Finance Manager

Department: Operations
Office:           Washington
Location:      Washington, DC

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Description:

Position:  Finance Manager

Education: Bachelor’s in Accounting or Finance Required; CPA preferred

Experience:  3 – 5 years of experience

Location: Washington, DC

Job Category: Operations
Language(s): English
Type: Full time
Reports to: Chief Operating Officer

Organization Description

Arabella Philanthropic Investment Advisors is a consulting firm dedicated to helping individuals, families, institutions, and corporations make better philanthropic decisions.  We believe philanthropic investments (i.e., contributions to nonprofit organizations) should involve the same strategic analysis and due diligence as financial investments.  We offer family, institutional, individual, and corporate clients research and analysis of issues and nonprofit organizations as well as general project management and evaluation to enable them to give with confidence. 

Our clients range from the world’s largest philanthropists to small family foundations.  Arabella Advisors assists families and high net worth individuals by bringing strategic focus to their philanthropy to enhance its impact.  This is done by monitoring and evaluating results to modify their giving for even better results.  Arabella Advisors also services institutional clients including the Bill & Melinda Gates Foundation, the Annie E. Casey Foundation, the Rockefeller Brothers Fund, The Kresge Foundation and corporate clients such as Microsoft, Novartis, and Hyatt.

Position Description

Arabella Advisors seeks a dynamic and detail oriented self-starter to serve as a finance manager to support the firm in managing its day-to-day operations and developing and maintaining strong financial controls. This is an excellent opportunity for someone interested in working in a fast-paced environment and who understands the unique nature of managing a growing business.  This position is based out of our Washington, DC office.

Responsibilities
 

General Financial Oversight

·         Develop and maintain financial controls and systems for the firm

·         Provide regular financial statements for senior management

·         Manage cash flow and cost analysis and develop regular reports, models and forecasts

·         Provide general bookkeeping, including a/p, a/r and monthly account reconciliations

·         Manage credit card usage and reconciliations

·         Develop and maintain the firm’s budget

·         Work with project managers to develop, manage and maintain project budgets

·         Maintain client invoicing schedule

·         Develop and maintain system to track expenses and income by office

·         Maintain business development goal tracking tool for senior management

·         Work with accounting firm to prepare taxes and manage end-of-year accounting requirements

·         Maintain firm’s state business registrations and manage state tax requirements

·         Manage the firm’s accounts, including its investments and credit lines

·         Work with staff to develop and manage client contracts and subcontracts

·         Manage and track online banking systems

·         Manage support staff and develop team as necessary

Accounting for Managed and Affiliated Organizations

·         Develop and maintain financial controls and systems appropriate for non-profit organizations

·         Provide regular financial statements for boards of directors

·         Provide general bookkeeping, including a/p, a/r and monthly account reconciliations for managed organizations

·         Develop, manage and maintain project budgets and project cash flows

·         Provide monthly financial statements to project managers

·         Track expenses and income by project and ensure that the organizations are compliant with lobbying and donor tipping regulations

·         Manage interest bearing accounts and other investments

·         Manage credit card usage and reconciliations

·         Work with staff to manage agreements and subcontracts

·         Work with accountants to prepare 990s, manage audits and end-of year accounting requirements

Accounting for Managed Foundations

·         Develop and maintain financial controls and systems appropriate for foundations

·         Provide financial statements for boards of directors as necessary, including required statements for meetings

·         Work with investment brokers of managed foundations to track portfolios

·         Provide general bookkeeping, including a/p, a/r, n/r and monthly account reconciliations

·         Manage cash flows

·         Develop, manage and maintain foundation budgets

·         Manage credit card usage and reconciliations

·         Manage state business registrations and tax requirements

·         Work with accountants to prepare 990s, manage audits and end-of-year accounting requirements

Requirements

Education

• B.S. Required, Graduate Degree Preferred
• Certification in Accounting or Finance Required

Experience and Skills

• Three to five years of steadily increasing responsibility managing the finances of a small – medium sized business or non-profit organization
• Experience developing and maintaining financial systems and controls for small – medium sized enterprises
• Experience with complex bookkeeping functions
• A strong understanding of financial requirements and reporting for business
• Experience in philanthropy, nonprofit management, business and/or consulting a plus
• Extremely comfortable working with QuickBooks, MS Excel and basic understanding of other accounting software
• Excellent verbal and written communication, including the ability to analyze and report on complex data in an easily digestible format
• Ability to develop and produce organizational and project budgets
• Ability to manage, work with and lead teams
• Ability to manage and make progress on multiple projects simultaneously                      
• Basic understanding of business and nonprofit tax requirements

Characteristics

• Entrepreneurial spirit
• Desire to work in a small and growing office
• Professional
• Energetic
• Self-starter
• Analytical
• Detail-oriented
• Deadline-oriented
• Organized
• Flexible
• Sense of humor

Please apply by following the link below and submitting your resume and cover letter

Email Your Resume

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