Finance Director

Catholic Charities USA; Portland (OR); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health, dental & vision plans

403(b) retirement plan

Paid time off and holidays

Job summary

Catholic Charities of Oregon seeks a Finance Director to lead the organization’s financial strategy and operations. This senior role partners with the CEO and executive team to steer budgeting, reporting, risk management, and internal controls while ensuring compliance with GAAP and nonprofit requirements.

The position oversees audits, quarterly and annual reporting, cash flow forecasting, and board communications.

Qualifications

• Bachelor’s degree in accounting, finance, business administration or a related field required.
• At least 7 years of overall professional experience; nonprofit experience and 501(c)(3) accounting knowledge required.
• Leadership and strategic thinking with ability to translate finance into organizational strategy.
• Proven GAAP, budgeting, forecasting, cost-control and Single Audit (A-133) experience.
• Proficiency with Microsoft Office programs (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Drive business strategy development with the CEO/COO and assess risks and opportunities.
• Lead annual budget development and coordinate with Treasurer, Finance Committee and Board.
• Collaborate with CEO/COO and program management on KPI reporting.
• Monitor cash flow and forecasting to minimize risk and improve liquidity.
• Supervise monthly financial close, prepare reports and reconcile results to budget.
• Present financials to Finance Committee and Board of Directors.
• Maintain general ledger, journal entries and variance analysis.
• Oversee bank reconciliations and balance sheet accounts.
• Evaluate and update finance policies for compliance and organizational needs.
• Liaise with external auditors and oversee audits; manage insurance and legal matters related to finance.
• Build relationships with grantors and lenders to expand resources.
• Coordinate with program management on monthly spending and projections.
• Ensure compliance with federal, state and local requirements.

Skills

Leadership

Strategic thinking

Communication

Education

Bachelor's degree in accounting/finance/business administration

Tools

Excel

Word

PowerPoint

Job description

Who You Are:

The Finance Director serves as the organization’s senior financial position, providing leadership and oversight in matters pertaining to financial sustainability. This position reports directly to the Chief Executive Officer of CCO and is a strategic partner with the CEO and Executive Team. This position is the primary communicator with the Treasurer, as well as the primary liaison with the Finance Committee of the Board. The Director has a shared responsibility for the organization’s financial management and strategy. They are responsible for directing, implementing and maintaining financial policies and procedures, preparation of budgets, development of financial and performance reports, internal controls, management of external audit activities, and directs activities related to financial strategy, reporting, planning and forecasting.

What You Will Work On:

• Drive business strategy development in conjunction with the CEO and Chief Operating Officer (COO), by assessing risks, noting opportunities for expansion, setting overall goals and metrics, and proposing projects or systems to move the organization forward. Develop financial forecasts; lead a multi-year financial planning scenario and contingency planning process.
• Lead the annual budget development process in consultation with the CEO, COO, and senior management, and work with the Treasurer to present the annual budget to the Finance Committee and the Board. Oversee other interim and grant budgets.
• Collaborate with the CEO, COO and program management to determine and implement reporting of applicable key performance indicators.
• Monitor organizational cash flow and forecasting, to minimize risk and improve cash flow.
• Supervise the preparation and publish timely monthly financial reports. This includes leading the monthly financial close meetings, including reconciliation of reported results to budget.
• Responsible for presenting financials to the Finance Committee and the full Board of Directors.
• Maintains and reviews the general ledger detail including producing or reviewing monthly journal entries and researching budget variances.
• Oversee reconciliation of bank accounts and other significant balance sheet accounts.
• Evaluate finance policies, considering changing organizational needs and compliance regulations; modify as needed.
• Serve as the primary liaison with external auditors and the Finance Committee of the Board of Directors. Monitor and confirm the organization’s financial condition by overseeing the management of all audits.
• Manage the risk of the organization, including responsibility for organizational insurance coverages, and liaison with attorneys specific to legal matters with potential financial impact.
• Maintain and build positive relations with grantors and lenders to expand financial resources.
• Regular coordination with program management regarding monthly spending, budget reporting and projections.
• Comply with all applicable federal, state and local regulatory requirements.
• Maintain professional and technical knowledge.
• Participate in trainings and meetings as required.
• Adherence to Catholic Charities policies and procedures.
• Perform other duties and responsibilities as assigned.

What You Bring:

Education, Certifications, and Licensure Requirements/Preferences

• Bachelor’s degree in accounting, finance, business administration or a related field required.

Experience Requirements/Preferences

• At least 7 years of overall professional experience; ideally 6+ years of broad financial and operations management experience. Experience working for a non-profit organization, as well as a solid understanding of 501(c)(3) nonprofit accounting requirements required.
• Leadership skills in applied strategic thinking, with the ability to see opportunities and devise solutions.
• Proven excellence in finance, accounting, forecasting, budgeting and cost-control principles including Generally Accepted Accounting Principles and “Single Audit” (A-133) reporting requirements.
• Ability to apply current and emerging technologies to enhance financial reporting and related services. Ability to use Microsoft Office programs including Word, Excel, Outlook, and PowerPoint.

Background and MVR Screening:

Satisfactory results from pre-employment criminal and civil background screening required. Motor vehicle records (MVR) review required as needed.

Benefits Overview:

Competitive benefits package including health, dental, and vision plans; alternative care benefits for the employee; 100% employer paid life and long-term disability; voluntary disability and life; employee assistance program; paid time off which includes vacation time, sick time, and personal days; 13 paid holidays plus additional holiday pay for Agency closure Christmas through New Year’s; 403(b) retirement plan; free parking and more! Catholic Charities of Oregon employees may qualify for the Public Service Loan Forgiveness government-sponsored education loan repayment program. Pleasenotethese benefits are subject to change.

Equal Opportunity Employer/Veterans/Disabled:

Catholic Charities of Oregon is dedicated to promoting diversity, multiculturalism, and inclusion across our agency. Catholic Charities of Oregon recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, gender identity, sexual orientation, genetic information, equal pay, disability, age, veteran status, and other protected status as required by applicable law. Applicants and employees need not be Catholic.