Financial Director Job Tupelo area,Mississippi USA,Finance & Banking

Overview

The Finance Director is responsible for managing the financial and bookkeeping system of United Way of Northeast Mississippi (UWNEMS). This role is responsible for the integration of an effective system of internal controls along with the implementation of policies which facilitate a seamless interaction among Finance, Audit, Investment Committees, external auditors, vendors, financial institutions, service providers and other relevant stakeholders.

Responsibilities

Responsible for the accurate processing of finance, budget and campaign data.

Willingness to undergo extensive training in ANDAR

Performs daily data entry of all transactions (pledges, payments and designations) into Andar and reconciles with daily log sheet database.

Responsible for preparing all billings/payments, and for posting these transactions.

Enters credit card transactions in Card Pointe

Prepares and makes bank deposits.

Prepares and enters journal entries in Quickbooks and records all donations in ANDAR

Reconciles bank statement and prepares financial statements

Prepares end of month log sheet from bank statement. Reviews pledges and payments in Andar and verifies that Quickbooks and ANDAR are reconciled on pledges and pledge receivables

Track and/or bill three UWNEMS coalitions for revenue and expenses

Oversees disbursement of funds including allocation payments and designations

Run accounts payable and payroll twice monthly and agency allocation checks quarterly

Prepare request to update bank signature card for checking account

Prepares and maintains financial reports.

Prepare minutes for investment meetings and reconcile investment statements

Prepare information for yearly audit and work with auditor. Acts as financial representative for audit and Investments committee

Submit 5500 filing yearly and as well as Mississippi Secretary of State annual filing

Maintains certificates for insurance, memberships and contracts

Process all new Hire on-boarding and employee off-boarding documentation.

Enroll, maintain and administer all employee benefits, healthcare, retirement, long-term disability and group life insurance, making changes to ensure proper coverage and schedule payments to each

Maintain payroll taxes (monthly and quarterly for federal and state) and schedule payments

Maintain workman’s comp, name bond, office content insurance, director’s liability insurance

Prepare and submit W‑2, 1099 and W‑2G information yearly

Keep Quickbooks updated

Send monthly pledge reminders/invoices

Send end of year tax receipts

Assist with yearly administrative budget

Core Competencies

Adaptability and Self Sufficiency
:
Anticipates changing circumstances and acts proactively to prevent crises;
Ability to work independently for extended periods of time with minimal supervision;
Ability to adapt to changing office environment while maintain focus on pressing tasks
Customer Relationship Management
:
Engages customers to improve their experience with the UWNEMS brand. Shows courtesy to customers through all phone, virtual or in person interactions;
Develops and maintains contacts with relevant customers, vendors and board members to ensure seamless administrative and financial functions.
Communication and Engagement Skills
:
Demonstrates excellent verbal and written skills;
Engages with relevant stakeholders to maintain efficient office functions.
Results Orientation
:
Demonstrates ability to maintain focus and precision within the detailed nature of their work. Plans and completes work within a timely manner to meet deadlines and to accomplish tasks; manages time wisely in order to achieve the desired results; has a strong work ethic; is able to maintain a fast pace while staying focused in stressful situations
Self/Staff Development
:
Actively participates in self-development through learning and development opportunities; seeks out opportunities to become not only more proficient in his/her role, but to gain more knowledge of the organization.
Strategic Thinking
:
Utilizes knowledge of the industry to leverage the organization's strengths; seeks out new or more efficient work strategies or equipment; identifies the implications of social, economic, political and…


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