Fiscal Director (CFO), Elder Services of Berkshire County, Inc.


The Fiscal Director provides both operational and programmatic support to the organization and participates as a member of the Agency’s Senior Management team. The Fiscal Director effectively manages all functions within the Fiscal Department and is, in essence, the “Chief Financial Officer” for the organization, working in collaboration with senior leadership on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting needs, and securing new funding. The Fiscal Director is responsible for the timely and accurate reporting of financial results of the Agency’s programs as well as ensuring the safeguarding of the Agency’s assets by establishing and monitoring an efficient and effective system of internal accounting controls. Additionally, the responsibilities of the Fiscal Director include oversight of the Provider Contracts Supervisor, the Administrative Support Professionals and Information Technology, including a comprehensive Information Security Program and oversight and responsibilities for Facilities Management. The Fiscal Director ensures that financial and budgetary processes conform to required state and federal regulations.

Supervisory Responsibilities

This position has direct and indirect supervisory responsibility over fiscal positions, the Provider Contracts Supervisor, the Administrative Support Professionals and the IT Department. This position requires the leadership, evaluation, and development of employees and taking timely and appropriate action with personnel in accordance with Agency policies and procedures.

Reports to: Executive Director

Reasonable Accommodation Statement

Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.

Essential Functions

Fiscal Oversight:

  • Develops and implements accounting and fiscal policies in accordance with Generally Accepted Accounting Principles and all pertinent federal, state, and local laws and regulations, for all funds received and disbursed by the Agency.
  • Oversees the management and coordination of all fiscal reporting activities for the organization including: generating profit and loss statements and balance sheets, reporting to funding agencies, and developing and monitoring organizational, contract, and grant-related budgets.
  • Plays a role in developing new business, specifically assisting the Executive Director in identifying new funding opportunities, drafting prospective programmatic budgets, and determining the cost effectiveness of prospective service delivery.
  • Supports the Executive Director in execution of his/her duties by providing timely and accurate fiscal statements and reports and both written and oral alerts pertaining to important matters of a financial nature.
  • Monitors authorizations for expenditures while conforming to regulations governing these expenditures, including administering the daily cash requirements to ensure the Agency meets its financial obligations.
  • Alerts and advises the Executive Director of any problem that has or may occur with respect to the financial activities of the Agency.

Fiscal Controls:

  • Designates and institutes accounting systems when and where appropriate to ensure accurate and timely compliance with applicable regulations, laws, and/or accounting principles.
  • Establishes systems for ongoing assessment and authorization of spending. Reviews service authorization patterns for making projections regarding future spending.
  • Ensures chart of accounts, general ledger, subsidiary ledgers, and journals are appropriately structured and utilized to provide meaningful financial information.
  • Remains current on non-profit (ASAP) audit best practices and state and federal law regarding non-profit operations.
  • Prepares financial analyses and spreadsheets, etc. as needed to ensure compliance with prudent management.
  • Ensures reconciliation of SAMS (internal billing software) to the General Ledger.
  • Works with and/or oversees Information Systems to ensure viability of automated Fiscal, Payroll, and Programmatic systems.

Fiscal Reporting:

  • Prepares Agency budgets and management reports.
  • Oversees the preparation of monthly Financial Statements and summary reporting for use by the Executive Director and management staff to provide guidance for the efficient management of their respective programs.
  • Prepares monthly Treasurer’s Report to inform the Board of Directors of the financial position of the agency.
  • Responsible for the completion of financial reports needed by other Agency departments and appropriate external parties.
  • Supervises the preparation of Agency audits and provides Auditor with all necessary data and assistance to ensure timely and accurate completion of audits. Acts as primary staff contact for external auditors.
  • Oversees the compilation of payroll information to prepare quarterly and annual reporting to appropriate government agencies.

Facilities Management:

  • Oversees management of the organization’s physical infrastructure, physical plant, and system maintenance (phones, security, cleaning, etc.).

Information Technology:

  • Responsible for implementing and monitoring a Comprehensive Information Security Program including data security policies and procedures.
  • Annually performs risk assessment audit of operations to ensure the confidentiality of personal information.
  • Oversees all Information Technology functions including management of all systems and user support.

Other Duties:

  • Manages all staff in the Fiscal Department.
  • Oversees hiring, training, and ongoing development of Fiscal Department staff.
  • Serves as the Agency’s liaison with Crossway Tower and Crossway Village. Responsible for overseeing the relationship between ElderServices and Berkshire Housing regarding Crossway Tower and Crossway Village and for the audits for those projects.
  • Works with the Senior Management Team to develop program budgets and assures all programs operate within available resources.
  • Oversees payroll functions, taxes, pension, and insurance payments and records.
  • Supervises computerized accounting, data collection, and client data systems.
  • Staffs the Board of Directors’ Finance Committee.
  • Oversees or directly prepares all required tax reporting.
  • Ensures that financial transactions are in compliance with all state and federal requirements, including preparation of tax filings, Rate Setting Commission reports, and any other required submissions.
  • Serves as management-level fiscal contact with The Executive Office of Elder Affairs, community agencies, auditors, vendors, and service providers.
  • Oversees annual audit process, including RFP for independent auditing firm, information gathering, presentation to Finance Committee, and the full Board.
  • Serves as primary liaison to the Finance Committee of the Board and to EOEA, attending meetings and conferences representing the Agency in financial matters.
  • Oversees annual UFR (Uniform Financial Report) development and submission.
  • Evaluates staff, providing leadership and feedback and identifying resources and educational needs. Organizes and distributes pertinent information to assist staff in maximizing work efficiencies.
  • Monitors staff performance and exercises discretion in matters of corrective action. Is proactive in formulating recommendations on disciplinary actions, terminations of employment, promotions, or other changes in employment status.
  • The Fiscal Director may be asked to act on behalf of the Executive Director in his/her absence.
  • Oversees office and kitchen maintenance.
  • Maintains prompt and regular attendance.
  • Ensures compliance with established departmental procedures and processes. Utilizes appropriate departmental checklists and standard forms.
  • Maintains a thorough understanding of departmental procedures and Agency policy.
  • Other duties as assigned. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Education/Experience Requirements

  • Bachelor’s degree in Accounting or Finance; 10 years’ experience in nonprofit financial administration.
  • Experience supervising bookkeeping, accounting, and IT staff.
  • A minimum of ten years of accounting experience in a non-profit environment, with minimum of five years management experience overseeing an accounting department; Accounting experience in a Human Services Agency preferred.
  • Master’s degree and/or CPA and at least 5-10 years in a senior financial leadership role preferably in a non-profit setting is preferred.
  • Ability to work with and interpret data for non-financial management staff and Board of Directors.


  • Excellent interpersonal skills; strong oral and written communication skills.
  • Knowledge of public sector non-profit accounting and financial management.
  • Knowledge of generally accepted accounting principles and financial software.
  • Ability to work with federal and state agencies to ensure compliance with relevant
  • Able to comprehend verbal and written instructions appropriate to the position.
  • Ability to supervise and motivate personnel.
  • Leadership ability; independent thinker; self-starter.
  • Demonstrated team-building skills
  • Proficiency in Microsoft Office professional and experience using databases.

Physical Demands

N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 – 2.5+ hrs/day)
F (Frequently) Requires this activity from 33% – 66% of the time (2.5 – 5.5+ hrs/day)
C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs/day)

Physical Demands:

Stand O
Walk O
Sit C
Manually Manipulate F
Grasp F
Reach Outward O
Reach Above Shoulder O
Speak F
Climb O
Crawl N
Squat or Kneel O
Bend O
Drive O


10 lbs. or less O
11 – 20 lbs. O
21 – 50 lbs. O
51 – 100 lbs. N
Over 100 lbs. N


12 lbs. or less O
13 – 25 lbs. O
26 – 40 lbs. N
41 – 100 lbs. N

Work Environment

There is a frequent requirement of fine manipulation in the use of office equipment such as computers, copying machines, fax machines, telephones, and calculators. The position involves a minimal amount of reaching and grabbing objects with both hands, twisting of hand and wrist, and the pushing and pulling of objects. Objects of up to 30 pounds must be lifted on an occasional basis. The position requires a minimal amount of squatting and twisting to perform work functions, and a moderate amount of bending and climbing stairs. The work is primarily performed indoors. The use of a car and a valid driver’s license is required. Due to the nature of our work and the people who depend on us, Elder Services is considered an essential organization. During a pandemic or other significant emergency you may be required to report to work when other non-essential personnel in other organizations are not required to.

EEO/AAP Statement

Elder Services of Berkshire County, Inc. provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are employed and employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.


2020-06-19T09:42:43-04:00June 18th, 2020|Categories: Careers, Finance, Senior-Level|