Director of Finance

4 weeks ago

Fort Myers, United States Echo Full time

SUMMARY: Performs the more complex and specialized accounting of financial activity and directs the overall accounting work of the organization. Responsible for providing overall direction for accounting, tax reporting, preparing annual budgets, incorporating budget into financial operations, and bank management. Ensures that financial transactions, policies, and procedures meet the organization’s ethical commitments, short and long-term objectives, appropriate transparency, and regulatory requirements.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Manage the day-to-day operations of (a) accounts payable, (b) retail financial activity, (c) general ledger, (d) bank accounts, as well as (e) special projects and Regional Impact Center activity Maintain accurate accounting records related to (a) donation recording, (b) restricted funds, (c) investments, and (d) tax reporting Train and coordinate the activities of supervised employees and all staff on finance policy and procedure as well as system utilization Review financial activity to verify accuracy and reconcile any errors. Support bi-weekly payroll in coordination with Human Resources Ensure corporate compliance with finance, taxes, and regulatory requirements. Prepare the monthly (a) balance sheets and (b) profit and loss financial statements (c) reports used by management Prepare monthly and annual tax forms and assist other departments with preparation of legal/governmental registration forms in a timely manner. Lead the annual audit process Create annual budgeting documents and compile departmental information for the corporate budget proposal and reporting to the Board of Directors Furnish financial information and reports to ECHO’s Officers, Directors, and Board Treasurer as requested Support the annual process with insurance brokers and senior management to research and procure all required insurance coverage for the organization (not including insurance related to employee benefits) Track and report financial information for multiple projects and grants as well as assist with project management, budget development, and grant administration Cooperate with the Executive Team by performing other duties when asked to do so

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Must subscribe to the ECHO Statement of Faith or the Apostle’s Creed and possess character traits consistent with ECHO’s core values. Considerable knowledge of Generally Accepted Accounting Principles (GAAP), accounting terminology, procedures, and requirements Ability to plan and supervise the work of others. Ability to read, analyze, and interpret general business periodicals, professional documents, technical procedures, or governmental regulations. Ability to create reports based on specific criteria provided. Ability to effectively present information and respond to questions from managers, directors, CEO, Board of Directors, and donors. Ability to solve practical problems and deal with a variety of variables and deadlines. Ability to make decisions in accordance with laws, ordinances, regulations, and established policies. While performing the duties of this job, the employee must be able to work efficiently with QuickBooks Online and other finance software, perform a wide-range of computer operations and effectively utilize the MS-Office suite of software (Excel, Word, Power Point, Teams, etc.).

REQUIRED EDUCATION AND EXPERIENCE:

Credentialed as a CPA or have a college degree in accounting with sufficient experience to fulfill non-profit accounting requirements. Minimum of 7 years’ experience. Experience with international functioning Non-Profit strongly preferred.

ORGANIZATIONAL RELATIONSHIPS: Those directly supervised: Accounting Supervisor, Accounting Clerk Interacts and coordinates efforts with: Human Resources, Advancement, and Retail

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job -- usually, normal office working conditions. The noise and activity level in the work environment is moderately quiet; however, at times the environment can become harried due to unexpected urgent projects and deadline demands. Must have a temperament to work constructively under pressure situations.

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. While performing the duties of this job, the employee is regularly required to stand; walk; use hands, talk and hear. Fine motor skills such as typing, the use of a computer mouse and telephone handset are required. The employee is frequently required to reach with hands and arms. The employee is required to sit, stoop, kneel, and crouch. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

POSITION TYPE AND EXPECTED HOURS OF WORK: This is a full-time position. Normal days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand.

TRAVEL: Travel is primarily local during the business day.

OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

AAP/EEO STATEMENT: ECHO is an Equal Opportunity Employer. We believe it is our moral and legal obligation to meet the responsibility of ensuring that all management practices regarding employees are conducted in a nondiscriminatory manner.

In compliance with Title VII of the 1964 Civil Rights Act, and other applicable federal and state statutes, all recruiting, hiring, training, and promoting for all job classifications will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status, genetic information, or other applicable status protected by law, including state of employment protected classes. It is, therefore, our policy and intention to evaluate all employees and prospective employees strictly according to the requirements of the job.

ECHO is a Christian religious-affiliated organization; and as such, is not subject to religious discrimination requirements. ECHO’s hiring practices and EEO discrimination practices are in full compliance with both federal and state law. Federal law creates an exception to the “religion” component of the employment discrimination laws for religious organizations and permits them to give employment practice preference to members of their own religious beliefs.

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