Finance Manager

Legacy Philanthropy Works (LPW) is hiring for an experienced and dynamic Finance Manager to join our administrative team during an exciting phase of growth. This role is perfect for a service-oriented leader with technical expertise in accounting and bookkeeping, a deep understanding of nonprofit finance, and strong interpersonal skills.

Position Overview

As the Finance Manager, you will oversee LPW’s financial operations, collaborating closely with our Fractional Chief Financial Officer, the Director of Operations, and the Executive Director to manage day-to-day finance systems and implement strategic financial initiatives. You will report directly to the Director of Operations and play a vital role in supporting a wide array of programs, projects, and initiatives across our diverse portfolio.

Key Responsibilities

1. Financial Management & Reporting:

   • Implement and ensure adherence to financial policies, procedures, and internal controls to safeguard assets and ensure accurate financial reporting

   • Generate monthly, quarterly and annual financial statements

   • Prepare adjusting journal entries monthly, quarterly and annually as needed

   • Review and support with the development and monitoring of annual budgets, forecasts, and financial plans

   • Generate monthly reports, including accounts payable, accounts receivable, payroll, cash flow report, and balance sheet audits

   • Verify and/or complete payment of invoices associated with accounts payable and ensure payments are charged to the appropriate accounts

   • Undertake daily bookkeeping and accounting tasks and manage accounting systems

   • Maintain knowledge of nonprofit finance, accounting standards, and regulatory requirements, and make recommendations for improvements as needed

2. Regulatory Compliance & Grant Management:

   • Ensure compliance with all regulatory requirements, including tax filings, grant accounting, and auditing under supervision of Director of Operations

   • Provide analytics and financial insights to support program evaluation to Director of Operations

   • Maintain audit and tax workflow calendars

   • Support audit and tax workflow with outside auditors and tax return preparers

   • Maintain and ensure adherence to internal controls documentation and processes, making suggestions for improvement

   • Review and ensure proper accounting for federal and state grants and cooperative agreement management and compliance

3. Treasury & Banking

   • Review bank accounts and work with Director of Operations to maintain the semi-monthly cash flow projections

   • Ensure monthly reconciliation of checking, savings, loans and credit accounts

   • Verify weekly deposits and address inquiries from banks

   • Prepare any bank transfers between accounts as needed

   • Reconcile cash disbursement accounts, payroll, customer accounts, and other financial accounts

   • Provide updates and reporting on recoverable grants and “friendly” loans to LPW

4. Organizational Collaboration

• Contribute to the evolution of LPW’s collaborative impact model and support initiatives centered around diversity, equity, inclusion, and justice (DEIJH)

• Participate actively in team meetings and organizational working groups to foster a cohesive team environment

Required Experience & Skills

• Bachelor’s degree in Accounting, Finance, or a related field; CPA or MBA preferred

• Minimum 5 years of progressive experience in financial leadership roles, with strong knowledge of accounting principles and nonprofit finance

• Proficient in GAAP-based accounting, with a focus on nonprofit tax and compliance issues

• Expertise in QuickBooks, ideally with more advanced accounting software experience

• Strong analytical skills with demonstrated experience in financial planning, analysis, and strategic decision-making

• Culturally competent and emotionally intelligent, with excellent interpersonal skills

• Ability to thrive in a fast-paced, high-growth environment committed to continuous learning

• Deep alignment with LPW’s impact model and values

Preferred Experience & Skills

• Familiarity with revolving loan funds, conservation finance, and impact frameworks

• Experience working with nonprofit organizations and managing complex financial projects

• Ability to adapt to new software and integrations as required

This job description serves as a summary of the primary responsibilities and qualifications for the Finance Manager position, however, additional duties may be expected as part of the role.

Compensation & Benefits

The salary for this full-time, remote position ranges from $80,000 to $90,000, depending on experience. We offer a comprehensive benefits package, including health insurance, a Health Savings Account, vision and dental coverage, a 401(k) retirement plan, home office equipment stipend, and unlimited vacation time alongside wellness/sick leave.

How to Apply

Email a cover letter, resume, and contact information for three references to Jordan Rich, Director of People & Culture, at jordan@legacyworksgroup.com with Finance Manager in the subject line. Applications are only accepted electronically. Review of applications will begin on December 2 and will continue until the position is filled.