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Finance Director

Company: Bo's Place

Location: Houston, TX

Posted: May 14, 2020

About Bo’s Place
Bo’s Place exists to offer support and community to those who have experienced the death of a loved one.

A nonprofit, free-of-charge bereavement center, Bo’s Place offers multiple grief support services for adults, children and families, and provides education and resources for those who assist people in grief.

Bo’s Place operates on the belief that it is helpful and healing for grieving children and adults to share their stories, memories, experiences, thoughts and feelings with those who can understand their journey. Bo’s Place offers the only free on-going grief support program in the greater Houston area for children and their families.

Position Summary
The Finance Director is a part-time position, averaging 24 hours per week and reports to the Executive Director. The Finance Director is responsible for all aspects of the accounting cycle and related financial reporting.


          • Performs necessary accounting/bookkeeping tasks in order to maintain all financial accounts and records
          • Reviews Accounts Payable managed by Administrative Director
          • Posts credit card donations in QuickBooks
          • Reviews bank deposits prepared and posted by Administrative Director in QuickBooks; manages Positive Pay process
          • Prepares Accounts Receivable reports
          • Prepares financial statements and other reports as needed by Executive Director, Board of Directors, staff and external entities (foundations and other donors)
          • Reconciles bank and investment statements monthly (multiple accounts)
          • Calculates depreciation and prepares fixed asset spreadsheets
          • Provides reporting and information for grant requests as needed
          • Works with Executive Director and staff to prepare and monitor annual operating budget, cash flow projections, functional expense budget and capital budget
          • Prepares audit schedules for and works closely with auditor on annual audit process
          • Prepares schedules for and works closely with outside tax accountant on annual IRS Form 990
          • Prepares and ensures execution of payroll distribution, payroll deposits, quarterly 941 tax reports filings, W-2 and 1099 distribution
          • Reconciles QuickBooks information with Donor Perfect development information on a monthly basis
          • Reconciles check log with deposits on a weekly basis
          • Develops and implements appropriate policies and internal controls with Executive Director
          • Works with Executive Director to ensure restricted funds are monitored and tracked for proper usage and maintains net asset roll forward schedule
          • Manages Tsheets time tracking system
          • Manages insurance renewal process (i.e. liability, workers comp, health, etc.)
          • Manages employee benefits (i.e. paid time off, health benefits)
          • Supports financial functions at special events
          • Works with Executive Director and finance Committee to monitor investments and maintain investment schedules
          • Attends Board, Finance Committee, Staff and other meetings as requested by Executive Director
          • Acts as primary staff liaison to Finance Committee and records minutes for Finance Committee meetings
          • Prepares journal entries, as needed (including booking of in-kind donations at year end)
          • Ensures timely completion of audit and filing of official tax records in compliance with federal, state and local regulations (e.g., Form 990, payroll withholding, Texas Secretary of State Form 802)
          • Works with Development Director to ascertain FMV of direct donor benefit for special events
          • Handles all sensitive information with confidentiality
          • Other duties as assigned by the Executive Director


          • Bachelor’s degree in accounting, CPA preferred
          • 5+ years of experience in accounting, preferably nonprofit accounting
          • Expertise in all aspects of the accounting cycle, from recording of source documents through the preparation of financial statements and reconciliations, payroll processes
          • Proficiency with standard software such as MS Office and QuickBooks
          • Effective multi-tasker who enjoys handling a wide variety of activities
          • Ability to work as a member of a team

To Apply
Please email resume to: