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Finance Director

Port Charlotte, FL

Relocation expenses: Not paid

Full time
5 - 10 years of experience
Bachelor's Degree

Published on 3 May 2021

Expires on 15 May 2021

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Finance Director

Position Title: Finance Director

Reports to: Executive Director

Classification: Full Time Salaried Exempt

Location: Port Charlotte, FL

Submit Cover Letter and Resume:

United Way of Charlotte County is mobilizing the power of our community to break the cycle of poverty. Our workplace is fast-paced, friendly, and adaptive. People with diverse backgrounds and abilities are encouraged to apply.  Join us in giving everyone in our community the opportunity to live their best life. We are seeking a Finance Director – this team member is critical to success of our mission.

Our Finance Director is responsible for directing the fiscal functions of the United Way of Charlotte County and United Way Foundation of Charlotte County in accordance with generally accepted accounting principles. The Finance Director will have overarching responsibility for accounting, internal and grant-related financial reporting, short and long term financial planning, budgeting, audit, forecasting and analysis, tax and treasury operations.


  • You are interested in a full time position;
  • You are detail oriented with strong analytical, problem solving and decision making skills with ability to manage and analyze large data sets;
  • You have the ability to multi-task in a fast-paced environment;
  • You have effective time-management and organizational skills;
  • You have demonstrated the ability to prioritize independently based on team goals;
  • You have excellent verbal and written communication skills;
  • You have the ability to handle multiple projects and data sources;


  • Manages office operations and financials, with control of accounts and financial records in areas such as disbursements, expenses, cash receipts, and payroll.
  • Administers pledge processing, following financial policies, procedures and controls.
  • Directs finance assistant as needed in updating donor and agency accounts, company processing expectations and other constituent or contribution related information in data management systems/databases using a variety of methods.
  • Oversees accounting and finance staff and related activities to ensure effective and efficient processes for all financial transactions which operate within established internal controls and allow for timely and accurate financial reporting.
  • Manages various banking relationships and utilizes banking products such as: online banking, ACH processing, credit cards, gifts of stock, etc.
  • Monitors and ensures the adequacy of cash.
  • Manages fund distribution, designations, pledge processing, payables, accounts receivable, payroll, credit card processing and compliance.
  • Staffs and maintains relations with members of the Board committees related to finance. Develops relationships with other committee and board members in order to serve their fiduciary oversight needs.


  • Financial/Numerical Competence: Can identify key factors within financial documents affecting the financial performance of the organization.
  • Analysis: Strategically approach decision making and problem solving by systematically gathering information. Readily distinguish between a problem’s symptoms and its causes, focusing energy on the treatment of causes. Relate and compare information from various sources to deduce cause-effect relationships.
  • Action Oriented/Results Driven: Demonstrate strong drive to achieve meaningful results and ability to follow-through on commitments. Able to anticipate and resolve problems effectively. Work on concurrent assignments and meet deadlines.
  • Effective Communication: Prepare clear, complete, and concise reports. Able to work effectively with volunteers and staff. Must maintain confidential information. Good interpersonal and relationship building skills.


  • Bachelor’s Degree, preferred fields of study: Accounting, finance, or business
  • 5+ years of financial management experience in complex non-profit and/or for-profit sectors
  • 7+ years of related experience will be accepted in place of required degree
  • CPA or equivalent work experience
  • Background in complex organizations of commensurate size and scope.
  • Extensive finance and cash flow management experience.
  • Skilled at effectively presenting information and ideas to executive teams, volunteers, and board of directors.
  • Demonstrated ability to remain objective, be discrete, and exercise common sense at all times. Able to develop strong, trusting relationships within department and organization.

Desirable, But Not Required

  • MBA
  • Previous experience in mid to large United Way Member organization.
  • Understands the local community and the unique challenges and opportunities available.


The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office environment, off site venues, and outside event areas in various weather conditions. This role routinely uses standard office equipment such as computers, phones, and photocopiers.

This is a Full Time position. Days and hours of work are Monday through Friday. Evening and weekend events may be required as job duties demand.


●    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.

United Way is an equal employment opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law. This nondiscrimination policy extends to all terms, conditions, and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions. United Way will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.