United Way of Northern Utah - Director of Finance and Operations

Director of Finance and Operations

United Way of Northern Utah

JOB DESCRIPTION: 

Charged to provide leadership, direction, and management in the financial and personnel operations of United Way of Northern Utah.

QUALIFICATIONS: 

• Bachelor’s degree in Accounting or related field. 
• Minimum of five years experience in accounting/ financial management position. Not-for-profit experience preferred. 
• Knowledge of Financial Accounting Standards as promulgated by the American Institute of Certified Public Accountants and as relevant to not-for-profit organizations. 
• Experience managing federal, state and local grants funds 
• Human Resource and Benefits Administration preferred 
• Outstanding written and verbal communication skills. 
• Ability to use computers to manage data and compose reports, ability to interpret computer-generated reports and analyze data. 
• Understanding of the non-profit sector desirable - governance, accountability, and management. 
• General attributes should include ability to manage several projects simultaneously, track the results of projects, work effectively with people from different backgrounds - respect diversity, offer strong self-motivation, positive attitude, and a willingness to commit to the values of the organization, participate effectively on teams, and offer ideas to enhance the organization.

REPORTS TO: 

President & Chief Executive Officer

DESIRED OUTCOMES: 

• Ensure integrity, transparency, and accountability in all operations. 
• Ensure development of financial and accounting programs and procedures. 
• Safeguard United Way’s financial and non-financial resources. 
• Ensure establishment and maintenance of adequate systems of internal controls and adherence to financial policies.

KEY RESPONSIBILITIES: 

In collaboration with the President and CEO, Treasurer, Audit and Finance Committee and Board of Directors, formulates and implements annual financial strategies in support of United Way’s operations and strategic plan.

• Oversees, coordinates, and prepares United Way’s operating budgets, financial forecasts, and interim financial statements. 
• Helps develop and monitor annual department budgets. 
• Monitors compliance with United Way Worldwide’s membership requirements.
• Provides staff support and leadership for preparation of annual audit by external auditor. 
• Serves as Administrator for employee benefit plans for United Way. Monitors performance and compliance of benefits 
• Manages and directs United Way’s cash flow and investment portfolio in conjunction with the Audit and Finance Committee and Investment Committee, Board, and CEO. 
• Assists in writing grant budgets and serves as fiscal agent for grants awarded to United Way. 
• Participates as a member of the Leadership Team of United Way in strategic planning to achieve United Way’s mission.

Day to Day Operations

Accounts Payable: Oversees all Accounts Payable checks, including monthly grant distributions, and agency designation checks for United Way of Northern Utah.

Accounts Receivable: Oversees Accounts Receivable including payments on pledges, funds from leases, grant and sponsorship monies and miscellaneous income.

• Ensures accurate payment of designations.

Payroll: Ensures new employees are enrolled into payroll and benefits. Oversees payroll including accurate tracking of staff leave, tax deductions, and staff- authorized deductions.

General Ledger: Maintains General Ledger for United Way operating budgets

• Generates monthly Financial Statements for each budget.

Budget: Initiates development of annual budgets

• Works with relevant department directors to develop budgets 
• Maintains and revises budgets as needed 
• Presents budgets and financial statements to the Audit and Finance Committee and works with the Chair to present financials to the Board of Directors.

Internal Accounting Controls: Renews annual Utah solicitation license

• Prepares for audits as required 
• Orients new staff members on internal financial procedures 
• Initiates, monitors, and generates past due receivables report 
• Prepares and submits Form 990. Prepares and submits Form 5500 
• Balances designations from fundraising campaign, provide information and monitors timely disbursements as dictated by policy. 

Intermountain Combined Federal Campaign (CFC): Provides financial information and balances CFC bank account monthly as required. Assists ICFC Executive Director with budget preparation and presentation.

Human Resources: Oversees human resources operations, including training of employees; adherence to state, national and Utah Nonprofits Association/United Way Worldwide standards of conduct; compliance with United Way of Northern Utah Core Values, and employee incentive and recognition programs.

Education Requirements: Bachelor’s degree in Accounting or related field.

Experience Requirements: Minimum of five years experience in accounting/financial management position. Not-for-profit experience preferred.

• Knowledge of Financial Accounting Standards as promulgated by the American Institute of Certified Public Accountants and as relevant to not-for-profit organizations. 
• Experience managing federal, state and local grants funds 
• Human resource and benefits administration preferred.