National Trust for Historic Preservation

Financial Planning and Analysis

• Prepare and deliver financial reports to the CFO, Senior Management, and Executive Team
• Develop project and grant proposal budgets with Programmatic and Finance staff
• Educate staff on budget and financial planning processes
• Develop, monitor, and report on annual Division revenue goals
• Track donor reporting requirements and provide financial information for external stakeholders
• Monitor performance obligations in grant agreements and escalate revenue- or cash-impacting delays
• Monitor sub-award payments and communicate upcoming cash needs
• Reconcile budgets and anticipated costs with actual resource allocation
• Prepare monthly variance narratives and report unbudgeted cash available by restricted purpose
• Prepare budget adjustments and recommend improvements for subsequent budgeting cycles
• Coordinate cash management and short-term investment decisions with the VP of Finance & Controller
• Direct invoice processing and verify expenditures comply with project, award, Trust, donor, and approved budget requirements
• Ensure timely submission of division-funded personnel activity reporting
• Prepare monthly journal entries for restriction release, revenue recognition, and other month-end close tasks
• Monitor and support grants budget management, lifecycle administration, and reporting
• Prepare ad-hoc donor financial reporting
• Coordinate project proposal and donor reporting reviews
• Ensure compliance with federal and state regulations and grant/subaward terms
• Assist with financial and compliance reporting and maintain documentation
• Design and implement reporting systems and processes for new initiatives
• Monitor restricted cash balances and update cash forecasts
• Prepare monthly AACHAF Endowment reports
• Perform additional duties as assigned

Director – Divisional Finance