Status: Full Time, with option for some remote work
Salary: Commensurate with experience
Reports to: President and CEO, Community Foundation and ROI
To Apply: Submit cover letter, resume and salary requirements to Meagan Niese at email@example.com.
Create positive impact with us! Join an organization designed to make a difference, positioned to change the future, and ready for talent like yours. If you are willing to take the initiative, we have an opportunity for you to connect with a professional culture of innovation and collaboration while improving the quality of life for all who call our community and region home.
To lead overall financial management and oversee investment strategies for the Foundation’s $60+ million in assets, working in close collaboration with staff, Board, Finance committees, and investment advisors. To build and manage effective and streamlined systems to support the financial functions of the Foundation and the organizations it incubates – Regional Opportunity Initiatives and CDFI Friendly Bloomington, including fund accounting, payroll, accounts payable, financial analysis, oversight of investment activity, budgets, reporting, and audit support.
- Oversight of all accounts, ledgers, and reporting systems; manage and execute all basic accounting procedures related to payables and receivables.
- Development and tracking of annual operational and programmatic budget, including regular reporting. Monitor capital needs in accordance with Foundation policies.
- Ensure appropriate gift entry, management, and reporting, coordinating closely with staff.
- Manage and track the performance of invested assets in keeping with policies and investment guidelines, including impact investments.
- Oversee payroll and benefits administration including reporting, maintaining employer tax records and returns, and basic human resources administrative functions.
- Work in collaboration with relevant staff to monitor, maintain, and report on state, federal, and other philanthropic grants that the Foundation is awarded.
- In consultation with external auditors, oversee and coordinate all audit activity and related documents.
- Maintain all required regulatory compliance regarding financial transactions and reporting.
- Staff the Finance and Investment Committees; prepare minutes.
- Monitor insurance policies and engage COO in an annual review.
- Ability to work both independently and as part of a professional team with a positive, proactive attitude.
- Strong organizational and project management skills with ability to develop and revise systems and procedures.
- Ability to follow instructions precisely, review documents for accuracy, and be respectful of deadlines.
- Customer service orientation and ability to respond to donors, staff, and stakeholders with sensitivity, patience, enthusiasm, and timeliness.
- Flexible and self-directed.
- Effective oral and written communication skills.
- High level of integrity and professional maturity with ability to exercise discretion and independent judgement.
- Bachelor’s degree with emphasis in accounting, finance, or a related field, CPA or commensurate experience preferred.
- Experience in fund accounting and investments required. Nonprofit accounting experience including audits preferred.
- Experience in managing an integrated accounting system including grants, scholarships, and donor management software desirable; experience in Foundant Community Suite system a plus.
- Proficiency in Microsoft Excel, Word and Office Outlook.
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