Director of Finance & Operations

ORGANIZATION OVERVIEW

We work with 58 nonprofit and school-based partner programs to make a big difference in Kennebec County, Maine. We believe that we can accomplish greater things together, and United Way has evolved from its roots as a fundraising organization to become a critical community convener. We mobilize local partners, businesses, community leaders, public officials, and residents to expand opportunities available in our area to help people succeed. Our priority areas are Health, Education and Financial Stability. More than 32,000 local people received assistance from a United Way program last year. One out of every four local people were directly supported by United Way.

Position Objective: This position is responsible for managing the overall financial procedures of the organization, including all accounting functions, audit preparation, accounting controls, the pledge/designation process, and the financial portions of grant management. This position will work with the President & CEO on the annual budget process and in developing financial and budget reports for management purposes.

OVERVIEW OF RESPONSIBILITIES

Financial Accounting & Reporting:

• Develop and monitor annual budget and strategic forecast for the organization.
• Coordinate and manage all activities for the annual audit, including preparation of financial statements and tax filings. Implement audit recommendations annually.
• Prepare timely journal entries to ensure accuracy and appropriateness.
• Maintain general ledger accounts, which accurately reflect the financial activity of the organization in accordance with generally accepted accounting principles (GAAP) and United Way Worldwide (UWW) standards.
• Ensure that financial activity associated with community investments is accounted for properly and in accordance with funding agreements.
• Maintain a monthly financial reporting system that supports the annual budget.
• Provide monthly financial reports and/or financial presentations to the President & CEO and the Board of Directors.
• Maintain a close and successful working relationship with the Board Treasurer in overseeing UWKV’s finances.

Financial Operations:

• Manage campaign pledge processing, designations, and subsequent payments.
• Manage accounts payable, payroll, sick/vacation time tracking, pledges receivable, and collection activities.
• Develop, implement, monitor, and adhere to finance policies and internal control procedures; recommend improvements to strengthen controls as needed.
• Review all expenditures and prepare for approval by President & CEO.
• Supervise cash management, reserve account, and the investment account’s compliance with the Investment Policy.
• Serve as fiscal/administrative manager for several external entities and campaigns.
• Prepare and submit required financial and membership reports to UWW.

General Operations:

• Supervise the Administrative & Finance Assistant position, providing regular oversight and performance evaluations.
• Ensure the smooth functioning of UWKV’s business operations.
• Identify inefficiencies and propose strategies to increase efficiency and productivity across the organization.
• Oversee operational policies and procedures in alignment with the organization’s goals.
• Work with information technology vendors to ensure the organization’s data security and privacy, as well as provide staff training on data security and privacy as needed.
• Serve as primary onsite contact with building management to address facilities issues.
• Serve as primary onsite contact with information technology vendors to address computer and network issues.
• Provide support to the President & CEO, the Board of Directors and the Finance Committee, as needed.
• Support a variety of annual campaign activities and fundraisers.
• Provide back-up to other staff members by answering the telephone, greeting visitors, routing calls and handling a variety of inquiries.
• Fulfill other duties and special projects as assigned by the President & CEO.

EDUCATION/REQUIREMENTS

• Bachelor's degree in finance, business administration, accounting or a related field, or equivalent combination of education and experience
• Experience in financial accounting for nonprofit organization

Preferred Skills:

• Considerable knowledge of computer software programs and applications for financial management (including Quickbooks and Excel)
• Working knowledge of generally accepted accounting principles (GAAP) and financial reporting/budgeting in a nonprofit environment
• Understanding of or ability to learn customer relationship management (CRM) systems
• Ability to plan, organize, and direct comprehensive financial programs
• Strong supervisory skills
• Ability to work independently, manage multiple tasks, and meet project deadlines with a high degree of accuracy
• Ability to communicate effectively both verbally and in writing; to establish positive public relations; and to interact effectively with a wide variety of people
• Provide excellent attention to detail
• Ability to deal with extremely confidential and sensitive information

WORK ENVIRONMENT

While performing the duties of this job, the employee is frequently exposed to office work environment conditions. Internally controlled working environment with little or no hazardous conditions (e.g., fumes, toxic or caustic chemicals, extreme heat/cold conditions, vibrations, and/or airborne particles) in normal work location. The noise level in the work environment is usually quiet to moderate. Participation in early morning, evening and weekend meetings and events is required. The employee will frequently be required to utilize own transportation to travel throughout the Kennebec Valley region to visit with stakeholders. The employee will also be required to occasionally attend meetings and events out of the area.

Physical demands include:

• Remaining stationary approximately 95% of the time.
• Operating a computer and other office productivity machinery.
• Communicating information and ideas so others will understand. Must be able to exchange accurate information.
• Moving about the office and in the community.
• Moving boxes or supplies up 50 pounds, with or without accommodation

DIVERSE & INCLUSIVE WORKPLACE

United Way of Kennebec Valley is an equal opportunity employer. UWKV is committed to seeking and sustaining a culturally and ethnically diverse environment and to the principles that promote inclusive practices.

Diversity, equity and inclusion (DEI) lies at the core of achieving our mission, living our values, and advancing the common good. We acknowledge that injustices have persisted throughout history and continue to exist in our communities today. Within our own organization, we create and maintain an equitable and inclusive environment that leverages the unique contributions of diverse individuals and organizations in all aspects of our work.

• We take the broadest possible view of diversity, going beyond visible differences, to affirm the humanity of all individuals.
• We bring an equity lens to our organizational practices to guide decision-making and advance goals in this space.
• We engage the power of inclusion to create the innovative solutions and community ownership necessary to address complex community issues.
• We hold ourselves accountable, consistently examining and evolving our core beliefs over time, to honor the members of our communities.
• We ensure staff and volunteers broadly reflect the diversity of the communities we serve.

For more information: https://uwkv.org/Diversity

Pay: $65,000.00 - $78,000.00 per year

Benefits:

• 403(b)
• 403(b) matching (7%)
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Holidays (13)
• Life insurance
• Paid parental leave
• Paid time off (starting: 15 vacation, 12 sick)
• Professional development assistance
• Tuition reimbursement
• Vision insurance