The Director of Finance & Administration is detail-oriented and focuses on efficiently managing resources to support United Way’s mission and strategic objectives. This occurs through timely and accurate processing of pledges and donor information; timely payment of all invoices and designations; monitoring bank accounts and investments; managing human resource information and benefits; coordinating information technology needs; preparing financial, campaign and donor reports. The Director of Finance & Administration seeks new opportunities to utilize technology to accomplish goals, sees the big picture and continuously reviews processes and procedures to gain efficiency.
Areas of Responsibility:
- Utilizes standard accounting practices to maintain accurate financial records.
- Prepares and completes all journal entries and strives to present monthly financial reports for review by the 10th of the following month.
- Generates agenda items and provides supporting materials for regular meeting of the Finance Committee.
- Provides necessary support and documentation to auditor to ensure timely completion of audited financial statements and filing of all state federal tax returns.
- Oversees bidding for audit and investment management engagements.
- Completes donation pledging and payment entries in a timely and accurate fashion to support success of annual campaign.
- Maintains confidentiality and integrity with all donor information – both individual and corporate.
- Prepares donor tax receipts and processes all donor designations.
- Complies with all United Way Worldwide Membership Standards related to financial management, pledge information and reporting requirements.
- Works with Resource Development Coordinator to follow up on questionable or vague pledge information and edits database to reflect changes indicated on the pledge cards.
- Works with Executive Director to follow up on unpaid pledges and strives to meet and exceed the budgeted uncollectable amount.
- Prepares reports to support Campaign volunteers and other staff - this includes developing new reports or tailoring reports for ease of use by all.
- Manages UWSCC grants of all sizes, including documenting payments and expenditures, optimizing grant administration process, ensuring compliance with grant regulations, and preparing financial reports.
- Manages accounts payable and ensures timely payment and maintains sufficient documentation.
- Ensures contracts are in place with all consultants and contractors and reconciles payments to terms of said contracts.
- Seeks opportunities to reduce the burden of payables by utilizing online and electronic methods whenever cost effective.
- Works with Executive Director or Treasurer to review employee expense reports and documentation.
- Assists the Executive Director with preparing, managing and monitoring the adopted budget.
- Assists Executive Director with Human Resources
- Prepares and submits payroll to contracted service and maintains all required documentation.
- Oversees the annual benefits election process and responds to staff issues or concerns throughout the benefit period, including in areas of insurance, retirement, disability, and paid family leave.
- Conducts analysis on health insurance options to present to the Personnel Committee.
- Maintains personnel files in compliance with all regulations.
- Coordinates and oversees information technology that advances the organization.
- Prepares and updates a multi-year technology plan.
- Serves as direct contact to IT consultant(s).
- Conducts research on innovative uses of technology or software.
- Oversees the purchasing of all computers, phones and office equipment.
- Creates a positive image – is positive, charismatic, and can maintain the trust of donors and vendors.
- Demonstrates self-control in difficult situations.
- Maintains highest level of integrity.
Educational Background:
Bachelor’s Degree in accounting or related business field, with 3-5 years of experience.
Skills/Experience:
- Preference given to those with organizational finance experience, especially in the non-profit sector.
- Proficient with Microsoft Office software and QuickBooks. Experience with database management is a plus. Experience with grants management a plus.
Job Function:
Organization Info
Listing Stats
Post Date:
Mar 25 2019
Active Until:
Apr 25 2019
Hiring Organization:
United Way Worldwide
industry:
Nonprofit