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Lynx Employer Resources is proud to support PEP Housing in their search for a Finance Manager!
At PEP Housing our team is made up of people with different strengths, experiences, and backgrounds, who share a passion for our mission: PEP Housing, a nonprofit organization, develops and manages quality affordable housing and provides supportive services for older adults with limited income.
If this position and our mission resonate with you, we encourage you to apply!
If you’re someone who…
- Is a mission-driven finance professional who exhibits excellent communication skills, and maintains strong team relationships built on trust and respect
- Understands the complex dynamics of accounting for multiple entities
- Is a resourceful self-starter who is tech savvy
- Is a strategic, critical thinker with a solutions-oriented attitude
- Moves seamlessly from high level strategy to hands on, roll-up your sleeves work
- Brings a sense of compassion to your leadership
- Has a firm understanding of GAAP principles and nonprofit finances
- Utilizes your business acumen to identify efficiencies, reporting and planning opportunities that support the financial health of the organization
- Is looking for your next opportunity to grow in your career
… then we have an exciting and rewarding opportunity for you!
ABOUT PEP HOUSING:
The story of PEP Housing began when a group of clergy and civic leaders in Petaluma came together to trouble-shoot a situation that was considered unacceptable. These citizens were appalled to discover that many elderly in our community were living out their senior years in converted garages, storage units, and tents without heat or running water. Our founders began to meet regularly as volunteers, believing that other community volunteers could and would join them in an effort to sponsor and manage housing for seniors with limited income living on fixed incomes. In 1978, the organization was established. As a result of their efforts way back then, PEP Housing has developed and manages 21 affordable housing properties with
671 apartments accommodating over 700 seniors with limited income, with several more properties in development.
ABOUT THE POSITION:
The Finance Manager oversees the budget and finances of the Organization. Responsible for advising the
Organization on how to maintain financial feasibility/growth through prudent financial practices and monitoring and enforcing compliance with finance-related laws, procedures, and regulations such as tax filing and financial reporting. This position reports to the Chief Executive Officer.
Essential Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Supervisory Responsibilities:
- Directly supervise accounting staff, mentor, and empower staff.
- Supervise and manage the Accounting Department’s assignments and priorities.
- Assign financial responsibilities in consultation with the CEO.
- Conduct performance evaluations that are timely and constructive.
Duties and Responsibilities:
- Prepare corporate financial statements in a timely manner.
- Responsible for overall budget preparations and forecasting.
- Prepare monthly and quarterly financial statements for the Board of Directors; prepare forecasts and other statistics as needed.
- Prepare annual property budgets, with input from leadership team and property managers.
- Create and maintain a series of financial controls and procedures for the accounting department.
- Conduct periodic audits of budget items, including comparing per diems to actual expenses and other budget-to-actual comparisons.
- Provide relevant financial information to executive management team.
- Oversee and take responsibility for all financial procedures and records.
- Oversight of cash management, ensuring funds are invested appropriately.
- Maintain corporate checking accounts and invoices.
- Responsible for the various ledgers including cash disbursements, cash receipts, accounts payable, month-end payroll summary, accounts receivable summary, and journal entries to adjust the general ledger.
- Generate monthly reports including accounts payable reconciliation, accounts receivable reconciliation, cash flow report, and balance sheet audits.
- Ensure organization’s financial practices are in line with statutory regulations and legislation.
- Update and implement accounting policies and procedures.
- Performs all other duties as assigned.
Competencies:
- Financial Management.
- Critical Thinking Mindset.
- Organizational Skills.
- Time Management.
- Prioritization Skills.
- Solutions Oriented.
- Strategic Thinking.
- Business Acumen.
- Ethical Conduct.
- Performance Management.
- Management Capability.
Education, Skills & Experience:
- Bachelor’s degree in accounting, business, finance, or a related field required; MBA preferred.
- Certified Public Account (CPA) or other relevant qualification preferred.
- Knowledge of Generally Accepted Accounting Principles (GAAP) required.
- Knowledge of construction accounting preferred.
- Experience in accounting of affordable housing; TCAC and HUD experience preferred.
- Minimum of five (5) years of experience in a senior finance position required.
- Leadership skills and management experience required.
- Understanding of data privacy standards required.
- Experience in the administration of the financial affairs for an organization, i.e., general accounting, financials, A/R, A/P, general ledger, budgeting, allocations, preparation of financial statements, government bank reporting, payroll, and bank account reconciliation.
- Experience with accounting for multiple entities, including partnerships and corporations.
- Exceptional communication skills, both written and verbal.
- Must be extremely organized and able to analyze and resolve problems.
- Flexible and able to work under strict deadlines.
- Thorough understanding of business principles and practices.
- Must have strong computer skills working with Microsoft Office products, as well as internal and external systems, i.e., Accuchex, Sage/Intacct, Boston Post, or familiarity with a property management software.
- Must possess compassion for elderly and disabled residents.
- Self-starter, able to work independently.
Position Type/Expected Hours of Work:
This is a full-time position. Days and hours of work for full-time employees are Monday through Friday, 8:00 a.m. to 4:30 p.m. Occasional evening and weekend work are required as job duties demand.
Travel:
Travel is primarily local during the business day, although some projects may require more out-of-the-area and overnight travel.
All qualified applicants will receive consideration without discrimination on the basis of race, color, religion, gender, national origin, ancestry, age, marital status, pregnancy, medical condition, disability, or sexual orientation.
Job Type: Full-time
Pay: $90,000.00 – $110,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Santa Rosa, CA 95409: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Do you have experience with nonprofit finances/accounting? If so, in what capacity?
- Do you have experience with construction finances/accounting? If so, in what capacity?
- Do you have experience with accounting of affordable housing? If so, in what capacity?
- Do you have experience with accounting for multiple entities (partnerships and/or corporations)? If so, in what capacity?
Education:
- Bachelor’s (Required)
Experience:
- Financial accounting: 5 years (Required)
License/Certification:
- CPA (Preferred)
Work Location: One location
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