Summary of Position:
The Director of Finance & Administration has oversight of our fiscal and administration duties of work for Wah Mei School. In working with their team, the Director will be responsible for day-to-day administrative duties (ie: office management, phone, emails, office supplies/machines), and finance (ie: A/R, A/P, monthly/quarterly/annual reports, etc). This position will work closely with the Executive Director, our leadership team of department heads, and the agency’s Board of Directors. Wah Mei is a 85 person organization with program services at five (5) sites and maintains a budget of approximately $7M.
Primary Responsibilities include:
Fiscal:
● Provide vision, leadership, and direction of the Finance & Administration team in support of the agency’s program areas.
● Oversight of agency’s fiscal operations, including but not limited to: A/R, A/P, regular financial reports, bank reconciliation, local and State filings, etc
● Oversight of the agency’s business operations, including but not limited to: Property Tax Exemption filing, business licenses, liability insurance, etc.
o Direct, manage, coordinate, and review all accounting functions, including financial reporting, accounts receivable/billing, accounts payable, and federal/state/city reporting requirements
o Ensure the highest standards of integrity in financial reports, including compliance requirements. • Stay abreast of regulatory developments and industry best practices
o Produce timely and accurate financial reports for different stakeholders, including internal managers, the board of directors and the Executive Leadership team
o Hire, mentor, and train accounting team members. Develop goals, conduct performance appraisals, and provide guidance and feedback
o Update and maintain a documented system of accounting policies and procedures. Educate agency staff to ensure compliance with established policies and procedures
o Work with and train department leaders to ensure that they have accurate information and skills to manage their department budget and financial goals
o Manage agency cash flow, including weekly and monthly reporting
o Coordinate and lead all audit activities, including annual financial and contract audits, timely submission of all required filings
o Interact effectively with financial vendors, including banking services, funders and auditors.
● Work with the Executive Director to set budgets, monitor expenses, provide financial models, and explore projects/programs expansions and efficiencies
● In working with the Audit Committee and 3rd party Accountant, oversight of the agency’s annual financial audit
Administration:
● Oversight of daily administrative operations, including but not limited to: Office Management, Office Supplies, Ordering/Purchasing, Phone Reception, office machines (ie: copier, fax, etc), alarm system, etc
● Interface with the Board of Directors Finance Committee and the Audit Committee
● In collaboration with the HR department, process regular payroll in a timely manner
● Work with the HR Department to continue, explore and enhance agency’s employee benefits by providing fiscal models and or provide alternatives
● Supervise, support, recruit/hire/screen staff to conduct all duties above
● Serve on the agency’s Leadership team. Liaise between program, operations, and admin, as warranted
● Help to establish Wah Mei School as a community asset, liaison, and anchor institution committed to serving children and families in the context of the Sunset n’hood, as needed
● Seek efficiencies to enhance the agency’s effectiveness to serve children, youth, and families
● Assist and support agency special projects and program events (ie: holiday dinner, Spring Gala, Meet & Greet Picnic, etc), as needed.
● Assist, support, and attend special projects and program events (ie: Chinese New Year, cultural
celebrations, festivals, special events, etc), as warranted
● Attend trainings, workshops, and management, team, and staff meetings as required
● Other duties as assigned
Knowledge/Experience/Skills Required:
● Five (5) year director level experience in finance, administration, and Business Management.
● Knowledge and experience in use of Quickbooks, GAAP accounting practices, financial reporting, and accounting principles.
● Extensive experience in working in non-profit settings and with non-profit accounting principles.
● Experience in management and leadership level position in community based organization non-profit setting
● Experience and or working knowledge of HR (People Operations), helpful
● Flexible and ability to work with a variety of staff team members and business vendors
● Ability to work independently and maintain professional boundaries and confidentiality
● Effective written, oral, and verbal communication with staff and vendors
● Detail oriented and ability to concurrently manage various topics, activities, events, programs, etc
● Expressed interest and active engagement in support of the agency’s mission, programs,
activities, and events
● Bilingual or trilingual (Cantonese, Mandarin, English) language, preferred
● Ability to occasionally lift up to 40 pounds
Education Required:
● Bachelors in Public Policy, Public Administration, Business Management, Accounting, Finance, Information Technology, and or related fields. Experience may substitute for formal education.
Job Type: Full-time
Pay: $53,753.69 – $64,735.63 per year
Benefits:
Work Location: In person
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