Job Description

Job Overview

This position involves managing and accounting for all received funds of Burlington United Methodist Family Services. The Chief Financial Officer is responsible for administrating financial affairs, insurance, taxes, property, purchasing, and human resources as described in his/her duties.

Essential Duties:

· Sets up and maintain adequate accounting records for the financial activities of Burlington United Methodist Family Services.

a. Operations d. Retirement Plans g. Payroll

b. Endowment Funds e. Education Funds

c. Annuities f. Designated Funds

· Budgeting and Planning:

a. Contribute to the development of the organization’s Operating and Capital budget and supervise its compliance.

b. Provide timely financial analysis of the agency’s present and anticipated programs.

c. Work in conjunction with C-Suite members, the Management Team, and the Board of Trustees in budgeting and business planning matters.

· Financial Management:

a. Ensure that the agency’s financial accounting systems function within the precepts of sound business practices and generally accepted accounting principles.

b. Ensure that an independent CPA conducts the annual corporate audit in a thorough and timely manner.

c. Designs internal control and auditing systems for all departments to ensure the safeguarding of agency assets. Coordinate with state and federal auditors as appropriate.

· Grants:

a. Complies and files reports necessary to comply with State law and Federal regulations for audits of recipients of Federal grants.

b. Sources new grant opportunities and assists with new and established State and Federal grant submissions.

· Reporting:

a. Ensure timely and accurate preparation of the required internal and external financial statements and reports.

b. Prepares State and Federal Tax Reports.

c. Assist when requested in the preparation of Statistical Reports.

d. Assists with the arranging for purchasing bids when necessary.

e. Maintains an inventory of real and personal property.

· Cash Management:

a. Utilize effective cash management techniques to achieve sound receivable and credit controls while maintaining good relationships with all outside parties.

b. Supervises the investment of the agency’s money.

c. Supervises the paying of all bills.

d. Oversees the preparation of the payroll.

e. Oversees the Retirement Plan 403(b).

f. Coordinates purchasing of supplies, equipment, etc., for the agency.

g. Supervises the Insurance Programs of Burlington, including:

i. All Liability and Casualty Insurance

ii. Workman’s Compensation Insurance

iii. Group Health and Accident Insurance

· Departmental Supervision:

a. Implement a “team management” approach to organizing and motivating Accounting Department staff to provide courteous, effective, accurate, and efficient accounting services to agency staff, clients, the Board, and pertinent constituents.

· b. Oversees and supervises Marketing and Public relations,

· Relationships:

a. As appropriate, Build and maintain cooperative and supportive relationships with the Management Team, staff, clients, Board of Trustees, and outside constituents.

· Acts as Financial Advisor to the President and at the request of the President and the Board of Trustees.

· Performs other duties that fall within the parameters of this position.

Supervisory Responsibilities:

· Supervises 5 to 7 employees.

· Interviewing and developing and training employees; planning, assigning, directing work, and appraising performance; addressing complaints and resolving problems.

Qualifications

Education level

Required:

· Bachelor’s Degree in Accounting or Business Administration from an accredited college.

Preferred: MBA

Experience:

· Should have at least four years of experience with a non-profit institution.

Core competencies

Required:

· Strong interpersonal skills and ability to be effective at all levels.

· Ability to interact with staff having diverse education, experience, and culturally diverse backgrounds.

· Ability to perform under pressure; handle and appreciate conflicting opinions with the highest level of confidentiality and discretion.

· Possess strong communication skills both verbal and written.

· Should have exceptional organizational skills; and proficient computer skills.

· Be an acceptable role model for youth in values and lifestyles in keeping with those ascribed by Burlington.

· Strong organizational and prioritizing skills.

· Demonstrated ability to exercise sound judgment.

· Demonstrate attention to detail.

· Be an Active listener

· Cultural Steward

· Excellent working knowledge of MS Office products: Word, Excel, Access, OneDrive, etc.

Preferred:

· Awareness if trauma-informed care and treatment models

Certifications :

· None required

Licenses:

· Driver’s license required

Core Values

The employee will demonstrate the ability to apply, promote, practice, and adhere to the core values of the agency:

· Collaboration - You work with others and stakeholders, function as a team when necessary, bring solutions to common and complex issues and problems, and create a culture where suggestions and teamwork are not only welcomed but expected.

· Respect/Dignity - You value and respect the differences of others. You are respectful of staff, clients, agency property, and the rights of consumers and treat all with dignity and acceptance; you are a welcoming beacon. You complete work promptly and according to the agency's standards, particularly respecting other people’s time and deadlines.

· Empathy - You understand the needs of staff/clients and provide an environment where they can thrive.

· Accountability: You take responsibility for decisions, successes, and failures of programs, results, resources, relationships, and sustainability.

· Trust/ Trustworthiness - You build trust by acting honestly, ethically, creating a foundation for relationships. You strive to do the right thing, even when you think no one is looking. You are and operate with honesty, transparency, and a commitment to doing what’s best for your clients, customers, teammates, and agency. You maintain ethical principles in all you do.

· Excellence - You are at your best, strive to be a top performer in your field, and maintain adherence to policies, procedures, and program/licensing requirements. You understand we have hard but meaningful work to do for those we serve.

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