Director of Finance

Shelter House

Core Function: Under the direction of the Executive Director, the Director of Finance manages the agency budget and financial operations and is responsible for achieving the financial objectives of Shelter House. The Director of Finance is responsible for the organization’s core financial services and reporting and ensures compliance in a complex environment. The Director of Finance will work with leadership and key staff to further the agency’s mission by participating in strategy and direction setting, identifying, and prioritizing areas for improvement, and encouraging best practice financial management.

Reports to: Executive Director

Job Duties and Responsibilities:

Financial Management:

  • Oversee overall financial management, planning, systems, and controls.
  • Direct annual budgeting and planning process with the Executive Director
  • Manage agency and program budgets in coordination with the Executive Director and Associate Executive Director.
  • Supervise Agency Accountant.
  • Oversee monthly and quarterly assessments and forecasts of the organization's financial performance against budget, financial and operational goals.
  • Develop and oversee short and long-term financial planning and managerial reporting in consultation with the Executive Director.
  • Reconcile monthly activity, generate year-end reports, and fulfill tax related requirements.
  • Manage all grantor contracts.
  • Manage all grant budgets and budgets and prepare reimbursement requests.
  • Ensure that Accounting Department requests are resolved and communicated in a timely manner to internal and external parties.
  • Attend Audit and Finance Committee meetings to present financial statements.
  • Represent the agency to outside financial auditors, and compile all reports and paperwork requested by auditors.
  • Lead and manage the annual audit and 990 processes.
  • Ensure financial policies are generated, updated, and maintained to ensure both sound, transparent fiscal practices, and compliance with auditing standards and IRS (Internal Revenue Service) reporting form 990.
  • Ensure that relevant agency staff are trained to implement financial procedures consistent with Shelter House policies.
  • Ensure proficiency in the current fundraising software and that accounting systems and procedures capture and integrate pledges and gifts.
  • Set timetables to assure that all accounting functions are completed according to the established deadlines.
  • Ensure financial controls are in place to capture revenue for all services provided.
  • Maintain archival and administrative files and ensure execution of the document destruction and retention policies.

Organizational Effectiveness:

  • Provide consultation on matters related to fundraising, tax and insurance questions, and business structure and growth.
  • Collaborate with Leadership Team to develop and forecast budget requirements for new projects and agency initiatives designed to improve operations, administrative functions, and grow agency programming.
  • Collaborate with agency leadership to improve the operational systems, processes, and policies in support of organization's mission—specifically, support better management reporting, information flow and management, business process, and organizational planning.
  • Financial risk management and compliance.
  • Coordinate and cooperate with external auditing firm for annual agency audits and the form 990 including issuance of competitive bid for procurement of these services (no less than every three years).
  • Resources Management:
  • Assist with the day-to-day operations including issues related to finance, budgeting, and audit compliance.
  • Review and design property and grant budgets and submit as required.
  • Ensure all ongoing monthly financial reporting is completed in a timely manner.
  • Maintain corporate records including insurance, management agreements, grants, vendor agreements, etc.
  • All other duties as assigned by the Executive Director.


  • A Bachelor’s degree from an accredited college in business, public administration, or accounting is required; Master’s degree is preferred. Five years of satisfactory full-time professional experience in one or a combination of the following: accounting and/or financial management. One year of this experience must have been in a managerial or supervisory capacity. Supervision must have included supervising staff performing professional work in the areas described above.
  • Strong background and work experience in Finance
  • Previous experience working with a Board of Directors or similar stakeholder group
  • Strong organization and forward planning skills
  • Commitment to social justice and the mission.
  • Excellent computer skills with proficiency in Microsoft Office applications and QuickBooks or comparable accounting software.
  • Commitment to accuracy and timeliness.
  • Knowledge of government contract management.
  • Budget development and oversight experience
  • A demonstrated commitment to high professional ethical standards and a diverse   workplace.
  • Knowledge of tax and other compliance implications of non-profit status
  • Excels at operating in a fast-paced community environment
  • Excellent people manager, open to direction and collaborative work style.
  • Ability to look at situations from several points of view
  • Delegate responsibilities effectively
  • High comfort level working in a diverse environment
  • Strong project management and leadership skills; the ability to organize and drive    projects with diverse stakeholders to timely completion
  • Strong orientation toward achieving results, attention to detail, and proven ability to drive toward long-term goals
  • Excellent analytical, writing, presentation, and communication skills


Job Benefits:

This position is full-time and comes with health, dental, vision, life, retirement, flexible savings, and dependent care savings benefits. 

Application Instructions:

Interested applicants should apply at the URL here and upload a resume and cover letter. Applications will be accepted on a rolling basis and interviews will be scheduled accordingly and an offer will be made when a successful candidate is identified. Any other questions should be directed to Shelter House is an equal opportunity employer and United Way agency.

Job ID: 81694

Posted 10 days ago

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