Director of Finance

Opportunities for Williamson and Burnet Counties•Georgetown, TX

16h

About The Position

Responsible for the overall financial management of Opportunities for WBC and the stewardship of temporal goods and fiscal resources in support of the mission and goals. This position oversees all financial and related functions including budgeting, accounting, investments, risk management and liability, and procurement. The position reports to the Executive Director and operates under general supervision with wide latitude for the use of independent judgment and initiative.

Requirements

Knowledge in accounting/financial matters, general business management, and personnel management.
Skill in public speaking.
Skill in strategic planning.
Proficient in various word-processing software, spreadsheets, and database programs.
Complies and follows IRS regulations regarding 501(C)(3) organizations.
Knowledge of Fund Accounting and Uniform Grant Guidance procedures.
Ability to work effectively with others.
Ability to provide excellent customer service to internal and external customers.
Ability to organize, prioritize and utilize effective time management techniques.
Ability to always respect confidentiality.
Ability to carry out multiple tasks and meet deadlines.
Ability to follow instructions furnished in verbal or written format.
Bachelor’s degree from an accredited university in accounting or finance.
Five to ten years of administrative leadership in an organization, to include working with consultative bodies, supervision, accounting, investing, borrowing, and business law. Also, experience and knowledge are required in the following areas: properties, risk management, insurance, and computer systems.
Advanced knowledge of budgeting principles and practices (including the use of spreadsheet software), accounting principles, investment, and financial reporting methodologies.
Experience in long-range strategic planning (project planning and management, budgeting, and cash flow).
Experience negotiating complex financial arrangements with lenders and working knowledge of and ability to calculate various complex financial ratios and analysis.
Valid Texas driver’s license.

Nice To Haves

Non-profit accounting experience preferred.
Knowledge of non-profit business practices, rules, and regulations preferred.
One to two years non-profit experience preferred.

Responsibilities

Analyze and make recommendations on all major financial decisions and questions facing Opportunities for WBC.
Serve as staff liaison and work in collaboration with the OWBC Finance Committee and other consultative bodies as established by the Executive Director.
Prepare Finance Committee agenda and board packet.
Assist with preparation of Board of Directors meeting packet.
Prepare and monitor the annual budget.
Make recommendations as to available resources and financial limitations.
Prepare budgets for individual grants in the grantee’s preferred format.
Review and approve ACH transactions, check registers, and sign checks.
Secure the services and coordinate the relationship with various parties, such as bankers, insurance brokers, investment advisors, rating agencies, actuaries, and legal counsel.
Reviews and approves financial commitments of OWBC including commitments to acquire or dispose of property and the construction of new buildings.
Prepare and/or review reporting for all grants.
Prepare real property and personal property reports for Head Start.
Review and sign-off on transactions created by the accounting manager or other staff in the accounting manager’s absence.
Backup for accounting manager.
Review and submit bi-weekly payroll.
On an annual basis, submit W-2’s and Form 5500.
Review and approve new hires, personnel changes.
Responsible for allocation of positions to various funds.
Review general ledger in detail on a monthly basis.
Preparation and/or review of monthly financial statements.
Oversees cash flow planning and ensures the availability of funds as needed.
Monitors financial performance by measuring and analyzing results and initiating corrective action plans.
Implement and evaluate financial policies and practices of OWBC to ensure that financial goals and objectives are met under grant guidelines, OWBC policies, and government regulations .
Hire and supervise accounting/finance staff in accordance with personnel policies and procedures including orientation and training, career development advice, establishing employee goals, conducting performance reviews, coaching, counseling, and disciplining staff, and recommending terminations.
Respond to requests for information from Executive Director, Senior Leadership staff, Finance Committee, Facilities Committee, and other parties as needed.
Assist in reviewing all contracts, trusts, deeds, affidavits, and other legal documents submitted to the Executive Director as they relate to financial matters.
Coordinates with other departments concerning short and long-range fiscal needs and plans to establish the annual budget.
Maintain an OWBC presence on various committees and boards.
Responsible for preparation of working papers for annual financial audit and 990 tax return.
All employees are expected to adhere to OWBC ethics expectations.
Must be able to cooperate and work effectively with others.
Must be diplomatic, honest, and fair.
Regular and punctual attendance is an essential function of the position.
Perform other duties as assigned.

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
403(b) plus employer match
Employee Assistance Program
Chipper-Assistance in Student Loan Forgiveness and Lower Payments
Paid Time Off
Paid Education (Upon Approval)
Employer Matching Retirement Program
Flexible Spending Accounts
Employer-Paid Life insurance, Voluntary Life and AD&D Insurance Plans & more
Employee Assistance Program (24-hour support line for emotional, mental/personal well-being, financial & legal assistance, and webinars and podcasts)
Wellness Program
Paid time off (PTO) - three (3) weeks in your first year
14 paid holidays per calendar year
Tuition reimbursement for applicable programs