Careers

Title: Director of Finance

Reports to: Chief Executive Officer
Location: Portland, OR. This is primarily an onsite position with occasional remote work.
Type: Full-time/Exempt

Salary: $85,000

Benefits: Pittock Mansion Society offers an excellent benefits package, including 100% employer-paid employee medical, vision, and dental insurance, PTO, a retirement plan with a company match of up to 3%, and an Employee Assistance Program.

ABOUT PITTOCK MANSION:

Pittock Mansion is a 1914 historic house museum owned by the City of Portland, Parks and Recreation, and operated by the Pittock Mansion Society. The premises include the Mansion, the Gate Lodge, and the Garage, with beautiful gardens adjacent to Pittock Vista Point. The organization’s mission is to inspire understanding and stewardship of Portland history through Pittock Mansion, its collections, and programs. Having grown to attract approximately 90,000 annual visitors in recent years, Pittock Mansion is one of the top tourist destinations in Portland.

ABOUT THE ROLE:

The new Director of Finance will report to the Chief Executive Officer and serve as the liaison to the Finance Committee. As a member of the society’s senior staff leadership team, the Director will have a unique opportunity to be a strategic partner working collaboratively with the CEO and other departmental colleagues,

The ideal candidate will have a strong background in non-profit financial management, a deep understanding of regulatory requirements, familiarity with grant tracking and reporting, and a passion for positively impacting the community. They will manage the preparation of accurate and timely financial reports, oversee the organization’s budgeting process, monitor financial performance, and provide actionable insights to the CEO, Finance Committee, and the Board of Directors. They will also manage the organization’s accounting functions, including accounts payable, accounts receivable, and payroll.

This role requires a proactive and detail-oriented individual who can navigate the complexities of nonprofit finance. Communicating financial information clearly and concisely will foster trust and confidence across the organization. The successful candidate will be a collaborative, meticulous, nimble manager, critical thinker, and problem solver.

Details of the essential duties and responsibilities include but are not limited to:

Finance:

  • Familiarity with the new Pittock 2.0 vision of the organization to align       The finance and accounting department’s goals and deliverables align with current and future organizational needs.
  • Be cognizant of the organization’s growth and transformation stage and strategically partner with the CEO to develop efficiencies in financial management processes. This would include establishing, improving, and implementing policies and procedures for all financial management functions, ensuring appropriate controls, and complying with generally accepted accounting practices (GAAP).
  • Communicate regularly and provide information to the Chief Executive Officer and senior leadership team about programs, contracts, policy and strategy, and successes and challenges related to the organization’s financial position.
  • Manage cash flow and oversee investment accounts in collaboration with the Finance Committee, investment partners, and the Chief Executive Officer.
  • Monitor the inventory and financial transactions related to the museum gift store, admissions, and contributed revenues (donations).
  • Acts as the Comptroller of year-end museum store inventory.
  • Serve as an organizational liaison and maintain relationships with bank, credit card, insurance, and merchant providers.
  • Ability to work with technology-based systems such as the museum’s POS (Versai) and Accounting (QuickBooks Online) software to manage various aspects of financial management.

Accounting:

  • Handle day-to-day financial duties such as payroll and employee reimbursements.
  • Manage all regular financial/accounting transactions: accounts payable, cash receipts, bank deposits.
  • Manage monthly reconciliations, including revenue reconciliations with the Development and Membership Department, bank reconciliations, and periodic general ledger and journal entries.
  • Provide timely financial reports to the CEO and the Finance Committee on a monthly, quarterly, mid-year, and annual basis.
  • Provide timely reconciled quarterly, mid-year, and annual financial reports with analysis at Board meetings. Attend Board meetings to answer questions.

Budgeting and Reporting:

  • Analyze and present financial reports, trends, and projections accurately and timely; clearly communicate monthly and annual financial statements.
  • Provide critical financial and operational information to the Chief Executive Officer and senior staff as requested by the Finance Committee and Board of Directors.
  • Ensure completion of Form 990 and other IRS filings, audits, and all other mandated financial reports.

Administration:

  • Develop and maintain a business calendar that includes all relevant deadlines, timelines, and action checklists to ensure seamless business continuation of all contracts, leases, services, etc.; and coordinate timely action with appropriate staff.
  • Develop a calendar to ensure that all government filings and non-profit status renewals are completed promptly.
  • Analyze current systems and vendor performance against the organization’s current and future financial needs to develop improvements and changes.
  • Oversee the organization’s risk management and maintain and review all insurance policies, leases, and other contracts.
  • Work in close collaboration with the HR Specialist to manage the onboarding and offboarding of employees regarding the financial aspects of employee benefits administration, manage relationships with benefits brokers, coordinate annual open enrollment, and address employee benefits questions such as those related to payroll deductions.
  • Research and propose cost-saving and optimal solutions with the Chief Executive Officer.
  • Adapt to changing responsibilities or procedures as the Chief Executive Officer deems it appropriate to evolve the Finance department as the organization grows.

Qualification and Education Requirements:

  • Bachelor’s degree in accounting or finance.
  • Minimum of five years’ financial/accounting experience, preferably in a non-profit organization.
  • Experience with fund accounting and grant tracking is highly desirable
  • Proficiency in QuickBooks (that PM currently uses) is highly preferred.
  • Tech savvy and highly proficient with MS suite, especially MS Excel, PowerPoint, and other data visualization software.
  • Ability to present financial data using visual tools such as bar graphs, pie charts, and trend projection charts a must.
  • Exceptional analytical and organizational skills in a fast-evolving environment.
  • Demonstrate a teamwork approach to understanding interdepartmental connectedness and foster a collaborative work environment with colleagues.
  • Be open to new ways of doing things and adopt and adapt to iterative processes. An entrepreneurial spirit and ability to be open to and manage change are pluses.

Physical Activities/ Other Conditions

  • Ability to work in a shared / open space office environment in a historic house museum.
  • Workstations may not be in a climate-controlled environment.
  • Wearing personal protective equipment (e.g., face covering, gloves) may be required.
  • Light to medium work that includes moving objects up to thirty pounds.
  • This position requires navigating uneven terrain at this historic site, including stairs and hills. Candidates should be comfortable walking uphill and climbing stairs.

Qualified candidates must complete background checks before hiring.