Director of Finance

DIRECTOR OF FINANCE

United Way of the Bluegrass (UWBG) works to create the opportunity for all members of our community to have a better life. UWBG focuses on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/collaborations, convening, resource mobilization and investment as well as backbone and engagement strategies and activities.

UWBG brings together the voices, the expertise, and the resources to define, articulate and implement a common agenda for change for our region. UWBG takes the broadest possible view of diversity. UWBG values the visible and invisible qualities that make you who you are. UWBG welcomes that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.

• MISSION-FOCUSED – A top priority is to create social change that leads to better lives and healthier communities. This competency drives 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 – A steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

The Director of Finance provides strategic and operational leadership for the organization’s finance and administrative functions, ensuring accurate, timely, and compliant accounting, reporting, and stewardship of all funds. The role leads month‑end and year‑end close activities; oversees general ledger integrity, reconciliations, accounts payable, and appropriate coding and budget compliance; and delivers clear, decision‑useful financial reporting to the President & CEO, Executive Leadership Team, Finance Committee, Audit Committee, and Board of Directors.

The position directs budgeting and forecasting, manages cash flow and liquidity, and identifies and communicates financial risks and mitigation strategies.

In addition, the role oversees audit coordination and tax/compliance filings (including the annual external audit and IRS Form 990), investment reporting and monitoring, and the financial administration of grants, contracts, and restricted funding to ensure compliance with reporting obligations. The position establishes and maintains internal controls, policies, and procedures that safeguard assets and promote sound financial stewardship, supports enterprise risk management (including insurance oversight), and provides responsive, high‑quality financial guidance to internal and external stakeholders.

The role may also oversee facilities‑related financial controls (as applicable) and supports strategic initiatives and special projects as assigned by the President & CEO.

• Lead the organization’s financial operations and ensure accurate, timely, and compliant accounting and reporting across all funds and activities.
• Oversee month‑end and year‑end close, including review/approval of journal entries, general ledger activity, account reconciliations, and accounts payable to ensure accuracy, appropriate coding, and budget compliance.
• Establish and maintain internal controls, policies, and procedures that safeguard organizational assets, ensure compliance, and promote sound financial stewardship; ensure policies are documented, communicated, and consistently applied.
• Oversee facilities‑related financial controls and procedures (as applicable) to ensure consistent, compliant operational practices.