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Employment Opportunities

COMMUNITY FOUNDATION OF HENDERSON COUNTY
POSITION DESCRIPTION

Job Title:

Finance Officer

Reports to:

President/CEO

Purpose of the Position:

The Finance Officer will maintain accurate accounting records according to standards set by Financial Accounting Standards Board (FASB). Implement the fiscal policies of the organization and provide professional recommendations to the President for necessary revisions.

Major Duties and Responsibilities:

Works with President/CEO, Board, Committees, Donors, Prospects, Agencies, Organizations, and other foundation staff to provide full service community foundation programs and or services. Travel as required by work plan.

 

FINANCIAL MANAGEMENT:

  1. Maintain the tax exempt status of the Foundation.
  2. Conduct and maintain records of all financial transactions of the Foundation in compliance with state and federal laws and in accordance with GAAP and FASB.
  3. Create and maintain a system of checks and balances and reconciliation to ensure the accuracy of all financial records to identify errors.
  4. Produce quarterly and year-end audited consolidated financial statements and individual fund statements.
  5. Maintain a cash management system, including but not limited to recovery of grant “float”.
  6. Maintain computerized accounting system and all fiscal records, including bank reconciliations, payroll records, and supporting documentation for all data entry.
  7. Prepare and file the 990 tax report and file all CRT tax returns.
  8. Provide reports to other staff as needed, including but not limited to financial statements, interim financial reports to the President, Board, committees, donors and other contituents as determined.
  9. Oversee reconciliation of checking and investment manager statements.
  10. Figure yearly payouts for all funds. Inform fund donors and agencies of spendable amounts at scheduled time.
  11. Prepare accurate and timely payments for all disbursements including payroll.
  12. Figure scholarship projections to determine scholarships to award.
  13. Identifies financial issues and recommends solutions for review by Committees in consultation with President and Committee Chairs for action considerations by Board of Directors.
  14. Oversee all accounting of CRTs and CGAs.

 

AUDIT/FINANCE/INVESTMENT COMMITTEES:

  1. Prepare monthly financial reports and quarterly investment reports.
  2. Work with the President/CEO to prepare, track, and analyze variances of the Operating Budget.
  3. Oversee that the minutes are accurate.
  4. Prepare Annual financial statements and notes for audit and annual report.
  5. Ensure that all committees have the required information for them to act on behalf of the Foundation Board.
  6. May serve as liaison to the investment consultant, custodian, investment managers, auditors, and banking relationships.
  7. Track and report investment performance.
  8. Other issues that may from time to time be prudent.

 

GRANTS MANAGEMENT:

  1. Management and payment of all organizational and designated funds, including but not limited to informing all agencies of the amount they will have available each coming fiscal year and sending quarterly, semi-annual and yearly payments to all agencies and manage due diligence assessment and tracks fund balances to historic dollar values.
  2. Ensures accurate and timely payments for all disbursements.
  3. Reports on grant fund availability, grants on hold, and amounts carried forward.

 

DONOR RELATIONS:

  1. A point of contact for donors, organizational endowments, and others concerning donor statements, investment policy, investment performance and other related issues.
  2. May be resource to work with donors and their professional advisors on charitable tax issues including assistance with appropriate documentation.

 

AUTOMATED SYSTEMS AND OPERATIONS:

  1. Backup staff to assist development and update of IT Plan and Disaster Recovery Plan with specific attention to financial areas.
  2. Cross-train to set up, maintain and arrange for training on computer programs, including Blackbaud and other financial related software.
  3. Develop and execute back-up procedures for computer financial records in collaboration with back-up and restore of all other records.
  4. Develop and maintain security system for all financial records in alignment with all computerized records.
  5. Assist in cross-training to provide troubleshooting support for staff for all computer and office equipment, including calling for technical support and helping maintain computer files in an organized retrievable manner as directed assuring financial records to maintain accuracy and availability.
  6.  Develop and maintain all agreements for outside services, including but not limited to investment management, audit and computer consulting.
  7. Review and evaluate insurance coverage to ensure adequate coverage.
  8. Review the appropriation of expenses of the organization’s physical offices.

 

PERSONNEL:

  1. Maintain payroll along with associated records and reports.
  2. Determine and administer employee benefits.
  3. Up-date personnel policies and maintain the employee manual.
  4. Orient new employees, along with the President/CEO and other staff members.
  5. Maintain employees’ personnel file regarding compliance with state and federal regulations.
  6. Provide all reports to pension consultant for preparation of retirement plan taxes.
  7. Works with President/CEO as needed in the development and administration of Community Foundation policies, procedures, and activities.

           

SUPERVISING AND TRAINING ACCOUNTING STAFF:

  1. Hire, train and supervise accounting staff that will assist in performing all above functions; staffing need to be determined in consultation with President/CEO.

 

SPECIAL PROJECTS

To undertake special projects and perform other duties as assigned.

 

Qualifications and Minimum Requirements

EDUCATION & EXPERIENCE:

  1. Bachelor’s degree in accounting or equivalent combination of education and experience in Business Administration, Accounting, or other related fields, preferred CMA or CPA but not required.
  2. Demonstrated successful experience in fund accounting; 5 years experience as Financial Officer with successful nonprofit organization preferred
  3. Experience and knowledge of financial systems along with the ability to develop solutions linked with team of Staff, Committees, and Board for financial issues.
  4. Demonstrated knowledge of generally accepted accounting principles for nonprofit organizations (AICPA) and understanding of tax and other state and federal laws pertinent to nonprofit organizations.

 

SKILLS & ABILITIES:

  1. Strong Knowledge of computer systems, including accounting database, Blackbaud’s (FE, RE, BBNC, & GE), Windows, MS Office products and Sequel Server.
  2. Strong interpersonal and communication skills; ability to work cooperatively with colleagues, supervisors, volunteers, grantees and donors and other constituents.
  3. Ability to handle discreetly confidential information such as personnel, payroll, contributions and other related correspondence.
  4. Ability to organize work to meet deadlines and to work and think independently and work with a team approach.
  5. Demonstrates analytic ability to provide objectives for advancing the organization within area of expertise; objective & proactive in problem-solving within the organization team.
  6. Ability to present with confidence to peers and constituents at differing levels of understanding.
  7. Demonstrates interest in both professional and organizational learning.
  8. Can offer complete proposals and still accept modification and open to input from others.


To apply send resume and salary requirements no later than September 9, 2010 to:

McCray V. Benson, President/CEO
Community Foundation of Henderson County
401 N. Main St., 3rd Floor
PO Box 1108
Hendersonville, NC 28793
(828) 697-6224 mvbenson@cfhcforever.org