Our team is committed to advancing racial and social justice, fostering equity of opportunity, and building resilient communities. By delivering world-class philanthropy and offering best-in-class services, we help our donors transform lives across our region.
We value our diverse and experienced staff and strive to be an employer of choice, offering a competitive compensation package, and a professional, vibrant hybrid work environment.
San Diego Foundation
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The Director of Accounting reports directly to the Controller/Senior Director of Financial Reporting and oversees select day-to-day operations of the Finance and Accounting group. The position will supervise members of the accounting team and ensure an appropriate system of accountability and contingency plans designed to mitigate risk, as well as enhance the accuracy of the reported financial results.
Essential duties and principal responsibilities include but are not limited to:
- Manage all aspects of finance/accounting operations such as cash management, payables, contribution and grant processing, and financial reporting for internal and external purposes.
- Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards.
- Working with the Controller, coordinate and direct audit activity and tax preparation for SDF, three supporting organizations, and subsidiary.
- Implement and maintain internal control and safeguards for receipt of revenue, costs, and program budgets and actual expenditures.
- Analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress against budgets and keep Controller abreast of the Foundation’s financial status.
- Promote a culture of high performance and continuous improvement that values learning and commitment to quality. Ensure assigned accounting team members are following established policies and that the division of duties are properly assigned and controlled, and accountability systems are in place for all critical functions. Participate in hiring processes with the Controller and HR. Supervise and review assigned accounting and finance team members using best practices in recruitment and retention.
Duties and Responsibilities
General Ledger: Manage the general ledger, including chart of accounts, journal entries, and reporting and account reconciliation. Assist in maintaining database integrity. Utilize current financial software to enhance financial reporting.
Journal Entries: In coordination with the Controller, review input to the general ledger to ensure the accuracy of financial statements and reports. This includes all funds within SDF, as well as supporting organizations.
Investment Reporting: Ensure the investment activity of the portfolios and separately managed assets are recorded accurately. Assist with coordinating cash transfers and rebalancing of investment pools.
Oversee activities and team member responsible for the completion and review of the monthly bank custodian reports for entry into the investment accounting module. Work closely with custodial bank, Controller, CFO, and CIO to analyze and report investment results timely and accurately.
Fund Reporting and Management: Maintain the correct fee structure and reconcile principal and distributable balances of each fund, including detailed spreadsheets and researching variances. Prepare interim fund balance reports, as needed.
Ensure all funds are set-up correctly by being the final reviewer of input into all databases on new fund set-up and any fund changes. Direct Donor Services Team on any adjustments or corrections. Ensure all input is supported by fund agreements, exhibits, and confirmation from the donor.
Management Reporting: Manage and execute the annual budgeting and planning process. Oversee preparation of the department budget templates, communicate with the department heads, summarize data, prepare finance committee packets, and report to the Controller. Provide financial analysis to evaluate projections, projects, programs, and capital expenditures, as needed.
Tax and Audit Reporting: Prepare and direct preparation of schedules as required for tax and audit purposes and manage the completion of audit schedules from the Chief Investment Officer and other Finance personnel. Ensure an unqualified opinion on the audit with no material adjustments or management comments. Monitor developments and work directly with the auditors on new or updated accounting standards for measurement of accounting information and transactions, and the presentation of financial statements.
Fixed Assets: Oversee the activities and team members responsible for recording, tracking and depreciating all capital equipment. Establish and monitor equipment security for all the Foundation’s assets.
Cash Control: Manage activities and team members responsible for all cash receipts, cash disbursements, account transfers, and journal entries, including monthly payroll. Monitor established lines of authority governed by fund transfer policies. Ensure all cash and investment accounts are reviewed, reconciled, and approved in a timely manner. Maintain positive banking relationships.
Accounts Payable: Manage payment of all invoices, contracts, and other obligations of SDF and its affiliates and supporting organizations. Ensure accurate 1099 reporting and other government reporting relating to independent contractors.
Grants: Assist in anticipating and addressing any audit inquiries that may arise regarding grant processing. Work with the Grants Manager to develop and implement internal controls regarding the payment of grants. Review weekly approval poll to identify any cash needs that may arise due to grant payments.
Backup for Controller: Understand other issues within the organization to ensure continued operations in the absence of the Controller. Responsibilities could include but are not limited to preparing analyses for CEO and other key employee presentations to donors, answer all questions from internal employees, take any calls from custodian bank and money managers, be familiar with the Information Technology consultants and responsibilities.
Supporting/Subsidiary Organizations: Assist and provide expertise to entity individuals in general ledger set-up, establishing internal controls, and training as necessary.
Supervises:
- Senior Accountant
- Staff Accountant
- A/P Administrator
Supervision Received
- Reports directly to the Controller
Contacts (Internal)
- Employees
- Board Members
- Committee Members
- Volunteers
Contacts (External)
- Donors
- Potential Donors
- Fund Advisors
- Community and Private Foundations
- Auditors
- Tax preparers
- Bank representatives
- Nonprofit Organizations
- General Public
Qualification Requirements
- Minimum five years progressive solid accounting experience, preferably in a foundation or nonprofit organization with fund accounting
- Advanced knowledge of finance, accounting, budgeting, forecasting and cost control principles including Generally Accepted Accounting Principles
- Ability to analyze financial data and prepare financial reports, statements, and projections.
- Ability to motivate staff to produce quality work within tight timeframes and manage multiple projects.
- Experience in a people-oriented, fast paced and changing environment.
- Regularly takes initiative to recognize and anticipate opportunities and challenges, and to think critically, and provide and explain alternatives clearly.
- Quality improvement orientation
Education
- Bachelor’s degree in Accounting, Finance or equivalent experience.
- Active CPA required.
Language Skills
- Ability to read, write and speak English fluently
- Other languages helpful but not required
Other Skills and Abilities
- Financial software products expertise, preferably Blackbaud database (Financial, Raiser, and Grant Edge)
- Highly proficient with Microsoft Office Suite and spreadsheet analysis
- Strong emotional intelligence with excellent interpersonal skills and customer service orientation
- Strong interpersonal, written and verbal communication skills
- Detail oriented, ability to prioritize, and organize self, team, and tasks
- Flexible and innovative
Anticipated hiring salary: $150,000.
Please apply at jobs@sdfoundation.org and place Director of Accounting in the subject line. Please attach your PDF resume and PDF cover letter.
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Please view the description and contact information for our Director, Donor Services position here.
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Please view the description and contact information for our Director, People, Culture & Diversity position here.
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Overview
At San Diego Foundation (SDF), we value our diverse and experienced staff that are committed to our mission of improving the quality within our region. This initiative is aligned with SDF’s support of high impact community initiatives and the inclusive engagement of all community members.
Recognizing that community initiatives can benefit from the experience, knowledge, and expertise of retired professionals, and that retired professionals represent an under-utilized human resource, the Fellows Initiative aims to create positive outcomes for the San Diego community by matching retired experts with high impact community projects.
We are seeking candidates to lead the SDF Community Impact Fellowship program, fulfilling its mission of engaging retired older adults in addressing significant community issues, leveraging the skills and experience of retired professionals as Fellows, and changing the conversation around aging and workforce engagement.
The position will manage the operational and programmatic functions for the initiative, including engaging host organizations, recruiting, interviewing, and supporting the Fellows. The Lead Fellow will coordinate the Fellows’ participation in community programs/activities, regularly convene the Fellows, and act as advocate for the initiative and its mission. This role is a part-time, one-year position.
Purpose of Position
The Lead Fellow is responsible for overseeing the operational aspects of the program as well as the management and performance of Fellows assigned to selected initiatives. In addition to the programmatic responsibilities this role plays an important role in advancing the value of retired professionals as subject matter experts, and changing the conversation related to aging and workforce engagement in our community.
The ideal candidate should be a retired professional who is skilled in inspiring and managing others and building relationships. This individual should possess operational and financial acumen, comfort with public communication, and adaptability. A demonstrated interest in the San Diego community and a desire to work for the greater good are important to this role as well.
Additionally, this position will also be responsible for the following related efforts:
Fellows will be experienced professionals with previous experience in leading people and initiatives, with expert skill sets who are capable of building, leading, and sustaining impactful community efforts. It’s important that candidates are passionate about advancing the conversation around aging and promoting older adults as experts who can help solve critical community issues. The Lead Fellow will be responsible for mobilizing other Fellows in accomplishing their assigned goals and objectives.
These efforts require strong written and verbal communication skills, staff oversight experience, and the ability to develop and present information for a diverse set of community stakeholders.
Essential Duties and Principal Responsibilities include but are not limited to:
- Coordinate, support, lead and convene a group of retired professional Fellows through the Community Impact Fellows Initiative.
- Develop the Fellows Initiative operating plan and provide project oversight.
- Ensure Fellows are identified and connected with appropriate community efforts, and these efforts are on track through regular check-ins to facilitate planning and discussion.
- Craft documents and presentations as needed.
- Utilize your community knowledge, experience, and communication skills to create documents and presentations to support the coordination of the Fellows and sharing updates on program progress internally and externally.
- Report outcomes and deliverables to appropriate stakeholders, funders, and program participants.
- Establish relationships and work with community leaders, nonprofit partners, and other stakeholders to create opportunities for Fellows to utilize their skills to support community impact.
- Develop and execute internal communication plan to keep appropriate staff informed of program progress.
- Work with Human resources to identify a diverse group of candidates, and support onboarding and placement in identified community initiatives.
Supervision
Reports directly to the Director, Community Impact, working in partnership to fulfill the goals of the Initiative.
Qualifications
Four-year college degree and a minimum of 5 years job-related experience managing community initiatives or any equivalent combination of education and experience that provides the required knowledge, skills and abilities. Preferred qualified candidate is a retired professional.
Knowledge and Skills
- Ability to foster and maintain positive working relationships with partner organizations, staff and other colleagues
- Ability to lead and supervise others to achieve organizational goals
- Excellent verbal, written and interpersonal communication skills
- Excellent analytical and organizational skills
- Excellent attention to detail and ability to meet deadlines
- Values and demonstrates commitment to teamwork
- Highly motivated and self-directed, with demonstrated ability to work without close supervision
- Financial and budgeting acumen
- Proficiency in common computer software applications, including but not limited to Office 365, Zoom, Teams, and others as needed
- Understanding of and experience with using traditional and social media for advocacy and engagement
- Commitment to maintaining a high level of confidentiality
Education
- Bachelor’s degree required
Language Skills
- Ability to read, write and speak English fluently
Judgment/Reasoning Ability
- Use of good judgment and own initiative
- Logical thought process
- Strong time management skills
- Strong interpersonal communication skills
Starting hourly rate is $25.00.
Please apply at jobs@sdfoundation.org and place Lead Fellow in the subject line.
Attach your PDF Resume and a PDF cover letter.
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We are seeking an experienced Regional Affiliates (RA) Specialist who will partner with the RA Director and Manager in efforts to increase philanthropic membership growth, communications, and the affiliate grants process. The RA Specialist will support efforts to increase community awareness and understanding of San Diego Foundation and its mission. This position plays a vital role in expanding Regional Affiliates growth throughout the San Diego region.
Essential duties and principal responsibilities include but are not limited to:
Membership Recruitment and Retention
- Partner with RA Director and RA Manager in planning and execution of membership building and retention strategies
- Manage processes for membership applications, renewals, and resignations.
- Update and maintain complete and accurate membership records
- Track membership statistics, prepare and present reports to Foundation and Affiliate leadership
- Compile membership recruitment research, and develop documents, spreadsheets, and presentation materials as required
- Process acknowledgement letters and welcome packages for new members
- Create and continuously update recruitment and welcome kits and send to prospective and new members
- Provide high level customer service to members and the community
- Maintain integrity of the membership database to ensure accurate and complete data of members (past and present) and prospective members.
- Pull fund statements ahead of board meetings as required. Manage, propose, implement, and maintain processes to ensure a smooth workflow
- Compose, prepare, edit, and proof correspondence, to include reports, letters, invoices, press releases, within each affiliate’s deadlines
- Update and prepare all membership marketing materials
- Prepare board minutes for all affiliate board meetings
Other responsibilities as needed to increase philanthropic membership growth.
Grantmaking Support
- Assist with submission of RFP language to Grant Manager and manage online grant applications
- Manage processes to ensure successful grant selection to include tallying surveys, ballots, grant proposals, and site visit evaluations
- Provide accurate analysis of evaluations
- Grant Seekers Forum Support
Communications
- Create and distribute professional, compelling affiliate communications (to include invitations, membership emails, blog content, PowerPoint presentations, and social media content)
- Keep all affiliate brochures and websites up to date
- Create and distribute compelling membership renewal and annual campaign materials
Events
- Manage the planning and implementation of high-quality affiliate events, including Grants Celebrations, social gatherings, and annual activities.
- Develop compelling content and materials for affiliate programs and events
- Ensure that all lists for invitations and communications are complete and accurate
- Track RSVPs and adjust event support as applicable
- Manage any unexpected issues and troubleshoot any problems that arise on event day
- Analyze event performance via survey and present metrics
Essential Functions
- Partner with RA team in fostering relationships with members, prospective members, and past donors
- Direct specific annual affiliate membership renewals, to include preparing and distributing letters/packets
- Direct production of mailings lists, and preparation of all gift acknowledgement letters
- Manage donor database to include all data entry, imports and exports, tracking and cleanup
- Compilation, analysis, and report generation on membership composition and trends to present to Foundation and Affiliate leadership
- In coordination with Communications, will be responsible for timely production of high-quality fundraising materials for each affiliate
Qualifications and Experience
- Minimum of four years of administrator experience in a professional office environment, preferably nonprofit or service industry
- Experience managing workflow for a high-performing team
- Previous experience in membership, fundraising, or sales support database management, including familiarity with nonprofit fundraising and membership best practices, tools, and techniques
- Demonstrated experience working with high-level volunteers and nonprofit organizations
- Demonstrated experience delivering superior customer service
- A high level of initiative and creativity
- Knowledge of philanthropic climate in San Diego is helpful
- Proven track record in developing and using administrative systems
- Ability to work independently and successfully prioritize and manage multiple projects and meet deadlines
- Strong analytical and organizational skills with the initiative to recognize and anticipate problems, then solve them
- Superior interpersonal skills to relate to a diverse membership
- Strong written and verbal communication skills
- Strong editing and proofreading skills
- Advanced knowledge and experience, and expert proficiency with computer software applications: MS Windows, Outlook, Word, Excel as well as database management experience preferably with Blackbaud (Raiser’s Edge, Financial Edge, Grants Edge)
- Strong aptitude with relational database applications, data entry and report generation; preferably with donor or client contact management applications
- The ability to maintain strict confidentiality of donor and organization information
Education
- Bachelor’s degree preferred
Language Skills
- Must have the ability to read, write and speak English fluently
- Bilingual helpful
Judgement/Reasoning Ability
- Use of good judgment and own initiative
- Logical thought process
Other Skills and Abilities
- Strong emotional intelligence
- Cultural competency
- Professional attitude and demeanor
- Able to prioritize and be highly organized
- Comfortable working in a fast-paced environment
- Works well under pressure
- Ability to successfully meet deadlines and work with multiple competing priorities
- Attention to detail, timeliness and record keeping
- Ability to be flexible and open to change
- Positive and enthusiastic
- Innovative
Special Conditions
- Ability to work evenings and weekends as needed
- Transportation: ability to transport materials and attend meetings within the San Diego region as needed.
Anticipated starting salary: $65,000
If you are interested in joining our team, please submit your resume and a cover letter to: jobs@sdfoundation.org and please indicate Regional Affiliates Specialist in the Subject Line
Work Environment
San Diego Foundation is rated a Top Work Place by The San Diego Union-Tribune and offers an excellent work environment, benefits package and competitive compensation. Our work environment consists of the following:
- Non-smoking, professional office environment
- Flexible work options to include remote work
- Fast-paced working with multi-level distractions
- Professional presentation and demeanor
- Open office space with potential audio/visual distractions
- Multi-track workflow that requires the ability to prioritize and plan
Unless otherwise stated in the job description, all career opportunities adhere to the following:
Language Skills
- Ability to read, write and speak English fluently
- Additional language proficiency helpful
Judgment/Reasoning Ability
- Logical thought process
- Use of good judgment and own initiative
Physical Demands
- Able to safely lift 25 pounds
- Able to sit for prolonged periods of time at meetings, desk, computer, driving
- Able to sit at a desk and view a computer screen for up to two hours
- Able to type using a computer keyboard
- Able to speak into and use a telephone
- Ability to bend and stoop
For any questions, please contact jobs@sdfoundation.org.
