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The Marion Institute Finance Director in Marion, Massachusetts

The Marion Institute\'s (MI) mission is to advance a culture of health. We exist to engage individuals and communities in systems level solutions at the intersection of food, wellness, and the environment. We are committed to developing a team that reflects the communities that we serve and strive to accomplish our goals by actively seeking people who bring diverse backgrounds and perspectives to join us in our work. Primary Duties & Responsibilities The Director of Finance is responsible for overseeing all financial aspects of MI?s operations. This role combines expertise in nonprofit financial management, budgeting, and compliance. This position will work closely with the Executive Director (ED), senior leadership, and the Board of Directors to align financial strategy with MI?s mission and goals. Financial Management Record and track accounts receivable transactions and prepare timely invoices. Record payroll and retirement account entries, managing a separate payroll schedule. Record monthly journal entries, including those for benefit allocations and unrealized gains/losses. Record and track additions and releases of restricted revenue. Responsible for endowment plan, budgets and compliance. Prepare and update net asset roll forward schedule. Review monthly accounts payable report to ensure accurate allocation with Human Resources Manager. Responsible for monthly reconciliation of all financial accounts. Manage monthly reconciliation of donor database with Development Associate. Manage cash flow. Prepare and maintain Fixed Asset Depreciation Schedule. Record and manage inventory schedule. Coordinate the financial aspects of fiscally sponsored projects, including managing accounting and financial reporting. Establish policies to ensure accurate and efficient accounting. Budgeting/Reporting Prepare annual operating budget with ED and program leaders. Assist in creating and reporting on event budgets. Prepare monthly budget updates and review with ED and program leaders. Provide timely reports and meet with the ED and the Board Finance Committee. Prepare Quarterly Reports: Profit & Loss / Budget update, Balance Sheet, Net Asset Roll Forward Schedule, and Unrestricted Net Assets. Grant Financial Management Manage financial operations for MI?s programs and fiscally sponsored projects, ensuring compliance with grants, government contracts, and donor requirements. Prepare grant budgets and financial reports for funders. Develop strategies to improve program cost efficiency and enhance funding stability. Monitor the financial performance to ensure alignment with organizational goals. Annual Audit Serve as the organization?s primary point of contact during the annual audit. Prepare and organize the necessary documents as established by the audit firm hired by the MI and create timelines to completion. Review and address any audit related findings with the ED and Board of Directors. Risk Management and Compliance Ensure compliance with all applicable financial regulations, including nonprofit accounting standards, audits, tax laws, and grant requirements. Establish and maintain robust internal controls to safeguard assets and ensure financial transparency. Proactively identify and mitigate financial risks across all areas of the organization. Additional duties, as assigned. The candidate must possess the following: Respect for diversity of opinion, experience, and background. Enthusiasm, resourcefulness, and positive can-do attitude. Ability to organize and prioritize work. Proficiency in QuickBooks, Microsoft Word and Excel. 7+ years of professional bookkeeping and/or accounting experience. Strong financial modeling, budgeting, and reporting skills. Strategic thinker with the ability to align financial planning with organizational goals. Bachelor?s degree in Finance, Accounting, Business Administration, or a related field required.

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