect, equal treatment, and the opportunity to succeed.
Position Summary
This position is an integral member of Balboa Park Conservancy's senior leadership team and serves as a strategic business partner leading the financial accounting, business and human resources operations.
Responsible for all accounting operations to include production of internal and external financial reports, maintenance of an adequate system of accounting records, and active management of a comprehensive set of internal controls and budgets designed to mitigate risk, enhance the accuracy of the reported financial results, and ensure that reported results comply with generally accepted accounting principles.
Responsible for planning and managing the human resources program, overseeing HR systems, coordinating employee hiring and onboarding, handling employee relations, ensuring compliance with regulations, and administering employee benefits and retirement plans.
Essential Duties and Responsibilities
Finance/Business
- Responsible for general accounting functions including accounts and pledges receivable, investment/endowment transactions, retail inventory, fixed assets, accounts payable, general ledger/journal entries and bank/investment account monitoring/reconciliation.
- Oversee all accounts, ledgers and reporting systems, ensuring compliance with appropriate GAAP standards and regulatory requirements.
- Prepare and maintain payroll, payroll-related documents, and leave balances. Coordinate with the outside payroll vendor on all matters pertaining to payroll.
- Maintain internal controls and safeguards for receipt of revenue (including donor restrictions), disbursement of expenditures, and ownership of assets, ensuring that accountability systems are in place for all critical functions.
- Consistently analyze financial data and present financial reports in an accurate and timely manner. Clearly communicate monthly and annual financial results; monitor progress and changes; and keep leadership abreast of financial status.
- Summarize key financial information for review and discussion at the monthly Finance Committee meetings, including highlights and trends to be communicated at the quarterly Board of Trustees meeting.
- Act as the administrator for the organization’s retirement plan, adhere to the plan agreement and direct semi-monthly retirement plan contributions.
- Coordinate all audit activity to include preparation of schedules and analyses as required for audit and tax preparation purposes. Collaborate with CPA firm and the Audit Committee in producing and reviewing the audited financial statements and all tax/regulatory filings.
- Collaborate closely with department leaders to develop their annual budgets and educate them regarding relevant finance and accounting policies and procedures.
- Ensure that staff members understand and follow established financial policies and procedures, and that employee duties related to cash receipts, donations, pledges, grants and disbursements are appropriately assigned and controlled.
- Provide guidance to project leads, assisting as needed in creating a separate budget and accounting controls for each project, and in overseeing project administration and oversight.
Human Resources
- Oversee human resources operations, collaborating with hiring managers for recruiting, selecting, orienting, coaching, counseling, and disciplining staff.
- Manage all HR benefits and all outside benefit consultants, including coordinating the annual open enrollment process for employees and orienting new and existing staff regarding plans and plan changes.
- Ensure the employee manual and other HR guidance are compliant with legal rules and regulations and, if needed, recommend revisions to the President/CEO.
- Maintain all employee files and other employee-related information.
General
- Comply with federal, state, and local legal requirements by studying existing, proposed and new legislation, anticipating possible legislative actions, enforcing adherence to requirements, and advising management on needed actions.
- Update and expand job knowledge by participating in conferences and educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.
Qualifications
- Bachelor’s degree in accounting or a related field required. CPA certification and public accounting experience desired.
- A minimum of five years in an accounting management position for a nonprofit organization. While this is a management role, the position requires a “hands on” professional who is willing to perform all tasks required to get the job done.
- Strong knowledge of generally accepted accounting principles is imperative, along with experience in nonprofit accounting principles, financial close/reporting, internal controls, audit requirements, exempt organization filings, and cash management.
- Demonstrated computer skills in a Microsoft Windows environment, including advanced Excel knowledge and hands‑on accounting/payroll software usage (QuickBooks for Nonprofits or similar).
- Capabilities in financial modeling/analytics, forecasting, cybersecurity/IT and process automation are strongly preferred. Familiarity with donor management software such as Raiser’s Edge would be helpful.
- Experience with key Human Resources operations, including the administration of payroll, benefits, and compensation programs, and the application of various employment laws and practices.
- Experience with full‑cycle employee matters such as recruiting coordination, onboarding/offboarding, employment relations, safety, training and development.
- Well‑developed people and process management skills to foster productive working relationships with other senior leadership team members, employees, volunteers, contractors and outside stakeholders.
- Personal qualities of character, integrity and credibility, along with an unwavering commitment to the mission of Balboa Park Conservancy are essential.
- Excellent communication (oral and written), interpersonal, and relationship‑building skills in a team‑oriented environment, while maintaining a high level of discretion and confidentiality.
- Demonstrated ability to interact effectively within an organization’s governance structure including participation in board and committee meetings.
This job description describes the general nature and level of work expected of people assigned to this job. It is not intended to include all duties & responsibilities. Duties, responsibilities and related activities may change at any time with or without notice. The order in which the duties & responsibilities are listed is not significant. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of their role.
Forever Balboa Park is an equal opportunity employer. Forever Balboa Park is committed to providing an inclusive and welcoming environment for all members of its staff, visitors, volunteers, subcontractors, vendors, and donors. We do not and shall not discriminate on the basis of race, color, religion, creed, gender identity, gender expression, age, national origin or ancestry, disability, marital status, sexual orientation, or military status, in any of our activities or operations. These activities include but are not limited to hiring and firing of staff, selection of volunteers and vendors, and provision of services. We will take affirmative action measures to ensure against discrimination in employment, recruitment, and advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant.
No phone inquiries, please.