Finance Director

Overview

FINANCE DIRECTOR POSITION DESCRIPTION

Position Title: Finance Director

Reports To: President & CEO

Type of Position: Full-time;
Permanent

FLSA Status: Exempt

Financial (65%)

• Oversee all financial operations of United Way of Yellowstone County, including monthly reconciliations, accounts receivable and payable, payroll, and required financial reporting.
• Supervise the Accounting Coordinator and ensure timely, accurate processing of financial transactions, including payroll.
• Prepare and deliver accurate and timely financial statements, in compliance with GAAP; serve as main liaison with external auditors and internally lead the annual audit and Form 990 preparation.
• Develop, manage, and monitor annual operating and capital budgets in collaboration with leadership; analyze variances and provide financial guidance. Coordinate capital investments and expenses as directed by the President/CEO, ensuring alignment with organizational growth targets.
• Internally lead the UWYC Finance Committee, providing financial reports, analysis, and strategic recommendations.
• Coordinate and oversee compliance programs related to endowment funds, Charitable Gift Annuities, and stock gifts, ensuring processes are aligned with donor intent and legal requirements.

Grant Management (25%)

• Support staff who oversee grants by providing fiscal grant management and working with program staff to ensure compliance with State, Federal, and Private grant reporting requirements.
• Manage the UWYC grant disbursement process and reconciliation of fund balances to General Ledger and grant budgets.
• Prepare and maintain a summary workbook for each grant, analyzing year-to-date spending, remaining balances, and areas of under/over utilization, with recommendations based on grant contracts.

Administration (10%)

• Collaborate with President and CEO to design and implement business strategies and procedures that align with organizational vision and financial goals.
• Ensure an effective system of internal controls is in place, including developing and documenting financial policies and procedures.
• Foster a collaborative and cohesive team environment with the Accounting Coordinator.
• Implement mitigation controls to address potential risks related to economic, tax, publicity, donor, and agency relations issues.
• Stay up to date on relevant federal and state financial policies, legislation, and best practices for non-profits.
• Refer regularly to the United Way Worldwide resources to learn about new policies and/or best practice recommendations.

Other Duties and Responsibilities

• Provide assistance as needed to other UWYC programs and personnel.
• Serve as a United Way of Yellowstone County ambassador at all times by communicating the mission and vision of United Way.
• Perform other duties as assigned.

Education and Experience

• Bachelor’s degree in a business-related field
• At least five years of advanced accounting experience
• Strong knowledge of GAAP and FASB guidance as applied to non-profit accounting
• Experience with nonprofit organizations and federal, state, local government, and private grant management is preferred.
• Proven experience in annual budgeting and long-term strategic financial planning.

Skills and Competencies

• Proficient in accounting software applications, especially Quick Books.
• Strong leadership skills, with experience in the development and supervision of staff, and the ability to inspire and motivate others.
• Ability to interpret a variety of instructions in written, oral, diagram, or schedule format.
• Professional, organized, and courteous demeanor.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities effectively in a busy environment, meet deadlines, and work independently or collaboratively.
• Strong analytical and forecasting skills.
• Available to work Monday to Friday, with occasional evenings, weekends, or early morning hours as needed.

Overall Skills & Abilities

• Language
  
  Skills:
  
  Ability to read, analyze, and interpret professional documents. Ability to write and create documents in a manner that is understandable and organized. Ability to effectively present information and respond to…