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The Robert Toigo Foundation

Director of FInance

ImpactAssets
Published
August 28, 2022
Location
San Francisco, California
Category
Job Type
City
Remote
State
  • California

Description

ABOUT IMPACTASSETS

ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with over $2 billion in assets under management and an activated community of 1,800 clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets. ImpactAssets is seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing.  You dream big, have a track record for solving problems and know how to ‘get stuff done’.

The Director of Finance will lead the finance and accounting functions of the firm to ensure quality and completeness in all responsibilities while managing the department through an important period of growth and development. As a team leader and direct contributor, the Director will oversee all accounting operations, investment accounting, and corporate treasury. The Director is responsible for leading the annual audit and required tax filings to ensure on-time, complete delivery of all requirements. Always a champion of process improvement, the Director will provide subject-matter leadership for the 2022-2023 project to convert accounting systems, expand use of automation, and ensure efficiency and effectiveness in all operations.

The position requires both strategic and operational skills and senior-level experience that should include private investments, annual audits and tax filing (preferably for nonprofits), payroll tax compliance, management reporting. To be successful, the Director must be analytical and process driven, with a demonstrated ability to coach high-performing teams and project manage for on-time, quality results. The ideal candidate a service heart, a meticulous eye for detail, and a comfort with change. This is a unique and exciting opportunity within an organization that combines private and public market investment accounting with a non-profit mission.

The Director of Finance role is a full time, remote position and can work from anywhere in the US. As a remote, people-first culture, we care deeply about our team members’ connections to one another and as such, travel 2-3 times per year to company events will be required.  The position reports to the COO and has supervisory responsibilities for the Controller and Accounting team.

Key Responsibilities:

  • Financial Operations
    • Serve as lead for departmental strategy and staffing as well as managing, mentoring, and developing the Controller and accounting team
    • Manage and contribute to our accounting daily activities and finance operations including revenue and expense management
    • Lead our monthly, quarterly, and annual financial close and consolidation process and all associated activities
    • Ensure consistent implementation of corporate accounting principles and procedures in full compliance with US GAAP, OMB, and all regulatory bodies
    • Champion highest quality corporate governance, and maintain and enhance the internal control environment in a compliant manner
    • Act as primary liaison to the external auditors and other external service providers in on-time, complete delivery of all requirements
    • Manage the Payroll and 401K processes, ensuring compliance with all reporting and filing requirements
  • Investment Administration
    • Execute Investment Paperwork
    • Trade security contributions
    • Weekly Portfolio Trading
  • Continuous Improvement
    • Drive improvements in reporting systems to increase efficiencies, enhance processes, automate activities, and reduce reporting timelines
    • Lead the selection, migration, and integration of a new accounting system
  • Compliance (potential, depending on skills)
    • Charitable Solicitation Registration in coordination with outside vendor
    • Grant and Investment Compliance Questions
    • Fiscal Sponsorship Compliance Oversight
    • Contract Execution
    • Business Insurance Renewal, updates and reporting

Qualifications:

You are passionate about playing an integral role in evolving the impact investing space and possess the following qualifications:

  • Bachelor’s degree in finance or accounting required; advanced degree a plus
  • CPA (active or inactive) required
  • A minimum of 10 years’ accounting experience, 15+ strongly preferred
  • Direct accounting experience with private/complex investment structures required
  • Experience in audit and tax, preferably non-profit
  • Experience leading the finance function of an organization and managing a team
  • Experience selecting and implementing new financial and accounting software
  • Excellent interpersonal skills, including the ability to quickly build rapport with other teams, customers, and prospective and existing investees.
  • Excellent written and verbal communication skills
  • Well versed in Excel, PowerPoint, Word, Teams, Office 365, Asana, and Box experience preferred
  • Flexibility and experience working in a virtual team environment

ImpactAssets Perks & Benefits:

  • Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund
  • Competitive salary, 401(k) plan, and generous time off plan
  • Comprehensive benefits package including full health and wellness coverage
  • Opportunity for career development in a fast-paced, progressive organization

ImpactAssets is an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate, and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives.

ImpactAssets is an unconventional 501(c)(3) on a mission to change investing. We drive a ‘for-profit’ model and innovate with ‘non-profit’ flexibility. We are ‘investment revolutionaries’ who believe that intentional capital makes the biggest impact on people and planet.

 

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