Finance Director, Controller - Saint John Institute

Title: Finance Director, Controller

DESCRIPTION

The Saint John Institute (SJI) is a non-profit 501c(3) organization with a vision to be the premier center for Catholic leadership formation for business professionals and families in the United States. Our mission is to inspire, equip, and engage Christians to lead their family, business, and culture by surpassing, innovative formation programs and communities through 4 ministries: Eagle Eye Ministries (EEM), the Saint John Leadership Institute (SJLI), and Saint John Leadership Network (SJLN), and Dare Great Things^TM (DGT). Our core values: Vision. Daring. Grit.

The Business Office is responsible for all accounting, processing donations, running smooth building functions and in the Fatima House, processing contracts, responding to the needs of staff, students, volunteers, guests, etc. The Business Office is the administrative hub serving all incoming needs and outgoing solutions.

The Finance Director/Controller’s top priority is to provide direction for financial functions. Ensures financial procedures are up to date and directs their implementation. Performs financial planning as part of the Leadership team. Manages the bookkeeper, accounting staff, and key vendors.  Ensures that the financial and document management aspects of the BusinessOffice are maintained and optimized such as: 1) ordering supplies, equipment, maintain historical records, 2) vendor records and account management, 3) make recommendations for improvements in the financial health of the organization and, 4) preparing presentations and reports to the Leadership team, Board of Directors, President, and Chief of Staff. This position reports to the Chief of Staff. This is a full-time position with benefits. Daily Mass on site when available. We are located in Englewood, CO.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Responsible for assuring all financial and accounting procedures occur according to schedule
• Prepare monthly BvAs, revenue reports, ad hoc reports
• Responsible for financial procedures and implementation
• Assist with 990 preparation, payroll, and other required financial reports as directed
• Prepare presentations to the Board of Directors
• Process contracts, rental agreements, vendor agreements
• Ensure cybersecurity guidelines are met

Finance (90%):

• Ensure compliance with all financial protocols and procedures, processing donations for the Development and Events teams
• Maintain up to date financial policies and procedures
• Optimize use of licenses, vendor accounts, and benefits
• Work cooperatively with the Development Director to manage the daily work of the Donor Relations Manager
• Prepares and presents clear and concise reports to the Board of Directors
• Proactively problem-solve financial and office functions and efficiencies with Chief of Staff
• Supervise the bookkeeper and other accounting support staff towards SJI’s quarterly objectives
• Maintain security of Business Office, password storage, and account maintenance
• Assist with onboarding new employees with regard to business office and financial procedures
• Assist with important financial decisions
• Prepare financial documents such as business reports, financial forecasts and statements to understand the financial state of the organization
• Supervise finance and accounting employees in preparing financial reports and budgets
• Monitor a company’s financial reports and determine ways to reduce costs
• Understand our financial status to meet legal requirements and keep the organization in good standing
• Make sound recommendations in investment decisions
• Analyze trends to reduce financial risks associated with making investment or spending decisions
• Have a strong understanding of fiscal policy and investment regulations
• Create usable budgets for the organization, including monitoring the needs of each department in the long term
• Offer advice to the President regarding spending and budget questions
• Oversee finance staff, including giving directions and guiding performance

Other Duties and Responsibilities (10%)

• Actively participate in team meetings, annual strategic meeting, events including annual training
• Some evening meetings and/or weekend work may be required

QUALIFICATIONS

• Exceptional skills with Excel and Quickbooks
• Proven project management on-site and in virtual settings
• Timely, effective communication and collaboration with all leadership levels and staff
• Ability to present and translate financial information to a wide variety of audiences
• Promote a positive work culture with professionalism and team collaboration
• Enthusiasm and strong orientation towards serving others
• Teachable spirit. Willing to take on new tasks as assigned
• Ability to work independently with minimal supervision
• Intermediate skills with Microsoft Office Suite and Teams
• Moral life according to the teachings of the Catholic Church

Education and Experience:

Required

• Bachelor’s Degree in economics, business administration, accounting or finance
• At least five years finance management experience
• At least 2 years’ experience with supervising financial and accounting staff
• High level of superior customer service expertise
• Experience as a liaison between client and vendors

Preferred

• Experience with KEAP
• Experience with Kindful
• Experience working with volunteers and non-profit accounting
• Project management experience
• Experience with donors and benefactors

Licenses and Certifications:
None Required. None preferred.