Financial Director
United Way of Northeast Mississippi, Inc., Tupelo, MS, United States
Overview
The Finance Director is responsible for managing the financial and bookkeeping system of United Way of Northeast Mississippi (UWNEMS). This role is responsible for the integration of an effective system of internal controls along with the implementation of policies which facilitate a seamless interaction among Finance, Audit, Investment Committees, external auditors, vendors, financial institutions, service providers and other relevant stakeholders.
Responsibilities
Responsible for the accurate processing of finance, budget and campaign data.
Willingness to undergo extensive training in ANDAR
Performs daily data entry of all transactions (pledges, payments and designations) into Andar and reconciles with daily log sheet database.
Responsible for preparing all billings/payments, and for posting these transactions.
Enters credit card transactions in CardPointe
Prepares and makes bank deposits.
Prepares and enters journal entries in Quickbooks and records all donations in ANDAR
Reconciles bank statement and prepares financial statements
Prepares end of month log sheet from bank statement. Reviews pledges and payments in Andar and verifies that Quickbooks and ANDAR are reconciled on pledges and pledge receivables
Track and/or bill three UWNEMS coalitions for revenue and expenses
Oversees disbursement of funds including allocation payments and designations
Run accounts payable and payroll twice monthly and agency allocation checks quarterly
Prepare request to update bank signature card for checking account
Prepares and maintains financial reports.
Prepare minutes for investment meetings and reconcile investment statements
Prepare information for yearly audit and work with auditor. Acts as financial representative for audit and Investments committee
Submit 5500 filing yearly and as well as Mississippi Secretary of State annual filing
Maintains certificates for insurance, memberships and contracts
Process all new Hire on-boarding and employee off-boarding documentation.
Enroll, maintain and administer all employee benefits, healthcare, retirement, long-term disability and group life insurance, making changes to ensure proper coverage and schedule payments to each
Maintain payroll taxes (monthly and quarterly for federal and state) and schedule payments
Maintain workman’s comp, name bond, office content insurance, director’s liability insurance
Prepare and submit W‑2, 1099 and W‑2G information yearly
Keep Quickbooks updated
Send monthly pledge reminders/invoices
Send end of year tax receipts
Assist with yearly administrative budget
Core Competencies
Adaptability and Self Sufficiency : Anticipates changing circumstances and acts proactively to prevent crises; Ability to work independently for extended periods of time with minimal supervision; Ability to adapt to changing office environment while maintain focus on pressing tasks
Customer Relationship Management : Engages customers to improve their experience with the UWNEMS brand. Shows courtesy to customers through all phone, virtual or in person interactions; Develops and maintains contacts with relevant customers, vendors and board members to ensure seamless administrative and financial functions.
Communication and Engagement Skills : Demonstrates excellent verbal and written skills; Engages with relevant stakeholders to maintain efficient office functions.
Results Orientation : Demonstrates ability to maintain focus and precision within the detailed nature of their work. Plans and completes work within a timely manner to meet deadlines and to accomplish tasks; manages time wisely in order to achieve the desired results; has a strong work ethic; is able to maintain a fast pace while staying focused in stressful situations
Self/Staff Development : Actively participates in self-development through learning and development opportunities; seeks out opportunities to become not only more proficient in his/her role, but to gain more knowledge of the organization.
Strategic Thinking : Utilizes knowledge of the industry to leverage the organization's strengths; seeks out new or more efficient work strategies or equipment; identifies the implications of social, economic, political and global trends; proposes innovative strategies to move the organization forward
Technical Expertise : Commands a thorough understanding of the subject matter for their role; keeps current and up to date with new information for their role.
Accountability/Brand Stewardship : Understands and embraces their accountability to goals, outcomes and the overall mission of UWNEMS; has the ability to organize and prioritize the workload while maintaining focus and staying on track, establishes and implements an efficient course of action, understands what’s necessary to get things done, uses resources optimally, balances the workload when involved in multiple projects and establishes appropriate deadlines; takes responsibility for the use and protection of all resources in his/her control; ensures that the use of resources aligns with the mission of UWNEMS as well as with customer expectations; is a positive and motivational brand ambassador.
Professionalism : Represents UWNEMS positively, professionally, courteously and effectively.
Initiative : Assists or takes on new tasks to help UWNEMS achieve its mission.
Confidentiality : Maintains confidentiality regarding personnel and organizational information.
Ethics : Adheres to the ethical standards described in the UWNEMS Code of Ethics.
Relationship Building : Builds positive internal and external relationships.
Availability : Willing to work nights, weekends or early hours when necessary
Integrity : Unquestioned integrity, highly professional, loyal and trustworthy
Requirements
Bachelor’s Degree Bachelor’s degree in Accounting, Finance, or a related field; CPA certification is preferred
Prefer three to five years’ accounting work experience with a proven track record.
Excellent communication, presentation, and organization skills required.
Note: This job description is intended only to provide information about the general nature of the job and is not an all-inclusive list of the job duties, skills or abilities, which is subject to change.
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Responsibilities
Responsible for the accurate processing of finance, budget and campaign data.
Willingness to undergo extensive training in ANDAR
Performs daily data entry of all transactions (pledges, payments and designations) into Andar and reconciles with daily log sheet database.
Responsible for preparing all billings/payments, and for posting these transactions.
Enters credit card transactions in CardPointe
Prepares and makes bank deposits.
Prepares and enters journal entries in Quickbooks and records all donations in ANDAR
Reconciles bank statement and prepares financial statements
Prepares end of month log sheet from bank statement. Reviews pledges and payments in Andar and verifies that Quickbooks and ANDAR are reconciled on pledges and pledge receivables
Track and/or bill three UWNEMS coalitions for revenue and expenses
Oversees disbursement of funds including allocation payments and designations
Run accounts payable and payroll twice monthly and agency allocation checks quarterly
Prepare request to update bank signature card for checking account
Prepares and maintains financial reports.
Prepare minutes for investment meetings and reconcile investment statements
Prepare information for yearly audit and work with auditor. Acts as financial representative for audit and Investments committee
Submit 5500 filing yearly and as well as Mississippi Secretary of State annual filing
Maintains certificates for insurance, memberships and contracts
Process all new Hire on-boarding and employee off-boarding documentation.
Enroll, maintain and administer all employee benefits, healthcare, retirement, long-term disability and group life insurance, making changes to ensure proper coverage and schedule payments to each
Maintain payroll taxes (monthly and quarterly for federal and state) and schedule payments
Maintain workman’s comp, name bond, office content insurance, director’s liability insurance
Prepare and submit W‑2, 1099 and W‑2G information yearly
Keep Quickbooks updated
Send monthly pledge reminders/invoices
Send end of year tax receipts
Assist with yearly administrative budget
Core Competencies
Adaptability and Self Sufficiency : Anticipates changing circumstances and acts proactively to prevent crises; Ability to work independently for extended periods of time with minimal supervision; Ability to adapt to changing office environment while maintain focus on pressing tasks
Customer Relationship Management : Engages customers to improve their experience with the UWNEMS brand. Shows courtesy to customers through all phone, virtual or in person interactions; Develops and maintains contacts with relevant customers, vendors and board members to ensure seamless administrative and financial functions.
Communication and Engagement Skills : Demonstrates excellent verbal and written skills; Engages with relevant stakeholders to maintain efficient office functions.
Results Orientation : Demonstrates ability to maintain focus and precision within the detailed nature of their work. Plans and completes work within a timely manner to meet deadlines and to accomplish tasks; manages time wisely in order to achieve the desired results; has a strong work ethic; is able to maintain a fast pace while staying focused in stressful situations
Self/Staff Development : Actively participates in self-development through learning and development opportunities; seeks out opportunities to become not only more proficient in his/her role, but to gain more knowledge of the organization.
Strategic Thinking : Utilizes knowledge of the industry to leverage the organization's strengths; seeks out new or more efficient work strategies or equipment; identifies the implications of social, economic, political and global trends; proposes innovative strategies to move the organization forward
Technical Expertise : Commands a thorough understanding of the subject matter for their role; keeps current and up to date with new information for their role.
Accountability/Brand Stewardship : Understands and embraces their accountability to goals, outcomes and the overall mission of UWNEMS; has the ability to organize and prioritize the workload while maintaining focus and staying on track, establishes and implements an efficient course of action, understands what’s necessary to get things done, uses resources optimally, balances the workload when involved in multiple projects and establishes appropriate deadlines; takes responsibility for the use and protection of all resources in his/her control; ensures that the use of resources aligns with the mission of UWNEMS as well as with customer expectations; is a positive and motivational brand ambassador.
Professionalism : Represents UWNEMS positively, professionally, courteously and effectively.
Initiative : Assists or takes on new tasks to help UWNEMS achieve its mission.
Confidentiality : Maintains confidentiality regarding personnel and organizational information.
Ethics : Adheres to the ethical standards described in the UWNEMS Code of Ethics.
Relationship Building : Builds positive internal and external relationships.
Availability : Willing to work nights, weekends or early hours when necessary
Integrity : Unquestioned integrity, highly professional, loyal and trustworthy
Requirements
Bachelor’s Degree Bachelor’s degree in Accounting, Finance, or a related field; CPA certification is preferred
Prefer three to five years’ accounting work experience with a proven track record.
Excellent communication, presentation, and organization skills required.
Note: This job description is intended only to provide information about the general nature of the job and is not an all-inclusive list of the job duties, skills or abilities, which is subject to change.
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