YWCA Tulsa
Overview
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Senior Director of Finance
role at
YWCA Tulsa . The Senior Director of Finance is responsible for YWCA Tulsa’s long-term financial health and growth. They establish strategies that will ensure financial stability, oversee accounting operations, produce accurate financial reports for the Board of Directors and Leadership Teams within the organization, and improve or change current practices to increase efficiency. Their responsibilities include supervising financial operations, managing and providing ongoing training to accounting personnel, and conducting the weekly and monthly financial evaluation. Also, the Senior Director will initiate budgets, allocate funds for capital projects, create annual financial plans and projections, as well as conduct an evaluation of financial risks and benefits on a business enterprise. Leadership – Principal Responsibilities and Duties
Serves as a key member of the senior leadership team, providing strategic financial guidance to support YWCA Tulsa’s mission and long-term sustainability. Oversee and optimize financial systems (currently Sage), ensuring efficient workflows, accurate data, and appropriate internal controls. Set targets for and supervise all accounting and finance personnel (management accountants, internal auditors etc.). Supports leadership continuity by training and mentoring finance staff. Prepare timely and detailed reports on financial performance on a monthly and annual basis. Provide financial statements and cash flow projections for use by the CEO and leadership team members. Provides regular financial reports and analysis to the Board of Directors, Finance Committee, and Endowment Committee, translating complex data into actionable insights. Oversee all financial activities for government grants, including invoicing, budget preparation, and tracking to ensure we are properly spending down restricted funding in accordance with principals set forth by the Governmental Accounting Standards Board and the Financial Accounting Standards Board. Serve as a liaison to Finance Committee and Endowment Committee; attend Board of Director meetings. Serve as YWCA representative as requested at various functions. Attend required YWCA Tulsa, staff, and department meetings. Drive the financial planning of the company by analyzing its performance and risks. Develop and maintain cash flow forecasting for a $5M+ operating budget to ensure liquidity and support organizational growth. Partners with CEO and senior leadership in multi-year financial planning to align resources with strategic priorities. Monitors organizational financial risk and recommends mitigation strategies, including insurance coverage, investment policies, and reserve management. Retain constant awareness of the company’s financial position and act to prevent problems. Participate in developing new and existing business services; provide assistance to the CEO and Strategic Leadership team in the drafting of programmatic (and prospective) budgets and determining cost effectiveness of service delivery. Work with leadership to prepare an annual budget for the CEO to present to the Board of Directors. Oversee timeline and assistance to Directors and Managers for drafting annual budget. Prepare budgets for grant proposals, and ensure the organization is tracking restricted funding and spending it in accordance with listed restrictions. Financial Data And Compliance
Oversee all audit and internal control operations. Direct the Accounting Department procedures and systems necessary to maintain proper records and to provide adequate accounting controls and services. Ensures compliance with federal grant regulations (Uniform Guidance 2 CFR Part 200) across multiple federal awards, including financial reporting, drawdowns, subrecipient monitoring, and cost allocation. Oversee the management and coordination of all fiscal reporting activities for the organization including organizational revenue/expense and balance sheet reports, funding reports to agencies, development and monitoring of organizational and contract/grant budgets. Develop and maintain systems for internal controls to safeguard financial assets of the organization and oversee federal awards and programs. Oversee the coordination and activities of independent auditors insuring all audit matters identified by the independent auditors are appropriate resolved on a timely basis and that all 501(c)3 compliance requirements are met, including the preparation and filing of the Form 990 and the preparation of the annual financial statements are in accordance with GAAP and federal, state, and other supplementary schedules and information. Work with CEO and leadership team to ensure compliance with federal and state regulations, contractual, and program requirements. Monitor banking activities of the organization ensuring that cash balances are reconciled on a timely basis. Provide cash flow projections to the CEO on a regular basis and ensure a strategy to help us meet payables and cash flow needs in a timely manner. Required Qualifications
Strong working knowledge of non-profit accounting functions and principals, including the ability to develop and implement financial management programs and policies in accordance with GAAP, and have ability to analyze financial information. Ability to manage, assign, and delegate responsibilities to accomplish the desired results both through individual work and support personnel. Able to work as a team player. Effective oral and written communication skills, especially in preparing and making presentations, working with various committees and interacting with diverse groups of internal and external contacts. Intermediate to advanced computer proficiency in Microsoft Office products (emphasis on advanced Excel proficiency) and QuickBooks. Project management skills are beneficial. Must have a current Oklahoma driver’s license and current insurance verification. Must be an advocate for the mission, values, and goals of YWCA Tulsa. Work effectively with all employees and members of all races, religions, sexes, national origins, ages, sexual orientations, gender identities, and gender expressions; and without regard to disability status, genetic information, marital status, status as a covered veteran, or any other legally protected status, as well as socioeconomic backgrounds. Work on skills that can help communicate their point to an audience belonging to a completely different identity and/or background. These differences can be identity-based, geographical, ethical, political, or historical. Openness to engaging conflict in a positive and proactive manner with the goals of finding solutions, producing change, and bringing together opposing parties. Strong commitment to learning, growth, and continuous improvement. Education/Experience
Bachelor’s degree in Accounting, Finance, or related field required; CPA or MBA preferred. Minimum of seven years’ experience in the financial statement close process including account reconciliations and the preparation of budgets, forecasts, and financial statements. Experience with Federal and State grant management required. Minimum of five years’ experience as a controller or assistant controller to a comparable-sized organization required or a minimum of three years’ experience with a public accounting firm. 5+ years progressively responsible supervisory experience. Required Competencies And Expectations
To perform the job successfully, an individual should demonstrate the following mission centered competencies as they relate to YWCA Tulsa core values: Community: We center people in our program design; we engage the Community in our decisions, and we partner with others to achieve the greatest impact. Advocacy: We are committed to creating space for voices to be heard. Respect: We care about each other and treat each other with dignity and value. We believe that authentic, respectful relationships lead to learning and growth. Empowerment: We empower each other [and the community/those we serve] to have a voice and create change. Equity and Inclusion: We build diverse, welcoming, and inclusive spaces within our walls and in the world. Excellence: We set and achieve ambitious goals. Data Competency
YWCA leaders are expected to demonstrate knowledge of their department and organizational data, management skills in overseeing their department goals including grant goals, key performance indicators, and monthly reports/program evaluations, the ability to understand and successfully navigate internal controls, policies, and processes, and behaviors that lead to successful outcomes for their department. Leaders use data to help teams create action plans, work strategically, and analyze any gaps or areas of need. Leaders understand that the data reflects our work and should be used to drive decision making. Communication Competency
YWCA leaders are expected to communicate clearly, effectively, and in a collaborative manner. Leaders are expected to utilize communication in the following manner: Informing others Presentation Receiving Information Problem Solving Information sharing Enabling participation of others Providing and Receiving Feedback Financial Competency
YWCA leaders are expected to demonstrate knowledge of their department and organizational finances, management skills in overseeing their department budget including revenue and spending, the ability to understand and successfully navigate internal financial controls, policies, and processes, and behaviors that lead to financial sustainability for their department. Mission Centered Competency
YWCA leaders are expected to remain focused on our mission while making strategic decisions for their team. YWCA leaders are change agents who model a growth mindset, proactive problem-solving approach, accountability and adaptability. Effective time management is an expectation of YWCA leaders and deadlines must be met. Leaders work diligently to support our mission by creating and contributing to a cohesive and collaborative culture. YWCA leaders can speak effectively about our work, our mission and our impact to various stakeholders. Leaders at the YWCA understand the importance of continuous improvement and are involved in their team’s quarterly program evaluation. YWCA Leaders understand, review and monitor progress on our strategic plan. YWCA leaders consistently demonstrate the ability to respect and maintain the privacy of sensitive and confidential information and use best practices to protect that information. Leadership Competency
YWCA Leaders are expected to know the job descriptions of their direct reports and lead their assigned project effectively and proactively. YWCA leaders inspire trust by saying what they mean and doing what they say and can effectively resolve conflict by having crucial conversations with those involved. It is an expectation that leaders lead weekly meetings with their teams or departments and utilize agendas for meetings and hold their team accountable for any action items. YWCA leaders build competency within their direct reports by empowering them and ensuring that they are held accountable. They are aware of the growth opportunities of their team and work to plan, provide or find professional development that will support their direct reports. Along with team meetings, leaders are expected to provide one on one meetings with team members where applicable, provide feedback and coaching and complete bi-annual staff evaluations. Leaders are expected to know the grant under which their team operates where applicable and seeks to find answers proactively when they have questions. Other Duties This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Seniority level
Executive Employment type
Other Job function
Finance and Sales Industries Referrals increase your chances of interviewing at YWCA Tulsa by 2x Get notified about new Senior Director Finance jobs in Tulsa, OK.
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Join to apply for the
Senior Director of Finance
role at
YWCA Tulsa . The Senior Director of Finance is responsible for YWCA Tulsa’s long-term financial health and growth. They establish strategies that will ensure financial stability, oversee accounting operations, produce accurate financial reports for the Board of Directors and Leadership Teams within the organization, and improve or change current practices to increase efficiency. Their responsibilities include supervising financial operations, managing and providing ongoing training to accounting personnel, and conducting the weekly and monthly financial evaluation. Also, the Senior Director will initiate budgets, allocate funds for capital projects, create annual financial plans and projections, as well as conduct an evaluation of financial risks and benefits on a business enterprise. Leadership – Principal Responsibilities and Duties
Serves as a key member of the senior leadership team, providing strategic financial guidance to support YWCA Tulsa’s mission and long-term sustainability. Oversee and optimize financial systems (currently Sage), ensuring efficient workflows, accurate data, and appropriate internal controls. Set targets for and supervise all accounting and finance personnel (management accountants, internal auditors etc.). Supports leadership continuity by training and mentoring finance staff. Prepare timely and detailed reports on financial performance on a monthly and annual basis. Provide financial statements and cash flow projections for use by the CEO and leadership team members. Provides regular financial reports and analysis to the Board of Directors, Finance Committee, and Endowment Committee, translating complex data into actionable insights. Oversee all financial activities for government grants, including invoicing, budget preparation, and tracking to ensure we are properly spending down restricted funding in accordance with principals set forth by the Governmental Accounting Standards Board and the Financial Accounting Standards Board. Serve as a liaison to Finance Committee and Endowment Committee; attend Board of Director meetings. Serve as YWCA representative as requested at various functions. Attend required YWCA Tulsa, staff, and department meetings. Drive the financial planning of the company by analyzing its performance and risks. Develop and maintain cash flow forecasting for a $5M+ operating budget to ensure liquidity and support organizational growth. Partners with CEO and senior leadership in multi-year financial planning to align resources with strategic priorities. Monitors organizational financial risk and recommends mitigation strategies, including insurance coverage, investment policies, and reserve management. Retain constant awareness of the company’s financial position and act to prevent problems. Participate in developing new and existing business services; provide assistance to the CEO and Strategic Leadership team in the drafting of programmatic (and prospective) budgets and determining cost effectiveness of service delivery. Work with leadership to prepare an annual budget for the CEO to present to the Board of Directors. Oversee timeline and assistance to Directors and Managers for drafting annual budget. Prepare budgets for grant proposals, and ensure the organization is tracking restricted funding and spending it in accordance with listed restrictions. Financial Data And Compliance
Oversee all audit and internal control operations. Direct the Accounting Department procedures and systems necessary to maintain proper records and to provide adequate accounting controls and services. Ensures compliance with federal grant regulations (Uniform Guidance 2 CFR Part 200) across multiple federal awards, including financial reporting, drawdowns, subrecipient monitoring, and cost allocation. Oversee the management and coordination of all fiscal reporting activities for the organization including organizational revenue/expense and balance sheet reports, funding reports to agencies, development and monitoring of organizational and contract/grant budgets. Develop and maintain systems for internal controls to safeguard financial assets of the organization and oversee federal awards and programs. Oversee the coordination and activities of independent auditors insuring all audit matters identified by the independent auditors are appropriate resolved on a timely basis and that all 501(c)3 compliance requirements are met, including the preparation and filing of the Form 990 and the preparation of the annual financial statements are in accordance with GAAP and federal, state, and other supplementary schedules and information. Work with CEO and leadership team to ensure compliance with federal and state regulations, contractual, and program requirements. Monitor banking activities of the organization ensuring that cash balances are reconciled on a timely basis. Provide cash flow projections to the CEO on a regular basis and ensure a strategy to help us meet payables and cash flow needs in a timely manner. Required Qualifications
Strong working knowledge of non-profit accounting functions and principals, including the ability to develop and implement financial management programs and policies in accordance with GAAP, and have ability to analyze financial information. Ability to manage, assign, and delegate responsibilities to accomplish the desired results both through individual work and support personnel. Able to work as a team player. Effective oral and written communication skills, especially in preparing and making presentations, working with various committees and interacting with diverse groups of internal and external contacts. Intermediate to advanced computer proficiency in Microsoft Office products (emphasis on advanced Excel proficiency) and QuickBooks. Project management skills are beneficial. Must have a current Oklahoma driver’s license and current insurance verification. Must be an advocate for the mission, values, and goals of YWCA Tulsa. Work effectively with all employees and members of all races, religions, sexes, national origins, ages, sexual orientations, gender identities, and gender expressions; and without regard to disability status, genetic information, marital status, status as a covered veteran, or any other legally protected status, as well as socioeconomic backgrounds. Work on skills that can help communicate their point to an audience belonging to a completely different identity and/or background. These differences can be identity-based, geographical, ethical, political, or historical. Openness to engaging conflict in a positive and proactive manner with the goals of finding solutions, producing change, and bringing together opposing parties. Strong commitment to learning, growth, and continuous improvement. Education/Experience
Bachelor’s degree in Accounting, Finance, or related field required; CPA or MBA preferred. Minimum of seven years’ experience in the financial statement close process including account reconciliations and the preparation of budgets, forecasts, and financial statements. Experience with Federal and State grant management required. Minimum of five years’ experience as a controller or assistant controller to a comparable-sized organization required or a minimum of three years’ experience with a public accounting firm. 5+ years progressively responsible supervisory experience. Required Competencies And Expectations
To perform the job successfully, an individual should demonstrate the following mission centered competencies as they relate to YWCA Tulsa core values: Community: We center people in our program design; we engage the Community in our decisions, and we partner with others to achieve the greatest impact. Advocacy: We are committed to creating space for voices to be heard. Respect: We care about each other and treat each other with dignity and value. We believe that authentic, respectful relationships lead to learning and growth. Empowerment: We empower each other [and the community/those we serve] to have a voice and create change. Equity and Inclusion: We build diverse, welcoming, and inclusive spaces within our walls and in the world. Excellence: We set and achieve ambitious goals. Data Competency
YWCA leaders are expected to demonstrate knowledge of their department and organizational data, management skills in overseeing their department goals including grant goals, key performance indicators, and monthly reports/program evaluations, the ability to understand and successfully navigate internal controls, policies, and processes, and behaviors that lead to successful outcomes for their department. Leaders use data to help teams create action plans, work strategically, and analyze any gaps or areas of need. Leaders understand that the data reflects our work and should be used to drive decision making. Communication Competency
YWCA leaders are expected to communicate clearly, effectively, and in a collaborative manner. Leaders are expected to utilize communication in the following manner: Informing others Presentation Receiving Information Problem Solving Information sharing Enabling participation of others Providing and Receiving Feedback Financial Competency
YWCA leaders are expected to demonstrate knowledge of their department and organizational finances, management skills in overseeing their department budget including revenue and spending, the ability to understand and successfully navigate internal financial controls, policies, and processes, and behaviors that lead to financial sustainability for their department. Mission Centered Competency
YWCA leaders are expected to remain focused on our mission while making strategic decisions for their team. YWCA leaders are change agents who model a growth mindset, proactive problem-solving approach, accountability and adaptability. Effective time management is an expectation of YWCA leaders and deadlines must be met. Leaders work diligently to support our mission by creating and contributing to a cohesive and collaborative culture. YWCA leaders can speak effectively about our work, our mission and our impact to various stakeholders. Leaders at the YWCA understand the importance of continuous improvement and are involved in their team’s quarterly program evaluation. YWCA Leaders understand, review and monitor progress on our strategic plan. YWCA leaders consistently demonstrate the ability to respect and maintain the privacy of sensitive and confidential information and use best practices to protect that information. Leadership Competency
YWCA Leaders are expected to know the job descriptions of their direct reports and lead their assigned project effectively and proactively. YWCA leaders inspire trust by saying what they mean and doing what they say and can effectively resolve conflict by having crucial conversations with those involved. It is an expectation that leaders lead weekly meetings with their teams or departments and utilize agendas for meetings and hold their team accountable for any action items. YWCA leaders build competency within their direct reports by empowering them and ensuring that they are held accountable. They are aware of the growth opportunities of their team and work to plan, provide or find professional development that will support their direct reports. Along with team meetings, leaders are expected to provide one on one meetings with team members where applicable, provide feedback and coaching and complete bi-annual staff evaluations. Leaders are expected to know the grant under which their team operates where applicable and seeks to find answers proactively when they have questions. Other Duties This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Seniority level
Executive Employment type
Other Job function
Finance and Sales Industries Referrals increase your chances of interviewing at YWCA Tulsa by 2x Get notified about new Senior Director Finance jobs in Tulsa, OK.
#J-18808-Ljbffr