Minneapolis, Minnesota, Minnesota
West Palm Beach, Florida, Florida
New York, New York
Saint Louis, Missouri
Posted: 19-Dec-24
Location: Dallas, Texas
Internal Number: 24019257
JOB SUMMARY
Serves as a financial resource at the Foundation. The Foundation Manager (Finance) interacts with Administrative Liaisons and Fund Users that creates an atmosphere of trust and expertise in the representation of financial and fund information. They support the strategic financial planning and budgeting processes at the Foundation. The Foundation Manager (Finance) serves as a Foundation financial resource to development and other fund users. They communicate in a positive manner the requirements and controls necessary to monitor and maintain compliance with fund restrictions to the Foundation and other fund users.
ESSENTIAL FUNCTIONS OF THE ROLE
- Participate in the monthly review and variance analysis of the Foundation financial statements to ensure completeness, accuracy and relevance. Accountable for accumulation of support for fund reimbursements.
- Prepare monthly financial reports by the 15th of each month and works with the DIR Foundation - Finance to present information to leadership, operations, and finance teams
- Monitor fund use and fund reporting. Identifies and prepares plans for fund with low or no utilization.
- Prepare necessary fund information to be discussed with administrative liaisons and fund users.
- Participate in the annual audit process and in preparation of schedules for use in completion of the Federal income tax returns and other schedules for annual audits.
- Support strategic financial planning and budget process at the Foundation.
- Ensure that the Foundation staff are knowledgeable about monthly financial information, attest to the information, and respond to Foundation finance informational requests.
- Support as needed Foundation financial and fund information requests.
- Performs other positions appropriate duties as required in a competent, professional and courteous manner.
KEY SUCCESS FACTORS
- Knowledge and use of Blackbaud Software or relational databases preferred.
- Knowledge of PaperSave Solutions or other imaging software preferred.
- Proficient in Microsoft Office software, emphasis on Word, Excel or Access.
- Knowledge of Blackbaud online products preferred.
- Detail oriented and good organizational skills.
- CPA preferred.
BENEFITS
Our competitive benefits package includes the following
- Immediate eligibility for health and welfare benefits
- 401(k) savings plan with dollar-for-dollar match up to 5%
- Tuition Reimbursement
- PTO accrual beginning Day 1
Note: Benefits may vary based upon position type and/or level
QUALIFICATIONS
- EDUCATION - Bachelor's or 4 years of work experience above the minimum qualification
- EXPERIENCE - 5 Years of Experience