Director of Finance

Stepping Stone of San Diego
California, United States
$105,000.00 - $135,000.00
Closing date
Jan 28, 2023

View more

Position Type
Administrative, Accounting and Finance
Health, Social Services
Employment Type
Full Time
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Position Summary

The Director of Finance is responsible for oversight and operations of the Finance Office this LGBTQ+ inclusive alcohol and drug treatment nonprofit. In addition to providing support, guidance, and leadership in the areas of finance, this position is directly responsible for (a) managing cash flow; (b) weekly, monthly, quarterly and annual accounting tasks; (c) submitting reimbursement requests to federal, state and county funders; (d) serving as the audit liaison; (e) serving as the liaison to the Finance Committee; and (g) implementing process and technology improvements within the finance office.

This position reports to the. Executive Director and serves on the agency’s Senior Leadership Team and supervises an external consultant who prepares the DMC invoice.  


Essential Functions


  • Function as the organization’s controller ensuring organizational adherence to financial policies and procedures.
  • Prepare and monitor annual budgets and monthly financial statements ensuring accuracy and timeliness.
  • Responsible for timely preparation and submission of monthly, quarterly, and annual reports to management, the Finance Committee, and Board of Directors.
  • Ensure accurate tracking of restricted and unrestricted funds.
  • Complete monthly financial planning to include analysis of revenue by service center, cash flow planning and financial reserve tracking.
  • Work with the Executive Director and Finance Committee to monitor cash flow and investments and ensure adequate coverage for financial needs.
  • Oversee all accounting functions, including accounts payable, accounts receivable, insurance billing, deposits and reconciliations.
  • Tracks data and provides financial analyses, including operating costs and trends of all agency operations.
  • Oversee agency’s participation in an annual financial audit and Form 990, serving as the audit liaison.
  • Prepares and provides information and documents requested to assist in the completion of various compliance reporting requirements, including the Single Audit.
  • Ensure compliance with all policies, performance standards and internal controls relating to accounting, cash management, and investments as well as all federal, state and local financial regulations.
  • Serve as staff liaison to the Finance and Audit Committee of the Board of Directors.
  • Prepare any other financial reports as requested by the Executive Director or Finance Committee.
  • Provide supervision, mentoring, coaching and support to the full-time staff bookkeeper.
  • Monitor and ensure compliance with all necessary tax, ERISA, and financial reporting regulations concerning the agency’s 501(c)(3) status.

Human Resources:

  • Responsible for Benefit Plan Administration, including obtaining bids upon renewal, conferring with the CEO regarding benefits costs, making plan recommendations, performing open enrollment and benefits meetings, and processing applications.
  • Leads the annual review, preparation and administration of agency wage and salary program.


  • Serve as a member of the Senior Leadership team to support agency management and operations.
  • Recommend and develop improved methods and procedures for agency-wide financial operations and internal controls.
  • Maintain all fiscal and HR historical records.
  • Assure procedures are followed for the purchasing function and inventory control.
  • Manage insurance policy renewals, claims and procedures.=

Information Technology:

Select, implement, and oversee the use of enterprise SAAS to ensure the seamless integration of the following finance functions:

  • Payroll
  • Employee time and attendance records
  • Employee expense reimbursement
  • Electronic payment

Minimum Qualifications

  • Bachelor’s Degree in Accounting or related field.
  • Minimum five years professional, full time experience in non-profit accounting.
  • At least two years’ experience recruiting, training, coaching, managing, and retaining bookkeeping or accounting staff
  • Senior-level accounting experience with a nonprofit organization required to have a single audit (formerly known as an A-133 audit)
  • Experience managing the audit, legal, compliance and resource development aspects of a Finance Office
  • Extensive and substantial experience in nonprofit, grant and government contract accounting
  • Organizational development skills, to include the development and implementation of agency-wide policies and procedures
  • High level proficiency with QuickBooks.
  • High level proficiency with Microsoft Office products (Excel, Word, Power Point, Outlook).
  • Cultural competency and humility in working with LGBTQ+ communities, BIPOC Communities, and Communities impacted by HIV/AIDS
  • Flexible and a self-starter; able to multitask while also being highly detail oriented.
  • Personal qualities of integrity, credibility, and a commitment to Stepping Stone’s non-profit mission
  • Excellent people skills, with experience collaborating in a multidisciplinary, diverse, and dynamic team
  • Ability to meet regulatory employment requirements of a drug and alcohol treatment facility, to include CPR certification, negative TB screen, negative drug test results, and not on probation or parole for at least one year.

Preferred Qualifications

  • CPA or MBA preferred.
  • Experience working with federal, California, and San Diego County funders – to include documenting expenses, time and effort and reimbursement requests.
  • Director of Finance, Controller, or CFO or Controller experience of a nonprofit organization required to have a single audit (formerly known as an A-133 audit).
  • Experience with insurance billing
  • Experience with Drug Medi-Cal

Environmental Factors 

  • Work primarily in a climate-controlled environment with minimal safety/health hazard potential.
  • Office environment, exposure to computer screens for lengthy periods of time.
  • May require evening and occasional weekend work.
  • This position must frequently lift and/or move up to 10 pounds and occasionally lift and/or move more than 25 pounds.
  • Requires operating standard office equipment (i.e., telephone, computer, fax machine, copier, etc.).
  • Eligible to work remotely up to 5% of the time


Stepping Stone provides equal employment  opportunities to all employees and employment applicants without regard to race, creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status.

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