Finance Director

Finance Director

Finance Director 150 150 susie@scionstaffing.com
Prevention Institute
Published
November 15, 2021
Location
Oakland
Job Type
Contact Name (not public)
Braden Busch
Phone
415-390-2533

Description

Scion Executive Search (www.scionexecutivesearch.com) has been retained to conduct the search for a Finance Director at Prevention Institute (PI) (www.preventioninstitute.org). This individual would need to be able to commute to their office in Oakland, CA, and this role is based on-site at least three days a week in their historic building in Oakland’s Jack London Square warehouse district. Based on performance and requirements of the role, remote work can continue to be explored.

OVERALL SUMMARY:
We are looking for an experienced finance professional to provide leadership in financial management, planning and analysis to support the financial health of the organization. PI has an annual budget of approximately $6 million, a staff of 40-45 who are based in three offices (we own buildings in Oakland and Los Angeles, and lease space in Houston) and a few staff based in other locations across the country. Reporting to the Chief Operating Officer and working with leadership of the organization, the Finance Director is responsible for providing financial management, analysis, advice, and reporting; hands-on implementation of some financial systems and processes; identifying opportunities for improved efficiencies and performance; and demonstrating financial leadership in the organization, particularly with non-finance staff.

ABOUT:
Prevention Institute (PI) is a national nonprofit with offices in Oakland, Los Angeles, Houston, and Washington, D.C. Our mission is to build prevention and health equity into key policies and actions at the federal, state, local, and organizational level to ensure that the places where all people live, work, play and learn foster health, safety, and wellbeing. Since 1997, we have partnered with communities, local government entities, foundations, multiple sectors, and public health agencies to bring cutting-edge research, practice, strategy, and analysis to the pressing health and safety concerns of the day. We have applied our approach to injury and violence prevention, healthy eating and active living, land use, health systems transformation, and mental health and wellbeing, among other issues.

Prevention is a systematic process that promotes health, safety, and wellbeing and reduces the frequency and/or severity of illness and injury. Our prevention approach emphasizes:

Transforming community environments to prevent problems from occurring before the onset of symptoms or risk of injury;
Elevating equity in health, safety, and wellbeing outcomes; and
Prioritizing communities that are most vulnerable to harm and communities that are experiencing the greatest harm.
For more information about how we create healthier, more equitable communities through prevention, see www.preventioninstitute.org

POSITION ESSENTIAL FUNCTIONS:
Organizational Financial Management: Oversee all day-to-day operations, financial systems, and procedures. Ensure that adequate internal controls are in place and maintained. Direct and coordinate the annual budgeting process in partnership with the Finance Manager, COO and Core Leadership Team (CLT). Oversee financial reporting, AR and AP, payroll, and purchasing. Monitor investments /reserves, income projections, cash balances and forecasting. Oversee regular production of the financial packet for review and approval by the Board of Directors.

Projects Financial Management: Develop budgets and budget narratives for proposals as well as conducting a proposal review process to ensure capacity to meet administrative and fiscal compliance requirements. Establish and maintain current labor rates for use in proposals and develop other fee schedules for use in small consulting, training, and technical assistance opportunities; assist program staff to effectively utilize different strategies for pricing business opportunities. Maintain communication with internal staff lead on each project from launch through closeout, to support their good stewardship of funds, overseeing development of tools and tracking mechanisms with them to ensure project profitability. Ensure that direct expenditures are consistently aligned with project budgets throughout the contract term and that allocations appropriately reflect staff deployment. Ensure compliance with contract requirements, timely completion and submission of deliverables and financial reports, and pursuit of opportunities for funding renewals.

Strategy and Fiscal Leadership: Analyze and communicate the organization’s financial status to COO and senior leadership and create tools or reports that support organizational decision making, including deployment of staff linked to related funding, and including analysis and forecasting at the project, portfolio, and team levels. Monitor organizational spending and revenues to ensure a strong fiscal position is maintained and project financial status for future years. Make recommendations to improve efficiency, use of funds and financial literacy across the organization.

Annual Audit and 990s: Oversee the development and use of tools, procedures, and systems to ensure a clean review. Together with Finance Manager, liaise with external auditor. Oversee the review and finalization of audited financial statements and tax returns.

  • Oversee and direct the work of 1-3 staff members.
  • Other duties as assigned.

QUALIFICATION SUMMARY:
The ideal candidate will have launched their professional career in accounting and finance and held positions of increasing responsibility and leadership and will now be ready to focus on financial analysis and oversight of other finance functions. In addition, this position represents an opportunity to build out overall experience by broadening the skill base to include managing additional operations functions within the organization, after assuming all responsibilities listed above.

REQUIRED QUALIFICATIONS:
CPA or equivalent experience

  • 5+ years of experience in senior-level nonprofit or nonprofit/corporate hybrid finance positions, ideally in a $6M+ complex non-profit with multiple programs, with diverse funding streams, including government contracts, subaward arrangements, and fiscal sponsorship
  • Knowledge of generally accepted financial management and accounting principles, and specifically non-profit accounting, AR and AP management, payroll, budget development and management, and financial statement preparation
  • Experience with a standard accounting/financial management system
  • Experience with audits and legal compliance
  • Experience supervising and developing financial staff
  • Ability and willingness to translate complex financial concepts, audit requirements, compliance needs, and other areas of your knowledge and expertise to clear, concise, understandable, and actionable information for program content staff and executives
  • Outstanding communications skills, written and oral; experience in effectively communicating key information, including presentations to staff and senior management
  • Proactive, hands-on strategic thinker with excellent problem-solving skills and ability to see beyond numbers and simple reporting to strategic data interpretation and identification of trends and new possibilities
  • Excellent quantitative and analytical skills
  • Excellent interpersonal and relationship building skills; ability to work effectively as part of a team
  • Ability to prioritize, negotiate, and multi-task while maintaining vigilant attention to detail
  • Creative, flexible, and responsive
  • Demonstrated resourcefulness and good judgement
  • Demonstrated ability to think and act as a general manager within the organization
  • Demonstrated support for social justice and racial equity
  • Physical Requirements: Must be able to lift up to 25 pounds and perform standard office work. Also required is the ability to listen, hear, speak, climb stairs, bend, stoop, sit, and stand for intermittently long periods of time
DESIRED QUALIFICATIONS:
  • Experience with Federal compliance
  • Experience with Federal Single Audit
  • Experience developing and negotiating contracts
  • Knowledge of or experience with Fund E-Z
  • Interest in broadening experience from finance-focused to managing across the entire suite of financial and operations responsibilities.
  • Prevention Institute has a strong commitment to building a staff that is rich with cultural, social, and experiential diversity. Candidates who want to join us on this journey and can contribute to that goal are encouraged to apply and to identify their strengths and experiences in this area.

COMPENSATION AND BENEFITS:

This is a full-time position with a salary range of $110,000 to $125,000 per year. The appropriate salary level is determined by a review of relevant experience and qualifications and how they compare to stages within the range. Compensation includes a generous benefits package, including healthcare and dental insurance, paid time off, a wellness benefit, and retirement plan, among others.

HOW TO APPLY:
Scion Executive Search (www.scionexecutivesearch.com) has been retained to lead this search. For immediate consideration please reply to this posting with your resume/curriculum vitae and cover letter in Word format. Thank you.

ABOUT OUR FIRM:

Scion Executive Search is a retained executive search firm connecting executive nonprofit leadership to nonprofit organizations and educational institutions across the country. Cultivated in the nonprofit sector, we provide expert search strategies and leadership for your organization. Our executive candidates are true agents for change, and we are experts at matching their talents, motivations, and passions to your organization’s mission. Scion Executive Search has led hundreds of successful executive searches.

Scion Staffing and Scion Executive Search are listed in Forbes 2021 America's Best Professional Recruiting Firms list and Forbes 2021 America's Best Executive Recruiting Firms list. Additionally, we have been recognized as a recruitment leader by ClearlyRated, as well as a top recruitment firm by The Business Times for over ten years running. More information about Scion Executive Search can be found online.

Prevention Institute is an Equal Opportunity Employer. Scion Executive Search is an Equal Opportunity Employer and does not discriminate based on race, age, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation, or belief. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and for the candidates we represent.

How To Apply

HOW TO APPLY:
Scion Executive Search (www.scionexecutivesearch.com) has been retained to lead this search. For immediate consideration please reply to this posting with your resume/curriculum vitae and cover letter in Word format. Thank you.