Finance Director

Finance Director The Settlement Home for Children | Austin, TX Full-Time | Exempt, Salary | Reports to: Executive Director

Summary

Within the framework of The Settlement Home for Children's mission, the Finance Director will assume a strategic role in the overall management of the organization. The Finance Director will have the primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the organization and will provide supervision and support to the accounting department.

Benefits & Perks

• 100% paid employee-only medical and dental base plans, group life insurance, and long-term disability
• Tava Health: Confidential therapy through insurance with access to a licensed therapist in as little as 24–48 hours — no long waitlists, book sessions on your own schedule
• Vision, voluntary life, and short-term disability available
• 401k match of 50% of the first 6% contributed; 1-year vesting
• Accrue up to 11 paid holidays, 12 days vacation (with increase at 3 years), 88 hours health and wellness leave in first year, 48 hours thereafter
• Free lunch Mon–Fri (including vegetarian options)
• Black Swan Yoga online membership — unlimited access to live and on-demand yoga classes to support your mental and physical wellbeing
• Rocket Lawyer: Free access to legal documents, attorney Q&A, 30-minute attorney phone consultations, online document signing, and up to 40% off local attorneys — plus half-price tax filing through RocketTax
• Robust Employee Assistance Program (EAP)
• Annual loyalty bonus beginning at year 2

Essential Job Functions & Expectations

Financial Management & Compliance

• Responsible for financial management, administration, and compliance in accordance with GAAP, regulatory requirements, audit requirements, and best practices for nonprofit accountability
• Serves as primary liaison for Executive Team fiscal reporting and facilitation
• Manages cash flow and forecasting; provides direction and oversight for all financial, project-based, and departmental accounting
• Maintains relationships with key organization partners, including auditors, banking institutions, and insurance and investment partners
• Reviews, manages, and establishes as needed new internal systems and controls, operations, processes, and financial procedures to ensure the integrity of financial information and reporting
• Serves as a business partner to the Executive Director on the organization's financial, budgeting, and administrative processes
• Prepares month-end and year-end financial statements
• Responsible for ensuring all tax filings are completed and filed timely

Accounting & Reporting

• Oversees the work of the Accounting Coordinator to ensure all invoices, reimbursements, and weekend money receipts are processed and tracked timely and accurately
• Owns the full Accounts Receivable and Grant Revenue cycle, including accurately recording donor pledges, timely execution of grant drawdowns, AR deposits, and the reconciliation of restricted and unrestricted funds to ensure accurate revenue recognition and optimal cash flow
• Collaborates with the Development Director to ensure financial integrity and accurate reporting through regular gift-to-finance reconciliation
• Generates monthly financial reports, including departmental income statement and income statement with budget comparison for distribution to the Board of Directors, Club, the Executive Director, and Program Directors
• Generates monthly reports of program fees compared to budget and distributes to the Program Directors
• Generates monthly accounts receivable report and prepares discrepancy report
• Manages the monthly close process and reconciles general ledger asset, liability, revenue, and expense accounts monthly

Grants, Audit & Budget

• Collects information for third-party to complete the Texas Department of Family Protective Services (TDFPS) cost reports for all programs, attends the annual training for cost reports, and maintains files for audit
• In coordination with the Executive Director, prepares the annual budget and presents it to the Budget and Finance Committee
• Manages the financial reports for grants and restricted donations and maintains comprehensive files to support billing and other recordkeeping required for grants and contracts
• Coordinates annual audit, tax return, and grant monitoring; ensures annual audit and grant monitoring is completed in a timely manner and without findings
• Maintains fixed asset and depreciation records for the organization

Leadership & Administration

• Communicates with staff and department leaders to provide financial updates and overviews, create and support a strong culture of financial oversight, and strengthen staff and board fiscal literacy
• Works with the Club Treasurer regarding fundraising activities to ensure income and expenses are posted accurately
• Assists the Executive Director with insurance policies and renewals
• Participates on the Executive and Leadership Teams
• Provides supervision to the Accounting Coordinator
• Provides payroll backup to the Human Resources Director
• Other duties as assigned by the Executive Director

Required Knowledge, Skills and Abilities

Knowledge

• Nonprofit Accounting Principles: Deep understanding of GAAP, specifically fund accounting, net asset classification, and grant management
• Compliance & Regulations: Expertise in IRS regulations (Form 990), state charity regulations, and federal OMB Uniform Guidance for grant compliance
• Financial Software: Proficient in QuickBooks Online; experience with Ramp expense management system and ADP Workforce Now; BambooHR experience preferred
• Strategic Financial Planning: Ability to create long-term financial plans, forecasts, and models that align with the organization's mission
• Budgeting & Cash Flow Management: Experience in complex budget development and monitoring liquidity to ensure financial sustainability
• Financial Analysis & Reporting: Ability to translate complex financial data into actionable insights for the Board of Directors and executive leadership
• Risk Management: Skilled in identifying and mitigating financial risks
• Leadership & Communication: Ability to collaborate with diverse stakeholders, including board members, staff, donors, and auditors
• Strategic Decision Making: Capacity to balance financial discipline with mission-driven objectives
• Cultural Competence: Sensitivity to the communities served
• Ability to maintain confidentiality
• Possesses integrity and compliance — can be relied upon to act ethically
• Exhibits professional work habits, dress, and grooming standards

Qualifications and Education Requirements

• Bachelor's degree in Finance or Accounting, or equivalent experience
• CPA or CMA certificate highly preferred
• Minimum of five (5) years in financial management, ideally with experience in a senior role at a similar-sized nonprofit
• Must be at least 21 years of age
• Must meet personnel requirements as outlined by the Texas Department of Family and Protective Services (TDFPS) Minimum Standards
• Valid driver's license with less than 2 moving violations and/or 1 accident within the past 3 years
• Must have and maintain current auto liability insurance
• Must be able to pass pre-employment drug testing

Preferred Qualifications and Education Requirements

• Master's degree or higher in Accounting or a related field from an accredited university
• 10+ years of experience in financial management
• Accounting experience in a nonprofit organization
• Experience working with a board of directors

Essential Physical Requirements/Working Conditions

Office environment. Must be able to lift and/or exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently. Position frequently involves walking, standing, sitting, stooping, lifting, speaking, and repetitive motion. Position may occasionally involve reaching, kneeling, crouching, and crawling. Must have close visual acuity (corrected or uncorrected) so as to prepare and analyze data and figures; perform extensive reading and transcription; operate a motor vehicle. Must be able to hear so as to receive detailed information through oral communication; receive information through electronic, telephone, and/or radio frequency.

Equal Employment Opportunity Statement

Diversity creates a healthier environment: equal opportunity employer. We strictly prohibit unlawful discrimination during recruitment, hiring, compensation, promotion, or any other condition of employment, on the basis of race, color, creed, ancestry, national or ethnic origin, religion or belief, sex (including pregnancy), sexual orientation, gender identity or expression, marital status, disability, age, past, present, or prospective military service, medical history or genetic information, socio-economic circumstance, or any other characteristics protected by law. We maintain a drug-free and alcohol-free workplace.

Disclaimer

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

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