Thomas Edwards Group - Dallas, TX

posted 9 days ago

Full-time - Mid Level
Hybrid - Dallas, TX
Truck Transportation

About the position

The Finance Manager at Thomas Edwards Group Inc. is a key financial resource for a Non-Profit Foundation, responsible for overseeing financial operations, strategic planning, and budgeting processes. This hybrid role requires strong expertise in financial management, particularly in the non-profit sector, and involves significant interaction with hospital administrators and physicians to ensure compliance and effective fund management.

Responsibilities

  • Serve as the financial expert for the Foundation, interpreting and communicating fund use and operations to stakeholders.
  • Lead monthly close review and variance analysis of financial statements to ensure accuracy and relevance.
  • Supervise the monthly 7-day close process for the Foundation's finances.
  • Publish monthly financial reports by the 15th of each month and present information to leadership and Foundation boards.
  • Monitor and interpret available funding and fund use for various stakeholders.
  • Identify and prepare multi-year funding plans for service lines.
  • Prepare necessary fund reporting for discussions with service line leaders and donors.
  • Facilitate treasury needs to maintain adequate liquidity for fund distribution activities.
  • Act as a liaison to banking and other fund service vendors.
  • Lead strategic financial planning and budget processes, including data gathering and information uploading in relevant systems.
  • Support and enhance the Foundation's financial analytical efforts by creating dashboards and ad hoc reporting.

Requirements

  • Nonprofit experience is required.
  • Strong Excel skills, particularly with large datasets (10k lines of data).
  • Experience in full-cycle FP&A, including budgeting, forecasting, and variance analysis.
  • Proficiency in month-end close processes.
  • Familiarity with Blackbaud software is helpful, especially Financial Edge and Raiser's Edge.
  • Advanced skills in Microsoft Office 365 tools, particularly Excel, PowerPoint, and Power BI.

Nice-to-haves

  • Experience in business reporting and creating dashboards.
  • Skills in reporting, especially with Power BI or Smartsheet.
  • Data-driven and analytically minded.
  • Detail-oriented with strong organizational skills.

Benefits

  • Contract-to-hire opportunity
  • Hybrid work environment (4 days onsite, 1 day remote)
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