Reports To: EXECUTIVE DIRECTOR OF THE CT CATHOLIC FOUNDATION
CONFORMANCE TO ARCHDIOCESE MISSION, VISION, PRIORITIES, AND PRINCIPLES
In the performance of their respective tasks and duties all employees are expected to actively demonstrate and support our church’s mission, vision, and values. In addition, employees are expected to:
- Perform quality work within deadlines with or without direct supervision.
- Interact professionally with other employees, and members of the community.
- Work effectively as a team contributor on all assignments.
- Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
POSITION PURPOSE:
The Finance Manager is responsible for overseeing and executing the financial operations of the Connecticut Catholic Foundation. This position supports the financial health, stewardship, compliance, and long-term sustainability of the Foundation through sound financial management, fund accounting, budgeting, reporting, internal controls, and strategic financial analysis.
Reporting to the Executive Director, the Finance Manager works collaboratively with the Board of Directors, Investment Committee, Finance Committee, staff, volunteers, financial institutions, auditors, and professional advisors to develop, implement, and maintain financial strategies that support the Foundation's mission and goals. The Finance Manager serves as a key resource to leadership by providing accurate financial information, analysis, and recommendations to support informed decision‑making.
ESSENTIAL FUNCTIONS:
- Prepare monthly, quarterly, and annual financial statements and management reports.
- Develop and maintain financial reporting tools, dashboards, and analyses to support organizational decision-making.
- Manage accounts payable and accounts receivable functions. https://aohct-my.sharepoint.com/personal/jennifer_grayson_aohct_org/_layouts/15/Doc.aspx?sourcedoc={A77D9069-4A72-485B-AE31-329E45655B18}&file=CCF Finance Manager_job description_2026.10.22_RB editsv2.docx&action=default&mobileredirect=true
- Prepare annual operating budgets and financial forecasts in collaboration with the Executive Director, Board of Directors, committees, and staff. https://aohct-my.sharepoint.com/personal/jennifer_grayson_aohct_org/_layouts/15/Doc.aspx?sourcedoc={A77D9069-4A72-485B-AE31-329E45655B18}&file=CCF Finance Manager_job description_2026.10.22_RB editsv2.docx&action=default&mobileredirect=true
- Analyze financial trends, operating results, and emerging risks, and provide recommendations to support strategic planning and long-term sustainability.
- Manage account reconciliations, cash flow projections, investment transfers, and operating fund transfers.
- Manage the Foundation's fund accounting system and related financial records.
- Ensure accurate accounting and reporting of endowed, restricted, donor‑advised, designated, and unrestricted funds in accordance with donor intent and applicable accounting standards.
- Manage fund balances, contributions, grants, distributions, investment activity, and related transactions.
- Ensure the accurate recording and reconciliation of gifts, grants, fund activity, and related financial transactions.
- Monitor financial stewardship of Foundation assets and ensure adherence to approved financial policies and spending practices.
- Establish, maintain, and continuously improve internal controls, financial policies, and procedures to safeguard Foundation assets and ensure the integrity of financial reporting.
- Ensure compliance with Generally Accepted Accounting Principles (GAAP), Financial Accounting Standards Board (FASB) guidance, donor restrictions, nonprofit reporting requirements, and other applicable regulations.
- Coordinate all required tax filings, audits, and regulatory reporting requirements.
- Serve as the primary liaison with external auditors, tax preparers, financial institutions, and other professional advisors.
- Identify and mitigate financial, operational, and compliance risks affecting the Foundation.
Board, Committee & External Relations Support
- Prepare financial reports, analyses, presentations, and supporting materials for the Board of Directors, Investment Committee, Finance Committee, and other stakeholder groups.
- Assist with the operations and administration of the Investment and Finance Committees.
- Manage and maintain banking relationships and related financial service providers. https://aohct-my.sharepoint.com/personal/jennifer_grayson_aohct_org/_layouts/15/Doc.aspx?sourcedoc={A77D9069-4A72-485B-AE31-329E45655B18}&file=CCF Finance Manager_job description_2026.10.22_RB editsv2.docx&action=default&mobileredirect=true
- Serve as the primary interface with the Foundation's Corporate Treasurer regarding accounting policies, financial reporting, and related matters. https://aohct-my.sharepoint.com/personal/jennifer_grayson_aohct_org/_layouts/15/Doc.aspx?sourcedoc={A77D9069-4A72-485B-AE31-329E45655B18}&file=CCF Finance Manager_job description_2026.10.22_RB editsv2.docx&action=default&mobileredirect=true
- Participate in meetings and provide professional financial guidance to Foundation leadership and committees.
Systems, Process Improvement & Strategic Support
- Pursue and implement process improvements, automation opportunities, and system enhancements that improve efficiency, accuracy, scalability, and financial oversight. https://aohct-my.sharepoint.com/personal/jennifer_grayson_aohct_org/_layouts/15/Doc.aspx?sourcedoc={A77D9069-4A72-485B-AE31-329E45655B18}&file=CCF Finance Manager_job description_2026.10.22_RB editsv2.docx&action=default&mobileredirect=true
- Evaluate financial systems and technologies and recommend enhancements to support organizational growth.
- Stay current on trends in philanthropy, nonprofit finance, accounting standards, and financial management best practices.
- Identify opportunities and business strategies that support the Foundation's mission, vision, and long‑term growth
SECONDARY DUTIES
- Assist with operations of the Investment and Finance Committees
- Assist with maintaining the foundation’s policies
- Assist with technology and security
- Provides supplemental support for marketing, communications, or development projects as needed, including gathering content, reviewing drafts, or organizing materials.
- Participates in cross‑departmental activities that enhance collaboration, communication, and workflow effectiveness.
- Other duties as assigned.
JOB QUALIFICATIONS:
Education:
Bachelor’s degree in accounting, finance, business administration, or a related field
Prior experience:
- Minimum of 5 years of experience in financial management. Direct experience within a nonprofit organization or community foundation is preferred.
- Experience with nonprofit fund accounting, including restricted and unrestricted funds.
- Experience preparing financial statements, budgets, forecasts, and audit schedules.
- Experience in a nonprofit organization, community foundation, faith‑based organization, educational institution, or other charitable entity.
- Experience supporting Boards of Directors, Finance Committees, and Investment Committees.
- Experience with endowment accounting, charitable funds, planned giving programs, and donor‑advised funds.
- Experience with donor management and philanthropic fund accounting systems.
Licenses & Certifications:
CPA preferred
Specialized training in
- Knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) standards specifically tailored to nonprofits (such as tracking restricted vs. unrestricted net assets)
- Proficiency with financial management systems and fund accounting software such as Foundant, Sage, iPhi, FIMS, or similar platforms.
- Advanced Microsoft Excel skills, including financial modeling, reporting, and data analysis.
- Proficiency in Microsoft Office Suite
Other Key Competencies:
- Strong customer service orientation with both internal and external contacts.
- Sound judgment, able to remain cool under pressure.
- Excellent organizational and time management skills.
- Teambuilding skills; development and maintenance of positive interpersonal relationships. Demonstrated ability to work collaboratively with Board members, volunteers, and staff.
- Strong oral communications, presentation skills, writing ability
- Strong problem solving and critical thinking skills
- Interpersonal skills –displays a high level of tact, diplomacy, and professionalism
- Planning/organizing –plans work activities and uses time efficiently.
- Quality control –demonstrates accuracy and thoroughness and monitors own work to ensure quality.
- Adaptability –adapts to changes in the work environment, manages competing demands and frequent change, delays, or unexpected events.
- Resourcefulness – ability to seek out and use cutting edge resources (products, training, etc.) to ensure the job is being done as efficiently as possible.
- Self-motivated, detail-oriented, organized, and a strong team player.
- A deep commitment to the mission and values of the Catholic Church.