Principal Duties and Responsibilities 

Financial Management

  • Reporting: Work closely with Senior Accountant to prepare and provide monthly, quarterly, and year-end financials in an accurate and timely manner; clearly communicates the implication of these reports to senior management. Provides quarterly analyses of the financial situation of the organization (including annual forecasting, multi-year modeling, liquidity analysis and management level narratives) for meetings of the Board’s Finance Committee, Audit Committee and Executive Committee.

  • Grants: Reviews financial reporting material for all donors; ensures, in close cooperation with the Vice President for Philanthropy and the Vice President for Programs and Policy, that resources are allocated in full compliance with stated donor intentions and oversees all financial, program, and grant accounting and reporting.

  • Accounting & Finance: Ensures that the accounting is in accordance with GAAP, non-profit accounting principles and standards; ensures staff follow established procedures; and updates the accounting and policy manuals as needed; ensures completeness and accuracy of all financial records and transactions; keeps current on new accounting principles to ensure timely compliance and implementation.

  • Budget: Leads the Finance and Operations team on  the annual budgeting exercise and planning process in conjunction with the President and Management Team in order to have the budget completed and presented to and approved by the Finance Committee and Board in a timely manner and with due support and analysis. Once approved by the Board, monitors execution and recommends adjustments.

  • Investment: monitors, in close cooperation with the President and the Board’s Investment Committee the performance of the organization’s investment portfolio and works closely with the Investment Committee to ensure timely reporting and monitoring of investment policies. Responsible for the sale of stock donations in a timely manner, managing liquidity needs and overseeing the management of endowment or restricted investment funds.

  • Cash flow & forecasting: In conjunction with the Senior Accountant, manages organizational cash flows and forecasting.

  • Internal financial control: Maintains appropriate financial and operational controls; if lacking, institutes controls, according to audit findings and overall best practices, including timely policy updates, establishing review procedures and implementing periodic reporting on control/risk assessment matters

  • Statutory compliance and filing: Ensures the timely submission of statutory fillings: Federal and State.

  • 401k administration: Responsible for the administration of RI’s 401k plan, including the submission of Form 5500, mailing relevant documents to participants and compliance with fiduciary responsibilities.

  • Payroll: Oversees Operations Manager to ensure accurate processing of payroll according to IRS rules and regulations.

  • IRS inquiries and audit: Represents the organization before the IRS with regard to inquiries and audit. Coordinates and leads the annual audit and tax preparations and filings; liaises with external auditors, tax accountants, the Finance Committee, the Audit Committee and the Board of Directors to ensure timely reviews and submissions of filings.

  • Responsible for quarterly Board and Committee reporting on Finance, Operations, Investments, HR and risk management.

Administration and Operations

  • Human Resources: The Director oversees the overall HR function. This includes recruitment of new staff; maintenance of appropriate records; HR  audits; development and maintenance of evaluation processes; advising on salary scales, merit raises, and cost of living increases; also works with management to ensure compliance with RI policies and U.S. labor law in the event of any disciplinary actions; the Department of Finance and Operations office also oversees the recruitment of fellows and provides orientation for new employees. The Director also maintains awareness of employee well-being and morale and recommends appropriate management response. The Director ensures the continuity of the organizations efforts towards improved diversity, equity and inclusion.

  • Insurance and Licensure: Oversees Operations Manager on review and renewal of all insurance policies that affect the organization, including ones related to facilities, liability, health, benefits, and safety; ensures that RI complies with mandatory and voluntary standards; oversees the biannual self-survey for compliance with industry standards.

  • Security: Ensures policies and procedures and resources are in place to provide for staff and organizational security, especially for field missions involving staff, consultants, and volunteers; represents RI in coordination efforts regarding safety and security; serves on the security management team and oversees Finance and Operations team security responsibilities.

  • Policies and Procedures: Work closely with Finance and Operations team in conducting an annual review of policies and procedures for organization and staff; ensures that all staff, consultants, and volunteers are informed of procedures and are in compliance with them.

  • Contracts: Oversees a robust contracts management and financial management/reporting system; ensures that the contract billing and collection schedule is adhered to.

  • Legal: In close collaboration with the President, works to ensure that organization is in compliance with rules and regulations governing the operations of the organization and protected from legal liability. Conducts staff trainings as needed.

  • Office Space and Systems: Work closely with Operations Manager and others to ensure that IT, operational systems, and all other office procedures support the effective operations of the organization. Serves as the primary point of contact for all issues relating to the office lease.

Special Education/Experience: Desirable Qualifications 

  • MA/MBA with emphasis in Finance & Accounting, Business Administration, and Human Services. CPA preferred. A minimum of ten years of overall professional experience, at a management and financial level, including supervisory responsibilities, and preferably with the multifaceted aspects required from an organization working internationally.

  • Experience with security management, HR, staff care, and business insurance.

Special Knowledge/Skills: Desirable Qualifications 

  • Knowledge of and practice in non-profit accounting principles and standards. Knowledge of CYMA accounting software and other accounting software preferred.

  • A successful record in setting priorities and communicating clearly with staff in a constructive and engaging manner.

  • Excellent communication and relationship skills.

  • A multi-tasker with personal qualities of integrity, credibility, and dedication to the mission of Refugees International.

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