June 4, 2021

The Financial Officer reports to the President/CEO and is responsible for overseeing all fiscal and fiduciary responsibilities for the organization and its affiliates, in conjunction with the board of directors and the finance and audit committees of the board. As a member of the senior management team the Finance Officer  participates in corporate policy development and strategic short and long-range planning.
The Finance Officer oversees the budget and expenses of both the museum and SSR Ventures and manages  Finance department.  
  • Oversee financial activities and internal controls to ensure effective fiscal management and control of  assets.
  • Oversee cash and investment management, and ensure the availability of funds as needed.
  • Oversee financing strategies and activities as well as banking relationships.
  • Develop forecasts and analyses to provide insight into the organization’s operations.
  • Effectively communicate and present critical financial matters to the board of directors.
                Planning, Policy and Investor Relations 
  • Assist in the development of short- and long-range strategic plans and policies.
  • Oversee short and long-term budgetary planning and cost management in alignment with the organizations strategic plan.
  • Develop financial business plans and forecasts.
  • Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
  • Ensure all terms and conditions are met on outstanding loans.
  • Remain up to date on audit best practices and state and federal laws regarding nonprofit accounting.
  • Recommend to the CEO ideas that will make the organization more efficient operationally and financially.
        Insurance/Legal Affairs/Contracts
  • Manage the organization’s insurance programs to minimize risk and ensure optimum protection of the organization and its assets.
    • Maintain and administer the organization’s benefit package and establish competitive and cost effective programs.
  • Stay appraised of financial and personnel/payroll laws and regulations.  Coordinate with counsel as needed.
  • Participate in the review and approval of revenue and expenditure agreements with outside vendors to maximize revenue, reduce costs and manage risks.
  • Manage and oversee the accounting department to ensure proper maintenance of all accounting systems and functions.
  • Update and implement appropriate internal controls, business policies and financial procedures.
  • Ensure timeliness, accuracy and usefulness of financial and management reporting.
  • Coordinate audits and proper filing of required reports and tax returns.
  • Ensure compliance with local, state, and federal laws, grant requirements, and Generally Accepted Accounting Principles.
  • A minimum Bachelor’s degree. CPA and/or MBA preferred. 
  • At least five years experience in progressively responsible financial leadership roles. 
  • Nonprofit experience highly desired.
  • Extensive knowledge of Generally Accepted Accounting Principles (GAAP); local, state, and federal laws and regulations; grant regulations and requirements. Knowledge of the nonprofit environment preferred.
  • Experience reviewing contractual/legal documents and negotiating with attorneys; funders; and local, state, and/or federal entities desired.
  • Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders.
  • Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analysis. 
  • Ability to work well with other members of the management team.
    • High level of integrity, dependability and dedication to the mission of Turtle Bay. 
    • Possess a valid California driver’s license or be able to acquire within (10) ten days and provide a clean DMV report if requested.
The Finance Officer is responsible for supervising the Finance staff. 
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