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United Way of Greater Charlotte - Director of Finance

United Way of Greater Charlotte
Charlotte, North Carolina, United States
Closing date
May 16, 2024

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Job Role
Contract Type
Full Time
United Way of Greater Charlotte (United Way) is committed to having a workforce that reflects our entire community. United Way opposes racism and oppression in all its forms and believes the nonprofit work environment is enhanced when diverse groups of people with ideas come together to achieve common goals. United Way understands that diverse representation and perspectives are vital to our success.

The Director of Finance is accountable for providing strategic financial leadership while ensuring solid fiscal stewardship of organizational resources, and supporting the United Way of Greater Charlotte's mission to end poverty and improve economic mobility. As the leader of the finance team, this individual will work closely and collaboratively with United Way's leadership team and the Ascend Nonprofit Solutions team to oversee the financial functions of the organization. An ideal candidate would be a highly organized strategic thinker and skilled people and process manager committed to ensuring a high level of leadership, accountability and fiscal effectiveness. A candidate must also have strong relationship skills to work effectively with staff and volunteers, as well as the ability to translate financial information to individuals who don't have financial or accounting backgrounds.

United Way partners with Ascend Nonprofit Solutions Shared Services to manage its financial operations including, but not limited to, accounts payable, fixed assets, general ledger, treasury, budget reporting, audit coordination, tax reporting, and record retention. In essence, Shared Services acts as the finance department with the CFO of Shared Services acting as CFO of UW. The UW Director of Finance will serve as the primary liaison with the Shared Services finance team. All functions described below are to be accomplished in partnership with Ascend NPS Shared Services.

Accountability and Responsibilities

Lead the finance team to increase seamless efficiencies and effectiveness allowing and encouraging each individual to reach full potential; Represent department on director-level and strategic cross-functional teams
Advise the CEO and other key leadership team members on financial planning, budgeting, cash flow, investment priorities, and policy matters
Plan, coordinate, and execute the annual budget process in partnership with Ascend NPS Shared Services
Oversee administrative and operational accounting functions such as cash management, financial statements, 401k plan, payroll, accounts payable, and accounts receivable
In partnership with Ascend, manage and implement an appropriate system of policies, internal controls, accounting standards, and procedures
Serve as internal point of contact for United Way staff and Ascend NPS Shared Services staff to address day-to-day financial matters and provide year-round support
Serve as the a management liaison to the Finance & Audit and Investment committees; effectively communicate and present critical financial matters and reports at committee meetings and board of directors meetings
Serve as internal point of contact for external auditors, in collaborations with CFSC, including an annual single audit for federal grants
Perform research, benchmarking, and data analysis and make recommendations for the enhancement and improvement of existing or new systems and/or processes to improve/ streamline operations
Oversee all aspects of reviewing insurance policies, coverage, records, billings, claims and serving as the primary liaison to the insurance broker(s)
Liaise with Resource Development, Donor Relations and Community Impact to ensure effective coordination and communication on operations-related matters
Learn and grow professionally by learning through various avenues, but not limited to: online courses, in-person classes, seminars, conferences, books, etc.

Equity & Inclusion

Constantly learning & actively participating in programs, trainings, and discussions regarding racial inequities, exclusions, oppressions
Appreciation of and willingness to work with and advocate for people from diverse racial, ethnic, and socioeconomic backgrounds
Consistently seeks to learn and understand the specific experiences of historically marginalized racial groups in the U.S., particularly Black, Indigenous, and Latinx groups

Education/Experience Requirements

Bachelor's degree in finance, accounting, or equivalent experience
Minimum of 5 years in finance or accounting-related roles
Nonprofit experience preferred but not required
The COVID-19 vaccination is required as a condition of employment

Workplace values

Take action and go! Be bold and not afraid of a little competition or thinking outside the box even when opportunities seem unimaginable. Create a new path one-step at a time, you got this!
A catalyst is a substance that ignites change in its environment. We strive to work within various ecosystems - corporate, nonprofit, philanthropic, government, etc. - to make the connections and spark the actions that will positively impact the lives of underserved members of our community today and for generations to come
Sometimes things just need a shake-up. Whether internally or out in the community, we aren't afraid to be disruptive. Understanding that we may leave a few feathers ruffled along the way, if it is the right thing to do and benefits our community, we will take the chance!
Inaction is the enemy of innovation. We are a perpetual work in progress, striving to be better, constantly learning and taking risk to be the best we can be. Learning from our mistakes and paving the way for continual betterment.
Teamwork makes the dream work. Bottom line, we need each other. Working together makes us all better individually and makes us awesome as a group. Understanding what others strengths and weaknesses may be and using that knowledge to guide, support, and model our work makes for a successful and high performing team.
Recognizing and appreciating our differences only make us better. We all share in the responsibility to create a positive culture and to safeguard equity, inclusion, dignity, and respect for all. Each member of our team will be a role model for others.

No calls, emails, or visits please. For immediate consideration, please formally apply online and provide a resume and cover letter.

The above statements are intended to describe the general nature and level of work being performed by people assigned this job classification. They are not to be constructed as an all-inclusive list of all duties, skills, and responsibilities of people so assigned. United Way of Central Carolinas will engage in an interactive process with employees requesting medical or religious accommodations.

The Agency's policy is to provide equal opportunity in all terms, conditions, and privileges of employment for all qualified applicants and employees without regard to race, color, creed, religion, national origin, sex, age, marital status, disability or veteran status.

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