Director Development Finance & Operations

Bassett Healthcare Network•Village of Cooperstown, NY

16h

About The Position

The Director of Development Finance & Operations is the in-house finance leader for Friends of Bassett and oversees department operations. The role provides direction for accounting, financial analysis, and auditing; manages contracts and the department budget; tracks and pays invoices; and ensures compliance with fundraising policies and best practices. In collaboration with Bassett Healthcare Network Finance, the director reviews or prepares financial statements and summaries, tracks and approves philanthropic outlays, and helps planned-giving donors establish legacy gifts while ensuring annuity compliance. The director works with Finance and Accounting staff to support efficient, accurate processes and serves as a subject-matter expert on current IRS and state fundraising regulations. The role oversees the Development Operations Manager and gift management, including gift processing and acknowledgments, database management, prospect research, and serving as a Salesforce backup. It also oversees event budgets, planning details and timelines, financial tracking, and report review. The director creates accurate fundraising reports and dashboards for organizational leadership, the Development team, Finance staff, the Board of Directors, and Development Committees. The role manages restricted-fund balances, disbursement requests, payments, and reporting to ensure donor intent; oversees planned-gift reporting and compliance; and oversees Friends endowment investments with the Friends of Bassett Board Treasurer.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related field.
Four years of management experience, preferably in a nonprofit business setting.
Skills in accounting, analysis and evaluation, attention to detail, auditing, computer use, data management, handling money, leadership, coaching, organizing and categorizing records, and budgeting.

Nice To Haves

Master’s degree in Finance, Accounting, Business, or a related field.

Responsibilities

Provide oversight and direction for accounting, financial analysis, and auditing functions in support of Friends of Bassett.
Manage contracts and the department budget, and ensure invoices are tracked and paid.
Ensure fundraising policies, best practices, and applicable compliance requirements are followed.
Collaborate with BHN Finance to review or prepare financial statements and summaries.
Track and approve philanthropic-dollar outlays and assist planned-giving donors with legacy-gift logistics and annuity compliance.
Work collaboratively with Finance and Accounting staff to ensure efficient and accurate processes.
Serve as a subject-matter expert on current IRS and state fundraising regulations, gift policies, and procedures.
Oversee the Development Operations Manager and gift management processes, including gift processing, timely acknowledgments, database management, and prospect research.
Act as a Salesforce backup.
Oversee event processes, including annual budgets, event details and timelines, financial-performance tracking, and report review.
Create accurate and effective financial fundraising reports and dashboards for the CDO, CEO, Development team, Finance staff, Board of Directors meetings, Development Committees, and others as needed.
Manage fund disbursement processes, including restricted-use fund balances, requests, disbursements, and reporting to ensure donor intent.
Ensure accurate and complete quarterly and annual planned-gift reporting and compliance.
Oversee Friends endowment investments in collaboration with the Friends of Bassett Board of Directors Treasurer.