FINANCE DIRECTOR
JOB DESCRIPTION
To perform this job successfully, an individual must have the qualifications listed below and be able to perform each essential duty satisfactorily. The requirements listed below are representative and not wholly inclusive.
Those applying for this position, should send their resumés to the following email address: [email protected]
This job will be open until filled.
Qualifications:
Education and/or Experience:
CPA status is preferred. Must have a bachelor’s degree in accounting/business administration (or equivalent work experience) and have at least five (5) years’ experience in accounting work with nonprofits, fund accounting, the audit process and automated accounting software with knowledge of theory and generally accepted accounting principles. Human resources experience including SHRM Training.
Language Skills:
Must have the ability to read, analyze and interpret common technical material, financial reports and legal documents; be able to respond to inquiries from donors, regulatory agencies or members of the business community; be able to effectively present information to the Executive Director, Department Heads, employees and the Board of Trustees.
Mathematical Skills:
Must have the ability to work with mathematical concepts such as probability and statistical inference and be able to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability:
Must be able to identify, define and solve problems.
Computer Skills:
Must be able to use word processing, e-mail, internet browsers and specific accounting software programs including QuickBooks.
Legal Requirements:
Must be familiar with and comply with all federal, state and local laws and regulations that govern the operations of the Department.
Status:
Full-time; Exempt. Not eligible for a permanent remote work schedule.
Accountability:
Reports to Executive Director.
Essential Duties & Responsibilities
To institute, enforce and operate a system of accounting and external financial reporting.
To furnish and explain regular monthly and special reports to the Executive Director, Board of Trustees and others within the organization.
To track all endowment funds and endowment spending.
To prepare, with input from Department Heads, an annual budget for approval by the Executive Director and Board of Trustees.
To create the annual budget with the Executive Director and to track and enforce the budget following its approval.
To prepare and submit required tax returns, regular and special reports to government agencies, and quarterly and annual payroll tax reports, W-2’s and 1099’s.
To review, audit and code bills and ensure timely payment as funds are available.
To make regular bank deposits, monitor cash flow and reconcile all bank and investment accounts monthly.
To prepare payroll on a bimonthly basis, including recording and tracking leave time and calculating time sheets.
To orient new employees and maintain benefit enrollments; to keep up with all human resource matters and be aware of human resource legal requirements.
To maintain monthly journal entries to general ledger accounts to reflect proper revenue and expense.
To prepare, at the end of each month, a balance sheet, statement of revenue and expenses and other necessary statements.
To prepare year-end worksheets to assist the independent auditors in the annual audit of financial records.
To serve as staff liaison to the Finance and Investment Committees.
To assist with the preparation of Museum Store accounting.
Other duties as assigned by the Executive Director.
Criteria for Evaluating Job Performance:
- The accuracy with which financial records and reports are kept and deadlines are met.
- The ease and speed with which the independent audit is performed.
- The degree to which the Director of Finance is able to answer questions dealing with reports rendered to the Executive Director, Board of Trustees and others.
- The quality of recommendations to the Executive Director which alerts him or her to problem areas or trends that may adversely affect the organization; which reveals budget variances and suggestions for corrections; and which improves the system of internal control and management information.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit and use hands to operate a calculator and computer. The employee is frequently required to stand, walk, stoop and kneel.
Work Environment:
The noise, temperature and light in the work environment is similar to that of a normal business office.
Accommodation/Inclusion:
HMA is committed to fostering an inclusive and diverse workplace environment. We believe that diversity enriches our organization and enables us to better understand, connect with, and serve our customers, partners, and communities. HMA welcomes and values employees of all backgrounds, experiences, abilities, and perspectives. As part of this commitment, HMA will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact the executive director.