Description

Monterey Peninsula Foundation
AT&T Pebble Beach ProAm & PURE Insurance Championship Job Description

POSITION TITLE:   Director of Finance
REPORT TO:  Chief Executive Officer
EMPLOYMENT CLASSIFICATION: Fulltime Regular, Exempt

POSITION OVERVIEW:
The Director of Finance is responsible for all areas of financial management and accounting, 
including ongoing accounting functions, financial reporting, compliance with accounting practices 
and regulatory requirements, annual budget preparation, and the annual audit process. The role will 
work closely with the Foundation’s senior leadership team and Audit and Investment Committees of 
the Board of Directors. 

Additional responsibilities include administrative functions of the Foundation related to 
insurance, HR and legal affairs.

IDEAL CANDIDATE:
Our ideal candidate is a self starter, strong communicator, and critical thinker with substantial 
experience in accounting and finance related activities; nonprofit experience strongly preferred. 
The candidate must have exceptional time management and organization skills and successfully 
balance strategic projects with day to day responsibilities.

THE ESSENTIAL FUNCTIONS OF THE JOB ARE:
- Develop, maintain, and implement standard accounting practices, policies, and principles in 
accordance with GAAP and PGA TOUR best practices
- Coordinate and direct the preparation of the annual budget and financial forecasts; manage 
organizational cash flow
- Prepare and present monthly, quarterly, and annual financial statements in an accurate and 
timely manner; clearly communicate variances to executive management and Board of Directors
- Lead the annual audit process; liaise with external auditors and oversee controls to ensure they 
are operating effectively
- Manage and perform daily operations of the Foundation’s accounting department including accounts 
payables/receivables, cash receipts, general ledger, and payroll
- Research technical accounting issues for compliance as needed
- Lead month end and fiscal yearend close processes
- Manage and comply with local, state, and federal government reporting requirements and tax 
filings; coordinate preparation of regulatory reporting
- Develop and document business processes and accounting policies to ensure optimal internal controls
- Oversee certain administrative functions of the Foundation such as the 403b plan, insurance 
requirements and claims, and legal affairs; assists HR consultant with onboarding of new staff
- Administer vendor contracts and ensure that contract execution is in accordance with 
Foundation’s policies and procedures
- Acts as direct liaison with outsourced IT firm, focusing on information system reliability and 
efficiency; tracks and manages all software subscriptions, licenses, and applications

- Oversees inventory management, working with departments to ensure accuracy and timely reporting 
post tournament
- Provides training and staff support on Intacct, Beanworks and Expensify accounting 
software
- Supports the team during tournament times and engage with the community on various philanthropic 
activities as appropriate

EXPECTED RESULTS:
- Perform job responsibilities in a timely manner that is consistent with the Foundation’s 
expectations and standards
- Work efficiently and effectively with a team in common pursuit of a high standard of excellence 
and success. Act as a positive member of a high performing team
- Communicate effectively and develop positive relationships with team members, board of 
directors, contestants, constituents, sponsors, committee members, volunteers, staff and community
- Represent Monterey Peninsula Foundation in the highest level of professionalism in all 
activities

COMPENSATION & BENEFITS:
Salary commensurate with experience; eligible for performance based bonus
Medical, dental, vision insurance with employer paid premiums
Employer funded Health Reimbursement Account
Holiday, vacation, sick and personal time off
Tournament uniforms provided by employer
Being part of a high achieving team that impacts our region through the creation of worldclass 
   golf experiences that support over 200 local nonprofits each year

Requirements

QUALIFICATIONS:
5+ years accounting and finance experience; nonprofit accounting experience preferred
Bachelor’s degree in accounting or similar
CPA required

Thorough knowledge of accounting principles and procedures
Experience with month end/year end close process and financial statement generation
Experience of final responsibility for quality and content of all financial data, reporting, and audit coordination
Proficient in use and management of accounting software; Intacct and Salesforce experience preferred
Experience in human resources functions, such as payroll processing and benefits administration
A successful track record in setting priorities; keen analytic, organization and problem solving 
   skills to support and enable sound decision making
Excellent communication and relationship building skills with an ability to prioritize, 
   negotiate, and work with a variety of internal and external stakeholders
A multitasker with the ability to wear many hats in a fast paced environment