VP, Finance and Accounting

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities. The Vice President of Finance is a strategic finance leader responsible for overseeing the organization’s financial planning, budgeting, accounting oversight, financial operations, and regulatory compliance. Reporting to the CFO, this role partners closely with senior leadership to support the organization’s mission while ensuring strong financial stewardship, operational efficiency, and compliance with nonprofit and CDFI requirements.

The VP of Finance oversees the Controller and finance team, leads the annual budgeting and forecasting process, supports portfolio and investment analytics, and drives continuous improvement of financial systems and processes. The ideal candidate is tech-savvy, with strong financial modeling skills and a solid accounting foundation. They are a proven people leader who works collaboratively with senior management and cross-functional teams. Experience in both nonprofit and for-profit environments is helpful, along with the ability to thrive in a fast-paced, dynamic organization.

Key Responsibilities

Financial Leadership & Planning

• Lead the organization’s annual operating budget and multi-year financial planning process.

• Develop revenue and expense forecasts, including membership dues, investment income, grants, and operating activities.

• Monitor financial performance against budget and provide timely variance analysis and recommendations to senior leadership.

• Support strategic decision-making through financial modeling, scenario analysis, and performance reporting.

• Present month end financials and actual-to-budget comparisons to the Board Finance Committee.

Accounting Oversight & Financial Operations

• Provide oversight and guidance to the Controller to ensure accurate and timely monthly, quarterly, and annual financial reporting.

• Oversee day-to-day financial operations, including accounting processes, cash management, accounts payable, and financial controls.

• Ensure strong internal controls and continuously improve finance policies, procedures, and operational workflows.

• Partner with other departments to improve financial reporting and operational efficiency.

Portfolio & Investment Analytics

• Portfolio management and analysis including yields, credit quality, liquidity, and financial trends.

• Monitor investment income and support forecasting of investment returns and related financial impacts.

• Develop financial reports and dashboards that provide actionable insights into portfolio performance and organizational sustainability.

Compliance & Audit

• Manage the annual financial statement audit and coordinate with external auditors.

• Oversee preparation of the organization’s Form 990 and other federal, state, lender, and grant reporting requirements.

• Ensure compliance with nonprofit accounting standards, donor restrictions, grant requirements, loan agreements, and CDFI-related reporting.

• Maintain familiarity with applicable GAAP, nonprofit accounting guidance, and regulatory requirements.

Financial Systems & Process Improvement

• Lead optimization of financial systems and reporting tools.

• Improve reporting capabilities, automation, and financial data integrity.

Leadership

• Supervise, mentor, and develop the Controller and finance staff.

• Foster a collaborative, service-oriented finance team that supports organizational goals.

• Build strong working relationships across departments and with external partners, auditors, lenders, and funders.

Qualifications Required

• Commitment to Inclusiv’s mission to help low-and moderate-income people and communities achieve financial independence.

• CPA, CMA, CFA or equivalent.

• Bachelor's degree in Accounting, Finance, or related field.

• 10-12+ years of progressive finance and accounting experience, including leadership responsibilities.

• Experience in nonprofit financial management and compliance, including audits and Form 990 preparation.

• Strong understanding of GAAP and nonprofit accounting.

• Experience leading annual budgeting, forecasting, and financial planning - Advanced Excel and financial modeling skills.

• Experience with portfolio analytics, investment income forecasting, and financial performance reporting.

• Demonstrated experience managing financial operations and internal controls.

• Demonstrated interest in leveraging AI tools, such as Claude in Excel, to enhance data analytics, financial modeling, and decision-making.

• Strong analytical, communication, and leadership skills.

• Ability to work in a fast-paced environment.

• Authorized to work in the US.

Preferred

• Experience working with a nonprofit CDFI, financial institution, community lender, or impact investment organization.

• Experience with Sage Intacct, Ramp, ADP or other payroll systems, budgeting and reporting systems, and other cloud-based financial applications.

• Experience with grants management and federal or philanthropic funding compliance.

Location and Compensation: This role is located in New York City. It is a hybrid role with three days per week in the office and two days per week working remotely. The salary range is $165,000-$185,000. Additionally, we offer a comprehensive benefits package, including affordable healthcare coverage, retirement plans with a company match, opportunities for professional development, paid time-off, and much more.

To Apply: Please send cover letter and resume. Resumes will be reviewed on a rolling basis until filled.

About Inclusiv

Inclusiv is an equal opportunity employer that collaborates with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Affordable healthcare coverage (including HSA and FSA)

Retirement Savings Plans with a company match

Opportunities for Professional Development

Holidays and Paid Time Off

Commuter Benefits

English fluency