POSITION TITLE: Sr. Director of Financial Services

DEPARTMENT: Financial Services

REPORTS To: Executive Director

FLSA Status: Exempt

SUPERVISES: Financial Services and Information Technology teams

TRAVEL: Less than 15%.

STARTING ANNUAL PAY RANGE: $200K – 220K

POSITION SUMMARY: The Senior Director of Financial Services is a strategic, hands-on leader responsible for directing, managing, and performing the full scope of the organization's financial operations while also overseeing the Information Technology department. This role is ideal for a leader who not only guides and mentors staff but also actively participates in day-to-day work — modeling accountability, technical expertise, and operational excellence.

The Senior Director ensures accurate financial reporting, sound fiscal management, effective internal controls, and compliance with all regulatory requirements. This position also leads IT oversight with an emphasis on modernizing systems, adopting cloud-based tools, and supporting digital transformation initiatives that enhance efficiency across the organization. This role requires someone who can balance high-level strategy with a willingness to “roll up their sleeves” and support staff in completing essential work.

ESSENTIAL DUTIES and RESPONSIBILITIES:

Financial Leadership & Operations

• Provide strategic direction, administrative oversight, and hands-on support for all financial functions, including budgeting, forecasting, accounting, cash flow management, investments, and financial reporting.
• Prepare and deliver financial statements, analyses, and reports to the Executive Director, Cabinet, Finance Committee, Board of Directors, and region leaders.
• Participate directly in complex financial work, such as reconciling accounts, reviewing grants and reimbursements, preparing audit documentation, and analyzing financial trends.
• Ensure accurate and compliant accounting across the organization and related entities, including foundations, PACs, insurance groups, and affiliated programs.
• Maintain strong internal controls, including policies, procedures, and financial safeguards.
• Manage the audit process, serving as the primary internal lead and preparing necessary documentation.

Information Technology Leadership

• Oversee the IT department, ensuring effective support for staff, secure systems, and proactive technology planning.
• Lead initiatives to migrate from legacy systems to modern digital platforms consistent with organizational goals.
• Champion digital transformation by encouraging collaboration, adoption of cloud technologies, and improved information-sharing practices.
• Work closely with Finance and IT teams to ensure accounting systems (e.g., Microsoft D365) are optimized, accurate, and functional.
• Strategic Planning & Organizational Leadership
• Serve as a key member of the leadership team, providing financial insight and recommendations that support organizational goals.
• Evaluate financial and technological opportunities to improve efficiency, reduce risk, and strengthen the association’s long-term sustainability.
• Lead cross-departmental initiatives, fostering collaboration and problem-solving across the organization.
• Serve as staff liaison to committees such as Finance, Audit, and others as assigned.

Strategic Planning & Organizational Leadership

• Serve as a key member of the leadership team, providing financial insight and recommendations that support organizational goals.
• Evaluate financial and technological opportunities to improve efficiency, reduce risk, and strengthen the association’s long-term sustainability.
• Lead cross-departmental initiatives, fostering collaboration and problem-solving across the organization.
• Serve as staff liaison to committees such as Finance, Audit, and others as assigned.

Staff Leadership & Team Development

• Supervise, coach, and develop Financial Services and IT staff to ensure high-quality performance and continuous learning.
• Model a hands-on leadership style by participating directly in operational work and supporting team members in meeting deadlines.
• Foster a culture of accountability, transparency, and professional growth while maintaining positive and collaborative relationships.

SUPERVISORIAL RESPONSIBILITIES: Leads the work of the Financial Services Department staff, which consists of both direct and indirect reports (6-8 FTE). Leads the work of the Information Technology Department staff, which consists of both direct and indirect reports (4-5 FTE).

MINIMUM QUALIFICATIONS:

Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

EDUCATION:

• Bachelor’s degree with major coursework in finance, accounting or business administration
• Master’s degree in business administration, accounting, finance or related field preferred
• Certified Public Accountant (CPA) preferred

EXPERIENCE:

• Ten (10) years of progressively responsible experience in financial management, accounting, or related fields.
• Five (5) years of supervisory experience leading multi-functional teams.
• Experience overseeing or partnering closely with IT functions; familiarity with systems modernization efforts strongly preferred.
• Demonstrated hands-on experience performing operational financial tasks; not solely oversight-based.
• Experience in nonprofit, membership-based, or education-related organizations desired, but not required.

KNOWLEDGE, SKILLS AND ABILITIES:

• Deep knowledge of accounting principles, GAAP, budgeting, financial reporting, audits, cash management, and investments.
• Ability to work strategically while also completing detailed, hands-on financial work.
• Strong analytical and problem-solving skills, including the ability to synthesize complex data.
• Exceptional communication skills, able to explain financial concepts to non-financial audiences.
• Strong technology and systems aptitude; experience with mid-market accounting software (Microsoft D365 preferred).
• Ability to plan, prioritize, and manage multiple projects under tight deadlines.
• Demonstrated integrity, professionalism, and the ability to build strong working relationships.

WORK ENVIRONMENT & EXPECTATIONS:

• Hybrid work schedule; additional office days may be required based on business needs.
• Position operates as part of the Executive Leadership Team and may participate in meetings or events outside standard business hours.
• Expected to model leadership through active participation, not delegation alone.