• Own CDI’s accounting function, including oversight of an external bookkeeping firm. • Oversee the monthly and year-end close process; ensure timely, accurate reconciliations and maintain supporting schedules. • Ensure accurate and consistent revenue recognition across earned and contributed revenue. • Maintain and improve CDI’s accounting handbook. • Strengthen internal controls and ensure consistent application across the organization. • Oversee spend management, including procurement processes, approval workflows, and documentation. • Improve financial workflows and data quality by integrating and optimizing systems such as QBO, HubSpot, and Stripe. • Continuously identify opportunities to automate, integrate, and streamline key systems and processes. • Oversee expense tracking by program, grant, and donor restriction. • Partner with the Executive Director, VP of Development, and VP of Operations to prepare grant budgets and financial reports. • Ensure compliance with required registrations, filings, and reporting at the local, state, and federal levels. • Prepare monthly financial reports and insights for internal leadership. • Prepare financial reports and materials for quarterly meetings, in partnership with the VP of Operations. • Support the VP of Operations with forecasting, dashboards and cash flow monitoring. • Manage organizational insurance policies, renewals, and documentation. • Oversee vendor and sales contracting processes, templates, and coordination with other teams. • Liaise with outside counsel as needed and escalate complex or unusual contract questions to the VP of Operations and/or outside counsel. • Support the VP of Operations with the annual budgeting process, including analysis of historical data, preparation of materials, and documentation. • Support the annual audit and Form 990 process in partnership with the VP of Operations and external firms, including preparation of schedules and responses.