Job Description

This VP, Finance & Controller will manage the company and subsidiaries' accounting operations and ascertain good organization financial health. This position oversees the core financial functions, including accounting, reporting, compliance, and operational finance, with the alignment to strategic objectives. The ideal candidate will bring exceptional leadership and technical expertise to manage financial activities and partner closely with the CFAO on strategic initiatives.

Principle Duties And Responsibilities

• Oversee and prioritize the activities of the finance and accounting staff. Responsible for the general ledger, cash and investments reconciliation, accounts payable and receivable, collections, revenue recognition, grant fiscal administration, and fiscal agent services. Ensure timely and correctness of all general ledger entries by compiling and analyzing asset and liability account information; maintain fixed asset register and depreciation records. Review cash reconciliation and maintain proper cash flow analysis with expected funding needs. Ensure accuracy and timeliness of all financial transactions while ensuring compliance with GAPP and regulations.
• Prepare all financial reports; provide monthly detailed analysis of financial activity to team and department management; including proper tracking of respective revenues and expenses. Conduct financial analysis to identify trends, efficiencies, and cost reduction opportunities.
• Review collection status of all accounts receivable. Identify past due accounts and direct collection efforts; ensure adjustments to sub-ledger to correct account information; prepare collection tracking reports and special analysis requested by donors, management, and volunteers.
• Protect the organization's assets by establishing, monitoring, improving, and enforcing internal controls and procedures. Maintain a documented system of accounting policies and standard operating procedures. Optimize financial systems, tools, and processes to improve reporting accuracy and operational efficiency.
• Prepare organizational annual and semi-annual budgets by establishing schedules; collecting, analyzing, and consolidating financial data, and recommend revenue and expense plans.
• Coordinate and lead the annual audit process, liaising with external auditors. Oversee regulatory reporting, including all required planning and compliance and ensure proper preparation of all tax and other legal annual requirements. Support fiscal aspects of grant funding.
• Responsible for the timely annual financial report. Maintain proper communication with fiscal agent entities' management.
• Lead and develop a high-performing finance team, fostering professional growth and accountability.
• Responsible for the supervision of subordinate employees that includes training, developing, measuring performance, disciplining and directing tasks. Has authority to hire, transfer, promote, compensate, or terminate subordinate employees or recommend such actions.

Qualifications

• Education Requirements:
  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field or equivalent experience. Master's degree in Accounting, Finance, or Business Administration. Certified Public Accountant (CPA) or equivalent professional certification, and additional certifications, are a plus.
• Experience Requirements:
  • 10 years of progressive experience in finance and accounting, with a track record of success in leadership roles.
  • Strong understanding of GAAP, financial analysis, and risk management principles.
  • Proven ability to lead and develop a high-performing finance team.
  • Experience with financial systems and ERP platforms, with a preference for implementation and optimization expertise.
  • Previous experience in a nonprofit organization or a similar industry is highly desirable but not required.
• Core Competency Requirements:
  • EXCELS AT CUSTOMER SERVICE – Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWM's mission.
  • DRIVES FOR RESULTS – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.
  • COMMITS TO THE ORGANIZATION – Has the responsibility for aligning one's own behavior, leadership and commitment with the needs, priorities, goals and culture of UWM.
  • EMBRACES DIVERSITY AND INCLUSION – Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way's values.
  • SEIZES LEARNING – Able and willing to learn new skills and knowledge and accept new challenges to further United Way's mission.
  • MANAGES MULTIPLE PROJECTS AND TASKS – Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities.
  • PERSONIFIES TEAMWORK – Demonstrates good collaboration and communication to be effective in any team setting.
• Technology Requirements:
  • Advanced Accounting databases, financial systems and Excel, Intermediate Outlook and Word; Knowledge of modern web browsers.
• Other Essential Knowledge/Skills:
  • Must have excellent financial management background with good analytical skills. Must be detail-oriented and able to multi-task; able to engage, assess and hire quality and committed individuals with the ability to provide leadership and contribute strategic perspective. Strong customer service, management and development skills required, as well as the ability to engage in public speaking. Spanish language not a requirement but helpful.