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The Petoskey-Harbor Springs Area Community Foundation is looking for a full-time Director of Finance and Operations. The Director of Finance and Operations (DFO) ensures that accounting and investment activities are carried out according to policies, goals, and objectives established by the Board of Directors. The DFO is responsible for the management and oversight of the Community Foundation’s financial, investment, and administrative functions and systems, as well as supervising department staff. Provides updates to the Executive Director, Board of Directors, and relevant committees on important finance and investment information.

The salary range for this position is $60,000 to $80,000, commensurate with experience, plus benefits. The Community Foundation provides generous PTO and paid holidays, long-term/short-term disability insurance, health insurance and cafeteria plan, and a generous retirement plan.

Application Process

The complete job description is listed below. To apply, please email cover letter, resume, and completed application form to [email protected] by Friday, December 29, 2023. No phone calls please.

Essential Duties and Responsibilities:

  • Provide leadership for all accounting, finance, and investment functions, such as gifts, expenditures, administrative fees, general ledger management, account reconciliations, financial statement reporting, and proper internal financial controls 
  • Coordinate with external auditors for preparation of supporting information for annual audit, 990 and IRS reporting
  • Coordinate and facilitate Finance Committee activities including efforts to manage financial reporting, financial and spending policies
  • Coordinate and facilitate Investment Committee efforts to formulate and implement investment policies, asset allocation, and investment manage/consultant hiring and evaluation, monitor and reconcile investment account statements and report on investment activity and performance 
  • Prepare and monitor the annual operating budget and provide timely, relevant financial reporting to executive director, staff and board of directors
  • Monitor cash flow requirements to assure proper balances in accounts to meet obligations
  • Prepare and file all required vendor and other tax forms, including 1099s
  • Monitor, maintain and refine policies and procedures to provide adequate fiduciary control
  • Ensure compliance with applicable laws and regulations
  • Oversee development and maintenance of employee policies and handbook
  • Oversee payroll processing and filing of all necessary paperwork
  • Oversee and administer employee records including benefit program, payment of premiums and contributions and maintain associated records and reports
  • Maintain and monitor insurance and other financial commitments as requested
  • Maintain documentation related to authorization, opening and closing of all accounts
  • Supervise and support staff ensuring clear and balanced workloads
  • Attend regional and/or national training, meetings, or conferences to maintain and improve skills necessary to job performance

Professionalism and Engagement:

  • Supports the mission, vision, values, and strategic goals of the Community Foundation to serve both internal and external customers
  • Conducts self in a professional manner
  • Follows and supports Community Foundation policies and procedures
  • Maintains appropriate professional appearance
  • Evaluates own performance and assumes responsibility for professional development
  • Maintains confidentiality
  • Maintains current knowledge of all changes affecting area of work
  • Actively participates in meetings, committees and volunteer opportunities within the organization
  • Participates as a team member utilizing agreed upon norms, values, and a collaborative style
  • Provides proactive, creative cross-functional thinking and ideas to enhance service to customers
  • Demonstrates ability to work effectively with others

Knowledge, Skills & Abilities:

  • Knowledge of community foundations helpful
  • Proficiency in nonprofit, fund and investment accounting helpful, experience a plus
  • Experience working with outside auditors and financial institutions
  • Working knowledge of word processing, spreadsheet, and accounting software including integrated databases
  • Ability to work independently with minimal supervision and collaboratively in a team
  • Ability to maintain confidentiality and professional work standards and ethics
  • Excellent oral and written communication skills
  • Ability to prioritize workloads, balance multiple duties and use good organizational skills

Education and Experience Requirements

  • Bachelor's degree in relevant field or equivalent related work experience, CPA certification preferred
  • Strong work tenure with 5 to 7 years of relevant experience, nonprofit experience preferred
  • Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point)

Physical/Mental Requirements:

  • Works in well-lit, pleasant, smoke-free office
  • Requires occasional travel
  • Requires occasional work outside of normal work hours, e.g. night or weekend meetings or events
  • Must be able to sit for long periods of time
  • Involves periodic repetitive movement associated with keyboarding
  • Able to stoop, bend and move intermittently to do filing and move equipment and supplies necessary for job function
  • Requires frequent attention to detail/concentration on figures, paperwork, data, etc
  • Requires meeting deadlines and fulfilling scheduling requirements
  • Simultaneous handling of multiple tasks on a frequent basis

Diversity and Inclusion Requirements:

  • Ability to confront personal, individual, and organizational systematic bias with regards to race, gender, orientation, etc.
  • Embrace, support, and integrate Community Foundation philosophies related to diversity, and inclusiveness, with a willingness to acknowledge and address other forms of social bias