Finance & Accounting Manager

at  Davis Phinney Foundation

INTERESTED CANDIDATES SHOULD PLEASE SEND RESUME AND COVER LETTER TO JOBS@DPF.ORG.

At the Davis Phinney Foundation, we help people with Parkinson’s live well today. Resources such as tools, education and experiences are just a few of the ways we help make the lives of those we serve better. Since 2004, the Foundation has brought to life some of the most important programs and research for those affected by Parkinson’s. Our community includes people living with Parkinson’s, Parkinson’s care partners, families, and friends in addition to physicians and allied health professionals.

KNOWLEDGE, SKILLS & ABILITIES

· Strong understanding of GAAP and nonprofit accounting principles, including fund accounting and restricted funds management.
· Proficiency in accounting software and advanced MS Office 365 skills, including Microsoft Excel (e.g., pivot tables, complex formulas).
· Exceptional attention to detail and accuracy in financial management and reporting.
· Strong analytical and problem-solving skills to evaluate financial data and develop actionable insights.
· Knowledge of regulatory requirements, including state charitable solicitation filings, federal tax filings (Form 990), and audit processes.
· Strong understanding of how financial systems integrate with donor management systems, ensuring seamless revenue tracking and reconciliation.
· Ability to troubleshoot and optimize workflows between financial systems and donor management platforms to ensure seamless integration.
· Proven ability to design and implement process improvements for greater efficiency and accuracy.
· Ability to maintain internal controls and safeguard organizational assets.
· Excellent organizational skills with the ability to manage multiple tasks and projects to ensure deadlines are met.
· Effective communication and interpersonal skills to convey complex financial information to non-financial audiences.
· Collaborative mindset to work effectively with cross-functional teams and external partners.

BASIC QUALIFICATIONS & COMPETENCIES

· Bachelor’s degree in accounting, finance, or a related field, or equivalent experience.
· Minimum of 5 years of progressive experience in accounting or finance; at least 2 years in a nonprofit setting.
· Demonstrated knowledge of GAAP and nonprofit accounting principles.
· Prior experience leading budgeting processes and managing audits.
· Proven ability to implement or optimize financial systems and tools, including successful automation of manual accounting and finance processes.
· Experience integrating financial systems with donor management platforms (e.g., Salesforce, Raiser’s Edge) to track revenue and streamline workflows
· Proficiency in using donor management systems (e.g., Salesforce, Raiser’s Edge, or similar) as they relate to financial data and revenue reporting.
· Proven ability to design and generate financial reports tailored to different stakeholders.
· Strong organizational and time-management skills.
· Commitment to ethical financial management and compliance.
· Excellent written and verbal communication skills.
· Experienced collaborator able to define solutions that provide necessary financial information to functional teams within the Foundation.

PREFERRED QUALIFICATIONS & COMPETENCIES

· Knowledge of BlackBaud Financial Edge
· Advanced degree in business, finance, or accounting.
· CPA or a similar professional certification (e.g., CMA, CA, ACCA) in accounting or financial management.
· Experience managing restricted funds, including donor-designated and grant funding.
· Experience implementing or optimizing financial workflows within donor management systems.
· Familiarity with nonprofit donor revenue structures, including donation tracking, event revenue, grants, and restricted funds management within a CRM environment.
· Experience managing state charitable solicitation filings.
· Familiarity with investment management and endowment fund tracking.
· Knowledge of grant reporting and compliance requirements.
· Strong understanding of nonprofit governance and working with board committees.

POSITION OVERVIEW & PURPOSE

The Manager of Finance and Accounting plays a critical role in ensuring the financial health and sustainability of the Davis Phinney Foundation by managing daily financial operations, overseeing accounting activities, and delivering accurate, timely reporting. This position is responsible for maintaining comprehensive financial records and developing tailored report packages for various stakeholder groups. The role works closely with internal teams and external partners to ensure compliance with regulations, streamline financial processes, and provide actionable insights and analysis to inform decision-making, enhance operational efficiency, and support the Foundation’s mission.

ESSENTIAL DUTIES & RESPONSIBILITIES

· Manage and maintain financial records, systems, and internal controls to ensure compliance with GAAP, regulatory requirements, external filing requirements and organizational policies.
· Manage accounting functions, including accounts payable, accounts receivable, payroll, reconciliations, general ledger accuracy and audit support.
· Prepare, create, and deliver financial reports to leadership and the Board of Directors for informed decision-making.
· Serve as primary point of contact for Board of Director’s Finance & Audit Committee ensuring open lines of communication and management of BOD deliverables and inquiries to ensure BOD has accurate financial data in a timely fashion.
· Manage and execute the annual budgeting and planning process; oversee cash flow forecasting and operational needs.
· Evaluate and implement financial tools and processes, including the integration of financial systems with the donor management system, to improve efficiency, accuracy, and revenue tracking.
· Collaborate with the development and finance teams to track fundraising revenue, ensure grant compliance, and support donor stewardship processes.
· Ensure proper tracking, reporting, and compliance for grant funding, restricted versus unrestricted funds, and annual charitable solicitation filings.
· Conduct and/or participate in internal and external audits, safeguarding organizational assets and resolving findings.
· Track and report on endowment and investment performance, ensuring alignment with policies.
· Identify and mitigate financial risks; develop and maintain financial policies and procedures.
· Collaborate with staff to build financial literacy and support organizational operations.
· Manage administrative compliance and governance for Board of Directors ensuring compliance with Robert’s Rule of Law as used by the Foundation.
· Work with external legal partners to document and process contracts and SOWs as needed.
· Perform other duties as needed to support the Foundation’s mission.