About Us

Reports to: President/CPO
Wage/Classification: 42K-47K depending on experience/Full Time
Purpose of Position: The Director of Finance and Operations will be responsible for pledge and data entry, accounting and working directly with CPA, grant reporting, office management, and special projects as assigned

RESPONSIBILITIES:

• Maintains accounts receivable and payable and works with CPA when needed to help maintain accounts receivable and payable, bank reconciliations, and financial reports
• Keeps accurate records with detailed supporting documentation
• Makes bank deposits as needed
• Prepares allocation checks for partner agencies and distributes them monthly
• Prepares monthly financial reports with QuickBooks to be reviewed by the executive director and board of directors
• Assists in creating the yearly budget
• Balances bank statements
• Keeps campaign data up-to-date and accurate in Donation Tracker and runs reports as necessary
• Maintains contact with auditor and schedules annual audit, plus assists in the annual audit and completion of the yearly IRS 990 Form
• Improve the operational systems, processes and policies in support of organizations mission -- specifically, support better management reporting, information flow and management, business process and organizational planning.
• Manage and increase the effectiveness and efficiency of support services (HR, IT and Finance), through improvements to each function as well as coordination and communication between support and business functions.
• Assist with special event planning for Campaign Kickoff/Celebration, Golden Rule Lightkeepers Awards Ceremony, Vine & Dine, and other special events.
• Keeps accurate records with detailed supporting documentation
• Records deposits accurately and preforms bank deposits as needed
• Enters pledge and payment (for cash & check contributions) information from audited report envelopes and pledge forms and/or company supplied spreadsheets/data
• Ensures accuracy of company and individual account information
• Prepares tax payments as needed
• Enters payroll and interfaces with ADP as needed
• Develop CRM-based strategies for donor acquisition and retention
• Provides office and facility management, including appearance of building, ordering supplies as needed, maintaining IT and office equipment
• Maintains accurate and orderly files of all pertinent information and is able to provide information when requested
• Update Finance Committee monthly with monthly finance reports
• Other duties as assigned

SKILLS & COMPETENCIES:

• Relationship Management: The ability to build, leverage, and maintain mutually positive relationships that provide support for and add value to United Way, its programs, and the community.
• Problem Solving and Decision Making: Identifying, analyzing, organizing, and solving problems and issues in a timely, effective manner; uses data and input from others to make sound, timely decisions even in the face of uncertainty.
• Communication: Presents ideas in a style that is clear, fluent, and to the point; keeps the attention of others; clearly articulates the key points of an issue; takes recipients’ perspectives into consideration.
• Results-Oriented: The capacity to be energized and excited by challenging objectives and a concern for exceeding goals set by self or others; achieves high level, sustainable performance.
• Integrity: Consistently honoring commitments and taking responsibility for actions and words.
• Flexibility: Demonstrates adaptability and openness to alternative solutions and flexibility when interacting with others, understanding their attitudes, needs, interests, and perspectives.
• Inclusiveness: The ability to network and partner with all stakeholders including broad and diverse representation of private/public and traditional/non-traditional community organizations.

JOB REQUIREMENTS:

Education & Experience:

• Background in bookkeeping/accounting required. Education and experience normally
  represented by a Bachelor’s degree or working toward degree in finance, accounting,
  budgeting, or related field is preferred.
• Proficient with a variety of computer software programs including QuickBooks, Outlook Office
  Suite,