VP of Finance and Operations jobs in United States
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United Way · 1 day ago

VP of Finance and Operations

United Way is seeking a Vice President of Finance & Operations who will provide strategic leadership and financial oversight for the organization. The VPFO will manage financial planning, reporting, budgeting, compliance, and risk management while leading a team in finance and operations.

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Responsibilities

Leads staff in areas of finance, human resources, data systems, and operations
Brings strong financial leadership and excellence in all areas of finance
Has the ability to examine and understand strategic business needs and develops financial plans to support those needs
Provides financial analysis, forecasts and implications, and compliance review for strategic planning and initiatives
Monitors business performance with tracking tools, establishes correction measures as needed, and prepares detailed reports for Board, Committees, management team, and staff
Fulfills leadership role as a member of Senior Leadership Team
Manages and actively participates in month-end close cycle including: accounts receivable, accounts payable, grants receivable, revenue/expenses, bank reconciliations, cash flow projections, etc
Creates and presents an accurate annual budget recognizing income and expenses by class and grant. Works in collaboration with team to garner information, support, and commitment to execute the financial work plan. Prepares budget forecasts for future organizational planning
Maintains integrity of all financial transactions. Requires that income recognized and expenses incurred comply with the organization’s policies and procedures, United Way Worldwide, and state and federal laws. Creates and maintains financial standards and internal control procedures to comply with GAAP and FASB standards. Maintains relationship with financial institutions, makes deposits, audits and reconcile accounts and processes, etc
Provides financial statement analysis and recommends areas of opportunities to staff and peers. Reports statement variances to President / CEO, Finance Committee, and staff
Reviews, reconciles, prepares, and submits accurate information for Financial Audit and Form 990. Works with auditors for timely compliance with requests and achieves a clean audit opinion
Maintains integrity of data systems, information gathered and input, and processes to produce accurate data consistently
Oversees grant compliance as related to financial activity. Reviews grant applications, budgets, and relevance to mission of organization
Works with team to reconcile grant income and expenses, adhering to grant award criteria and standards
Reviews organizational contracts seeking mutual agreement while protecting the reputation and assets of the organization. Recommends action to President / CEO
Conducts risk assessment and recommends action to President / CEO as needed
Procures insurance coverage for worker’s compensation, D&O, EPLI, General Liability, and Property. Manages claims processing as needed
Creates capital expenditures budget and manages capital related improvements
Maintains personal property inventory and depreciation schedule
Reviews and authorizes work as related to data management, information systems update, communications technology, etc
Maintains HR files including employee personnel files and annual compliance records/reports
Responsible for preparation of offer of employment packages. Processes all hiring and benefits paperwork involved
Manages confidential information with integrity
Processes biweekly payroll for employees including compensation, expense reimbursements, deductions as allowed by employee and law, PTO/holidays, garnishments, etc
Manages benefits in areas of medical insurance, HSA / FSA contributions, LTD, STD, ADD, Life, Vision, PTO, Leave, 401k plan, and Employee Assistance Program. Provides staff with information regarding benefits upon hiring and during annual meeting. Complies with laws and regulations, reporting benefits, form 5500, earned income, COBRA coverage, etc. Secures specifications, quotes, reviews plans, and recommends benefit plan for approval. Refers employees to carriers as needed to resolve questions and problems
Assists in the on-boarding of employees by producing new hire information packets and ensuring enrollment in systems
Performs HR related duties in conjunction with the President / CEO in areas of employee recognition and employee relations
Processes monthly benefits plan invoices for payment
Annually conducts open enrollment for employee benefit plans
Ensures that organization complies with employment law and mitigates risks associated with employment practices
Updates policy manual as needed to align with organizational and legal requirements
Creates and maintains systems for internal equity with skill set assessment, job banding, etc
Initiates/maintains continuation of benefits post-employment including COBRA coverage notification with employees and carriers
Maintains work flow and organization, prioritizing tasks to best meet the overall needs of the organization
Promotes United Way of Central Minnesota, its, Mission, Vision, Core Values, programs, and achievements to the public and staff
Complies with all policies & procedures, participates in company meetings, events, and training, and represents the organization in a professional manner
Performs other duties as required, assists co-workers as time permits, and performs duties as related to care of the facility, maintaining a clean and safe work environment for all
Seeks professional development to enhance job performance and productivity

Qualification

Financial PlanningFinancial ReportingBudgetingGAAP ComplianceCPAQuickbooksMicrosoft ExcelRisk ManagementHuman ResourcesProblem SolvingOrganizational SkillsInterpersonal SkillsTeam Collaboration

Required

Bachelor's degree in Accounting / Finance required
Minimum five years of experience as a leader with financial accountability
Ability to solve problems quickly and effectively
Highly organized with strong attention to detail
Honest approach to interpersonal relationships to ensure trust and confidentiality
Demonstrates the ability to share ideas and works well with others. Asks questions, provide feedback, and responds to others in a way that shows compassion and attentiveness

Preferred

CPA Preferred
Masters Preferred
Quickbooks (or similar preferred)
Microsoft Excel (3+ year preferred)

Benefits

Medical insurance
HSA / FSA contributions
LTD
STD
ADD
Life
Vision
PTO
Leave
401k plan
Employee Assistance Program

Company

United Way

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Whenever there is a need in our communities, United Way is there.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Truist Foundation
2024-10-08Grant

Leadership Team

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Angela F. Williams
President & CEO
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Tom Lowery
SVP. Chief Transformation Officer
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Company data provided by crunchbase