United Way of Brevard
Director of Finance Job Description
United Way of Brevard, Florida (UWB) was established in 1957 by a group of concerned individuals who wanted to help those who were in need. Our work focuses on the building blocks of a good life – Education, Income and Health. Our community wins when kids succeed in school, adults can secure a good job, manage their finances, and provide a healthy environment for their families. Together, the contributions of thousands of individual donors become a force for change in the community.
The Director of Finance is responsible for performing the fiscal functions of the organization in accordance with generally accepted accounting principles (GAAP), and in accordance with financial management techniques and practices established by United Way. He/she is responsible for establishing financial policies, procedures, controls, and reporting systems and ensures legal and regulatory compliance for all accounting and reporting functions.
- The Director of Finance works closely with the President and Chief Operating Officer to plan, develop, implement, and direct the organization’s financial management activities and functions. He/she guides the financial decisions of the organization by establishing, monitoring, and enforcing policies and procedures. He/she evaluates and advises on the impact of regulatory changes.
- He/she provides a timely, accurate analysis of budget and financial reports that assist the President, Chief Operating Officer, Board of Directors, and senior management in the decision-making process. The position provides strategic input and plays a leadership role on issues affecting financial policy, investments, fiscal projections, etc., and functions as a liaison with auditors. The Director of Finance maintains all financial records for the organization and for various grant and campaign programs.
- He/she provides status reports of the financial condition of the organization by collecting, analyzing, and interpreting economic and key financial activity. He/she is responsible for maximizing returns and limiting risks to assets.
- The Director of Finance is responsible for the general supervision of the department’s staff including the establishment of departmental goals; monitoring staffing and scheduling needs; accurately monitoring the performance standards of each staff member and evaluation of employees.
- He/she is responsible for cash flow management and management of investment accounts in accordance with policies and procedures. Maintains banking relationships.
- He/she reviews and approves accounts payable and receivable functions including coding, entries, postings, new vendors, run sheets and bank reconciliation. In addition, he/she ensures deposits are made in a timely fashion.
- General Ledger activities for the position include but are not limited to the following functions: approval of journal entries prior to posting, editing of ledger accounts, reconciliation of various accounts and recommending and preparing campaign charge-offs.
- The Director of Finance is responsible for preparing operating and capital budgets and for coordinating and monitoring specific budgets for grant programs. This includes but is not limited to approval of financial statements, accounts payable and receivable and attending board or other meetings as required.
- Essential monthly duties include, but are not limited to, posting closing journal entries, reconciling key general ledger accounts, producing financial statements, and ensuring timely designation disbursements.
- He/she is responsible for semi-monthly payroll, remitting all payroll taxes and filing quarterly payroll tax returns.
- The Director of Finance performs other related duties as assigned.
Environment, Physical Activity, and Mental Demands
- The environment for this position is an open office that is clean and comfortable and includes driving a vehicle approximately 5% of the time. The position is in a non-confined office-type setting in which he/she is free to move about at will and may include some minor annoyances such as noise, odors, drafts, etc.
- The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 50 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching.
- The incumbent for this position may operate any or all of the following: telephone, cellular telephone, beeper, copy, fax machines, calculator, typewriter, personal computer, related printers, and related office equipment.
- The incumbent in this position must be able to read and interpret documents or instruments; perform highly detailed work; assist or guide problem solving; perform mathematical functions; conduct meetings and presentations, prepare written communication; perform highly specialized analytical reasoning; withstand stress; and handle multiple, concurrent tasks and constant interruption.
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
- Bachelor’s degree or equivalent and five or more years of related experience or the equivalent combination of education and experience. Experience in the non-profit sector is preferred, not required.
- Advanced math skills: the ability to calculate interest, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate and ratio; draft and interpret graphs and technical documents.
- Competence in general ledger software, MIP-ABILA/Sage/Lotus/Access/Excel type spreadsheets and overall general knowledge of system databases.
- Ability to write detailed proposals, analyses, and recommendations.
- Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.
- Skills and experience in management and supervision of a staff team.
- Excellent organizational and time management skills.
- Ability to work with minimal or no supervision while performing duties.
- The incumbent must be able to perform this position safely, without endangering the health or safety to himself or herself or others.
United Way of Brevard is an equal opportunity employer. We offer a competitive salary, a learning environment, and employee benefits to include health insurance, paid holidays, paid time off, and a retirement plan. Please submit your resume and cover letter to firstname.lastname@example.org.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF
- Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
- Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
- Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
- Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
- Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.
About Brevard County, Florida
Brevard County, Florida, also known as Florida’s Space Coast, is a groundbreaking region along the east coast of the Sunshine State. Home to the world-famous launch pads of Kennedy Space Center and Cape Canaveral Space Force Station, Brevard County’s rich history is built upon generations of high-tech talent, yet boasts a small-town community feel where members can truly make a difference. With an abundance of amenities for the right work-life balance, Florida’s Space Coast offers a unique lifestyle with tropical weather, cultural activities, educational opportunities, year-round outdoor recreation, and a family-friendly atmosphere. Even the world's most significant vacation playground is just a short ride, which means you can get annual passes for endless access to the thrills and off-season crowds at Orlando theme parks and attractions, all while enjoying the relaxed oceanside community that has sent man to the moon, and continues to launch advances for humankind. You can learn more about the endless lifestyle options found here, at www.LiveBigSpaceCoast.com