Lupus Research Alliance- Director of Finance

• Financial Management:
  • Review the organization's general ledger daily, ensuring accurate and timely recording of financial transactions.
  • Review and reconcile bank statements, general ledger accounts, and other financial records monthly.
  • Prepare event related invoices and reconcile all events to agree between accounting and advancement records.
  • Ensure the ongoing monitoring of accounts receivable and follow up with advancement team for outstanding payments.
  • Partner with Development Operations Team on gift processing and reconciliations with SalesForce, the donor database and Classy, our online fundraising platform.
  • Responsible for payroll functions including management of the 403B retirement plan, per payroll adjustments and PT staff hours entry.
  • Work with CFO and FP&A Manager on the preparation and analysis of financial statements, including income statements and balance sheets.
  • Assist with the investment portfolio including; entering monthly investment transactions for CFO’s review and attending quarterly Investment Committee meetings.
  • Monitor LRA Finance information on Intranet and update as needed.

• Financial Planning and Budget:
  • Collaborate with the CFO, Executive team, program staff, andFP&A Manager with the development of the organization’s annual budget.

• • Provide oversight, guidance, and support to the FP&A Manager in the annual budgeting process, including liaising with department managers.
  • Work with budget managers on recommendations for staff salary allocations and record payroll each pay period accordingly.
  • Assist the CFO with monthly Cash Flow projections.
  • Develop proactive solutions and bring new ideas to improve organizational performance and governance.

• Compliance and Reporting:
  • Support CFO in leading Finance Team to ensure compliance with Generally Accepted Accounting Principles (GAAP), relevant accounting standards, and regulations specific to non-profit organizations.
  • Lead financial audit preparation and field work.
  • Responsible for state charitable registrations and other regulatory filings to keep nonprofit status for LRA.
  • Support CFO in the preparation of schedules and reports for the annual Form 990 preparation.
  • Prepare and submit various financial reports and other documentation to regulatory authorities, donors, and funding agencies.
  • Work with programs and advancement staff to prepare funder-required financial reports and related invoices.
  • Review 1099’s with Accounts Payable team and process timely.
  • Maintain accurate records of grants and restricted funds, ensuring proper allocation and utilization with tracking for audit purposes.
  • Work with the advancement team and programs to prepare financial grant reports that include information on actual expenditures.

• Team Collaboration:
  • Serve as the deputy to CFO, leadingfinance team to ensure all routine activitiesincluding data entry, preparing invoices & deposits, etc. are carried out as required
  • Collaborate with cross-functional teams to provide financial expertise and guidance.
  • With CFO, lead the development and implementation of organizational financial policies, procedures, and internal controls.
  • Support the growth and development of the team including setting goals and performance expectations, monitoring, feedback, and annual performance reviews for direct reports.
  • Perform other Duties/Responsibilities, as Assigned.

•  Bachelor’s degree in Accounting, Finance, or a related field required
•  Certified Public Accountant (CPA) credentials required.
•  A minimum of 7 years of experience in nonprofit accounting, as a manager with direct reports.
• Thorough understanding of Generally Accepted Accounting Principles (GAAP) and accounting regulations for non-profit organizations.
• Experience with financial systems such as QuickBooks (required), Concur.com, MakersHub and Salesforce.
• Advanced MS Excel skills for financial analysis and reporting; experience with automation tools a plus.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders.
• Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.

Our Commitment to Diversity, Equity, Inclusion & Belonging

Nonprofit HR is committed to fostering and maintaining a work environment where diversity, equity, and inclusion (DEI) are fully integrated into everything we do for the benefit of our employees and the clients that we serve. To fully realize our goal, we prioritize our understanding of the complexities of DEI within our workforce to inform our approach to talent management. We believe that this guides how we do our work, advise our clients to operationalize DEI and position our content and educational opportunities help strengthen the talent management capacity of the social impact sector.

Continue reading our about our commitment at nonprofithr.com/deinow.

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