This full-time, exempt finance leadership role serves as the hands-on accounting leader for multiple affiliated organizations and reports to the Executive Director. It combines financial planning, complex accounting, reporting, audit coordination, internal-control oversight, and supervision within a three-person Finance Department.
This individual manages financial operations and reporting for the Philadelphia Bar Association, the Philadelphia Homeless Advocacy Project (HAP), Philadelphia VIP, and Friends of Philadelphia VIP. The position also provides financial reporting for the Association’s Sections and Divisions and supports contracted financial services provided to affiliated organizations.
Core responsibilities include annual budgeting and forecasting, cashflow and liquidity monitoring, investment and reserve oversight, monthly and annual closes, financial-statement preparation, reconciliations, complex journal entries, intercompany accounting, payroll accounting, and financial analysis.
The Finance Director serves as the primary contact for auditors, tax preparers, banks, investment advisors, and other providers; coordinates audits and tax filings; reviews audit adjustments; communicates findings; and designs and monitors controls covering segregation of duties, payment authorization, system access, independent reviews, and continuity procedures.
Essential Duties and Responsibilities
Performs the annual budgeting and forecasting processes
Develop cash-flow projections and monitor short- and long-term liquidity.
Monitor investments, reserves, and other financial assets.
Prepare financial analyses, projections, and recommendations for the Executive Director
Identify significant budget variances, financial trends, unusual transactions, and emerging financial risks.
Perform the monthly and annual closing processes across the supported organizations.
Prepare accurate and timely financial statements, management reports, and supporting analyses.
Review payroll reconciliations, payroll-related journal entries, and payroll liability accounts.
Serve as the principal Finance Department contact for external auditors, tax preparers, banks, investment advisors, and other financial service providers.
Coordinate and prepare annual audits and other financial-statement engagements across the supported organizations.