United Way Greater Triangle · 4 days ago
Director, Finance
Raleigh, NC
Full-time
Hybrid
Director/Executive
$100K/yr - $120K/yrUnited Way Greater Triangle (UWGT) connects people and resources to community-driven solutions that create lasting impact. The Director of Finance is responsible for ensuring financial integrity, compliance, and operational excellence, overseeing accounting operations and managing a finance team to support UWGT’s funding streams and community investments.
CharityNon ProfitSocial Assistance
Hiring Manager
Jeffrey Howell
Responsibilities
Direct, coordinate, and develop a finance team including two direct reports, with primary supervision Senior Manager of Finance and Manager, Accounts Receivable
Oversee all accounting functions, including accounts payable, accounts receivable, payroll, general ledger, cash receipts, and reconciliations
Ensure accurate and timely execution of month-end and year-end close processes
Review and approve journal entries, account reconciliations, and supporting schedules
Ensure accounting practices align with GAAP and nonprofit accounting standards
Develop an understanding of our systems (Financial Edge + Andar) for accuracy and reporting
Prepare, review, and present monthly and quarterly financial statements, cash flow reports, and variance analyses for executive leadership and the Board of Directors
Ensure reporting accuracy for restricted funds, grants, and contracts
Partner with leadership to translate financial data into clear, decision-ready insights for nonfinancial stakeholders
Review and release bi-monthly payroll in coordination with a third-party payroll provider
Oversee cash flow management, forecasting, and liquidity planning
Manage treasury functions, including bank relationships and payment authorization controls
Ensure appropriate segregation of duties and approval thresholds for disbursements
Develop, track, and inform the CEO of cash forecasting with a strong understanding of our revenue and expenses
Lead preparation and presentation annual operating budget and organizational forecasts
Monitor budget performance and recommend course corrections as needed
Support multi-year financial planning tied to UWGT’s strategic priorities and growth initiatives
Partner with program and development teams to ensure budgets reflect funding restrictions and timelines
Serve as primary liaison to external auditors and lead the annual financial audit
Ensure timely and accurate filing of required tax and regulatory documents, including:
Charitable Solicitation License
IRS Form 990
Form 5500
1099 filings
Sales tax and other required filings
Oversee month-end and year-end financial reporting and documentation
Develop, implement, and enforce financial policies and procedures
Strengthen internal controls to safeguard organizational assets and mitigate risk
Identify and proactively manage financial and compliance risks
Establish and monitor financial benchmarks and KPIs to assess organizational health
Lead continuous improvement efforts to enhance efficiency, scalability, and accuracy
Coach and develop finance staff, building a culture of accountability, service, and learning
Collaborate with Philanthropy, Outreach, and Program teams to support:
Government contracts
Philanthropic grants
Donor-restricted funds
Pooled and collaborative funds
Serve as a trusted financial partner in UWGT’s community investments
Qualification
Required
Bachelor's degree in Finance, Accounting, or related field
Minimum of 7 years of progressive finance experience, including management roles
Strong knowledge of GAAP and nonprofit accounting standards
Experience with financial reporting and analysis
Proficiency in financial software (e.g., Financial Edge + Andar)
Demonstrated ability to lead and develop finance teams
Excellent communication skills, both written and verbal
Strong analytical and problem-solving skills
Ability to manage multiple priorities and meet deadlines
Experience with budgeting, forecasting, and financial planning
Experience with audit processes and compliance reporting
Preferred
Master's degree in Finance, Accounting, or related field
Experience in the nonprofit sector
Familiarity with tax and regulatory requirements for nonprofits
Experience with cash flow management and treasury functions
Knowledge of performance management and continuous improvement methodologies
Benefits
Medical
Dental
403b match
Hybrid schedule
Company
United Way Greater Triangle
By working with nonprofit partners, corporations, community and county leaders, along with thousands of volunteers and donors, United Way of the Greater Triangle is creating significant community change in Durham, Johnston, Orange, and Wake counties in North Carolina through an emphasis on achieving specific results and developing lasting solutions to some of our area’s most pressing issues.
Founded in 1996
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Eric Guckian
President and CEO
David Mills, CPA
Chief Financial Officer
Company data provided by crunchbase