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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