Senior Finance Manager

To apply please send a resume and cover letter to jobs@patf.us.

Company Description:
PATF’s mission is to provide education, advocacy, and financing opportunities for people with disabilities and older Pennsylvanians, helping them acquire assistive technology devices and services to improve their quality of life. PATF is Pennsylvania’s Alternative Financing Program (AFP) as designated by the Federal Assistive Technology Act, and a state-accredited and federally certified Community Development Financial Institution (CDFI). PATF serves Pennsylvanians of all ages, incomes, and disability diagnoses. Since 1998, PATF has helped over 5,400 individuals finance assistive technology by extending more than $52 million in low-interest or no-interest loans. PATF’s office is in King of Prussia, Pennsylvania.

Job Description:

The Senior Finance Manager performs the day-to-day finance and accounting functions of PATF and assists the CFO with financial planning and long-term needs.

This full-time position offers compensation between $70,000 and $80,000 depending on skills and experience, and it offers a comprehensive benefits package, including health insurance, a 403(b)-retirement plan, paid time off, and additional benefits. PATF has adopted a hybrid work policy. It is important that in-office needs are being met, but employees are able to work from home in a coordinated way that ensures there is coverage for in-office duties.  Given the responsibilities of the Senior Finance Manager, it is required that they will be available in-office at least three days each week.

Duties and Responsibilities (include but are not limited to):

Day-to-day Financial Operations

  • General Ledger: Use QuickBooks to write checks to vendors and borrowers, enter invoices and deposits, and make journal entries as necessary
  • Bank Accounts: monitor activity and cash flow in bank accounts and transfer funds when necessary; reconcile all accounts together with independent reviewer outside of Finance
  • Intercompany Transfers: prepare invoices and accounting entries for amounts due between PATF and related entities and make transfers as necessary
  • Payroll and employee benefits: Process payroll information for staff and independent contractors with ADP and enter it in QuickBooks biweekly, maintain Paid Time Off records for staff, and maintain records for employee benefit program

Financial Reporting Responsibilities

  • Compile grant invoices and supporting documentation
  • Monitor grant expenses monthly, which will include ensuring proper allocation of expenses to appropriate grants and ensuring expenses are not billed to more than one funding source
  • Contribute financial information to grant applications as necessary
  • In conjunction with other staff, maintain or assist in maintaining records related to PATF’s awards from CDFI Fund and file or assist in filing all reports
  • In conjunction with other staff, prepare or assist in preparing loan statistics and monthly financial statements for the Board of PATF and any related entities
  • Assist CFO in preparing the annual Form 5500 return for the 403b retirement plan and the annual Workers Compensation insurance audit

Maintenance of Financial and Programmatic Records

  • Maintain financial files for current and past fiscal years both physical and digital
  • Participate in recordkeeping and management of the Mini Loan Program through the DownHome Loan Manager software
  • In conjunction with other staff, update and maintain or assist in updating and maintaining the PATF Loan database by transferring balances and reconciling all outstanding balances in QuickBooks, the loan database, DownHome, and at the partner banks
  • Compile records for PATF Annual Audit, especially for functional expenses, the use of restricted grants, and loan portfolios
  • Reconcile DonorSnap and QuickBooks records for donations on an annual basis
  • Maintain manuals of all accounting, CDFI reporting, and loan database procedures
  • Other duties as assigned

Required Qualifications:

  • Extensive knowledge of QuickBooks and Excel
  • Demonstrated ability to maintain a general ledger
  • Demonstrated ability to process third-party payroll, maintain PTO records, and administer employee benefits such as health insurance, retirement, and other insurances
  • Demonstrated ability to monitor banking and financial accounts on behalf of a company
  • Demonstrated ability track expenses against multiple funding streams to ensure compliance with grants
  • Demonstrated ability to assist in guiding an organization through an audit

Physical Requirements and Work Environment:

  • Primarily works in standard office conditions.
  • May spend extended periods working at a desk and computer.
  • Some travel, mostly within Pennsylvania, is required.
  • Must hold a valid driver’s license.

PATF is an Equal Opportunity Employer (EOE).  PATF is committed to a policy of non-discrimination in employment, to all employees and applicants for employment. No person shall experience discrimination in employment because of such individual’s race, religion, color, sex, age, sexual preference, national origin, or disability.