Reports to: Chief Operating Officer
Revised: September 2017
Mission Economic Development Agency (MEDA) – Rooted in the Mission and focused on San Francisco, MEDA’s mission is to strengthen low- and moderate-income Latino families by promoting economic equity and social justice through asset building and community development.
MEDA is advancing strategies to create asset building opportunities for San Francisco’s Latino families and in the Mission District through: (1) our core, integrated Asset Building Programs related to housing, financial capability, workforce development, business development and tax preparation; (2) serving as a backbone agency to advance educational achievement and family economic success through the Mission Promise Neighborhood 2-generation approach; (3) creating and preserving affordable housing and commercial real estate in the Mission District through Community Real Estate; (4) providing access to capital and innovative financial products through the Adelante Fund; and (5) Policy & Advocacy efforts that support our mission.
The Finance Director has direct responsibility for the organization’s budget, finance and financial operations related activities. The Finance Director will lead the creation of a fiscal strategy, create projections and reports, manage monthly cash flow, track expenditures and create and update fiscal policies and procedures. The Finance Director should have strong accounting skills and experience, familiarity with financial software applications (Abila), and experience and knowledge in the area of contract compliance, real estate finance, business lending, and government funding sources. Additionally, we are seeking a cooperative, creative, and energetic individual with an entrepreneurial spirit who will be committed to the organization’s mission and vision.
- Develop and track annual fiscal plans; prepare multi-year fiscal projections for organizational and program planning; Guide the agency in its annual budget process
- Developing and updating fiscal policies and procedures for the agency
- Track program and agency budgets and cash flow
- Track revenues from all funding sources
- Prepare monthly/quarterly contract invoices; coordinate with program staff on billing for programmatic deliverables
- Assist in contract budget negotiations, and reporting of program expenditures and outcomes
- Monitor and ensure expenditures are in line with budget and contract/grant terms, provide explanations or highlight variances on an ongoing basis
- Prepare timely contract related budget revisions and modifications as needed
- With guidance from development team and program staff, produce budgets and budget narratives for grant proposals and reports
- Manage process for fiscal reviews of grants and contracts from government, corporate and foundation funders
- Supervise disbursements, and processing of bills checks and expense reimbursements
- Ensure that costs are billed or applied in accordance with agency cost allocation methods and grant and contract terms
- Supervise payroll processing
- Develop, implement and ensure adherence to policies and procedures for contract compliance
- Oversee audit process and ensure timely completion of audit with external CPA. Develop and maintain a schedule for contract reimbursements, financial reports, and compliance documents on a monthly/quarterly and annual basis
- Ensure all required financial reports, forms, and compliance documents are submitted to the appropriate entities on schedule
- Hold regular meetings with Management Team, Program Teams and Board of Directors to update on finances and manage strategic financial planning
- Assist in special projects or other duties as assigned.
- Bachelor’s degree required in accounting or business related field. Masters preferred.
- At least five years progressively responsible financial management experience in a complex, dynamic environment, such as a nonprofit organization, academic or government institution with multiple programs and funding streams.
- Experience supervising the work of others.
- Demonstrated expertise in compliance with and financial management of Federal funding sources.
- Knowledgeable about the rules of EDGAR and the OMB A-110.
- Savvy with Technology – particularly with ABILA or other multiple-funds accounting software.
- Ability to work independently and in a team, and juggle multiple priorities.
- Ability to handle stressful, deadline driven projects with grace and humor.
- Ability to handle sensitive financial information with strict confidence.
- Superb attention to detail.
- Strong leadership experience in financial planning and analysis.
- Ability to communicate complex numbers and rules to lay people.
- CPA certification a plus.
Click on the following link, complete the application and include your cover letter and resume.