Key Priorities and Responsibilities

Strategic Financial Management and Reporting

  • Support planning and monitoring of revenues and expenses for programs, administration, fundraising, and capital expenditures
  • Drive forecasting, budgeting, variance reports, and data analysis with a particular eye towards IRS and GAAP compliance; lead budgeting for US-based EF China team, and align with EFUS on proper cost allocation methodology
  • Work with Director of Grants Management and Finance to prepare management reports for the EF China Board, Audit Committee, Leadership Team, and other stakeholders to support the development and execution of organizational strategy
  • Partner with Director of Grants Management and Finance to develop both standard and highly customized donor reports; fulfill project-based accounting needs to support funder requests as needed
  • Lead and own monthly and quarterly close process; prepare and publish month-end and year-end financial statements


Manage Audit and Daily Financial Operations

Assume responsibility for all aspects of EF China’s US-based financial management and transactions:

  • Manage schedules and control narratives for audits; act as primary contact for auditors; review, track, and implement audit recommendations
  • Prepare annual 990 and other regulatory reporting, alongside Director of Grants Management and Finance and external audit, tax, and legal advisors
  • Work with Director, and potentially external advisor(s), on cash management across brokerage and bank accounts and investments
  • Own all daily accounting and recordkeeping functions, including but not limited to: A/P, G&A, cost accounting, revenue recognition, grants receivable, bill pay, weekly wire transfers, and journal entries
  • Work with EFUS to process and record the cost allocation from EFUS to EF China
  • Interface with external advisors to ensure EF China stays abreast of technical accounting issues and remains compliant with all legal, tax, and other financial matters


Assess, Strengthen, and Implement Financial Systems

  • Provide expertise and guidance on accounting system audit and analysis, and partner with Director of Grants Management and Finance to refine existing US-based accounting, finance, and grants management systems
  • Plan and implement quality assurance and quality control procedures over financial transactions and reporting
  • Develop and document business processes and accounting policies to maintain and strengthen internal controls, with an eye towards continuous improvement and best-in-class business practices