Position Summary 

The Head of Finance is responsible for overseeing the financial health and integrity of the organization. This role provides strategic financial leadership while managing day-to-day financial operations, ensuring compliance with nonprofit accounting standards, and supporting leadership in decision-making. This position reports to the Executive Director and directly supervises one finance team member. 

Key Responsibilities: 

Financial Leadership & Strategy 

• Serve as a strategic partner to the Executive Director and leadership team on financial planning and organizational sustainability 

• Develop and monitor long-term financial strategies aligned with the association’s mission and goals 

• Provide financial analysis, forecasts, and recommendations to inform key decisions 

• Present financial reports and insights to the Board of Directors and Finance/Audit Committee 

Financial Management & Operations 

• Oversee all accounting functions including general ledger, accounts payable/receivable, payroll, and monthly close 

• Ensure accurate and timely preparation of monthly, quarterly, and annual financial statements 

• Maintain internal controls and financial procedures to safeguard organizational assets 

• Supervise and mentor one direct report responsible for transactional accounting functions and payroll 

Budgeting & Forecasting 

• Lead the annual budgeting process in collaboration with departmental leaders 

• Monitor budget performance and provide variance analysis and recommendations 

• Develop rolling forecasts and scenario planning to support changing organizational needs 

Compliance & Reporting 

• Ensure compliance with GAAP (or applicable standards), nonprofit regulations, and funder requirements 

• Manage annual audit process and serve as primary liaison with external auditors 

• Oversee preparation of all tax forms and other regulatory reports 

• Ensure compliance with grant reporting requirements and restricted fund tracking 

Cash Flow & Investment Management 

• Monitor cash flow, liquidity, and reserve levels 

• Oversee banking relationships and investment accounts 

• Recommend strategies to optimize financial resources and sustainability 

Accounts Receivable 

• Partner with revenue-generating teams to ensure billing accuracy and support collections to include invoicing, collections, and cash application 

• Ensure timely, accurate billing for dues, events, and other revenue 

• Monitor aging and follow up on outstanding balances 

 Systems & Process Improvement 

• Evaluate and improve financial systems, tools, and reporting processes 

• Implement efficiencies to support a lean finance function 

• Collaborate with Membership and other revenue generating teams to improve revenue tracking and reporting

Skills & Competencies 

• Strong knowledge of nonprofit accounting principles and fund accounting 

• High level of analytical and strategic thinking skills 

• Ability to translate financial data into actionable insights 

• Excellent communication and presentation skills (including Board interaction) 

• Detail-oriented with strong organizational and time management abilities 

• Hands-on approach; comfortable operating in a lean team environment 

• Ability to balance?strategic leadership with hands-on execution 

• Strong partnership mindset with non-financial colleagues 

• Comfort in a?resource-constrained, mission-driven environment 

• Proactive identification of financial risks and opportunities 

• Membership/revenue mix (dues, events, sponsorships) 

• Conference/event financial oversight 

• Experience with association management systems (AMS) 

Work Environment & Scope 

• Fully remote 

• Small finance team 

• Cross-functional collaboration with operations, membership, and leadership teams 

Education & Experience 

• Bachelor’s degree in Finance, Accounting, or related field (CPA or MBA preferred) 

• 7–10+ years of progressive finance/accounting experience, ideally in a nonprofit or association environment 

• Experience managing audits, budgets, and financial reporting 

• Prior supervisory experience (even small team leadership preferred)