Job Description

Larger Non-Profit in the Milpitas/Fremont boarder is seeking a Finance Manager to join their team!

This is a newly created position due to growth!

Ideal candidate brings Non-Profit or Philanthropy industry experience, but the client is flexible to train on aspects of the business.

Pay is up to $140K FTE plus strong benefits and retirement

5-days onsite is preferred in their Fremont, CA location!

Key Responsibilities

Budgeting & Forecasting

• Support and coordinate the annual budgeting process and periodic forecasts in partnership with departmental leaders.
• Develop and maintain financial models and scenario analyses to support planning and decision-making.
• Monitor actual performance against budget and forecast, identify variances, and provide clear explanations and recommendations.

Financial Reporting

• Prepare accurate and timely monthly, quarterly, and annual financial reports for internal management and external stakeholders.
• Ensure compliance with applicable accounting standards and regulatory reporting requirements (e.g., GAAP/IFRS).
• Maintain and improve reporting tools, templates, and systems to enhance accuracy and efficiency.

Performance Analysis

• Analyze financial results, trends, and key cost drivers to support operational and strategic initiatives.
• Provide financial insights and recommendations to management based on data and analysis.
• Develop and maintain key performance indicators (KPIs) and dashboards for ongoing performance monitoring.

Process Improvement & Controls

• Identify opportunities to streamline budgeting, forecasting, and reporting processes.
• Help ensure financial controls are followed consistently across the organization.
• Collaborate with audit, compliance, and finance leadership to address control gaps and implement best practices.

Team Collaboration & Leadership

• Supervise and mentor finance staff as assigned, supporting skill development and performance.
• Work cross-functionally with departments to ensure financial alignment with organizational priorities.
• Serve as a trusted finance partner by communicating financial information clearly and effectively.

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field (Master’s preferred).
• Professional certification such as CPA, CMA, ACCA, or equivalent is a plus.
• 5+ years of experience in financial planning, budgeting, forecasting, and reporting.
• Strong understanding of financial and accounting principles, including financial modeling.
• Proficiency in financial systems (e.g., Sage Intacct, Financial Edge, MIP, or similar) and advanced Excel skills.
• Strong analytical, problem-solving, and communication skills.
• Experience supervising or mentoring staff preferred.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Flexibility to work occasional evenings or weekends as needed.
• Experience with nonprofit and fund accounting is desirable.
• Willingness to travel occasionally for audits, site visits, or training.
• Demonstrated ability to maintain confidentiality of financial, client, and employee information.

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