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Manager Foundation Finance

Careers Integrated Resources Inc Newport Beach, CA (Onsite) Contractor
Job Summary:
Working closely with the Foundation Directors of both Accounting and Finance, the Manager Foundation Finance will help manage, coordinate and supervise financial programs within the Foundation. These programs include complex journal entry support, account analysis and reconciliation, and interim financial statements. Position will also assist with financial planning and analysis, the annual operating budget, fund transfer processing, and with newly established process design and documentation. May also be called upon to assist with annual audit workpapers, internal audit support, and with the preparation and presentation of materials to the Foundation s Audit, Finance and/or Investment committees of the Board.
Job Responsibilities:
--Trust & Accountability:
-Demonstrate honest and ethical behavior.
-Takes responsibility for both words and actions.
-Acts with integrity.
-Maintains patient confidentiality.
--Business Acumen:
-Uses resources, equipment and finances appropriately.
-Demonstrates the functional and technical skills to do the job effectively.
-Willing and actively shares his/her knowledge with others.
-Accepts changes and adapts to new situations and responsibilities.
--Customer Satisfaction:
-Delivers superior customer service consistent with the Client Experience.
-Displays a professional image.
-Demonstrates tact, diplomacy and understanding when dealing with difficult situations.
-Listen and ask questions to understand patient and customer needs.
-Build relationships with internal customers and employees.
-Admits mistakes and takes service recovery steps to ensure any issues or problems are quickly addressed.
-Ensure that all information and services provided are safe, accurate, and available in a timely manner and meet regulatory requirements.
--Innovation:
-Brings forth creative ideas (one s own or others) to address patient, physician, customer, and community needs.
-Look for creative or new ways to improve efficiency and reduce costs.
-Adopt new processes, techniques and methods.
-Stays current with technologies and advances in his/her area, department and/or field.
--Inspiring Leader & Coach:
-Fosters energy, enthusiasm, commitment, and an environment where people want to excel.
-Demonstrates respect for diversity in people, ideas, and backgrounds.
-Aligns actions with Client s Mission, Vision, and Values.
-Maintains positive relationships with Client s physician partners and practices with mutual respect.
-Provides feedback in a way that facilitates improvement and growth.
-Delegates responsibilities to build team capability and manage workload.
--Talent Development:
-Select and grow talented individuals.
-Empowers others with the authority they need to be successful.
-Identifies and supports developmental initiatives and opportunities.
-It takes time to mentor and support direct reports.
-Recognizes and rewards people for excellent performance.
--Strategic Agility:
-Anticipate future trends and consequences.
-Provides clear direction to his/her team.
-Works through formal and informal channels to get things done.
-Accurately anticipates and addresses both potential threats and potential opportunities that may impact the department/function's success.
-Accepts change and adapts to new situations and responsibilities.
--Critical Thinking:
-Actively and skillfully conceptualizing, applying, analyzing, synthesizing, and/or evaluating information gathered from, or generated by, observation, experience, reflection, reasoning, or communication.
**See Attachment for Full Job Description**

Required Skills & Experience:
-Seven (7) or more years of accounting and financial analysis experience.
-Advanced knowledge in the use of financial applications including general ledger systems design and utilization, spreadsheets, and database query and reporting functions.
-Advance experience with MS Excel; familiarity with macros, lookup and pivot features.
-Intermediate experience with MS Word and PowerPoint.
-Experience with developing and managing budgets, financial planning, and financial analysis.
--Diversity:
-Ability to work with a diverse group of people in a manner that enables them to reach their full potential, in pursuit of organizational objectives, without anyone being advantaged or disadvantaged by irrelevant considerations.
--Trust & Accountability:
-Demonstrate honest and ethical behavior.
-Takes responsibility for both words and actions.
-Acts with integrity.
-Maintains patient confidentiality.
--Business Acumen:
-Uses resources, equipment and finances appropriately.
-Demonstrates the functional and technical skills to do the job effectively.
-Willing and actively shares his/her knowledge with others.
-Accepts changes and adapts to new situations and responsibilities.
--Customer Satisfaction:
-Delivers superior customer service consistent with the Client Experience.
-Displays a professional image.
-Demonstrates tact, diplomacy and understanding when dealing with difficult situations.
-Listen and ask questions to understand patient and customer needs.
-Build relationships with internal customers and employees.
-Admits mistakes and takes service recovery steps to ensure any issues or problems are quickly addressed.
-Ensure that all information and services provided are safe, accurate, and available in a timely manner and meet regulatory requirements.
--Innovation:
-Brings forth creative ideas (one s own or others) to address patient, physician, customer, and community needs.
-Look for creative or new ways to improve efficiency and reduce costs.
-Adopt new processes, techniques and methods.
-Stays current with technologies and advances in his/her area, department and/or field.
--Inspiring Leader & Coach:
-Fosters energy, enthusiasm, commitment, and an environment where people want to excel.
-Demonstrates respect for diversity in people, ideas, and backgrounds.
-Aligns actions with Client s Mission, Vision, and Values.
-Maintains positive relationships with Client s physician partners and practices with mutual respect.
-Provides feedback in a way that facilitates improvement and growth.
-Delegates responsibilities to build team capability and manage workload.
--Talent Development:
-Select and grow talented individuals.
-Empowers others with the authority they need to be successful.
-Identifies and supports developmental initiatives and opportunities.
-It takes time to mentor and support direct reports.
-Recognizes and rewards people for excellent performance.
--Strategic Agility:
-Anticipate future trends and consequences.
-Provides clear direction to his/her team.
-Works through formal and informal channels to get things done.
-Accurately anticipates and addresses both potential threats and potential opportunities that may impact the department/function's success.
-Accepts change and adapts to new situations and responsibilities.
Preferred Skills & Experience:
-Three (3) or more years of related supervisory experience.
-In-depth knowledge of nonprofit /fund accounting and auditing procedures and systems.
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Job Snapshot

Employee Type

Contractor

Location

Newport Beach, CA (Onsite)

Job Type

Finance

Experience

Not Specified

Date Posted

09/12/2025

Job ID

25-59257

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