Executive Finance Strategy

Executive Finance Strategy Jobs

2 jobs found

8d ago

Director of Finance

Congregation Mishkan Or. Beachwood, OH

Beachwood, OH

8d ago

$130k - $150k/yr Full time Finance Director Advisor Budget Management

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Job Description

As a senior finance leader, you will help guide Congregation Mishkan Or.’s financial strategy, reporting, compliance, and long-term sustainability.

Responsibilities

Collaborate with the Executive Director and Board to develop and execute the organization’s financial strategy.
Deliver financial modeling, forecasting, and scenario analysis to support strategic decisions, new programs, and growth initiatives.
Serve as a strategic financial advisor to organizational leadership.
Lead the annual budgeting process across departments and programs.
Create and maintain multi-year financial forecasts and track performance against budget and strategic goals.
Provide ongoing financial analysis, reporting, and dashboards to the Executive Director and Board.
Ensure accurate, timely financial statements in line with GAAP and nonprofit accounting standards.
Oversee the annual audit and manage relationships with external auditors.
Ensure compliance with federal, state, and funder reporting requirements, including Form 990.
Manage financial operations for restricted and unrestricted funds, government grants, and foundation contracts.
Support grant compliance, including cost allocation, indirect rates, and reporting deadlines.
Manage cash flow, banking relationships, and organizational reserves in alignment with Board-approved policies.
Monitor liquidity and advise leadership on cash management strategies.
Establish and maintain internal controls to safeguard assets and strengthen financial integrity.
Oversee insurance, risk assessments, tax filings, and related regulatory compliance.
Act as primary staff liaison to the Finance and Audit Committees.
Prepare financial materials and presentations for Board meetings and support the Board’s fiduciary oversight responsibilities.
Lead, mentor, and develop the finance and accounting team.
Strengthen financial systems, policies, and processes to support growth and operational efficiency.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field (required).
CPA or MBA strongly preferred.
Minimum 10 years of progressive financial leadership experience, including at least 5 years in a senior finance role, ideally in the nonprofit sector.
Strong knowledge of nonprofit accounting standards, fund accounting, and government/foundation grant compliance.
Proven experience managing audits, budgets, and Board relationships.
Strong analytical, communication, and leadership skills, including the ability to explain complex financial information to non-financial stakeholders.
Proficiency with financial management software, including one or more of: QuickBooks, Sage Intacct, NetSuite, or similar nonprofit platforms.

Technologies

QuickBooks
Sage Intacct
NetSuite

Benefits

Competitive Pay, commensurate with experience
Medical insurance
Dental insurance
Vision insurance
401(k) retirement plan
Paid time off
All major holidays observed

Schedule

Monday – Friday

Work Model

On-site initially, with hybrid potential

Employment Details

Employment type: Full-Time
Department: Finance & Accounting
Reports to: Executive Director
FLSA status: Exempt

Compensation

Pay: USD 130,000 - 150,000 per year

Work Environment & Physical Demands

Professional office environment; on-site initially with hybrid potential thereafter.
Routinely uses standard office equipment including computers and phones.
Occasionally required to lift up to 15 pounds.
Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

Location

Beachwood, OH (in-person/onsite)

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1mo ago

VP of Finance & Administration

Evergreens, Inc. Seattle, WA

Seattle, WA

1mo ago Closed

$160k - $175k/yr Full time Accounting Budget Management Cash Flow Forecasting

This position is no longer accepting applications (closed Sep 4, 2026).

Job Description

Evergreens, Inc. is seeking a VP of Finance & Administration to act as the CEO’s strategic finance partner and lead both core finance and key administrative functions in support of long-term growth and franchise expansion.

Responsibilities

Serve as the CEO’s primary strategic finance partner.
Lead the annual budgeting process, quarterly forecasts, and long-range financial planning.
Own and continuously refine Evergreens’ five-year financial model.
Build sophisticated financial models for restaurant development, franchise expansion, capital investments, and strategic initiatives.
Prepare cash flow forecasts and support liquidity planning.
Analyze business performance and identify opportunities to improve sales, margins, profitability, and return on investment.
Develop executive dashboards and KPIs to support decision-making across the organization.
Evaluate pricing strategies, labor productivity, restaurant performance, and new business opportunities.
Act as the primary liaison with outsourced accounting, bookkeeping, payroll, and tax partners.
Review monthly financial statements, variance analyses, and operating results for accuracy and completeness.
Coordinate annual audits and tax filings.
Oversee treasury management, banking relationships, and cash management.
Strengthen financial controls, reporting processes, and financial discipline across the organization.
Prepare Board of Directors financial reporting packages and executive presentation materials.
Manage Board administrative duties including minutes, resolutions, and related consents and documentation.
Present financial performance and strategic recommendations to the CEO and Board.
Support financing activities, banking relationships, and future capital raising initiatives as needed.
Partner with Operations, Marketing, HR, and Development to support strategic initiatives and improve business performance.
Build the financial capabilities required to support future franchise growth.
Oversee the Company’s Payroll & Benefits Administrator.
Manage corporate insurance programs and annual renewals.
Support franchising by ensuring timely FDD updates and filings, plus other regulatory or reporting requirements.
Ensure business licenses, permits, and corporate registrations remain current.
Build and maintain an organized contract and document management repository.
Improve administrative systems and processes that support a growing organization.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or related field.
8+ years of progressive finance leadership experience.
Experience in multi-unit retail, restaurant, hospitality, franchise, or consumer-facing businesses.
Strong FP&A experience.
Advanced financial modeling and forecasting skills.
Experience developing annual budgets, long-range plans, and cash flow forecasts.
Strong understanding of GAAP financial reporting.
Experience presenting financial information to executive leadership and Boards of Directors.
Excellent analytical, communication, and leadership skills.
Highly organized with exceptional attention to detail and ability to manage multiple priorities.
Multi-unit retail accounting experience: 3 years (Required).

Preferred

CPA and/or MBA.
Restaurant experience.
Franchise experience.
Experience with private equity-backed or growth-oriented companies.
Experience partnering with outsourced accounting firms.
Experience implementing financial systems, dashboards, and process improvements.

Location and Work Setup

Seattle, WA (Hybrid)
Work location: In person