THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES, INC.

JOB DESCRIPTION

 

POSITION:                     Director of Finance

REPORTS TO:               President/CEO

SUPERVISES:                Associate Director of Finance

KEY ROLES:                   Director of Finance

                                         Director of Human Resources and Information Technology Systems

                                         Senior Management Position

                                         Staffs, Audit, and Investment Committees; ad hoc HR and Technology               

                                                    Committees

                                         Supervises Associate Director of Finance

DESCRIPTION:  This position oversees all financial transactions, reports and audits, and maintains relationships with banks and investment managers and consultants; responsible for forecasting and related analyses, HR and IT systems.

 

• Finance. The Director ensures the availability of cash for operations, appropriate fund level accounting for all revenue and expenses, and prompt verification and payment of bills; manages the budget projection, approval and administration process; and ensures the secure and accurate deposit and investment of all revenues.

 

• Reporting. The Director oversees monthly, quarterly, and annual financial reporting to the Board of Trustees; oversees the annual independent audit and the preparation of local, state and federal reports and filings, prepares all materials for the audit in compliance with FASB and GAAP; prepares responses to external financial and institutional surveys;

Communicates accurate financial data on a timely basis to various constituents; staffs the Investment, Audit & Compliance, ad hoc Technology and ad hoc Human Resources Committees, and works closely with the Treasurer;

Produces monthly, quarterly and annual internal financial reports (e.g. President’s reports, staff financial reports, treasurer’s reports, and others as required); leads in the production of quarterly fund statements and works closely with the Director of Donor Services in the creation of fund agreements and periodic tax letters to donors.

 

• Investments. The Director assists the Investment Committee (and investment consultants) in its hiring, monitoring, and periodic in-depth evaluation of investment managers; manages certain investment transactions to maintain cash flows and rebalance investment portfolios under guidelines set and periodically reviewed by the Investment Committee; manages all communications with current and prospective investment management firms. Keeps abreast of changes in the investment field and makes appropriate recommendations.

 

• Technology. The Director oversees the day-to-day operations of The Community Foundation’s computer systems; evaluates all office software and hardware systems; develops technology-driven policies and procedures; manages working relationships with consultants, vendors, and end-users to ensure the effective functioning of the network and individual desktops; assists staff in accessing relevant training.

 

• Risk Management. The Director establishes and oversees a multi-faceted risk management program including purchase of appropriate insurance coverages for staff, volunteers, and property, maintenance of strong internal controls to prevent fraud, and management of decision processes to minimize risk.

 

• Human Resources. The Director oversees personnel policy implementation; benefits policies and practices; and advises the President on proposed improvements or changes that are needed to meet market conditions or comply with employment laws and regulations.

 

The Director of Finance fosters cross-departmental relationships; coordinates closely with the Directors of Marketing and Development, Philanthropy and Donor Services regarding fund establishment, management and statements, public release of financial information, strategic alliances with financial managers, technology support for development activities, valuation of non-cash gifts and investment options, donor education, communications and participation in community programs.

Given the dynamic nature of the Foundation’s work, the job will inevitably grow and change over time. The Director’s recommendations for these changes, and participation in their implementation, will be a crucial element in advancing the Foundation’s overall mission.

DESIRED SKILLS AND CHARACTERISTICS:  Outstanding skills in financial administration, including fund accounting; facility with office technology including Microsoft Excel, Word, Access and Outlook, and with Blackbaud’s Financial and Raiser’s Edge software packages, and Microedge’s Gifts grant package; planning, analysis and evaluation skills; budget preparation and management experience. Able to successfully handle multiple tasks simultaneously. Flexible. Team player. Keen desire for excellence and accuracy.  Self-starter, self-reliant, but able to consult with others. Wants to have a positive impact on people and communities.

DESIRED EXPERIENCE:  At least eight years’ experience in accounting and/or financial administration, preferably in the nonprofit sector.  B.A. in Accounting, Finance or closely related field, CPA and/or MBA strongly preferred. At least some experience with volunteer service or management, or equivalent committee management skills. Supervisory experience preferred.  

Competitive salary and benefits package.

To apply, send or email cover letter, resume and at least three references to:

                                         Wendy Caliguire

                                         The Community Foundation of Herkimer & Oneida Counties, Inc.

                                         1222 State Street

                                         Utica, NY 13502

                                         wcaliguire@foundationhoc.org

Materials must be received no later than Monday, September 29, 2008.

 

THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES IS

AN EQUAL OPPORTUNITY EMPLOYER.