Finance Director

LifeTime Resources, Inc.
Dillsboro, IN Full Time
POSTED ON 5/23/2023 CLOSED ON 1/8/2024

What are the responsibilities and job description for the Finance Director position at LifeTime Resources, Inc.?

Position Overview:

Responsible for accounting, budgeting, forecasting, reporting and other finance-related functions for LifeTime Resources and LifeTime Housing Group, in keeping with LifeTime’s goals and objectives, as well as requirements of federal, state, and other regulatory agencies.

Supervisors: Accountant, Accounts Receivable Clerk and Payroll & Account Payable Clerk

Essential Functions:

FINANCE

  • Responsible for all accounting functions, ensuring adherence to standard bookkeeping and accounting practices and compliance with regulations; reviews month and year end reports, monthly bank reconciliation, tax and other financial reports as needed.
  • Ensures that all agency budgets are prepared within funding guidelines in consultation with the Executive Director and program directors; monitors budgets continuously for compliance.
  • Maintains sound financial operation including continual review of financial performance and monthly projections of revenue and expenses; provides forecasting reports and analysis to Executive Director, with recommendations for adjustments, as needed.
  • Oversees completion of all claims, billings and draws, ensuring adequate cash flow, full collection and utilization of all grants.
  • Responsible for on-line banking; ensures security of ACH transfers.
  • Review of completed bank reconciliations for LTR and Housing: On a monthly basis verify the bank statements are reconciled, are free from errors, and transfers are processed correctly.
  • Review of W2 and 1099 reports, forms, and filing before finalizing and submission.

MANAGEMENT/SUPERVISION

  • Develops budget in accordance with agency policies and procedures, operates within budgetary guidelines, maintains cost control, and ensures continued receipt of all appropriate revenue and accurate records for billing purposes.
  • Develops and implements business plans for new initiatives as described in the strategic plan and as directed by the Executive Director.
  • Meets or exceeds goals and objectives established in Strategic Plan, Area Plan and grant documents.
  • Maintains appropriate staffing; provides for employee selection, orientation, and training.
  • Ensures backup for all Finance positions to maintain smooth operation.
  • Ensures the completion of personnel procedures including job descriptions, performance appraisals, disciplinary action, continuing education, and proficiency testing for compliance with agency standards and federal, state and local regulations.
  • Evaluates program(s) on an ongoing basis; attains established goals.
  • Establishes measures of success, data collection methodology and systems to monitor progress.
  • Resolves program(s) problems and addresses issues noted in quality assurance reviews.
  • Ensures policies and procedures are up to date/accurate, organized and filed electronically as prescribed.
  • Oversees building maintenance of Dillsboro office.
  • Assists in fundraising and promotion of agency, as needed.
  • Ensures professionalism in service and adherence to agency goals and philosophy.
  • Attends meetings, forums, and training workshops as required; maintains required certifications. Three hours of Fair Housing training required annually by HUD, must be documented with certificate of participation.
  • Represents agency on state and local committees, task forces and/or related groups.

ADMINISTRATIVE/GENERAL

  • Adheres to agency policies and procedures.
  • Understands, supports, and models the agency's Mission-based Values.
  • Engages in other related activities or special projects as required or assigned.
  • Develops and completes reports as required.

The essential functions identified here are a representation of those duties required of this position and in no way are intended to be a complete list.

Performance Requirements:

Knowledge, Skills, Abilities, & Mental Demand: Clerical and computer skills, including ability to use Microsoft Office Suite; written and verbal communication skills; listening skills; interpersonal skills; customer service skills; ability to perform multiple concurrent tasks; reasoning and problem-solving skills; ability to work with minimum supervision; program management skills; supervisory skills; ability to handle sensitive situation; math skills.

Physical Effort: Sedentary Work: Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently.

Working Conditions: Office environment, customer contact, occasional travel.

Education, Experience and Training: Baccalaureate education, professional licensure or 7-9 years experience. High school diploma or equivalent required.

Job Type: Full-time

Pay: From $54,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • Day shift
  • Monday to Friday

Ability to commute/relocate:

  • Dillsboro, IN 47018: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Accounting: 7 years (Preferred)

Work Location: In person

Salary : $54,000

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