Community Foundation
JOB DESCRIPTION
POSITION TITLE: Director of Finance & Administration
ORGANIZATION: United Way of Marion County
REPORTS TO: President
PURPOSE OF POSITION:
▪ To coordinate the needs of the United Way organization as they pertain to financial and administrative matters
▪ To provide support to the President of United Way of Marion County through supervision, oversight, and accountability of the Office Manager position
▪ To provide staff support to the Board Treasurer and the Finance Committee
▪ To record all contributions and oversee account information
▪ To prepare financial analyses and reports as is necessary in this area
▪ To maintain accountability to our donors and volunteers
JOB RELATIONSHIPS:
External:
• Interact with the Treasurer, Finance Committee, auditor, other United Ways, United Way Worldwide, United Way funded agencies, volunteers, vendors and equipment service representatives.
Internal:
• Interact with all staff and volunteers.
JOB REQUIREMENTS:
Education:
• Bachelor’s degree in accounting or comparable experience.
Experience:
• Minimum of three years in accounting position, including supervisory experience. Previous working relationship with a volunteer group is preferred.
Essential Duties and Skills:
• Knowledge of bookkeeping and accounting principles
• Knowledge of fund accounting
• Responsible for all general ledger activity
• Compliance with all local, state, federal, and United Way Worldwide requirements
• Record campaign pledges, collections and designations
• Campaign Record System
• Accounts Payable including monthly allocation checks
• Maintain bi-weekly payrolls and all related tax reports
• Monthly financial statements and related schedules
• Work with auditors and prepare audit worksheets
• Maintain personnel records and benefits administration
• Responsible for all banking and investment relationships
• Complete financial reporting on grant dollars received
• Monitor cash flow and invest monies in excess of immediate needs
• Annual preparation of General and Operating Budgets
• Maintain Financial Policies and Procedures
• Knowledge of personal computer usage, competence in Word, Excel, Outlook
• Good communication skills, both verbal and written
• Building Maintenance
• Organizational skills
• Supervisory skills
• Other duties as assigned
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