Finance and Data Director
Posted: February 21, 2018
Join our team of mission-driven staff and skilled volunteers, working with partners across the community, to improve lives in York County by mobilizing people and resources. This is a rare opportunity for the right individual to bring his/her energy and well-honed management skills to an organization making a difference in the lives of many.
The Finance & Data Director oversees a full range of finance functions from bookkeeping to data and grants management, from financial analysis to reporting. The FDD provides the primary staff leadership for accounting, fiscal and donor data management, tax reporting, information technology (IT), and facilities management. The systems developed and maintained underpin the smooth operation of the entire organization so that UWYC can effectively and efficiently deliver on its mission and achieve the goals of its current strategic plan.
This is a great opportunity to actively engage in a mission driven organization, to support United Way’s work across York County and to create a consistent, positive and trusted experience for contributors.
The ideal candidate will have a dynamic approach to his/her work as part of our leadership team. We seek a person of high integrity who is detail-oriented and possesses exemplary interpersonal skills to work collaboratively with a diverse group of staff, skilled volunteers and others to bring about measurable change.
Essential Functions Include:
The Finance & Data Director develops and maintains effective and efficient internal fiscal management systems and controls to ensure compliance with management best practices, donor requirements, and current legal, GAAP, and UWW standards. In conjunction with the President & CEO and Finance Committee, the FDD develops annual business plans and budgets to carry out priorities of the current Strategic Plan, monitors progress against identified measures, and produces regular and as-needed reports on financial results for internal and external audiences.
Data Integrity Management
The Finance & Data Director maintains and enhances the integrity of an effective and efficient CRM data base using proprietary software (Andar). This position has overall responsibility for the refinement and enforcement of existing data protocols and standards for all records of individuals, organizations, and their interactions on behalf of UWYC. The FDD advises other staff members in their use of the data, and directs skilled volunteers who maintain the system. The FDD has sole responsibility for the financial data, which serves as a secondary ledger for the financial accounting system.
Technology & Facilities Management
The Finance & Data Director has primary responsibility for the planning, implementation, and maintenance of the technology used by all staff and volunteers for daily office functions. Working closely with the landlord’s representative, the FDD manages all aspects of UWYC’s rented facilities using cost-effective and safety-driven measures.
All staff share responsibility to:
Act as a UWYC Ambassador and demonstrate a deep understanding of and commitment to UWYC’s vision and mission, and to communicate UWYC’s message effectively to internal and external audiences and in all settings serve as an ambassador from UWYC to the community; and,
Ensure Skilled Volunteer Management and demonstrate an understanding of UWYC volunteer management systems from in-take forward to ensure effective utilization of skilled volunteers, In addition, leverage volunteers and their skills throughout the organization to successfully deliver on UWYC’s mission, support committee volunteers as the staff liaison and through timely communication, reporting and follow-up; and,
Perform other related duties as required.
Internal & External Connections:
The Finance & Data Director reports to the President & CEO, works as a team member, both internally and externally, serves as staff liaison to Board or other committees, provides leadership while respecting the input of community members as they work together to advance UWYC’s work and leverages the work of all volunteers so that their skills may benefit UWYC.
Bachelor’s degree in accounting or finance related field and work experience an/or advanced degree
Required Qualities, Skills and Experience
Bachelor’s degree required, preferably in accounting or finance-related field. Bachelor’s degree in unrelated field, in combination with relevant experience and/or Master’s degree in accounting or finance-related field may be substituted.
• 10+ years of fiscal and data management experience with increasing levels of responsibility, preferably in non-profit organization(s)
• Relevant experience with or exposure to technology and facilities management
• Some experience with or exposure to human resources management a plus but not required
• 3+ years of supervisory experience
• Demonstrated mission-driven approach to daily work reflecting organizational values
• Proven ability to work with Board committees and skilled volunteers as collaborator, staff liaison, and/or supervisor as appropriate
• Demonstrated ability to organize and manage multiple workflows to deliver accurate and timely results in rapidly changing environments
• Strategic thinker who can also translate high-level goals into detailed organizational work plans
• Demonstrated ability to work independently and as a supportive team member
• Outstanding computer skills. Demonstrated experience and comfort using CRM software (Andar preferred) and Microsoft Office apps in a Windows cloud-based environment. Experience on both PCs and Macintoshes preferred. Demonstrated ability both to use technology for personal use and to teach others required.
This position leads a team of skilled volunteers, the ‘Data Geeks,’ and oversees administrative volunteers throughout the year.
Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected (1x/year).
Working at United Way of York County provides a supportive workplace of talented individuals and teams committed to improving lives in York County. We offer our 7 staff pleasant working conditions in a newly renovated space, a competitive salary and a robust benefits package including health and dental insurance, a 403 (b) plan, life insurance, generous vacation, holiday, sick and volunteer opportunities.
United Way of York County is committed to building a diverse staff with expertise and interest in serving our communities, and encourages persons of all types of diversity to apply.
Please submit a cover letter, resume and salary range requirements to email@example.com by no later than 3/30/18.