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• Advise organizations on aligning funding requests with core missions, strategic priorities, and measurable outcome goals.

• Ensure compliance with state and local budget laws, regulations, policies, and reporting requirements.

• Analyze historical revenue and expenditure trends and assess current financial conditions to support accurate budget development and long-term financial planning.

• Forecast revenues from sales, grants, tax collections, and anticipated fees, as well as capital, personnel, and non-personnel expenditures.

• Develop comprehensive master budgets for review, approval, and adoption by Boards of Directors.

• Prepare monthly financial status reports comparing actual revenues and expenditures against approved budgets, identifying variances and providing recommendations for corrective action.

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• ​Lead the identification, resolution, and remediation of significant audit findings, ensuring timely corrective actions and sustainable process improvements.

• Establish and enforce robust internal controls and risk management policies to safeguard organizational assets, mitigate risk, and enhance operational effectiveness.

• Manage and prepare accurate balance sheets, income statements, and cash flow statements, month-end, quarter-end, and year-end close packages in accordance with Generally Accepted Accounting Principles (GAAP).

• Manage and prepare cash-basis financial statements in alignment with organizational accounting policies and reporting requirements.

• Advise on and manage local, state, and federal tax filings while ensuring compliance with applicable regulatory requirements.

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Forecast cash and liquidity position, interest rate risk, and capital needed to support financial growth.

• Interest Rate Risk: Monitor and manage net interest income and capital levels to mitigate the impact of adverse interest rate movements.

• Liquidity Risk: Maintain sufficient liquid funds to meet loan demand, financial obligations, and changes in economic conditions.

• Credit Risk: Monitor and manage portfolio credit quality across the balance sheet to minimize potential credit losses.