Director of Accounting

ORGANIZATION BACKGROUND

UI Charitable Advisors’ mission is to enable investment advisors to help their clients give more impactfully. We work with strategic partners such as financial advisors, investment professionals, accountants, and trust and estate lawyers to set up charitable vehicles that meet the needs of their clients.

At UI Charitable, our team members are valued and respected for who they are - with opportunities to bring their entrepreneurial spirit and talents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes UI Charitable a great place to work.

Position Overview

Director of Accounting will be responsible for managing the Finance and Accounting Team, maintaining and improving processes and standards to manage the complex nature of both UI Charitable and the nonprofit arm, University Impact. This includes financial statements, bookkeeping, and tax filings for both organizations. This position is also responsible for the accurate and timely management of the daily activities and communication related to University Impact’s donor-advised-funds, including contribution and grant transactions, investments, and reporting.

Duties and Responsibilities:

• Update/edit/correct critical data in the system of record
• Expense management
• Financial Planning and Budgeting
• Business performance reporting and analysis
• Asset and treasury management

The above list is not exhaustive; additional tasks may be assigned as necessary

Required Skills/Abilities:

• Administrative Skills: Experienced in office applications such as Google Workspace and QuickBooks and have experience using or the desire to learn to use other applications.
• Financial Acumen: Experience with finance and accounting. A passion for financial tracking, budgeting, and reporting using Quickbooks.
• Communication Skills: This role requires strong written and verbal communication skills, as the Director will need to liaise with both internal teams and external providers.
• Project Management Skills: The Director should be capable of handling multiple projects at once, prioritizing tasks, and meeting deadlines. This also includes the ability to coordinate and communicate with various stakeholders.
• Analytical Skills: The Director should be able to interpret data, draw conclusions, and present findings clearly and concisely.
• Networking Skills: The ability to build and maintain relationships with partners, donors, and stakeholders.
• Problem-Solving Skills: The ability to solve unforeseen problems quickly and effectively.
• Desire to Learn: The Director should have a strong desire to learn and understand the ins and outs of the UI Charitable tools and programs and their role in achieving social impact.
• OTHER:
• Strong organizational and time management skills.
• Capable of multi-tasking and keeping others well-informed
• Skilled problem–solver
• Both a team player and capable of independent work
• Detail-oriented, highly organized with the ability to multitask
• Must possess unquestioned personal integrity and reliability; keep commitments, admit mistakes, accept responsibility for all departmental output and results, maintain confidentiality when necessary and appropriate, and act in the organization’s best interests at all times.
• Experienced with database or processing work
• Success in meeting deadlines

Education and Experience:

• Four-year degree or equivalent experience in accounting. Experience with both nonprofit and for-profit accounting is preferable.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer

Our Values:

UI Charitable is committed to achieving our mission and vision by upholding and promoting the following guiding principles:

• Growth Mindset: Continuous learning and innovation is at the heart of how we work. We celebrate progression.
• Think Big: We innovate to connect and scale philanthropic aspirations. We work to solve the largest problems and exist to foster measurable impact for our customers and each other.
• Share, Listen, Grow Together: Express ideas, issues, and thoughts with one another in a steady, honest, and reliable manner. We welcome and encourage feedback from one another.
• Happy Warrior: We strive to bring out the best in ourselves and others. Despite challenges, we stay positive and approach them with a sense of fun and fulfillment.

EQUAL EMPLOYMENT OPPORTUNITY

UI Charitable offers fair and equal employment opportunity to all qualified job candidates regardless of age, race, religion, color, sex, marital status, sexual orientation, gender identity or expression, arrest record, conviction record, physical disability, developmental disability, national origin, membership in the National Guard, state defense force or any other reserve component of the military forces of the United States or Utah, genetic information, marital status, or any legally protected status.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Experience:

• Accounting: 3 years (Preferred)

Ability to Commute:

• Provo, UT 84604 (Required)

Work Location: In person

Salary : $75,000