• Provide oversight and direction for day to day financial operations, executed by the Finance & Compliance Operations Manager • Set, document and implement finance policies, procedures and internal controls • Manage organizational finance accounts including banking, credit cards, investments and treasury functions • Partner on cash management, reserve planning and liquidity strategy • Own the day to day relationship with the external accounting firm, setting priorities, timelines and standards for financial reporting • Partner with accounting team to ensure timely monthly close, accurate financial reporting and books • Review and approve monthly close outputs and financial statements prior to internal or external distributions • Review financial reports for accuracy, clarity and usability for internal stakeholders • Lead the annual budgeting process in partnership with the Chief Operating Officer (COO) and leadership team • Develop and maintain multi-year forecasts, funding sources, cash flow projections and scenario planning models • Translate accounting outputs into actionable insights for leadership and program teams • Prepare and present financial materials, forecasts and analyses for executive leadership and as needed, for board review • Run monthly budget manager meetings to review performance, risks and adjustments • Partner with COO to build financial literacy and confidence across teams by helping staff understand budgets, forecasts, and financial implications of their work • Support development of grant budgets in partnership with development and program teams • Monitor restricted funding and compliance with grant terms • Prepare or review financial reports for funders in coordination with the accounting team • Provide guidance on grant budgeting and cost allocation across programs • Lead and own the annual audit and other financial reviews, with operational coordination supported by the Finance & Compliance Operations Manager • Oversee implementation of auditor recommendations • Lead financial risk assessment and mitigation planning, including identifying control gaps and remediation actions • Support compliance requirements related to grants, contracts and nonprofit finance regulations • Ensure strong financial controls and adherence to organizational policies • Oversee financial aspects of vendor relationships and contracts • Review contract budgets, payment schedules and financial terms • Conduct performance management, goal setting and professional development for the Finance & Compliance Operations Manager • Set clear priorities, workflows, and performance expectations for the finance function • Continuously assess and improve finance processes, tools and workflows within the finance function in response to organizational needs and growth