Director Of Finance, Benefits Data Trust

Posted by on January 02, 2012

DIRECTOR OF FINANCE, Benefits Data Trust

Posted on: December 19, 2011

Benefits Data Trust

Benefits Data Trust (BDT) is a not-for-profit organization committed to transforming how people in need access public benefits. To date, BDT has assisted more than 260,000 Americans in accessing benefits so that they can cover the costs of food, shelter and healthcare. Located in Center City Philadelphia, our diverse and socially conscious staff enjoys a casual and productive work environment and most of all making a difference. BDT continues to grow and is seeking just the right person to fulfill the role of Director of Finance.

The Director of Finance at BDT is a hands-on senior level management position that will be responsible for the management of our $4 million dollar annual budget. In addition, this position will manage all aspects of our accounting, auditing, and reporting for the organization, including managing large government grants and subcontracts.

BDT is currently implementing SAGE Fund Accounting as well as the Grants Management module and Fundraising 50. Knowledge with this software is a plus!



Manage the organization’s financial operations
Develop and carryout financial policies and procedures
Recommend changes in the accounting policies, procedures and systems to the Executive Director
Serve as staff liaison to Finance & Audit Vendors
Collaborate on a continual basis with senior management team

Financial Operations

Coordinate, develop and monitor, in conjunction with the Executive Director, the annual operating and capital budget for Benefits Data Trust
Develop process to close out month end and prepare quarterly statements of financial position
Manage and support year-end audits; provide assistance to external accountants and provide audit schedules related to research, solicitation documents, indirect cost allocation justification, gift acknowledgment, special events, etc.
Perform monthly bank reconciliations and prepare and record daily, recurring, and adjusting journal entries as needed
Review and monitor receipt and payment of all Accounts Receivables and Payable to ensure proper routing, allocation, and compliance to agreements/engagement letters

Grants/Contracts Management

Develop project level budgets for key development opportunities in close partnership with Director of External Relations
Work closely with management on classification of expenses and allocations
Prepare and maintain centralized invoice and financial reporting system to ensure that BDT remains in compliance with contracted terms


Bachelors degree in Accounting or Finance
Minimum of 5 years experience working in nonprofit financial management, overseeing budgets, cost-allocation, and OMB A-133 audits
Prior management level experience required
Expertise in fund accounting with knowledge of government contracts a plus
Knowledge of accounting software systems (preferably SAGE Fund Accounting)
Strong proficiency in Microsoft Excel
Excellent written and verbal communication skills
Ability to multi-task and work well under pressure
A commitment to excellence and a superior work ethic
Experience working with Government and/or Social Service organizations preferred
Demonstrated ability to manage to a big picture perspective while simultaneously performing more detail oriented tasks

BDT is not actively seeking for this role to include the oversight of Human Resources; however, if you have experience in both Finance and HR, our organization is open to discussing this joint role.

Benefits Data Trust is an equal opportunity employer.


Competitive salary commensurate with experience and agreed upon role plus comprehensive benefits package.


Please email your resume, cover letter including salary requirements, and our Questionnaire to – subject line: “ID Dir of Finance”

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