Vice President of Finance and Chief Financial Officer

United Way Of Central OhioColumbus, OH
$170,000 - $175,000Hybrid

About The Position

Job Title: Vice President of Finance and Chief Financial Officer Department: Finance Reports To: President and CEO Managing Roles: Controller, Campaign Accounting Manager Date of update: March 2026 FSLA Classification: Exempt Budgeted Salary Range: $170,000-$175,000 annually, based on a 37.5-hour work week, dependent on background and experience. Benefits Offerings: Hybrid work model approach combining in-office work and remote work Flexible daily hours (available year-round) Summer hours (offered from Memorial Day through Labor Day) 15 vacation days earned annually 11 paid holidays annually One personal day annually Seven sick days earned annually (14 days earned the 2 nd year) Tuition reimbursement (subject to budget availability) Medical and dental insurance (employee pays 20% of premium) Vision insurance (employee pays 100% of premium) Short-term disability insurance (employee pays 50% of premium) Medical flexible spending account Long term disability and term life insurance (employer pays 100% of premium) 401K plan with up to a 3% match and a 3% safe harbor contribution for eligible/participating employees after 1 year of service Business casual dress code policy Free parking Essential Functions and Key Responsibilities: Direct the organization's financial planning and accounting practices. Build positive and productive relationships with co-workers, donors, volunteers, agencies, banks, brokerage firms, and other customers and vendors. Direct and oversee finance, general accounting and donor services / pledge processing functions, including supervision of assigned staff. Direct and oversee accounting, pledge processing and financial reporting for all contracted organizations. Oversee and direct the funds, financial records, accounting, budgets, annual audit, tax return filings, purchasing and pledge processing activities for the organization. Maintain continuous lines of communication, keeping the President & CEO, Vice President/Chief People & Equity Officer and other Leadership Team members informed of all critical issues. Serve as management liaison to Finance and Audit Board-level committees. Present and discuss financial reports at Finance and Audit Committee meetings, present to Board of Trustees as needed. Direct the Controller, Campaign Accounting Manager and other Finance team members in implementing procedures and systems necessary to maintain proper records and to afford adequate internal accounting controls and services. Direct the financial activities of the organization. Act as the custodian of funds, monitor securities and assets of the organization. Direct investment of excess cash and restricted reserves. Review the organization's financial position and issue monthly financial and operating reports to Finance Committee and quarterly financial reports to the Board. Support President and Leadership Team in directing, coordinating and preparing the organization's budget and campaign spending plan for approval by Finance Committee and Board. Analyze, consolidate, and direct accounting and pledge processing procedures together with other statistical and routine reports to record and distribute all combined campaign donations for public sector employees. Direct, analyze and interpret reports of general economic, business, and financial conditions and their impact on the organization's policies and operations. Collaborate with the Resource Development team to prepare and submit all required reports to United Way Worldwide (UWW). Manage unemployment compensation programs of organizations with support from the Payroll Specialist. Work with CPA firm on annual audit, responsible for internal control procedures necessary to obtain clean audit opinion and management report from auditors. Coordinate presentation and acceptance of annual audit report and IRS Form 990 to Audit Committee and Board. Review contracts and other formal documents prior to execution, obtaining professional legal counsel where necessary. Provide support for campaign reporting and goalsetting processes, including discretionary funds reporting. Coordinate and prepare the organization's budget and campaign spending plan for approval by the Finance Committee and Board. Serve as the key Finance representative providing support to Success by Third Grade task force, to include budget projections, grant reporting, etc. Serves as Chief Financial Officer for contracted United Ways and other external clients. Prepare and present financial statements, cash flow analyses and ad hoc reports for respective finance committee and Board of Trustees meetings. Collaborate with staff in all departments, as well as donors, volunteers, vendors, agencies and independent auditors. In collaboration with the President & CEO, oversee and execute assigned projects and initiatives. Review contracts and other formal documents prior to execution, obtaining professional legal counsel where necessary. Provide support for campaign reporting and goalsetting processes, including discretionary funds reporting. Coordinate and prepare the organization's budget and campaign spending plan for approval by the Finance Committee and Board. Serve as the key Finance representative providing support to Success by Third Grade task force, to include budget projections, grant reporting, etc. Serves as Chief Financial Officer for contracted United Ways and other external clients. Prepare and present financial statements, cash flow analyses and ad hoc reports for respective finance committee and Board of Trustees meetings. Collaborate with staff in all departments, as well as donors, volunteers, vendors, agencies and independent auditors. In collaboration with the President & CEO, oversee and execute assigned projects and initiatives. Ot h e r: Responsible for supporting the achievement of United Way’s mission and strategy goals. Responsible for supporting United Way’s culture of excellence through adherence to the Culture Pillars. Responsible for integrating fair opportunities and a collaborative approach into daily work and contributing to the advancement of United Way’s community engagement and equal opportunity dashboard and goals. Demonstrate commitment to breaking down barriers to economic prosperity in our community.

Requirements

  • Thorough appreciation, acceptance and commitment to community representation across a variety of backgrounds.
  • Excellent written and verbal communication skills and ability to interact with individuals from varied backgrounds.
  • Experience incorporating the perspectives of various communities in considering the impacts and outcomes of a decision-making process.
  • An understanding of institutional and structural bias and its impact on underserved and underrepresented communities.
  • Demonstrated ability to collaborate effectively with staff, donors, partners and vendors from a variety of backgrounds.
  • Positive interpersonal/communications skills and ability to use sound judgment and be self-directed.
  • Strong computer skills are required using Microsoft Office 365; familiar with word processing and spreadsheets.
  • Strong time management and organizational abilities and ability to manage multiple projects and meet deadlines.
  • Ability to independently problem solve .
  • Ability to maintain confidentiality of information.
  • Ability to work successfully in a team environment.
  • Ability to work collaboratively with co-workers within and across departments and functions.
  • A b i l i t y to cr e a t i v e l y t r o u b l e s h o ot, t h ri v e u n d e r pre ss ure a n d a cc e p t c o n s tru c t i v e cr i t i c i s m .
  • Demonstrates a p o s i t i v e c a n - do at t i tu d e, f l e x i b i l i t y to r e - pri o r i t i z e , m u l t i - tas k , a nd s w i t c h t a s k s f l u i d l y.
  • Ability to consistently adhere to inter-departmental, volunteer and constituent service standards.
  • Demonstrated knowledge of and support for United Way Mission, Vision, Culture Pillars, Service Standards, Confidentiality Standards, and Policies and Procedures.
  • A bachelor's degree and minimum of ten (10) years of accounting experience.
  • Solid understanding of GAAP accounting, Federal and State regulation requirements is necessary, along with the ability to read, analyze, and interpret general business professional journals, technical procedures, and governmental regulations.
  • Prior management experience required.
  • Applicants must be authorized to work in the United States without sponsorship.

Nice To Haves

  • CPA preferred.

Responsibilities

  • Direct the organization's financial planning and accounting practices.
  • Build positive and productive relationships with co-workers, donors, volunteers, agencies, banks, brokerage firms, and other customers and vendors.
  • Direct and oversee finance, general accounting and donor services / pledge processing functions, including supervision of assigned staff.
  • Direct and oversee accounting, pledge processing and financial reporting for all contracted organizations.
  • Oversee and direct the funds, financial records, accounting, budgets, annual audit, tax return filings, purchasing and pledge processing activities for the organization.
  • Maintain continuous lines of communication, keeping the President & CEO, Vice President/Chief People & Equity Officer and other Leadership Team members informed of all critical issues.
  • Serve as management liaison to Finance and Audit Board-level committees.
  • Present and discuss financial reports at Finance and Audit Committee meetings, present to Board of Trustees as needed.
  • Direct the Controller, Campaign Accounting Manager and other Finance team members in implementing procedures and systems necessary to maintain proper records and to afford adequate internal accounting controls and services.
  • Direct the financial activities of the organization.
  • Act as the custodian of funds, monitor securities and assets of the organization.
  • Direct investment of excess cash and restricted reserves.
  • Review the organization's financial position and issue monthly financial and operating reports to Finance Committee and quarterly financial reports to the Board.
  • Support President and Leadership Team in directing, coordinating and preparing the organization's budget and campaign spending plan for approval by Finance Committee and Board.
  • Analyze, consolidate, and direct accounting and pledge processing procedures together with other statistical and routine reports to record and distribute all combined campaign donations for public sector employees.
  • Direct, analyze and interpret reports of general economic, business, and financial conditions and their impact on the organization's policies and operations.
  • Collaborate with the Resource Development team to prepare and submit all required reports to United Way Worldwide (UWW).
  • Manage unemployment compensation programs of organizations with support from the Payroll Specialist.
  • Work with CPA firm on annual audit, responsible for internal control procedures necessary to obtain clean audit opinion and management report from auditors.
  • Coordinate presentation and acceptance of annual audit report and IRS Form 990 to Audit Committee and Board.
  • Review contracts and other formal documents prior to execution, obtaining professional legal counsel where necessary.
  • Provide support for campaign reporting and goalsetting processes, including discretionary funds reporting.
  • Coordinate and prepare the organization's budget and campaign spending plan for approval by the Finance Committee and Board.
  • Serve as the key Finance representative providing support to Success by Third Grade task force, to include budget projections, grant reporting, etc.
  • Serves as Chief Financial Officer for contracted United Ways and other external clients.
  • Prepare and present financial statements, cash flow analyses and ad hoc reports for respective finance committee and Board of Trustees meetings.
  • Collaborate with staff in all departments, as well as donors, volunteers, vendors, agencies and independent auditors.
  • In collaboration with the President & CEO, oversee and execute assigned projects and initiatives.
  • Responsible for supporting the achievement of United Way’s mission and strategy goals.
  • Responsible for supporting United Way’s culture of excellence through adherence to the Culture Pillars.
  • Responsible for integrating fair opportunities and a collaborative approach into daily work and contributing to the advancement of United Way’s community engagement and equal opportunity dashboard and goals.
  • Demonstrate commitment to breaking down barriers to economic prosperity in our community.

Benefits

  • Hybrid work model approach combining in-office work and remote work
  • Flexible daily hours (available year-round)
  • Summer hours (offered from Memorial Day through Labor Day)
  • 15 vacation days earned annually
  • 11 paid holidays annually
  • One personal day annually
  • Seven sick days earned annually (14 days earned the 2 nd year)
  • Tuition reimbursement (subject to budget availability)
  • Medical and dental insurance (employee pays 20% of premium)
  • Vision insurance (employee pays 100% of premium)
  • Short-term disability insurance (employee pays 50% of premium)
  • Medical flexible spending account
  • Long term disability and term life insurance (employer pays 100% of premium)
  • 401K plan with up to a 3% match and a 3% safe harbor contribution for eligible/participating employees after 1 year of service
  • Business casual dress code policy
  • Free parking
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