An up-to-date COVID-19 VACCINE IS REQUIRED FOR THIS ROLE if an offer is made, and the COVID-19 Vaccine series must be completed by the first day of employment. Medical and/or religious exemptions will be assessed if needed by the applicant.

Job Details

Salary

$115K - $150K /year starting salary

Job Type

Full-Time, salaried

Benefits Include:

• Paid self-care time each week
• 6 floating holidays per year
• 2 weeks of flexible PTO, 2 scheduled weeks of PTO after Pride Season and during the last week of the year
• Sick leave
• Flexible schedule
• 401k matching (full time)
• Health, vision, dental (full-time)
• Monthly Wellness Stipend

This position will report to the Executive Director.

Job Description

The Financial Director will develop and execute Equi’s financial policy, accounting, and reporting through a comprehensive fiscal plan and budget. The director works closely with the board, Executive Director, and staff to ensure high levels of accountability, excellence, and transparency in all things financial for the organization. The Financial Director is also meant to develop forward-thinking strategies, policies, and budgets that ensure that Equi’s operations are maintained and sustainable.

Responsibilities

• Financial planning, monitoring, and presentation of congregate financial reports
• Work closely with the Executive Director and Program Director to develop annual and quarterly budgets for current and future programs at Equi
• Maintain a 90-day rolling budget that incorporates adjustments based on forecasting and developments of The Institute
• Present and discuss monthly budget v. actual figures to the Executive Director and assist in financial presentations to the board of directors as needed
• Prepares monthly, quarterly, and annual financial reports
• Prepare and present financial information for related third parties as needed
• Develop, maintain, and monitor internal controls to ensure approved spending is within Equi’s budgets & policies
• Establish & maintain a system of organized record keeping for all necessary source & financial documents
• Manage the A/P and A/R of The Institute by issuing and depositing checks, initiating online payments (ACH, wire, etc.), preparing aging reports, and maintaining all vendor and customer accounts
• Manage cash flows by monitoring all cash accounts and ensuring proper funding is met for Equi’s future and/or anticipated expenses
• Advise on venture capital and private equity fundraising strategies
• Develop strategies to increase grant and donation revenue
• Read contracts, leases, and agreements as needed
• Review and approve monthly journal entries and bank reconciliations prepared by Equi’s bookkeeper and/or accountant
• Assist bookkeeper/accountant with month-end close procedures
• Complete tasks including but not limited to payroll, spending approvals, and external compliance reports
• Work with external third parties to ensure annual financial audits and tax filings are completed accurately, efficiently, and timely
• Know and adhere to generally accepted accounting principles (GAAP)

Background

The Equi Institute is a nonprofit organization based in Portland, Oregon. Our mission is to enrich the health of the Trans, Queer, Gender Diverse, and Intersex communities through trauma-informed care, culturally affirming services, and social justice advocacy.

Equi’s Community Health Program is designed to connect unhoused or insecurely housed LGBTQAI2S folks - including the intersections of BIPOC, disability, elders, and people who use drugs - with traditional health workers to facilitate better connection with health care, peer support, wraparound services, harm reduction, basic first aid, wound care, and COVID-19 prevention. Our goal is to bring social services and mental and physical health care to the people who need it most.

There is a strong social justice component to all positions within The Equi Institute, requiring critical thinking through the lens of anti-racism and intersections with poverty. Knowing the core principles of anti-racism and grounding those principles in everyday work are required job skills and core values.

Our commitment to equity and social justice happens through advancing practices, strategies, and policies that promote equity and opportunity for communities that have been historically harmed through colonization, racism, colorism, transphobia, homophobia, sexism, fatphobia, ableism, classism, and all other oppressive frameworks – in our workplace and our communities.

We are interested in individuals who are representative of the diverse populations we serve and are dedicated to serving participants with quality and compassion. We prioritize hiring and training folks who have lived experiences of houselessness, and other identities/experiences relevant to the communities we serve (LGBTQAI2S , BIPoC, neurodivergent, disabled).

Qualifications

Abilities

• High expertise in using FP&A software (Quickbooks Online) and has highly developed spreadsheet skills
• Can effectively use multiple project management and communication platforms including but not limited to Asana, Slack, Otter AI, Google, MS Office, and Adobe
• Understands high-level financial reporting and has strong analytical skills
• Demonstrated experience with grants management and reporting
• Willing to periodically assist with unexpected assignments to further the goals of the organization; confident and inclusive team player willing to help with a range of tasks, small and large
• Thoughtful ability to analyze and communicate key financial concepts and data to individuals at all levels, including finance and non-finance staff, volunteers and community partners
• Communicates effectively and has exceptional written and verbal communication skills
• Develop strong working relationships with colleagues across departments and seniority levels
• Demonstrated experience with managing direct reports & team building and management
• Excels at multitasking, organization, and time management

Education/Experience:

• Bachelor’s in finance, economics, accounting, business, or a related major is required.
• Master’s of Business Administration or a Master’s in Finance is a plus but not required
• Certified Public Accountants (CPAs) and Chartered Financial Analysts (CFAs) are preferred
• At least 10 years in banking, investing, or accounting is required; the ideal candidate will have 5 years of experience with nonprofit accounting

Work Schedule and Location

Flexible schedule & location for work, with potentially some requirements for on-site work depending on needs

CENTERING EQUITY AND SOCIAL JUSTICE

We have a deep commitment to equity and social justice and advancing practices, strategies, and policies that promote fairness, justice, and opportunity for all – in our workplaces and our communities. With this commitment, The Equi Institute is rooted in a pro-equity agenda to advance regional change and ensure that residents from the most vulnerable communities are at the forefront of our emergency planning and public outreach efforts.

We are interested in hiring individuals who are representative of the diverse populations we serve and are dedicated to serving participants with quality and compassion. The individual selected for this opportunity will be joining an innovative and progressive team. We value and recognize innovation and teamwork. Our teams practice collaborative leadership to foster personal and professional growth, equity and social justice, and respect for people and staff. Trauma-informed care is a cornerstone of our work.

Want to apply?

Submit an application and your resume via Indeed and/or take a look through our website: equi-institute.org for more information about our organization.

Applications will be reviewed as received, and interviews will be scheduled on an ongoing basis.

Job Type: Full-time

Pay: $115,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 10 years

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

License/Certification:

• CPA (Preferred)

Ability to Relocate:

• Portland, OR 97202: Relocate before starting work (Required)

Work Location: Hybrid remote in Portland, OR 97202