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OneOC Finance Manager

OneOC

OneOC Finance Manager

Santa Ana, CA
Full Time
Paid
  • Responsibilities

    SUMMARY:

    Reporting to the Director of Finance & Accounting Services, the Finance Manager is responsible for the accounting operations of the organization and for the OneOC Core programs, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles (GAAP).

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    Meets all requirements for confidentiality and for management of corporate, finance and personnel information including distribution controls, secure filing and disposal, and records retention and storage

    Communicates effectively and courteously with all contacts -- internal and external. Works well with diverse people

    Organizes workload throughout the day to meet project timelines and deadlines. Minimizes time spent on personal calls and matters. Meets attendance and punctuality requirements, reports time and attendance accurately

    Uses skill and judgment to ensure written or verbal outputs are clear, accurate, grammatical, and of appropriate tone

    Displays integrity/ethics beyond reproach

    Supports the vision, values, and goals of OneOC

    Management:

    Maintains a documented system of accounting policies and procedures

    Provides monthly reports to internal department directors/managers on department revenue and expenses with variance analysis

    Monitors, tracks, and releases restricted funds as directed by Director of Finance & Accounting Services. Ensures compliance with donor restrictions and documentation of the same in the accounting records

    Oversees and cash flow and financial forecasting for OneOC Core programs

    Financial Analysis

    Provides financial analysis as needed and ensures their accuracy, reliability, and timeliness

    Assists with the preparation for financial audit & tax form 990

    Leads the preparation of financial information for grants applications and reports as needed

    Translates financial concepts to-and to effectively collaborate with programmatic staff who do not necessarily have finance backgrounds

    Assists department director/managers to develop program and organizational budgets and updates them as necessary

    Bookkeeping: Preparing and/or Reviewing Staff entries

    Ensures accounts receivables are collected promptly

    Ensures periodic bank reconciliations are completed

    Ensures required debt payments are made on a timely basis

    Maintains an orderly accounting filing system

    Maintains a system of controls over accounting transactions

    Responsible for monthly reconciliations and matching them up to the trial balance

    Financial Reports

    Issues timely and complete financial statements

    Recommends benchmarks against which to measure the performance of company operations

    Calculates and issues financial and operating metrics

    Manages the production of the annual budget and forecasts

    Calculates variances from the budget and reports significant issues to management

    Provides for a system of management cost variance reports

    Compliance

    Leads the provision of information to external auditors for OneOC’s annual audit and/or tax form 990

    Complies with local, state, and federal government reporting requirements and tax filings

    OneOC Business Services

    Cross-trains with the Accounting Specialist and other Finance Manager for department assistance and backup up purposes

    Assists with special projects as needed

    ADDITIONAL RESPONSIBILITIES

    Attends Business & Finance Committee meetings and supports Director of Finance & Administration with meeting preparation

    Maintains current knowledge of and complies with organizational and department policies and procedures

    Meets all applicable safety requirements for the position and work environment including prompt injury reporting.

    Other duties as assigned

    EDUCATION AND/OR EXPERIENCE:

    The Finance Manager should have a bachelor’s degree in accounting or business administration, or equivalent business experience and 5+ years of progressively responsible experience.

    COMPUTER & EQUIPMENT SKILLS:

    Has good general knowledge of computer operations; uses a keyboard and calculator proficiently and with a high degree of accuracy.

    Use of Sage Intacct and/or other accounting system on a comprehensive level.

    Uses Microsoft Office Word and Excel as well as Internet and email programs proficiently.

    Uses typical office equipment.

    PHYSICAL JOB REQUIREMENTS:

    Sits for extended periods of time at a computer station or work desk. Stands and walks throughout the day

    Uses hands and fingers to operate computers and office equipment for up to 8 hours or more each day

    Requires clear vision at 20 inches or less with or without corrective lenses and vision sufficient to use equipment

    Hearing and speech within normal ranges and sufficient for clear communication face to face and on the telephone

    Lifts up to ten pounds regularly and twenty-five pounds occasionally

    Exposed to typical office environment conditions and noise levels

    MENTAL AND REASONING REQUIREMENTS:

    Uses critical thinking skills to create documents and spreadsheets and interpret information furnished in written, oral, diagram, or schedule form

    Able to set goals based on available information and to plan work to meet deadlines

    Able to project likely future occurrences based on current or historic data

    Able to formulate appropriate responses to requests for services and information from internal or external customers

    Uses excellent math skills to complete detailed quantitative work; checks for work errors and ensures work is corrected to a highly accurate final version

    Uses skill and judgment to ensure written or verbal outputs are clear, accurate, grammatical and of appropriate tone

    OTHER JOB REQUIREMENTS:

    Maintains professional behavior, dress, and appearance always

    Attends meetings and trainings as requested

    Drives personal car on work errands and for other purposes; maintains driving record and personal car insurance in accordance with organization’s policies and provides related records periodically

    Must be able to pass a background check, including DOJ and FBI criminal checks

    To apply, please send resume to HR@OneOC.org OneOC is proud to be an equal opportunity employer.