United Way of Broome County is a non-profit organization that fights for the health, education, and financial stability of Broome County residents. The organization works in partnership with community organizations and members to drive change that will have positive impact on the critical needs of the community.

POSITION SUMMARY STATEMENT: This position serves as the Financial Director for United Way of Broome County (UWBC), an organization with a multi-million-dollar annual budget. The Finance Director collaborates with senior management to provide strategic direction for the development and operation of the organization’s Finance and Donor Services. The successful candidate must possess excellent organizational, communication, teamwork, and management skills. Responsibilities include cash management, internal and external financial reporting, pledge-related activities, management of multiple budgets, and the establishment of multi-year budgeting to enable the organization to make timely, proactive, and knowledgeable business decisions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Financial Accounting

• Manage the overall financial operations of UWBC.
• Manage the development of multi-year budgets for UWBC, which include all programs, initiatives, and grants.
• Review all contracts for insurance requirements and request certificates of liability as needed, ensuring adequate insurance coverage is obtained.
• Analyze costs for all business lines, and work with management to integrate strategies into UWBC’s business planning activities.
• Review and update allocation procedures as deemed necessary.
• Review and balance all intercompany transfers.
• Provide long- and short-term financial forecasting.
• Prepare monthly journal entries as needed.
• Prepare monthly financial statements.
• Provide, in a timely manner, all information for annual audits, including work papers list and draft of financial statements.
• Provide overall management of budgeting cycle.
• Complete monthly financial analysis.
• Prepare all required finance reports, including annual financial statements.
• Prepare all financial reports for the monthly Finance Committee meeting.
• Ensure the use of appropriate and accurate accounting practices. Recommend policies and procedures that increase efficiencies, provide effective internal controls, and reduced costs; assist with implementation.
• In collaboration with senior management, maintain relationships and negotiate terms for services with banking institutions.
• Provide oversight of risk management, property, and casualty insurance.
• In collaboration with senior management, provide analysis regarding financial feasibility of changes to benefits and analysis of salary and benefit projections.
• Record investment activity monthly for all investments in the general fund, endowment fund, trust fund, and third-party trusts.
• Reconcile stock donations and review activity monthly.
• In collaboration with and under the direction of the Finance Committee, provide oversight of long-term investments in the endowment and trust accounts.
• Review bi-weekly payroll, as well as quarterly and year-end payroll tax reports.
• Prepare 990 and related NYS filings, as well as 1099 and 1096 reports.
• Prepare allocations of expenses not prepared by the Financial Operations Specialist.
• Record in-kind contributions.
• Review insurance and risk areas of UWBC. Obtain all certificates of liability as needed, ensuring adequate insurance coverage is obtained.
• Review financial policies and, at the direction of senior management, update as necessary.
• Establish and maintain strong working relationships with staff, volunteers, donors, agencies, members of the Board of Directors, and the Finance Committee.

Management and Supervision

• Provide direct supervision of the Finance Associate, Financial Operations Specialist, and Accounts Payable Clerk.
• Respond to external and internal requests and inquiries in a timely and professional manner.

QUALIFICATIONS: Qualified candidates for the position will possess the following:

Education and Experience Required:

• Preferred: Master’s Degree in Finance or related field
• Accepted: Bachelor’s Degree in accounting

Skills Required:

• Proven record of interfacing with all levels of management
• Proven ability to analyze financial data and provide sound, effective, and insightful judgements and recommendations for improvement and/or resolution
• Accomplished at working in a complex and dynamic environment where there are competing needs and limited resources
• Exceptional communication skills, including group facilitation; presentation; listening; and writing skills
• Excellent client relation/interpersonal skills
• Ability to work well under pressure
• Excellent computer skills, including strong working knowledge of Microsoft Excel; Word; PowerPoint; and QuickBooks
• Verbal and written communication skills to include the ability to present ideas clearly and concisely
• Visioning and strategic thinking skills to include the ability to think long-term
• Knowledge of strategic business planning
• Prior supervisory experience to include coaching, mentoring, advising, and challenging others
• Proven organizational and time management skills to prioritize assignments and manage multiple projects simultaneously
• Ability to prioritize and balance competing demands
• Interpersonal skills to include the ability to appeal to reason, values, or emotion to generate enthusiasm for the work, commitment to task objectives, and compliance with orders and requests; the ability to build, leverage, and maintain mutually positive relationships which provide support for—and add value to—United Way, its programs, and the community
• Leadership and management skills to include the ability to develop individual abilities among team members by coaching, mentoring, advising, and challenging others to improve; address performance problems in a fair and timely manner; foster individual team members for advancement; effectively delegate tasks to team members; foster teamwork; and coordinate completion of team tasks
• Strong commitment to the United Way mission and vision.

Competencies:

• Mission Focused
• Collaborative Team Builder
• Network and Relationship Oriented
• Visionary
• Strong Presentation Skills
• Positive and professional attitude
• Strong Brand Steward

PHYSICAL DEMANDS (sitting, standing, lifting, etc.): 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects.

HOURS: Monday – Friday 8:30 am - 4:30 pm. Evening and weekend hours may be required as needed for community events and meetings.

This is a full-time, exempt position.

For consideration, please send cover letter and resume to finance@uwbroome.org or mail to:
United Way of Broome County, Inc.
Attn: Senior Finance Associate
PO Box 550
Binghamton, NY 13902

United Way of Broome County recruits, hires and promotes without regard to sex, race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity/reassignment, citizenship, pregnancy or maternity, veteran status or any other status protected by applicable law.