Small national non-profit aptitude testing and career counseling organization seeks experienced Director of Finance to be responsible for financial operations, working at our Boston office. Nonprofit experience is crucial.

The ideal candidate will have experience with:

• Defined benefit and supplementary 403(b) pension plans
• Government employment and tax regulations
• Financial controls and interaction with outside auditors
• Managing investment funds, in conjunction with financial planners
• Health benefit plan with HSA
• 990, 5500, 3-ABC and other forms
• Reviewing office leases and other business matters

The Director of Finance is responsible for safeguarding and maximizing financial assets as well as conducting proper GAAP accounting by establishing sound financial policies, procedures, controls and reporting systems. This position ensures legal and regulatory compliance for all accounting, financial, and human resource reporting functions as well as any other organizational need in this regard as required. They oversee cost and general accounting, accounts receivable/payable, payroll, audit, budget and risk management functions.

They will manage and oversee the professional development of departmental staff. They will report to the President and work closely with the senior management team and the Board of Trustees, as well as with external stakeholders, vendors, and representatives from our finance partner organizations. An ability to write and organize business data in reports for others is highly desired, as is the ability to articulate financial matters precisely to non-financial co-workers.

Essential Functions

• Guides financial decisions by establishing, monitoring and enforcing policies and procedures.
• Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements.
• Protects assets by establishing, monitoring and enforcing internal controls.
• Maximizes return on investments by conferring with finance partners.
• Provides status of financial condition of the company by collecting, interpreting and reporting key financial data on a routine basis to the senior executive team and the board of trustees.
• Ensures compliance with federal, state and local legal requirements by researching existing and new legislation, consulting with outside advisors, and filing required reports for both financial and human resource functions. Advises senior executive team of actions and potential risks.

• Oversees the annual audit and communicates with auditors to ensure timely audited financials.
• Manages the annual budget process in coordination with the senior executive team and department leaders
• Hires, trains, develops and appraises staff effectively. Takes corrective action as necessary on a timely basis and in accordance with company policy.
  
• Keeps up-to-date on information and technology affecting functional area(s) to increase innovation and ensure compliance.

Supervisory Responsibility

This position is directly responsible for leading the Senior Accountant and the Payroll and A/P Administrator in the Finance department.

Required Education and Experience

• Bachelor’s degree in a business, financial or related field or equivalent work experience.
• 5 or more years of senior level experience in managing the finance department of a small to medium-sized organization

Preferred Education and Experience

• Master’s degree in a business, financial or related field or equivalent work experience.
• 10 or more years of senior level experience in managing the finance department in a small to medium-size organization with non-profit exposure.

Salary Range

100K - 120K

Physical Setting

We are located in Boston’s Back Bay, in an historic brownstone, seven blocks from Copley Square. There are no long hours in tax season or at any time. This is a hybrid position which will require some days in the office, with the opportunity to work remotely. This is negotiable with the right candidate.

AAP/EEO Statement

Johnson O'Connor Research Foundation, Inc. is an equal employment opportunity (EEO) employer dedicated to a policy of non-discrimination in employment upon any basis, including but not limited to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, or veteran status. In addition to federal law requirements, the Foundation complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.