Proposes and implements approved accounting policies and procedures.  Develops and maintains
appropriate internal financial controls.  Prepares annual operating budget and capital budget
proposals for approval by the president, trustee finance committee and board of trustees. 
Manages the budget and provides timely reporting to managers, utilizing Microsoft-Dynamics
(Solomon) automated accounting and ADP payroll systems.   Manages banking relationships. 
Manages the annual financial audit.  
Implements the investment of Historic New England endowment funds at the direction of the
investment committee.  Maintains endowment records, prepares reports, and serves as liaison
between the investment managers, investment committee and the custodial accounting firm.
Serves as the institutional grants administrator.  Reviews and approves budgets for all federal
grants.  Tracks grant requirements and prepares interim and final grant financial reports. 
Coordinates financial management and fund raising/development records to ensure timely
reporting of donations and compliance with donor requirements.  
Oversees human resource program.  Participates in the development of personnel policies and
procedures and monitors compliance.  Purchases employee benefits.