Senior Finance Manager

Senior Finance Manager

Position Summary

The Senior Finance Manager is a strategic member of the Finance team responsible for financial planning and analysis, budgeting, accounting, federal grant financial management, compliance, and executive financial reporting for the Epilepsy Foundation of America. Reporting to the Chief Financial Officer and Treasurer, this position partners closely with executive leadership and department leaders to support informed decision-making, strengthen organizational financial performance, and ensure compliance with Generally Accepted Accounting Principles (GAAP), federal regulations, nonprofit accounting standards, and organizational policies.

This role requires an experienced nonprofit finance professional with expertise in financial planning and analysis, fund accounting, federal grant administration, budgeting, forecasting, and executive reporting. The ideal candidate possesses advanced proficiency in Sage Intacct, exceptional analytical skills, and the ability to translate complex financial information into meaningful insights that support organizational strategy.

Essential Duties and Responsibilities

Financial Planning, Budgeting, and Analysis

• Lead the organization's annual operating budget process and coordinate budget development across all departments.
• Prepare annual budgets, quarterly forecasts, long-range financial projections, and financial models that support strategic planning and organizational decision-making.
• Produce monthly budget-to-actual reports, including variance analyses, trend reporting, and actionable recommendations.
• Develop financial dashboards, key performance indicators (KPIs), and executive reporting tools to monitor organizational performance.
• Prepare financial reporting packages and presentations for executive leadership, the Finance Committee, and the Board of Directors.
• Perform financial modeling, forecasting, scenario planning, and ad hoc analyses to support strategic initiatives.

Accounting and Financial Management

• Support the monthly, quarterly, and annual financial close process, including journal entries, reconciliations, and financial statement preparation.
• Ensure compliance with GAAP, nonprofit accounting standards, and internal financial policies.
• Oversee the billing and revenue recognition function, including supervision of one direct report.
• Monitor restricted and unrestricted net assets and ensure proper accounting for donor-imposed restrictions.
• Manage revenue recognition for grants, contributions, contracts, bequests, investment activity, and special events.
• Reconcile investment activity and prepare related journal entries.
• Maintain effective internal controls while identifying opportunities to improve financial processes, reporting accuracy, and operational efficiency.

Federal Grants and Compliance

• Manage the financial administration of federal grants, cooperative agreements, and government contracts throughout the grant lifecycle.
• Prepare grant drawdown documentation for management review and approval.
• Prepare and submit required federal financial reports, including SF-425 reports and other sponsor reporting requirements.
• Monitor grant budgets, allowable costs, indirect cost recovery, carryforward balances, and budget modifications.
• Prepare annual Incurred Cost Submissions (ICS), indirect cost calculations, and supporting schedules.
• Coordinate grant closeouts, subrecipient monitoring, and ongoing compliance activities.
• Ensure compliance with Uniform Guidance (2 CFR Part 200), sponsor requirements, and organizational policies.
• Prepare supporting documentation for Single Audits, external audits, and other grant compliance reviews.

Leadership and Collaboration

• Serve as a trusted financial advisor to executive leadership and department managers.
• Partner with Finance, Development, Programs, Human Resources, and Operations to support organizational priorities and strategic initiatives.
• Supervise, coach, and develop assigned finance staff while promoting accountability, collaboration, and continuous improvement.
• Recommend and implement process improvements that strengthen financial operations, internal controls, and reporting capabilities.
• Participate in cross-functional strategic initiatives and perform other duties as assigned.

Expected Deliverables

• Lead the successful development and execution of the organization's annual operating budget.
• Deliver accurate and timely monthly financial reporting, variance analyses, and executive dashboards.
• Produce quarterly forecasts and long-range financial projections that support strategic planning.
• Ensure accurate accounting and compliance with GAAP, nonprofit accounting standards, and internal controls.
• Successfully manage federal grant financial administration, reporting, and compliance requirements.
• Prepare accurate Board of Directors and Finance Committee financial reporting materials.
• Support successful Single Audits and external audits through timely preparation of financial documentation.
• Strengthen financial reporting processes through continuous improvement and operational efficiencies.

Education Requirements

Bachelor's degree in Accounting, Finance, or a related field required.

CPA and/or Master's degree in Accounting, Finance, or Business Administration preferred.

Experience Requirements

• Eight or more years of progressively responsible accounting and finance experience, including at least five years within a nonprofit 501(c)(3) organization.
• Demonstrated expertise in financial planning and analysis, budgeting, forecasting, and executive financial reporting.
• Significant experience managing federal grants and cooperative agreements, including Uniform Guidance (2 CFR Part 200), SF-425 reporting, indirect cost recovery, and Incurred Cost Submissions.
• Experience preparing financial reports and presentations for executive leadership, Finance Committees, and Boards of Directors.
• Advanced experience using Sage Intacct and Microsoft Excel.
• Experience supervising finance staff and leading cross-functional financial initiatives preferred.

Technical Skills and Competencies

• Thorough knowledge of GAAP, nonprofit accounting principles, and fund accounting.
• Strong understanding of restricted and unrestricted net asset accounting.
• Extensive knowledge of federal grant regulations, indirect cost methodologies, Single Audits, and grant compliance requirements.
• Advanced proficiency in Sage Intacct, including financial reporting, dimensions, budgeting, dashboards, and financial analytics.
• Advanced proficiency in Microsoft Excel and Microsoft 365 applications.
• Exceptional analytical, organizational, and problem-solving skills with strong attention to detail.
• Excellent written, verbal, and presentation skills with the ability to communicate complex financial information to executive leadership and the Board of Directors.
• Strong leadership, relationship-building, and project management skills.
• Ability to manage multiple priorities while meeting deadlines in a collaborative, mission-driven environment.

Supervisory Responsibilities

This position supervises one Finance team member and is responsible for coaching, performance management, professional development, and oversight of assigned financial functions.

Work Environment and Travel

This is a full-time (35 hours/week), remote position. Occasional travel may be required for organizational meetings, training, conferences, or Board-related activities.