Director, Bookkeeping and Human Resources

United Way of Central Virginia

TITLE: Director, Bookkeeping & Human Resources

REPORTS TO: President & Chief Executive Officer

PURPOSE: Director, Bookkeeping and Human Resources is charged to provide leadership, direction, and management in the financial and administrative operations of United Way of Central Virginia, Inc.

This position is the senior most financial person who assumes all fiscal accountability for the organization. This position is heavy on fiscal responsibility and accounting experience is required. This position is required on-site.

Such daily responsibilities include:
- Creating monthly and annual financial statements
- Generate grant reports
- Preparation for the 990s, singles audits and the full audit
- Responsible for payroll and 403b administration
- Monitoring the endowment and other investments and performance recommendations
- Serve as staff liaison for financial committee
- Proficient in QuickBooks Online
- Lead our role as the fiduciary for other programs
- Ensure internal controls

DESIRED OUTCOMES:

• Ensure integrity, transparency, and accountability in all operations.
• Ensure the development of financial and accounting programs and procedures.
• Safeguard United Way’s financial and non-financial resources.
• Ensure establishment and maintenance of adequate systems of internal controls and adherence to financial policies.
• Oversee personnel procedures and human resource function assuring fairness and compliance in all areas.

KEY RESPONSIBILITIES:

• In collaboration with the President and CEO, Treasurer, Board of Directors, and Executive Committee, formulates and implements annual financial strategies in support of United Way of Central Virginia’s operations and strategic plan.
• Oversees, coordinates, and prepares United Way of Central Virginia operating budgets, financial forecasts, and interim financial statements.
• Directs and maintains the daily operations of accounting and maintains the systems of internal accounting controls.
• Monitors compliance with United Way of America’s membership requirements and suggests policy changes as necessary.
• Provides staff support and leadership to the Audit Committee for preparation of annual audit by external auditor.
• Manages Human Resource activities and ensures compliance with applicable laws and regulations. Maintains personnel records and policies.
• Serves as Administrator for employee retirement plan for United Way of Central Virginia and its participating Partner Agencies. Monitors performance and compliance of retirement and advises President and Partner Agencies of appropriate products and agents.
• Manages and directs United Way of Central Virginia cash flow and investment portfolio in conjunction with appropriate committees, board, and CEO.
• Assists in writing grant budgets and serves as fiscal agent for grants awarded to United Way of Central Virginia.

POSITION REQUIREMENTS:

• Bachelor’s degree in Accounting or equal years of experience required.
• Minimum of two to five years experience in accounting/ financial management position. Not-for-profit experience required. Knowledge in federal grant preferred.
• Knowledge of Financial Accounting Standards as promulgated by the American Institute of Certified Public Accountants and as relevant to not-for-profit organizations.
• Outstanding written and verbal communication skills.
• Proficient in computer/software applications for financial and accounting activities.

The statements contained in this position description are intended to describe the general routine and level of work for the position of Director of Finance and Operations. They are not intended to be all inclusive of responsibilities, duties, and skills required. All United Way of Central Virginia Employees will be expected to perform other duties as assigned.

This position assists with other areas of the organization as needed, at the request of the Executive Director.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 403(b) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office, hybrid is a possibility.

Schedule:

• 36 hours per week; attend special events and monthly board meetings

Ability to commute/relocate:

• Lynchburg, VA 24501: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor of Accounting or related field

Experience:

• Accounting: 2 years (Required)

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Microsoft Office: 2 years (Preferred)

Ability to Commute:

• Lynchburg, VA 24501 (Required)

Ability to Relocate:

• Lynchburg, VA 24501: Relocate before starting work (Required)

Work Location: In person