Finance Director
United Way of Tompkins County'
Finance Director
Reports to: President & CEO
Position Overview
United Way of Tompkins County seeks a full-time Finance Director responsible for managing the general financial operations of UWTC while maintaining accountability and assurance of financial integrity. The position responsibilities include G/L accounting, AP, AR, supporting cash flow management, annual audit and tax preparation facilitation, and collaboration with senior management and team members. Must have significant experience with and proficiency with GAAP, Quickbooks and other Microsoft Office software and Excel. Experience with CRM software is strongly preferred.
Position Type/Expected Hours of Work
This is a full-time, exempt position with a required 40 hours weekly. Days and hours of work are generally Monday through Friday, 8am to 5pm on a mutually agreed-upon schedule with the opportunity for flexible time and remote/hybrid work as approved by senior management.
Key Duties & Responsibilities
• Maintain an accurate system of financial accounting and reporting to the President & CEO, assisting UWTC to meet community commitments and objectives in service of its mission.
• Work with the Chief Development Officer and Relationships Manager to appropriately book campaign-related accounts receivable (pledge payments) in both the CRM (Andar360) and Quickbooks
• Ensure accounts receivables are properly invoiced and support pledge collections, communications, and other income-generating activities.
• Ensure that accounts payable for UWTC direct services, grants, service agreements, and donor designations as well as organizational bills are made in a timely manner following established policies & procedures.
• Maintain records of the organization’s accounting system. Ensure that all organizational documents required as part of the annual audit are maintained and assessable to provide to assigned auditors.
• Prepare standard monthly financial reports including reconciling all financial (non-investment) accounts, balance, profit & loss, and other specialized reports as required for budget planning & assessment.
• Record investment activity quarterly, provide reconciliations, and make recommendations to the President & CEO.
• Ensure the use of appropriate and accurate accounting practices.
• Provide oversight of risk management, property, and casualty insurance.
• Record in-kind contributions and prepare tax letters.
• Report and process payroll bi-weekly and payroll reports quarterly and annually.
• Process contributions to UWTC retirement plans in accordance with policies and practices.
• Assist the President & CEO and Chief Operating Officer with budget planning, records & reporting.
• Support the activities of the Personnel, Finance & Audit Committee, as directed by the President & CEO.
• Assist the independent auditor & tax preparer with their duties.
• Other duties standard to the position.
Related Requirements
• Proactive and positive collaboration with staff, donors and visitors
• Excellent organizational and communication skills
• Demonstrate flexibility and time-management skills to ensure timely communication and report-sharing with staff and board, as directed by the President & CEO.
• Excellent attention to detail.
• Active participation in and experience with team building, strategic planning and anti-racism processes.
Compensation
$64,350, with options of health insurance packages, generous paid time off, life insurance, retirement, and other benefits as per UWTC policies.
Supervisory Responsibility
None
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
Organization
United Way of Tompkins County (UWTC) is an innovative and collaborative nonprofit organization that drives solutions to the most pressing human service community needs in Tompkins County. Through our advocacy and relevant leadership, we provide options for impactful giving, and we fund programs and initiatives that help create a thriving community. Our engaged staff, board, volunteers, donors, and partnerships distinguish us as a trusted champion for positive change. UWTC transforms the dynamics of poverty in Tompkins County by addressing human need and creating conditions for economic security for all.
United Way of Tompkins County is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at UWTC are based on business needs, job requirements and individual qualifications, without regard to (including but not limited to) race, creed, sex, gender expression/identity, national origin, age, sexual orientation, marital status, disability, domestic violence victim status, predisposing genetic characteristics, military or veteran status, or status in any group protected by federal, state, and local law.
To Apply
Please send cover letter and resume to Michael Ramos, UWTC President & CEO, at mramos@uwtc.org. Applications will be accepted on a rolling basis until position is filled, with initial review on November 8.
Fields of study
- Finance / Controlling / Taxes
Required degree level
- Bachelor
Years of experience
- 5 - 10 years of experience
Salary range
- $51,000 to $60,000 per year
Salary range
- From $64,350 per year
Skills and Competencies
- Collaborator