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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive finance leadership with a focus on strategic financial planning, budgeting, and compliance in a multi-entity nonprofit environment. Proficient in financial reporting, internal controls, and team development, with a commitment to ethical financial management.
Highest-signal resume keywords
10+ Years Of Progressive Finance ExperienceSenior Finance Leadership ExperienceDeep Accounting ExpertiseExperience With Sage IntacctCPA Strongly Preferred
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingBudgetingForecastingScenario PlanningInternal ControlsCost AllocationAudit ManagementTreasury ManagementFinancial AnalysisMulti-Year Forecasting
Soft Skills
People ManagementCollaborative MindsetClear CommunicationPlayer-Coach MindsetMission-Driven
Tools & Technologies
Sage IntacctADPRampPaystandCloud ERP
Certifications & Qualifications
CPAMBA
Industry Keywords
501(c)(3) Accounting501(c)(4) AccountingPolitical Action Committee AccountingNonprofit AccountingFinancial Compliance
Tech Stack
Tools & technologiesCloudERP
About the role
Key responsibilities & impact- Lead finance strategy across LEE, LEE Foundation, and PAC entities
- Partner with senior leaders to set long-term financial strategies and goals
- Advise the Executive Director and Leadership Team through scenario planning and financial insight
- Prepare financial reporting, analysis, materials, and recommendations for the Board
- Develop and monitor resource allocation, forecasts, and expenditures
- Own month-end and year-end close, financial reporting, consolidation, intercompany activity, and cost allocation
- Strengthen, document, and monitor internal controls and segregation of duties
- Translate political activity compliance requirements into accounting structures and practices
- Track 501(c)(3) and 501(c)(4) revenue and expenses and document inter-entity transfers
- Manage external relationships and audit processes
- Lead organizational and team-based budgeting
- Evolve FP&A into a forward-looking strategic function
- Own forecasting models and build multi-year forecasts and scenario plans
- Provide financial analysis, reports, recommendations, dashboards, and risk management insights
- Develop treasury management strategy, banking relationships, cash management, and reserve investment recommendations
- Lead, coach, and develop the two-person finance team
- Assess team structure and capabilities and shape roles for current and future needs
- Contribute directly to day-to-day accounting while coaching the team
- Lead or contribute to special projects
- Oversee integrations and automation across Sage Intacct, ADP, Ramp, and Paystand
- Assess and implement FP&A and reporting tools, including automation and AI where valuable
- Champion scalable, tech-enabled financial controls and security
Requirements
What you’ll need- Bachelor’s degree or commensurate years of work experience
- If without a Bachelor’s degree, an additional 4 years of relevant experience is required
- If holding an Associate’s degree, an additional 2 years of relevant experience is required
- 10+ years of progressive finance and accounting experience
- Senior finance leadership experience, such as CFO, VP or Director of Finance, or Controller, with significant accounting responsibility in an organization with a budget of at least $15M
- Deep, hands-on accounting expertise, including ownership of the close, financial reporting, audit, and nonprofit accounting
- Experience managing accounting for an organization with two or more legal entities, including consolidation, intercompany activity, and cost allocation
- Track record of strengthening internal controls and segregation of duties and addressing control gaps or audit findings
- Experience with budgeting, forecasting, scenario planning, and financial analysis for senior leaders
- Experience leading implementation or integration of a cloud ERP or core financial system, including change management
- Strong people management experience with a player-coach mindset
- Mission-driven, entrepreneurial, and collaborative mindset
- Commitment to ethical financial management and transparency
- Ability to communicate financial information clearly to non-finance leaders
- Ability to collaborate effectively within a geographically dispersed team
- Alignment with LEE’s mission, core values, and theory of change
- CPA strongly preferred; MBA a plus
- Hands-on experience with Sage Intacct, ideally in a multi-entity environment with integrations
- Experience with 501(c)(3)/501(c)(4) or political action committee accounting
- Experience leading FP&A, including selecting or implementing FP&A or reporting tools
- Experience with treasury management and reserve investment strategy
- Experience leveraging AI-enabled analytics and reporting tools
- Experience leading a remote team
- Ability to travel approximately 10–15%
- Ability to work occasional evenings and/or weekends
Benefits
Comp & perks- Health, dental, and vision coverage for spouses, families, and domestic partners, with LEE covering up to 85% of premium costs
- 100% employer-paid basic life and AD&D insurance
- Short- and long-term disability insurance
- Retirement package with 5% employer match
- Parental leave benefits
- Home office setup fund
- Ongoing virtual work benefits for phone and internet
- Generous paid time off
- Organization-wide winter break between Christmas Day and New Year’s Day
- Flexible scheduling
- Virtual work setting
- Competitive, values-driven benefits package
- Occasional travel to in-person meetings and Leadership Team retreats
