Vice President of Finance & Administration

PURPOSE OF POSITION:

The Vice President of Finance & Administration serves as the organization's senior financial and administrative leader and is responsible for the financial stewardship, administrative infrastructure, and operational integrity of the organization. Reporting directly to the President & CEO, the Vice President provides strategic financial leadership and ensures the organization maintains strong financial health, accountability, transparency, compliance, and operational effectiveness.

The Vice President oversees all financial functions of the organization, including budgeting, accounting, financial reporting, cash management, investments, audit, compliance, internal controls, risk management, payroll administration, and financial policies and procedures. The position also oversees key administrative functions including human resources administration, employee benefits and insurance, facilities, vendor relationships, and office administration.

The position provides leadership and supervision to the Data Manager and Administrative Assistant and works collaboratively with all members of the United Way team to ensure organizational resources, systems, and processes support United Way of Marion County's mission and strategic priorities.

DUTIES AND RESPONSIBILITIES:

Financial Leadership & Stewardship

• Partner with the President & CEO as a trusted advisor on financial strategy, organizational sustainability, risk, investments, resource allocation, and other strategic decisions.
• Maintain a comprehensive understanding of the organization's financial position, financial trends, opportunities, and risks.
• Monitor the organization's financial health, including cash position, reserves, liquidity, investments, revenue, expenditures, and financial commitments.
• Promote a culture of accountability, transparency, ethical stewardship, and responsible use of donor and organizational resources throughout the organization.
• Identify financial risks and opportunities and provide timely recommendations to the President & CEO and Board leadership.
• Ensure appropriate safeguards are in place to protect organizational assets and donor resources.

Budget Development & Financial Planning:

• Lead the annual organizational budget development process in partnership with the President & CEO and department/program leaders.
• Monitor actual financial performance against approved budgets and identify significant or emerging variances.
• Analyze historical financial performance and current trends to inform future budgets and financial planning.
• Assist the President & CEO and leadership team in evaluating the financial implications of new programs, initiatives, contracts, partnerships, investments, and other strategic opportunities.
• Maintain a strong understanding of United Way’s mission, business model, community impact priorities, and local operating environment.

Accounting & Financial Operations:

• Oversee the organization's accounting and financial operations, ensuring accurate and timely recording of all financial activity.
• Oversee general ledger, accounts payable, accounts receivable, deposits, reconciliations, journal entries, and month-end/year-end closing processes.
• Ensure accurate accounting for restricted and unrestricted funds.
• Oversee campaign receivables, pledge processing, donor designations, allocations, and related financial activity.
• Oversee accounting for grants, contracts, sponsor ships, special events, and other revenue-generating activities.
• Maintain appropriate financial records, supporting documentation, equipment records, and records retention practices.
• Review and improve financial procedures to increase efficiency, accuracy, accountability, and internal controls.

Financial Reporting, Board Support, Audit & Regulatory Compliance:

• Prepare and/or oversee preparation of timely monthly, quarterly, and annual financial reports.
• Serve as staff liaison to the Board Treasurer and the Board Finance Committee to ensure appropriate financial oversight.
• Lead and coordinate the organization's annual independent financial audit.
• Coordinate preparation and timely filing of the organization's IRS Form 990 and other required financial filings.
• Ensure compliance with applicable federal, state, and local laws and regulations.
• Ensure compliance with applicable United Way membership, reporting, financial management, and accountability requirements.
• Maintain appropriate documentation and internal controls to support audits and regulatory compliance.
• Oversee required state…