Director of Finance (Part-Time) – [Charlotte, NC]

Department: Administrative
Reports To:
Chief Executive Officer
Location: Charlotte NC

POSITION PURPOSE

Provide financial leadership to the agency and effective stewardship, control, and oversight of the agency’s finances.  Work closely with the CEO, board of directors, and leadership team to develop and implement financial strategies and support the strategic planning initiatives of the organization.  Lead the accounting function and financial statement preparation in accordance with generally accepted accounting principles, industry practices, and tax-exempt regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES (IN PRIORITY ORDER)

  • Manage the development and implementation of the integrated agency operational and capital budget.  Monitor performance of approved budgets and any special funds arising from donations (i.e., capital campaign contributions).
  • Ensure daily operations of the agency, proceed efficiently and effectively, including oversight of the accounting functions.
  • Provide timely, accurate, and easily understood analyses of budgets, financial reports, and financial trends, to best assist the CEO, board of directors and/or committees in decision-making and goal execution.
  • Provide support as needed to Director of Development and Grant Manager of United Way allocation proposals.
  • Support fund development initiatives of the organization through program based budget development and tracking as required.
  • Provide primary support to board Finance Committee/Audit Committee, and other board committees as assigned. Provide timely reporting to committees, BBBSA and funding sources as required.
  • Oversee the annual independent audit and IRS Form 990 for the organization by working with the selected auditors and tax staff and providing the information requested in a timely manner.  Responsible for reviewing the accuracy of the financial statements and Form 990 prepared by the audit firm before finalizing with the Audit Committee.  Implement any improvements to internal controls and/or operating procedures recommended in the management letter when appropriate.
  • Oversee collection of participant census data for 401(k) retirement plan for accuracy and compliance and work with third party administrator to complete and file IRS Form 5500 annually.
  • Manage annual insurance renewal processes and work with CEO and Director of Human Resources on risk exposure through corporate insurance plan management.
  • Act as council liaison to banks for all bank accounts.
  • Provide management oversight for assigned functions/departments related to financial management of the organization.
  • Participate as member of Leadership Team, which supports the operational strategic planning and management of the organization.
  • Other duties as maybe assigned.

Education Level (minimum & preferred educational requirements necessary to perform this job successfully):

Bachelor’s degree in Business Administration/Accounting and related work experience supervising a business support group in a complex organizational setting.  North Carolina Certified Public Accountant (CPA) in good standing.

Years of  Related Work Experience (minimum & preferred related work experience necessary perform this job successfully):

Proficiency in QuickBooks, eTapestry Database, and Microsoft Office including Word, Outlook, Excel and PowerPoint. Must have transportation to perform job duties, valid driver’s license, and meet state required automobile insurance minimums.

SKILLS AND KNOWLEDGE

Required Preferred
Non-Profit Experience

 

 

 

 X

 

Ability to work self-directed at a high level.

 

X

 

 
Leadership experience including management, strategic planning, and budget development/administration.

 

X

 

 
Working knowledge of financial systems and database management.

 

X

 

 
Ability to provide finance management, issue resolution with members of the organization using tact and discretion.

 

X

 

 
Good knowledge, understanding and commitment to Big Brothers Big Sisters mission, philosophy, programs, and agency corporate planning/management and report systems.

 

X

 

 
Flexible availability, especially during year-end.

 

X

 

 
Ability to work with technical support professionals.

 

X

 

 
Excellent oral communication skills, both in-person and via telephone.

 

X

 

 
Ability to relate well in cross-cultural environments.

 

X

 

 
Ability to effectively collaborate with other BBBS staff.

 

X

 

 
Ability to use time effectively.

 

X

 

 
Ability to focus on details.

 

X

 

 
Ability to adapt to shifting priorities.

 

X

 

 
Ability to read and comprehend detailed instructions, correspondence, and memos.  Ability to compose, edit, and interpret correspondence.

 

X

 

 
Ability to add and subtract, and to multiply and divide.  Ability to perform these operations using units of American money and weight measurement, volume and distance.

 

X

 

 
Ability to interpret a variety of instructions furnished in written, oral or diagram form.  Ability to identify, analyze and resolve practical problems involving concrete variables in situations where only limited standardization exists.

 

X

 

 
Proficiency in Windows Office products.

 

X

 

 

TRAVEL REQUIREMENTS (LIST AS A % OF TOTAL WORK TIME)

5%

WORK ENVIRONMENT/PHYSICAL REQUIREMENTS (Describe any specific work place conditions and/or physical abilities that are related to and/or required by this job)

Physical Demand                             Description
Stationary Position Must be able to remain in a stationary at least 50% of the time
Traverse Must be able to move about inside the office
Communicate Must be able to exchange accurate communications
Operate Must be able to operate office productivity machinery (i.e. computer, copier, etc.)
Lift Must be able to lift office equipment up to 25 pounds

 

Core Competencies

 

 High Performance Indicators

 

Customer Focus

 

Able  to build strong working relationship with agency staff and matches: identify unexpressed  customer needs and potential solutions to meet those needs; independently anticipate and meet customer  match support needs: prioritize work in alignment with the needs of the match; use knowledge and feedback to improve the effectiveness of own support results.

 

Problem Solving & Analysis

 

Able to gather appropriate data and diagnose the cause of a problem before taking action: separate causes from symptoms; apply lessons learned from others who encountered similar problems or challenges: anticipate problems and develop contingency plans to deal with them; develop and evaluate alternative courses of action.

 

Flexibility & Achieving Change

 

Able to positively deal with changes that affect job requirements or work assignments; adapt to shifting priorities in response to the needs of matches; quickly recognize situations/conditions where change is needed remain calm and professional in emotionally charged interactions; work to clarify situations where information, instruction, or objectives are ambiguous; support organizational change.

 

Continuous Improvement & Gets Results

 

Able to identify and apply ‘best practices’ in own work; improve efficiency by planning and organizing work effectively, eliminating barriers and stream lining work processes: monitor, evaluate and track own performance; adapt work practices in order to meet goals and deadlines; persist in the face of ongoing obstacles or setbacks; accept responsibility for the quality and outcomes of own work.

 

Decisiveness & Judgment

 

Able to demonstrate sound judgment in routine, day-to-day decisions: think critically to make decisions and take action, even in non-routine solutions; rapidly make reasonable assessments with limited information; consider impact of various options when making decisions; use sound judgment in deciding whether to make a decision or escalate it to a supervisor for additional consultation.

 

Open Communication

 

Able to use active and attentive listening to confirm understanding; coach others through the use of reflective questioning; personalize communications content and delivery to fit different perspectives, backgrounds or styles of audience; document information about matches clearly and concisely in order to keep records accurate and up to date.

 

Strategic Alignment

 

Able to align own work objectives with the organization’s strategic plan or objectives; take organizational priorities into consideration when making choices and trade-offs in own work; act with an understanding of how the community affects the business and how own action and decisions affect other jobs or outcomes; maintain perspective between the overall picture and tactical details.

 

Valuing Diversity

 

Able to seek out and work effectively with others who have diverse perspectives; talents; background and/ or styles; contribute to a team climate in which differences are valued and supported; challenge any stereotyping or offensive comments; seek and respond to feedback from others about his/her own behavior that might be perceived as biased.

 

Equal Employment Opportunity

BBBSA provides equal employment opportunities to all qualified individuals without regard to race, creed, color, religion, national origin, age, sex, marital status, sexual orientation, or non-disqualifying physical or mental handicap or disability, or any other federal, state of local protected class.

Americans with Disabilities Act

Applicants as well as employees who are or become disabled must be able to perform the essential duties & responsibilities either unaided or with reasonable accommodation. The organization shall determine reasonable accommodation on a case-by-case basis in accordance with applicable law.

Job Responsibilities

The above statements reflect the general duties, responsibilities and competencies considered necessary to perform the essential duties & responsibilities of the job and should not be considered as a detailed description of all the work requirements of the position. BBBSCC may change the specific job duties with or without prior notice based on the needs of the organization.

APPLICATION PROCEDURE:

The cover letter and resumes should be submitted to careers@bbbscentralcarolinas.org.