empowering people to become self-reliant

Finance Director

Position Description— Finance Director

Primary Role:

The Finance Director will be responsible for all financial affairs of the agency subject to review and supervision by the Executive Director, including tracking and overseeing receipt of funds, paying all bills, managing the payroll, purchasing of supplies, and assuring that all outstanding contracts are satisfied and conducive to NC ROMA principles.

Reports to:         Executive Director


Organizational Effectiveness

  • Manages Controllership duties of all financial operations such as responsible for presenting and reporting accurate and timely historical financial information of the agency.
  • Applies principles of accounting to install and maintain operation of general system.
  • Prepares financial reports and ensures submission at required due dates.
  • Assists in the preparation of budgets annually of all grants.
  • Prepares and files federal and state tax returns and other regular and special tax reports to governmental agencies (Form 990).
  • Assists the Executive Director in the development and preparation of budgets and general accounting procedures.
  • Oversees Treasury duties – The Finance Director works in concert with the Executive Director and Board Finance Committee in deciding how and when to invest the agency’s money or best accounts to place the funds in, taking into consideration risk and liquidity. In addition, the FD oversees the capital structure of the agency in agreement with the Executive Director and Director of Agency Operations, determining the best mix of debt, equity and internal financing.
  • Provides consolidated financial reports for presentation to the Board of Directors, and/or as requested by the Executive Director.
  • Maintains the purchasing system within the agency in ordering office supplies and equipment and other items purchased—also maintains the stockroom for supplies requisitioned.
  • Attends Board of Directors and Finance Committee meetings.
  • Aids in developing economic strategy and forecasting – FD maintains the agency’s past and present financial records; he or she is also an integral part of the agency’s financial future. A FD must be able to identify and report what areas of the agency are most efficient and how the agency can capitalize on this information. This aspect of a FD’s duties also includes economic forecasting and modeling – in other words, trying to predict (given multiple scenarios) the best way to ensure the agency’s success in the future.

Risk Management

  • Assures that the bookkeeping methods and practices are keeping with requirements of the funding sources and the Experiment in Self-Reliance.
  • Maintains all levels of confidentiality organizationally.


  • Serves as an ambassador for the Experiment in Self-Reliance and respects the integrity of the organization.
  • Serves as a team player and assists in furthering the mission of the organization.
  • Performs other job-related duties as required by the Executive Director.

Licenses, Registrations, Certifications

  • Valid Driver’s License and reliable transportation that may be used in the performance of duties.


  • Must possess a 4-year college degree in Accounting and 5 years’ experience.
  • No history of bad debts or criminal convictions, and must be bondable.
  • Individual must be computer literate and have working knowledge of computer data-entry processes, Microsoft programs, and other related software programs.