Director of Finance and Accounting

1. →Pocketbook Management Team - 15%
2. →
   1. →Collaborate cross-functionally to align finance and accounting operations with organizational KPI’s, annual goals and client growth needs. 
   2. →Serve as a strategic partner in refining Pocketbook’s growth trajectory; proactively evolving service offerings to meet emerging market/client needs while ensuring alignment with Pocketbook’s overarching strategy. 
   3. →Ensure capacity planning, hiring plans, and new client intake are aligned with the company’s overall capacity and service delivery capabilities.
3. →Department Leadership - 55%
4. →
   1. →Provide oversight for the Finance and Accounting Department; manage and coach team members to elevate their leadership and technical capabilities.
   2. →Foster a team culture that values innovation and growth, high-quality work, empowering team members to proactively improve processes and deliver exceptional client service 
   3. →Build alignment around and monitor departmental goals and KPIs, ensuring that company strategy is translated into measurable results and team members are held accountable to their targets.
   4. →Innovate on client service strategies and software infrastructure to drive operational excellence and growth, including but not limited to new service lines, client evaluations, pricing models, automation, and knowledge management systems.
   5. →Manage the P&L for the finance and accounting verticals – working to ensure we’re matching client services with scalable financials.

1. Ensure all monthly and annual closes, audits/reviews/compilations, and 990s pass rigorous accounting and nonprofit compliance standards.
2. Manage the systems and processes the Finance and Accounting Department uses to deliver high-quality monthly reporting to all client stakeholders, while innovating service delivery to increase client satisfaction and department effectiveness.
3. Ensure daily financial and accounting functions are performed in accordance with Generally Accepted Accounting Principles (GAAP), company policy, and all applicable regulatory requirements and legal rules and regulations for nonprofit operations.
4. Lead diagnostic/consultative financial service projects and major new client implementations; act as key advisor to complex or high-volume clients who need advanced financial services. 
5. Assist in launching and operationalizing new client service lines and refining existing ones, including training and certification programs, fiscal sponsorship, compliance diagnostics, and financial coaching.

Need to have

• 7+ years of nonprofit accounting, finance or related field experience, including direct ownership of GAAP-compliant monthly close, audit prep, and 990 filing
• 3+ years directly managing an accounting/finance team of at least 3 people.
• 2+ years of experience working with multi-entity nonprofit financial configurations.
• Proven ability to communicate complex financial, organizational, and regulatory information to non-experts. 
• Overseen 5+ annual audits/reviews/compilations as the responsible accounting lead or project manager. 
• Has led launch of a new service line or client program from concept to delivery
• 2+ years of direct P&L or budget ownership for a team or service line
• Fluency in QBO, Google Workspace and nonprofit and multi-entity operating structures are a must. 
• 2+ years in a director-level or department-head role owning any of the following:
• • Setting departmental KPIs (or equivalent metric) and performance accountability structures
  • Significant culture change initiatives
  • Organization-wide strategic planning

Nice to have

• CPA/MBA credential
• 2+ years experience with FEC reporting compliance
• Significant, measurable experience leading an ERP or financial operations system implementation.
• Experience using Sage Intaact, Netsuite, Rillet, or other cloud-based ERP systems. 
• Has managed a team through at significant headcount growth
• 5+ years serving as the technical advisor on complex or high-volume client accounts