ABOUT THE ORGANIZATION
Since 1992, Heron has worked to help people and communities help themselves out of poverty. Always the servant leader, Heron has understood from its earliest days that its impact is rooted in the success of others. Heron values the collective wisdom of its partners — on the ground in communities and within the capital markets — and uses that wisdom to help the foundation think differently.
Over the past 25 years, those values have led Heron to challenge what we perceived as broken conventions in philanthropy. The foundation began making general operating grants when restricted grants were the norm. Heron is committed to investing in alignment with its mission when others expected it to focus exclusively on our financial returns. And Heron constantly works with partners to leverage different tools (financial and non-financial alike) in service to mission.
Heron is currently working to shift from traditional philanthropy toward a model of participatory philanthropy, ceding the authority to make investment decisions to local integrated capitals committees in a number of communities across the U.S. It is in the process of forming its first committee, made up of a diverse group of representatives that will create a shared vision for their community.
ABOUT THE POSITION
Heron’s Director, Finance and Administration manages the Foundation’s daily finance and accounting operations to support Heron’s mission through strong financial controls and effective human resources management. Reporting to the Managing Vice President, the Director will manage the Associate, Finance and Administration and work closely with Heron’s external accounting partner and other relevant vendors.
Key Responsibilities include:
- Generate models to support organizational forecasting; design tracking methods to measure financial health, monitoring and reporting issues and major changes
- Review financial data to understand and communicate trends; conduct business analysis to support decision making
- Generate financial statements and partner with the Managing Vice President to ensure the integrity, accuracy, and usefulness of all financial reports
- Manage relationships and act as liaison with all banking and investment related contacts and institutions.
- Coordinate the annual budgeting process and maintain the budget throughout the year
- Direct the Associate, Finance and Administration’s efforts to support effective grants management, in coordination with the investments and communities teams, and cash management
- Lead accounting operations with the support of the Associate, Finance and Administration and Heron’s external accounting advisor and coordinate with the Director of Systems Performance.
- Manage annual audit activities, preparing statements and other relevant materials
- Prepare annual financial statements and tax returns in coordination with Heron’s external accounting advisor
- Oversee key accounting functions, including accounts payable and accounts receivable
- Manage external partners and the Associate, Finance and Administration to ensure timely payments, proper reconciliation, and compliant record keeping and storage
- Support the Managing Vice President in the preparation of reports and analysis for regular Board of Directors meetings
- Monitor and maintain monthly investment schedules and reconciliation reports
- Receive, deposit, and book investment-related transactions
Human Resources and Administration
- Oversee, in coordination with the Managing Vice President, the development and maintenance of employment policies and practices
- Coordinate benefits with Heron’s external providers, including the Foundation’s professional employment organization (PEO) and 401k retirement plan partners
- Manage all internally administered benefits programs (e.g., grantmaking and tuition assistance) and administer payroll and retirement plan allocations
- Develop and deliver onboarding with the support of the Associate, Finance and Administration
- Oversee cash and vendor management; maintain Heron’s insurance policies
The ideal candidate will possess the following qualifications:
- Eight or more years of experience working in a finance and/or accounting function a nonprofit organization or foundation setting
- Exceptional project management skills and the ability to manage internal and external stakeholders to meet deadlines
- Systems orientation, with the ability to manage and improve systems and processes
- Strong relationship management skills with experience in managing internal stakeholders and external finance and HR vendors
- Experience in managing relevant human resources work streams such as employee policies, benefits, payroll, and PEO systems a plus
- Knowledge of the laws and regulations relevant to private foundations
- CPA preferred, but not required
- Ideal candidates will also have familiarity with some or all of Heron’s systems, including Intaact (accounting), Nexonia (expenses), TriNet and PEO systems (human resources)
COMPENSATION AND BENEFITS:
Salary and benefits will be competitive and commensurate with experience.
This organization is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Apply to this position here.