Director of Finance & Accounting

SaverLife • Full-time • Remote (San Francisco, CA, US) • $120k - $140k / year • 2d ago

About the role:

Reporting to the Executive Vice President, the Director of Accounting and Finance

ensures the financial health of SaverLife, enabling the organization to expand its impact, innovate its programs, and support members’ financial well-being. As the organization’s senior-most financial team member, the Director will oversee all financial functions and strategy, including supporting the Executive team in developing and realizing organizational objectives and assisting in developing strategic plans.

Key Responsibilities:

Financial Reporting and Management (60%)

-Ensure accurate monthly financial statements, including monthly executive

reports, quarterly board presentations, committee presentations, and other

dashboards as needed.

-Execute full cycle accounting process including A/P, payroll and reconciliations.

-Ensure compliance with GAAP Accounting standards, including ASC 958, and

provide oversight to staff on grant and restricted fund reporting.

Cash Management, Budget, and Audit (20%)

-Manage organizational cash flow and forecasting.

-Oversee and lead the annual budgeting and planning process in conjunction with

senior leadership.

-Administer and review all financial plans and budgets.

-Monitor progress and changes.

-Keep senior leadership appraised of the organization’s financial status.

-Coordinate and lead the annual audit process and 990 completion, liaise with

external auditors and the finance committee of the board of directors; assess any

changes necessary

Strategy & Operational Excellence (20%)

-Create, own, and execute the organization’s financial and investment strategy,

advising executive leadership and the Board on key strategic issues and

decisions, informed by rigorous financial analyses and assessments.

-Assess financial risks and opportunities, implementing strategies to mitigate risk

and ensure organizational resilience.

-Analyze and present financial reports accurately and timely; clearly communicate

monthly and annual financial statements; collate financial reporting materials for

all donor segments; and oversee all financial, project/program, and grants

accounting.

-Lead long-term financial planning efforts, including multi-year forecasts, scenario

planning, and assessing the organization’s financial sustainability.

-Ensure the optimization, integration, and proper utilization of financial systems

and tools, partnering with internal teams to improve reporting, workflows, and

operational efficiency.

-Oversee a robust contracts management and financial management/reporting

system; ensure that the contract billing and collection schedule is adhered to and

that financial data and cash flow are steady and support operational

requirements.

-Manage finance team members and/or external contractors to ensure effective

execution of financial functions.

Who you are:

-You are an analytical self-starter with exceptional attention to detail and

follow-through.

-You possess the skill to analyze, interpret and communicate financial information

effectively.

-You are a team player, with qualities and abilities that allow you to work well with

others during conversations, projects, meetings, or other collaborations.

What you bring:

-A deep understanding of financial management with a strong commitment to

SaverLife's mission.

-Minimum of seven years of accounting/audit experience, with a portion of that

experience within the nonprofit space.

-Minimum of two years of management experience

-Expertise/experience with ASC 958.

-A track record of grants management.

-Excellent project and people management skills.

-BA./B.S. degree required; Advanced degree desirable.

-CPA required.

-Expertise with Microsoft Office (Word/Excel/PowerPoint), Google Suite or similar.

-Expertise with Accounting software required, Intacct preferred.

-Experience with ADP, Paychex, TriNet or similar.

-Experience maintaining and optimizing accounting system features and

integrations with Salesforce.

-Bill.com and Ramp experience preferred.