Since 1975, Harmonium has provided community-based services throughout the San Diego region. We are a non-profit 501(c)(3) organization committed to serving children and youth between the ages of 0 to 25, and their families. We are honored to serve approximately 30,000 San Diegans annually. Harmonium’s workforce of over 200 employees and volunteers is reflective of the diversity of the San Diego Region.
Integrated throughout our Agency are three initiatives: trauma informed practice, social emotional development, and equity and inclusion. Harmonium provides trauma informed and culturally responsive prevention and intervention services tailored to the needs of the population(s) we serve. Our customized programs include children’s before and after school care, community behavioral health, youth development, and community education and advocacy. We create innovative programming to adapt to the evolving needs and changing environments of families.
We are also an extremely diverse agency, working hard to reflect the communities we serve. With an annual operating budget of over $8M and a team of 200+ staff, we are relentless in our pursuit of programmatic excellence, ensuring that our services are consistent with best practice models, establish clearly defined goals, have measurable outcomes, and uphold quality assurance standards.
The Director of Finance is Harmonium’s top Finance and Accounting leader, reporting directly to the CEO, and serving as a key member of our 4-person executive team. They will play a key role in helping to shape strategy and vision, as well as execution and continuous improvement. The Director of Finance oversees our annual operating budget of approximately $8M and is responsible for all financial affairs of the organization, including our audit, budget, financial reporting, partnering with the Board, regulatory and contract compliance, and high-level support for other departments as needed. This individual is the primary advisor and thought partner to the CEO on all financial matters, providing support and analysis on all budgetary areas. The Director of Finance will own our master calendar, ensuring robust planning and preparation for audits, contract reviews, reports, and board meetings, thereby keeping the entire agency organized and on a proactive footing.
Strategic and tactical priorities for this position include:
- Develop a deep understanding of our organization, with a focus on building trust and relationships with team members at all levels.
- Review our current portfolio of 33 contracts to ensure the agency continues to meet or exceed all programmatic and fiscal requirements.
- Seek new ways to automate and incorporate heavier use of technology into our operations.
- Review our current reporting and analytics capabilities and upgrade as might be required.
- Review the current departmental structure and ensure workflow and operational responsibilities are optimally distributed amongst team members and resources.
- Streamline and optimize our reporting processes, enabling team members to spend less time on formatting and more time on analysis and recommendations.
- Analyze our use of outside consultants to ensure we are leveraging them cost effectively.
- Lead the process for setting our annual program rates/fees.
- Analyze our current billing system and find a technology solution that ties directly into our accounting system and processes.
- Conduct a review of our existing modular classrooms and make recommendations for repairs or replacement, based on financial and other considerations.
Duties & Responsibilities
- Develop and support a high performing, team-based culture aligned with values to motivate and inspire staff to work collaboratively toward mission and vision.
- Take ownership of financial strategy, planning, and reporting; guide decision making in ways that are fully mission-aligned.
- Prepare for monthly board meetings and our annual audit.
- Manage our current budget, review our templates, and make recommendations for enhancements to the next budgeting cycle; lead monthly budget reviews.
- Manage relationships with banking and financial institutions.
- Present financial data to the Board of Directors and take the lead role in Fiscal & Audit Board Committee Meetings.
- Lead grants management as it relates to compliance and reporting of government, corporate and foundation grants.
- Manage audits and ensure compliance with federal, state, and local guidelines.
- Explore, analyze, and report on new local, state, and national funding opportunities.
- Continual improvement of the budgeting process through education of managers on financial issues impacting program budgets.
- Host monthly budget expenditure reviews as well as an annual budget review prior to submission of new/revised budgets to funders at the beginning of each fiscal year.
- Manage the agency’s risk management initiatives and insurance.
- Oversee capital expenditures; monitor facility conditions and deferred maintenance as well as capital expenditures budget.
- Responsible for the maintenance of the inventory of all fixed assets, including assets purchased with government funds (computers, etc.) assuring all are in accordance with federal regulations.
- Develop and maintain reliable cash flow projection processes and reporting mechanisms.
Attributes & Work Style
- Servant Leader:Makes our customers the main priority in everything we do.
- Growth-oriented:Always thinking ahead and looking both inside and outside the agency for opportunities to support our growth.
- Solutions-oriented: Asks thoughtful questions and offers solutions; applies a creative mindset to everything they do; recognizes potential and committed to continuous improvement.
- Strategic Thinker: Keeps the big picture in mind, with the ability to see and work across the entire agency; enjoys working through complexity and challenges.
- Communicative:brings a transparent leadership style with excellent communication skills in all directions; comfortable leading meetings, including the Board’s Fiscal Committee.
- Collaborative:Works effectively with diverse personalities; a natural team player with an easy-going personality; someone who thrives inside a small, team-based work environment.
- Analytical:Extremely detail-oriented; someone who enjoys working with data, conducting deep analysis, and spotting trends; highly structured and organized.
- Metrics-driven:Skilled at setting measurable, reasonable goals for financial performance and operational excellence; firm but fair, holding team members accountable for performance.
- Planning and Process-oriented:Exceptional mind for optimizing workflows and managing people, systems, procedures, and programs.
- Hands-on:Enjoys playing many roles with the ability to keep multiple projects moving forward according to shifting timelines and priorities; able to both lead and work alongside team members simultaneously.
- Proactive: Able to identify and address potential problems before they flare up.
- Patient: Able to work with people of all levels of financial savviness; ability to take complex financial concepts and communicate them in easy-to-understand ways.
- Resilient: a person of character and conviction with the ability to defend a position and hold others accountable.
Experience & Skill Set
- Bachelor’s degree in business administration, accounting, finance, or related field.
- 5+ years of experience in Finance and/or Accounting roles, with significant leadership and management responsibilities; with at least 2 of those years working in a non profit organization
- Experience supervising fiscal staff and establishing a high performance team
- Prior experience working within or connectivity to the social services sector or community-based organizations extremely helpful
- Robust financial management skills, including strong proficiency with assessment tools, methodologies, and metrics used to oversee organizational financial health.
- Strong understanding of full-cycle accounting with the ability to create and manage a budget from scratch.
- Excellent written and oral communication skills; ability to effectively present information to a wide range of stakeholders.
- Familiarity with Sage/MIP and Google Workspace platforms is helpful.
- Skilled at conducting analysis and making strategic recommendations.
- Ability to see the vision, strategy, and people behind the numbers.
- Technology proficient and able to evaluate financial software programs to improve efficiencies.
- Solid experience coordinating audit activities and reporting, budget development and analysis, accounts payables and receivables, general ledger, and payroll taxes.
- Strong analytical skills and experience interpreting a strategic vision into an operational model.
- Reliable automobile, valid CA Driver’s license and proof of current automobile insurance.
- Must receive Fingerprint Clearance upon hire (paid by Harmonium).
For more information or to apply, please contact:
Sarah Thompson, Director, Blair Search Partners
1855 First Avenue, Suite 300, San Diego, CA 92101