Regenerative Social Finance (RSF)

Head of Finance & Accounting

https://rsfsocialfinance.org/

The Role:

Location:           San Francisco, CA preferred

(remote West Coast with frequent travel to San Francisco will be considered)

Reports to:        Chief Operating Officer (COO)

Position Summary:

The Head of Finance & Accounting is essential to maintaining our financial health, supporting growth initiatives, and ensuring operational excellence through innovation and automation.

They will be a skilled and proactive leader who is responsible for managing all aspects of accounting, financial reporting, budgeting, and cash flow. In parallel, they will:

• Optimize the financial operations of the organization and drive process improvements, leveraging technology to streamline and automate workflows.
• Work cross-functionally with executives and teams across the organization to align financial strategies with broader business goals.
• Foster a positive and inclusive culture that is built on care and collaboration, principles that guide how we work with each other and our community.

Key Responsibilities:

Financial Guidance & Strategic Support

• Provide financial insights, risk assessments, and data-driven recommendations to support decision- making and long-term planning.
• Track and analyze key financial metrics to support revenue generation and business expansion goals.
• Present financial analysis and reporting to the Executive Team and other stakeholders, as needed.

Leadership & Collaboration

• Oversee and support the finance and accounting team, fostering skill development and knowledge- sharing.
• Promote collaboration and a positive team spirit by balancing team and individual responsibilities, welcoming feedback, and contributing to a culture of growth and inclusivity.
• Actively engage in organization-wide strategic initiatives and collaborate with Executive Team partners to align financial operations with broader goals. 

Financial Operations

• Oversee accounts payable, accounts receivable, payroll, and general ledger functions, ensuring accuracy and efficiency.
• Streamline transaction workflows for improved accuracy and reliability across all financial activities.
• Manage month-end and year-end closing processes, including reconciliations and journal entries, to maintain accurate financial records. 

Financial Reporting & Analysis

• Prepare and present financial statements, including balance sheets, income statements, and cash flow reports, to inform decision-making.
• Conduct ongoing financial analysis to identify trends, variances, and opportunities for revenue growth and cost savings for senior leadership.

Budgeting & Forecasting

• Develop and manage annual budgets and financial forecasts in collaboration with department heads, aligning with company objectives. 

Process Improvement & Technology Integration

• Identify opportunities for process improvement and lead initiatives to increase efficiency across financial functions.
• Evaluate and implement financial technologies and automation tools to streamline reporting, reconciliation, and transaction processing.
• Partner with IT to upgrade financial systems and integrate automated solutions for enhanced data accuracy and productivity.

Cash Flow & Liquidity Management

• Maintain adequate cash flow to meet obligations, optimize working capital, and manage overall liquidity.
• Interface with financial institutions to monitor credit reports and manage payables via platforms like Bill.com.

Compliance & Internal Controls

• Ensure adherence to GAAP, tax regulations, and other financial reporting standards.
• Implement and maintain robust internal controls to protect assets and ensure data integrity.
• Oversee financial risk management, including insurance, liabilities, and workers’ compensation, ensuring up-to-date documentation.
• Assess, document, and continuously improve financial policies, leveraging automation to enhance compliance and efficiency. 

Audit Coordination & External Relationships

• Act as the primary contact for external auditors and coordinate with tax and law firms to ensure compliance.
• Oversee annual audit processes to maintain transparency and accuracy.

The Person

Required Experience:

• Minimum of 5-7 years of relevant controllership or operational finance experience, ideally within a financial institution or another regulated industry.
• Strong knowledge of GAAP, financial regulations, and financial industry standards.
• Experience in budgeting, forecasting, and financial analysis.
• Familiarity with financial controls, regulatory reporting, and audit procedures.
• Experience leading and coaching teams through positive change,
• A prior track record of optimizing financial operations, particularly implementing and managing financial technologies and automation tools.
• Proficiency in financial software and advanced Microsoft Excel skills.
• Exceptional analytical, organizational, and problem-solving abilities.
• Strong communication skills for engaging with both financial and non-financial stakeholders.

Additional Preferred Experience:

• Experience at a CDFI, impact lender or other small financial institution
• Experience with fund and non-profit accounting 

Education & Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA or CMA preferred

Compensation:

• RSF Social Finance offers competitive compensation, excellent benefits, and a supportive working environment.
• For this position, the base salary range is $150,000 to $180,000. Internal equity considerations and the average salary of the peer range will be reviewed before making a final offer

If you have a personal interest in this leadership role, please submit a resume and cover letter that reflects your alignment with RSF Social Finance’s mission and values to:

Tory Clarke

Partner, Bridge Partners

tory.clarke@bridgepartnersllc.com

Candidates will be considered on a rolling basis, so we urge your prompt consideration of this impactful leadership role.