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Yeo & Yeo HR Advisory Solutions

Accounting, tax, tech, and advisory services

Vice President of Finance and Administration

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeTraverse City, MI, USANo salary listedIn-person

About the Job

Requirements

  • Extensive leadership experience in finance, accounting, operations, or administration.
  • Demonstrated experience leading teams and developing staff.
  • Strong financial management skills in budgeting, forecasting, financial analysis, internal controls, and risk management.
  • Knowledge of nonprofit human resources compliance, best practices, and policy.
  • Ability to build strong relationships across cross-functional teams.
  • Advanced proficiency with Microsoft Excel and financial software, and experience with other Microsoft Office products or similar products.
  • Strong analytical, critical-thinking, and problem-solving skills.
  • Bachelor's degree in finance, accounting, business administration, or a related field, or an equivalent combination of education and relevant experience.

Responsibilities

  • Lead development and implementation of comprehensive finance and administration strategies.
  • Oversee all financial operations, including budgeting, cash flow, reserves, financial reporting, fund accounting, internal controls, and compliance with nonprofit accounting standards.
  • Lead the multi-year and annual budgeting process, including budget performance, forecasting, scenario planning, and quarterly operating budget and financial statement reports.
  • Lead development and implementation of a values-aligned organizational investment strategy, including endowed, non-endowed, and impact investing assets.
  • Manage bank and investment accounts and impact investments, including monitoring, reporting, and reconciliations.
  • Oversee payroll administration and related employee documentation, benefits administration, and compliance with employment regulations.
  • Oversee office operations, facilities management, office vendor relations, administrative systems, equipment leasing, and capital purchases.
  • Provide leadership, coaching, and regular feedback to the team to support high performance and professional growth.
  • Engage with and contribute to organizational strategy, annual planning, resource allocation, policy development, and cross-functional decision-making.

Desired Qualifications

  • Community foundation, nonprofit, or philanthropic sector experience.
  • Fund accounting and endowment management experience.
  • Experience overseeing investments and working with investment advisors.
  • Experience with Foundant Community Suite or a comparable community foundation or financial and donor management system.
  • Experience overseeing payroll, human resources information systems, and employee administration systems.

About the Company

Yeo & Yeo HR Advisory Solutions

Accounting, tax, tech, and advisory services

Yeo & Yeo HR Advisory Solutions delivers a wide range of accounting and advisory services for Michigan organizations, including audit, outsourced accounting, tax planning, wealth management, fraud forensics, business valuation, litigation support, and interim staffing. Its approach centers on teams that assess client needs, develop customized plans, implement solutions, and provide ongoing support, coordinating with Avantax for investment planning when needed. The firm differentiates itself with a broad, integrated service offering under one roof, strong local Michigan expertise, and a partnership that extends financial planning through Avantax. Its goal is to help clients grow, stay compliant, protect assets, and plan for long-term success with practical, comprehensive business solutions.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Saginaw, MI
Founded
1923

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