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Case Manager at Studios at Montero
Sr. Cal Aim Administrator

Additional Opportunities

Case Manager

Director of Grants

Data Manager


The Senior Financial Analyst reports to the Chief Operating Officer and ensures the accuracy and timeliness of financial reporting, the efficiency of accounting department operations, compliance with required controls, and delivery of financial reporting and information to end users.

This position ensures that the organization has effective systems and procedures to report the organization’s financial results and ensures that reported results comply with GAAP and contractual terms in a nonprofit environment with multiple funding sources, including government (federal, state, county, municipal), contracts and income from individuals, in support of programs.

The Senior Analyst supports the COO in the analysis of financial data and the presentation of financial reports in an accurate and timely manner; clearly communicating monthly and annual financial statements; monitoring progress and changes and keeping senior leadership well-informed of the organization’s financial status.

Supporting the COO and the organization’s leadership team in the annual budget process, the Senior Analyst establishes and maintains finance and administrative systems to support the process. As well as incorporating board approved budgets into the Sage-Intacct accounting system.

This role also provides accurate and timely reporting on the financial activity of individual programs to program managers. Reviewing contract budgets and monthly financial budget comparisons to actual results to identify, explain, and correct variances as appropriate, and producing and distributing up-to-date and accurate monthly financial reporting to each program.

The role coordinates the preparation of the annual Financial and Single audits, and 990 tax returns with the external auditors; providing supporting information and responses as needed.

The qualified candidate must have personal qualities of integrity, credibility, and commitment to the COTS mission; a proactive, hands-on critical thinker who will assist, in partnership with the COO, the responsibility for finance and accounting.



  • Assists in the development of the annual operating budget, provides technical advice and knowledge to others within the organization, including the education of program managers on financial issues impacting their budgets.
  • Performs analysis to give insights into revenue and expense risk, and opportunities for budget efficiencies.
  • Partners cross functionally with Program, Development and Grants teams to facilitate efficient workflows across the organization.

Planning and Policy

  • Coordinates the development and monitoring of budgets.
  • Ensures compliance with generally accepted accounting principles, state and federal government regulations, and funding requirements.
  • Remains up to date on non-profit audit best practices and state and federal law regarding non-profit operations including Single Audit and 990 tax returns.
  • Creates and maintains accounting policies and procedures, and ensures accounting operations follows internal controls, grant compliance and segregation of duties.

Accounting, Administration

  • Administrator for Sage-Intacct. Oversees implementation and efficiency of the accounting software, Sage-Intacct.
  • Maintains a system of pre- and post-grant award management, ensuring legal and regulatory compliance of all Federal (HUD & ESG), county and municipal funding contracts.
  • Follows cost allocation principles and maintains current and accurate allocation methodology.
  • Oversees all financial, program and grants accounting; ensuring expenditures are consistently aligned with grant and program budgets throughout the grant/fund period; maintaining financial records for each program and grant in a manner that facilitates funder reporting and requirements.
  • Collaborates with a high performing accounting staff.
  • Ensures timeliness, accuracy, and usefulness of financial and operational reporting for federal and state funders, foundations, the COTS Board of Directors, executive management team, and program managers.
  • Provides regular and accurate reporting of cashflow, revenue and expenses, variance analysis, programmatically and organizationally, in a format designed in collaboration with executive staff.
  • Coordinates audits and the proper filing of tax returns.


  • At least five (5) years accounting experience.
  • Excellent Excel skills and experience working with web-based platforms.
  • Working knowledge of enterprise resource planning (ERP) systems, Sage-Intacct experience and Salesforce highly desirable.
  • Experience in or knowledge of non-profit accounting and sophisticated fund and government grant accounting, compliance, and reporting preferred.
  • Knowledge and understanding of the Office of Management and Budget Circular A133 audit.
  • Knowledge of accounting principles, including GAAP and government accounting standards.
  • Knowledge and experience implementing accounting internal control and accounting procedures.
  • Interpersonal skills and work effectively with diversified internal and external stakeholders
  • Ability to exercise sound judgment and implement impeccable interpersonal skills.
  • Excellent organizational, written, and oral communication skills. 


Bachelor’s Degree in Accounting or Finance required.


Ability to read, analyze and interpret the most complex documents. Ability to respond effectively to time sensitive requests. Ability to clearly communicate complex subjects to all learning levels. Ability to define problems, interpret data, draw valid conclusions, and present results clearly. Superior abstract reasoning skills.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, operate a keyboard, and talk or hear, reach with hands and arms. The employee is occasionally required to stand; walk, balance. The employee must occasionally lift and/or move up to 25 pounds. Close vision, and the ability to adjust focus are required.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.  The noise level in the work environment is usually moderate. The temperature is usually moderate.

This position’s primary location is 900 Hopper Street, Petaluma. Telecommuting up to 2-3 days per week may be optional depending upon client, colleague, and supervisor needs.

30 hour work-week (Days and hours flexible)
3 weeks vacation + 75 hours mental health/sick leave + 10 paid holidays
+ medical, dental, vision benefits, more!

APPLY with resume to


COTS supports full vaccination and booster. COTS requires acceptable background check and if applicable, acceptable Motor Vehicle Report. COTS is a drug and alcohol-free workplace environment. COTS is committed to its mission, principles and values and expects the same dedication from its employees. Integrity, Respect, Collaboration, Celebration and Outcomes are the cornerstone of all that we do and how we measure ourselves as an organization. COTS is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. We strive for diversity, equity, inclusion and belonging in our workplace.



DEIB Statement

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