Job Description

Our client, a $1B+ Non-Profit Investment Organization, is seeking a VP of Finance to lead all accounting operations, reporting, and compliance while supporting all FP&A operations for the entire organization. This position will report into the CFO, manage a small team, and have oversight of a large diversified investment portfolio. Outside of general accounting and finance expertise, the ideal candidate will offer robust technological savvy and strong people leadership experience.

RESPONSIBILITIES

• Support annual budgeting, multi-year planning, revenue/expense forecasting, and financial modeling to support strategic decision-making and report variances to senior leadership and the Board.
• Oversee day-to-day financial operations, cash management, and internal controls while guiding the Controller to ensure accurate monthly, quarterly, and annual reporting.
• Analyze investment portfolio performance, liquidity, and yield trends to develop actionable dashboards and support organizational sustainability
• Direct the annual external audit, oversee Form 990 preparation, and ensure compliance with GAAP, nonprofit standards, lender agreements, donor restrictions, and grant requirements.
• Drive continuous improvement in financial systems, automation, data integrity, and reporting tools to boost efficiency across all departments.
• Supervise and mentor finance staff while building strong collaborative relationships with internal departments and external partners, auditors, lenders, and funders.

QUALIFICATIONS

• BA of Accounting, Finance, or related field; Masters or MBA preferred
• CPA and/or public audit experience required
• 10+ years of accounting experience within public audit and/or a large non-profit environment
• 5+ years of leadership experience
• Non-Profit Lending, CDFI, or Credit Union experience a huge plus

Benefits

• 3 days in office in Manhattan | 2 days remote
• Strong PTO Package
• Majority company covered Medical / Dental / Vision
• 403B matching

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