Summary

If you are a self-starter interested in joining a small, high-performing team in a hybrid onsite/remote work environment, providing financial and business oversight, this may be the opportunity for you! The ideal candidate will bring a background in nonprofit accounting, business operations, and human resources administration, and will have a minimum of a bachelor’s degree and five (5) years of professional finance experience.

Description

McKee Wellness Foundation seeks a Business & Finance Director to support the organization’s administrative functions, propelling the mission to bridge gaps in health and wellness needs across Northern Colorado. If you are a self-starter interested in joining a small, high-performing team in a hybrid onsite/remote work environment, providing financial and business oversight, this may be the opportunity for you! The ideal candidate will bring a background in nonprofit accounting, business operations, and human resources administration, and will have a minimum of a bachelor’s degree and five (5) years of professional finance experience.

Finance/Accounting Responsibilities

• Works collaboratively with the Foundation’s Executive Director and Board of Directors to ensure responsible fiscal activities within the context of the Foundation’s mission and goals.

• Plans, directs, and controls financial functions of the Foundation by following Generally Accepted Accounting Principles (GAAP).

• Develops, enhances, implements and enforces financial policies and procedures for the organization, ensuring fiscal responsibility, efficiency, and compliance.

• Reconciles all balance sheet accounts and confirms via review and analysis all income statement accounts on at least a monthly basis, creating and adjusting journal entries as necessary.

• Maintains all official accounting records in accordance with GAAP and the Foundation’s document retention/destruction policy.

• Prepares accurate monthly, quarterly and annual financial reports and identifies financial trends in order to assist staff and Board members in performing their responsibilities.

• Serves as primary staff support for the Board of Directors’ Finance Committee

• Serves as project manager for the organization’s staff and Board in the preparation and monitoring of the annual budget.

• Provides financial forecasting and modeling, and strategic analysis for business development.

• Works closely with the Foundation team to ensure efficiency in program financial management, budgeting and related financial activities, providing applicable training and education.

• Oversees trust account management and compliance with Foundation’s trust and endowment guidelines.

• Manages the annual financial audit process, including vendor selection and oversight, document preparation, fieldwork support, document review, and distribution of audited financials/990s as applicable.

• Responsible for AP/AR functions, including printing checks, paying invoices and monitoring recurring transactions.

• Oversees bank, deposit and credit relationships and initiates appropriate strategies to enhance cash position.

• Maintains the Foundation’s payroll operations to ensure the efficient handling of employee’s pay, deductions, and benefit payments. Completes bi-weekly payroll processing for approval by Executive Director and oversees quarterly payroll reconciliation.

• Oversees annual negotiations of the Foundation’s business insurance policies (General Liability, Auto, Workers Compensation, etc.).

• Investigates or renews cost-effective benefit plans for Foundation employees, managing vendor relationships and coordinating enrollments for all eligible employees. Ensures notification compliance.

• Maintains compliance with local, state and federal financial reporting requirements including 1099s, 941s, W2s, and periodic updates for IRS and Secretary of state to maintain nonprofit status.

Administrative Responsibilities

• Manages contracts for purchased services (printer, rent, etc.).

• Primary contact patient fund distribution and monitoring of financial eligibility criteria.

• Assists with external grant proposal preparation and reporting.

• Responsible for main office phone and call fielding to staff as applicable.

• Responsible for procurement of all office supplies, furniture, etc.

• Serves as backup for recording meeting minutes.

Other Duties/Responsibilities:

• Participates as member of Foundation team in special events and outreach opportunities, including some evening and weekend events and activities.

• Ensures observation of security and safety procedures.

• Communicates effectively and professionally with co-workers, management and the public at all times.

• Other duties as assigned.

Education and Experience:

• Minimum of Bachelor’s degree in Finance, Accounting, Business Administration or related field of study. Equivalent combination of education and professional experience may be considered. MBA and/or CPA a plus.

• Minimum of five (5) years’ experience managing finance/accounting function in a nonprofit organization; background in a community foundation or other grant-making public charity desired.

• Prior auditing and payroll management desired.

• Experience with QuickBooks Online a plus.

• Proficiency in Microsoft Office programs.

• Excellent organizational, written, oral, and interpersonal communications skills.

• Professional demeanor and proven emotional intelligence, ethics, and integrity skills.

• Ability to work a varied schedule including weekends and evenings as required.

• Ability to work independently and as a member of a team.

• Demonstrated project management skills and ability to effectively lead multiple long and short-term projects concurrently, through planning, prioritization, coordination, and self-management.

• Ability to maintain privacy and exercise confidentiality on sensitive matters.

Knowledge, Skills and Abilities:

• Demonstrated attention to detail required.

• Ability to synthesize complex and diverse financial information.

• Knowledge of, and experience with, accounting software required.

• Ability to exercise sound judgment with demonstrated characteristics of integrity, credibility, accountability, and emotional intelligence in support of the mission.

• Ability to identify and resolve problems in a timely manner by skillfully gathering and analyzing information, identifying solutions, and creating processes to avoid future issues.

• Skilled in prioritizing and planning work activities for effective time management.

• Excellent computer skills, including use of Microsoft Excel.

• Ability to speak clearly and persuasively in all situations, with effective group presentation skills and ability to conduct productive meetings.

• Excellent teamwork skills demonstrating respect, promoting positivity, and contributing to a solution-oriented workplace.