Director of Finance - TAJF - State Bar of Texas

The Director of Finance is responsible for managing all aspects of the Finance Department of the Texas Access to Justice Foundation, including supervising finance staff, managing the full cycle of accounting functions and adherence with Generally Accepting Accounting Principles (GAAP), overseeing all investment activities, and coordinating with positions throughout the Foundation to create timely, accurate reports for grantors and other stakeholders.

In addition to the typical accounting and finance functions, the Director of Finance oversees Annual IOLTA Compliance for attorneys and firms, manages grantee’s fiscal desk reviews, and manages IT functions for the Foundation. The Director of Finance serves as a resource for the Executive Director, Grants Department, and grantees for issues regarding the financial health of grantees and for new financial opportunities/risks for the Foundation.

1. Oversees accounting functions of the Foundation, including complex fund accounting. Evaluates internal controls to ensure the Foundation implements appropriate segregation or duties, while using the most efficient processes for the small office size. Prepares monthly financial statements, manages annual financial statement audit and bi-annual Public Funds Investment Act audit, prepares annual IRS Form 990, and reconciles monthly bank statements.  Reviews all expenses for payment. Prepares annual budget and any subsequent revision(s), presents budgets and year-to-date financials to Finance Committee and Board of Directors. 
2. Manages fiscal desk reviews for grantees. Oversees Accountant & Financial Examiners’ initial examinations, coordinates with the TAJF Grants Department and grantees’ management to review/clarify any findings, creates written reports, evaluates grantees’ required corrective action responses, and reviews grantees’ implementation.
3. Oversees Annual IOLTA Compliance program for attorneys and law firms. Coordinates with third-party IT provider and State Bar Membership Department to verify information on all websites are accurate and back-end code/databases are functioning properly. Coordinates with vendors for printing, mailing, and data processing of approximately 20,000 pieces.
4. Oversees finance and investment activities of the Foundation. Determines short-term and long-term cash needs, coordinates with investment advisor firm to solicit investment options and secure preferable investment vehicles that are allowable per the Public Funds Investment Act, prepares supporting schedules for monthly and quarterly investment reports.
5. Creates statistical, financial, and other informational reports for Supreme Court of Texas, Office of the Attorney General, Board of Directors, grantors, and other stakeholders.
6. Manages third-party IT vendor to ensure smooth, uninterrupted tech functions within office and network. Reviews IT system and equipment needs and coordinates timely purchase and implementation.
7. Coordinates Finance Committee meetings and presents at Board of Directors meetings.

Bachelor’s degree required. Five or more years in the field of accounting with preference in government, non-profit or banking experience.  Strong financial analysis skills necessary. Preference for a CPA, but not necessary.  Must be able to demonstrate having excellent organizational skills and work habits; strong attention to detail and follow-up.  Efficient in handling multiple projects simultaneously.  Excellent communication skills, both written and verbal.  Must be able to meet deadlines. Skilled at working with a wide variety of stakeholder groups.