Finance and Operations Director

The Community Foundation   Durango, CO   Full-time     Finance
Posted on January 10, 2022
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Position description:

The Financial & Operations Director needs to be financially literate, detail oriented and skilled at project management. The F&O Director is the organization’s financial advisor and key contact for existing fund holders. The F&O Director reports to the Executive Director and is charged with ensuring the accuracy of all financial data, providing budgets, creating turnkey materials, and producing timely financial reporting.

Job Responsibilities:

Duties and responsibilities include, and are not limited to:

Finance

 Maintain an accurate set of accounting records

 Develop an annual budget for the Foundation

 Oversee the financial operations of the Foundation – reporting financial and investment reports, as well as manage the annual audit

 Produce and file the regulatory reports of the Foundation, including Federal and State reports, annual notification of the availability of the reports for public inspection, and an annual report

 Maintain current reconciliation of all accounts

 Receive, organize, and approve the operating expenses

 AR/AP of operating accounts, DAFs, and other funds

 Financial accounting for all fundraising, program, and emergency funds

 General prep and follow up for Finance/Audit/Investment Committee which includes prepare documents, sending reminders and minutes

 Supervise bookkeeper and audit workflow

Operations

 Member of office building’s HOA

 Contract and manage janitorial staff, signage, and repairs for office

 Conference Room Management Software

 HR responsibilities including insurance, payroll, benefits

 Research industry practices and refine fund guidelines

 Monitor progress of approved grants, fund, and fiscal sponsorships – reporting to the Board at annual meeting

 Develop & refine turnkey packets for investors

 Writing and researching a variety of written reports and grant applications

 Identify client needs and proactively find solutions or options

 Spearhead National Standards Certification and other compliance reports Project management

 Assist with events and marketing material development, including compliance with events -- including but not limited to taxation, insurance, waivers Personal

Qualifications:

 A degree in business, finance, accounting, or a closely related field is preferred

 Experience in finance, accounting, development

 Knowledge of fundraising activities and the instruments associated with gifts, endowments, planned gifts, and corporate and foundation gifts and grants

 Excellent organizational management skills – manages the overall operations of the Foundation

 Analytical skills – investigates and problem solves a broad range of issues

 Flexibility – manages several tasks simultaneously, with attention to time management and prioritization of tasks

 Excellent interpersonal communication skills, both written and oral

Compensation:

 40 hours/week – flexible scheduling possible

 Simple IRA, PTO, Paid Holidays, Health Insurance benefits

 Compensation will be commensurate with experience