Finance Manager (Financial Planning/Analysis)

Job Description Job Purpose
:
The Manager of Financial Planning/Analysis and Human Resources plays a pivotal role in ensuring the effective financial management and human resource operations of our Pregnancy Resource Center. This dual-function position involves overseeing the financial planning, analysis, and compliance aspects.
You will also contribute to the well-being and effectiveness of our organization’s most valuable asset – our employees, by helping to create a supportive work environment for our staff and strategically managing all aspects of human resources.

Financial Planning and Analysis
Forecasting and Financial Analysis:
Provide regular financial forecasting and analysis to support decision-making by senior management and the Board of Directors.
Identify financial trends, variances, and opportunities for improvement.

Monthly Financial Statements

Prepare and present monthly financial statements to the Executive Director and the Board of Directors.
Explain financial performance, variances, and key metrics.

Financial Reconciliation

Reconcile all financial accounts on a monthly and yearly basis, ensuring accuracy and compliance.

Financial Compliance

Ensure all financial operations comply with federal and state laws and regulations.
Accurately submit required financial reports and documentation.

Accounts Payable and Receivable

Oversee the smooth operations of accounts payable and accounts receivable.
Maintain accurate records, process payments, and manage collections as necessary.

Fiscal Data Entry

Perform fiscal data entry into QuickBooks or other accounting software.
Use of Virtuous CRM for donor management
Maintain organized financial records and documentation.

Cash Balance Reporting

~ Monitor cash balances and provide regular reports as required.

Tax Compliance

Oversee the administration and preparation of tax returns, ensuring timely filing.
Lead the preparation of Form 990 and other tax filings.

Annual Audit Coordination

~ Coordinate the annual audit process and related activities, collaborating with external auditors as needed. Assist in gathering data for monthly dashboard. Make recommendations for improved data collection and reporting capabilities to provide shared visibility into key performance trends and metrics. Review, process, and maintain all business agreements, contracts, leases, licensing, permitting, vendor contracts and grants.

Be a committed Christian who demonstrates a personal relationship with Jesus Christ as Lord and Savior.
# Dependability with keeping secure information private.
# Detailed oriented with the ability to manage projects from inception through execution.
# Strong creative, strategic, analytical, and organizational abilities
# Proficiency in Microsoft Office suite, including Excel and PowerPoint.