Mount Helena

Director of Finance

United Way of the Lewis & Clark Area
Job Description
Job Title: Director of Finance                                    Status: Full-Time
Position Summary
This position will work in a team environment under the general supervision of the Executive Director with overall responsibility for coordinating information and technology in support of United Way’s campaign and financial operations. The Director of Finance will administer the office in the absence of the Executive Director and will have shared responsibility for effectively building year-round strong relationships with organizations and individuals in the community and continuing to strengthen relationships beyond the annual campaign.
Essential Job Duties and Responsibilities:
  1. Data and Financial Management
  1. Reconcile all bank and investment accounts including United Way and State of Montana Employees Charitable Giving Campaign (SECGC).
  2. Full responsibility for preparing and presenting various monthly and annual reports for United Way, SECGC and grant accounts to the corresponding executive leadership teams.  i.e. Income statements, balance sheets, campaign reports, etc.
  3. Prepare and process all campaign payouts to nonprofits, including communication and reporting.
  4. Preparation and payment of all quarterly and annual tax payments and reporting – income, unemployment, state, federal, etc.
  5. Prepare monthly bills to United Way donors, process payments.
  6. Assist auditors as needed.
  7. Administer the office and prepare accounts payable and payroll.
  8. Coordinate employee benefits.
  9. Prepare and monitor annual budget.
  10. Grant fund management – budgeting, AR, AP, etc.
  1. Resource Development – Assist with the planning, carry out and evaluation of an effective community-wide fund development campaign in conjunction with the Development Director, Executive Director, staff, and community volunteers.
  1. Review all donor data entry done by the Administrative Coordinator.
  2. Maintain donor database and prepare/analyze reports as needed
  3. Assist in developing overall recognition strategy for donors as needed.
  1. Run State Employee Charitable Giving Campaign
  1. Marketing
  2. Communications to state workers, advisory council and nonprofit participants.
  3. Logistics
  4. Event planning
  5. Registration/applications
  6. Prize solicitation
  7. Financial reporting
  1. Donation processing
  2. Campaign payouts
  3. Website maintenance
  4. Technical improvement assistance
  • A Bachelor’s Degree in accounting or related field along with three to five years of experience required in financial operations, database management.  Experience can be substituted for education.
  • Knowledge of and experience with Quickbooks Online or similar accounting software
  • Excellent written and verbal communication skills; dedicated to providing the highest quality support to leadership and nonprofit members in a professional and timely manner.
  • Excellent computer skills, including in-depth knowledge of all Microsoft Software. Experience with database programs is an advantage.
  • Self-starter with ability to anticipate needs and take initiative; able to lead and be led.
  • Ability to manage projects, organize a variety of tasks, manage multiple and occasionally conflicting priorities simultaneously, meet deadlines and accurately attend to details
  • Strong interpersonal skills; attention to detail; ability to conceptualize and develop strategies.
  • Ability to analyze and relate data to United Way operations.
  • Current valid driver’s license
  • Criminal background check required
Employment Status: Full Time Permanent, 40 hrs./wk. 
Salary Range: $16 to $20 per hour
Full Benefits Package
Reports to: Executive Director
Signature: _______________________________  Date:________________
Contact Information