Director of Finance, DonorSearch
$100-135k
Online research tool for non-profits
Job no longer available
Online research tool for non-profits
101-200 employees
Job no longer available
$100-135k
101-200 employees
Company mission
To revolutionize donor engagement through cutting-edge technology and insights.
Role
Who you are
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. MBA or relevant master’s degree preferred
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation is a plus
- SaaS based experience is a plus
- 7+ years prior experience working with a CFO or Finance firm, a plus
- Experience working with cash and GAAP based accounting
- Effectively communicate with leadership team, staff members, and potentially clients and external auditors
- Comfortable with large datasets
- Proficiency in the following are a plus MS Excel, MS Word, QuickBooks, SalesForce generally and CPQ, SF Billing, and QBO-Salesforce integrations
What the job involves
- The Director of Finance is responsible for overseeing all financial operations and activities of the organization
- This role involves strategic financial planning, managing budgeting processes, ensuring compliance with financial regulations, and providing insightful financial analysis to support decision-making
- The Director of Finance will work closely with the executive and senior management to achieve the organization's financial objectives and maintain the overall financial health of the company
- Oversee accrual accounting and bookkeeping systems including data input, chart of accounts
- Produce P&L reports, balance sheets, and reconcile cash in SalesForce with cash reported in QuickBooks including credit cards and ACH deposits
- Produce monthly reconciliation of Quickbooks online and multiple bank accounts
- Analyze financial data to identify trends, costs, and ROI’s and make recommendations to improve financial performance
- Collect and interpret complex financial data and transform it into clear, actionable information
- Analyze financial data and prepare draft budgets for leadership
- Monitor and assess accrual based EBIDTA; spot and communicate trends, and recommend how to improve
- Recommend pricing strategies, especially in regard to new products to maximize accrual based EBIDTA
- Monitor 6 and 12-month cash flow requirements
- Draft company and departmental budgets for leadership review
- Monitor expenses against final budgets for adherence and accuracy
- Draft/recommend policies regarding staff travel and other expense accounting. Oversee practice of staff accountability regarding travel and other expense reporting
- Oversee calculation and payout of draws and commissions
- Review contracts for client sales, purchased services, and third-party channels
Our take
DonorSearch is a purpose-driven organization that specializes in aiding clients in their philanthropic endeavours by facilitating the discovery of suitable charitable opportunities.
At the core of DonorSearch's approach lies a dedication to innovation, evident in its use of cutting-edge technology to streamline nonprofit organizations' operations. The introduction of DonorSearch AI in 2021 solidified its role as a leader in premium machine learning solutions, while its breakthrough in making AI/ML accessible to nonprofits of all sizes during 2022 underscored its inclusive and pioneering spirit.
The company's commitment to innovation continues, fostering the growth of advanced visualization tools, electronic screenings, CRM integrations, and data warehousing solutions. With a steadfast focus on providing unparalleled client support, DonorSearch envisions itself as an enduring partner in catalyzing fundraising success for nonprofit organizations across the philanthropic landscape.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (1 round)
Mar 2013
$0.1m
GRANT
Total funding: $0.1m
Company HQ
Ellicott City, MD
Leadership
Bill Tedesco
(CEO)Graduated from Penn State University with a MPA in Public Administration. Former CEO of WealthEngine and Executive Vice President of Target America.
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