Finance Director

HOW TO APPLY:

Email a formal cover letter and resume to:

1. Finance Director Hiring Committee
2. DeKalb County Community Foundation
3. Email: careers@dekalbccf.org

Submissions without a formal cover letter and resume will not be considered. Applications are accepted through 5:00p.m., Friday, May 16, 2025. No phone inquiries please.

1. Finance Director – Full Time (40 hrs./wk.; minimum 80% in-office)
2. Base salary range: $77,500 - $82,500/year depending on experience.  

Job Description:

The Finance Director maintains the financial integrity of the Foundation by ensuring the accurate and timely accounting of finances and investments according to the policies and procedures developed by the Board of Directors. The individual is a full participant in achieving Foundation objectives, with oversight and/or direct responsibility for financial and bookkeeping services, including preparation of financial analyses, income and expense reports, budgets, documented policies and procedures, internal controls and governmental reports, payment of grants, payroll and financial aspects of benefits administration, and support of the annual independent audit.

EDUCATION/EXPERIENCE

• Minimum of a bachelor’s degree in accounting, Finance or Business Administration with accounting concentration. Graduate degree a plus.
• CPA highly preferred.
• Minimum of five years of fund and/or investment accounting experience.
• Proficiency in GAAP and fund accounting, and knowledge of FASB and IRS regulations/standards as they apply to nonprofit agencies.
• Excellent computer skills, especially accounting related software, Word, Excel, Outlook and relational database programs and aptitude to learn new programs quickly.
• Experience in and knowledge of the nonprofit sector, foundations, and investment management.

ESSENTIAL KNOWLEDGE, SKILLS, AND ATTRIBUTES

• Fundamental concern for others and belief in the power of philanthropy.
• Commitment to community and to providing excellent customer service.
• Strong working knowledge of accounting, endowment management, and financial markets/investment management.
• Understanding of the local nonprofit community.
• Experience with Boards, volunteers, donors, and in high-level external relationships.
• Demonstrated organizational and management skills, strategic thinking, analytic and math skills, and ability to see both the larger picture and the detailed steps needed to achieve it.
• Exceptionally high level of personal and professional integrity and ethics; ability to handle sensitive and confidential information with discretion and judgment.
• Strong interpersonal skills with demonstrated ability to build high levels of trust and confidence with internal and external partners and staff colleagues; ability to work collaboratively and effectively with individuals of diverse backgrounds.
• Strong written, verbal, and presentation skills and ability to translate financial terms for non-financial audiences.
• Proven experience in making difficult decisions and setting priorities.
• Ability to be flexible and work comfortably in a fast-paced environment.
• Ability to organize multiple tasks/projects, as well as prioritize tasks within projects.
• Ability to work under deadline pressure.
• Demonstrated leadership with strong initiative and self-directing skills; ability to be resourceful and action oriented.
• Strong supervisory skills.
• Experience in financial audits and regulatory compliance.

KEY PERFORMANCE INDICATORS

• A ‘clean’ annual audit of the Foundation.
• Demonstration of effective financial stewardship through accurate monthly accounting of all Foundation assets.
• Strong, positive working relationships with the Investment Advisor, Finance and Impact Investing Committees, Foundation staff, Board, and other Foundation stakeholders.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made for individuals to perform the essential functions. This job description does not state the above are the only duties and responsibilities to this position. Employees holding this position will be required to perform any other job-related duties as required. In no way does this job description constitute a contract, implied or otherwise.

Financial Management (40%)

• Oversee all accounting functions: review expenditures, quarterly fees and general ledger entries; review and monitor timely account and general ledger reconciliations and financial statement reporting. Manage cash requirements to ensure adequate funds to cover obligations. Manage payroll, employee benefits, accounts/grants payable, donations and other receivables, fixed asset and depreciation schedule activities. Develop and maintain strong internal controls as well as risk management practices and insurance coverages.
• Prepare and monitor the annual operating budget in collaboration with the Executive Director, including long-range planning as needed, and provide relevant, timely financial analysis and reporting to staff, Finance Committee, and Board of Directors.
• Plan for and manage the audit by an outside independent auditor, ensuring the preparation of schedules and information as required for a timely & efficient process. Ensure completion (by audit firm) of all financial reporting (i.e. Form 990, AG990, tax returns, 1099’s) required by federal, state or local governmental entities in compliance with relevant regulations.
• Supervise DCCF Administrative Manager, providing regular feedback, support, and formal annual evaluation of performance.
• Serve as the lead staff support to the Finance and Impact Investing committees by working with the Executive Director and Chairs to set meeting agendas, post meeting packets with relevant information, ensure that meeting minutes are taken, and complete actions approved and/or directed by the Committees.
• Maintain a comprehensive Operations Manual covering all critical bookkeeping and reporting functions.
• Assist with the financial operations of Give DeKalb County, including the processing and reconciliation of donations. Serve as a resource to the DCNP Director for preparation in advance of and support on the day of giving, as well as finalization of the event’s transactions.

Investment Management (20%)

• Coordinate the Finance Committee’s implementation of investment and spending policies, asset allocation, and investment consultant hiring and evaluation. Serve as primary liaison for all financial advisors/service providers.
• Serve as the primary contact for and work closely with the Foundation’s Investment Advisor, custodian, and managers to assure adherence to the Foundation’s investment policy guidelines. Implement instructions for asset management, including working with the Investment Advisor to execute transactions of the portfolio as approved by the Finance Committee.
• Reconcile monthly investment statements to general ledger; complete investment revenue and fee projections; ensure generally accepted accounting principles (GAAP) are applied in all transactions.
• Work with Investment Advisor and Finance Committee to periodically review (and update as needed) the Community Foundation Investment Policy Statement.
• Serve as a lead resource for alternative investing activities presented to the Foundation such as impact investment opportunities or others.

Fund Administration and Donor Service (20%)

• Ensure the availability of Fund Statements for all Funds at least semi-annually, or more often if requested and provide additional communication to Fund Representatives as needed.
• Calculate and update each Fund’s available-to-spend/distribute amounts on a regular basis and in accordance with the Foundation’s current spending policy. Monitor and report spendable balances.
• Monitor and report grantmaking budgets to Program staff and committees. Provide grantmaking options and projections as needed.
• Assist Program Staff with grant and scholarship budgeting and reporting, Fund audits, Fundiversary data, and other financial analysis as needed/requested.
• Assist Executive Director as needed relating to Fund establishment, fees, spending policy, and investment philosophy, strategy and performance to donors and others.
• Assist Executive Director as needed with gifts of stock or other non-cash contributions, authorizing stock sales according to policy.

Database Management

• Demonstrate expert knowledge of the Foundant CommunitySuite software and database.
• Perform periodic reviews / audits of the database to ensure records are being updated and maintained properly.
• Lead software implementations and improvements/upgrades. Provide training to other staff on software features as needed/requested.

Leadership/Communication Responsibilities (20%)

• Serve as a member of the Community Foundation’s management team. Support and contribute to organization-wide efforts. Assist with identifying and resolving key strategic issues or changes within the organization, especially organizational structures, management process and procedures.
• Represent the Foundation with external stakeholders, community networks, and/or committee meetings as needed in areas that align with the Finance Director role.
• Provide professional development for county organizations related to nonprofit financial health and leadership as requested and available.
• Attend Foundation staff meetings and appropriate Board/Committee meetings to ensure cross-functionality and information sharing with fellow Foundation colleagues.
• Attend applicable professional training representing the Foundation.
• Other duties as assigned by the Executive Director.