Director of Finance

Director of Finance

United Way of the Bluegrass (UWBG) works to create the opportunity for all members of our community to have a better life. UWBG focuses on the building blocks of a good life—quality education, financial stability for individuals and families, and good health.

• Lead the organization’s financial operations and ensure accurate, timely, and compliant accounting and reporting across all funds and activities.
• Oversee month‑end and year‑end close, including review/approval of journal entries, general ledger activity, account reconciliations, and accounts payable to ensure accuracy, appropriate coding, and budget compliance.
• Establish and maintain internal controls, policies, and procedures that safeguard organizational assets, ensure compliance, and promote sound financial stewardship; ensure policies are documented, communicated, and consistently applied.
• Oversee facilities‑related financial controls and procedures (as applicable) to ensure consistent, compliant operational practices.

• Prepare and present financial reporting to the President & CEO, Executive Leadership Team, Finance Committee, Audit Committee, and Board of Directors, including monthly and quarterly financial statements, statements of financial position, and cash flow reporting.
• Lead budgeting and forecasting, including development of the annual operating and capital budgets, obtaining appropriate approvals, and partnering with department leaders to monitor performance and manage expenditures.
• Manage cash flow and liquidity by projecting, monitoring, and actively managing cash position; regularly communicating cash status to the CEO; and proactively identifying financial risks and issues.
• Oversee investments and related reporting, including management of short‑term investment activities and providing periodic investment performance updates to the Finance Committee.
• Provide high‑quality financial guidance and support to internal and external stakeholders, maintaining transparency, responsiveness, and a strong customer‑service orientation.

• Direct annual audit and tax compliance activities, including coordination of the annual external audit and oversight of required filings (e.g., IRS Form 990, payroll‑related tax filings) and other compliance reporting as applicable.
• Oversee grant, contract, and agreement financial requirements, ensuring timely and accurate financial reporting, billing support, and compliance with restrictions and reporting obligations for government and foundation funding and other agreements.
• Lead enterprise risk management activities related to financial, operational, reputational, and donor risks, including oversight of insurance coverage and required reporting to Board committees.
• Support strategic initiatives and special projects as assigned by the President & CEO and perform other related duties as needed.

Yes

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 5+ years of progressive accounting/finance experience, including significant responsibility for month‑end/year‑end close, general ledger oversight, and financial statement preparation.
• Demonstrated experience leading budgeting and forecasting processes (annual operating budget and projections), including partnering with department leaders to manage performance.
• Strong knowledge of GAAP and financial reporting best practices; ability to translate financial information into clear, actionable insights for non‑financial leaders.
• Proven history establishing and maintaining internal controls, financial policies/procedures, and documentation standards.
• Experience coordinating external audits and managing audit readiness, including working directly with auditors and ensuring timely completion of deliverables.
• Working knowledge of nonprofit finance and compliance requirements, including restricted funds and grant/contract reporting; familiarity with Form 990 and standard payroll tax filings.
• Proficiency with accounting systems and Excel (advanced), including…