Website Lydia Place
POSITION TITLE: FINANCIAL MANAGER
LOCATION: Whatcom County, WA
MISSION: To disrupt the cycle of homelessness and promote sustained independence for current and future generations.
VISION: A compassionate community where everyone has a home and the opportunity to thrive.
SUPPORTED BY: Executive Director
SALARY RANGE: $54,080 – $72,800* annually, full time/exempt, 1.0 FTE
*Candidate offers consider experience, qualifications, and internal equity.
Entry salary typically in the first third of the range.
BENEFITS PACKAGE: 21 days of paid time off (PTO) per year (prorated for Regular PT employees based on FTE rate); 11 paid holidays; agency sponsored healthcare plan (for Regular employees working 30 or more hours per week); 3% employer contribution to 403(b) Retirement Plan after 1 year of employment; supportive work culture; family friendly and flexible scheduling.
POSITION SUMMARY: The Financial Manager is a key agency position which is responsible for supervision of Accounting Coordinator, understanding the economic infrastructure of the organization, processing and management of all receipts, authorized disbursements, payroll, financial records, financial reporting, financial review preparation, assisting agency directors with the budgetary process, providing support services and tracking contributions.
Lydia Place has an operating budget in excess of $2,000,000 and a staff averaging 30 individuals.
LYDIA PLACE VALUES:
We believe strong healthy communities are the foundation to a better world.
We believe it is our responsibility to actively challenge systems of oppression. We recognize a majority of those experiencing homelessness have been marginalized.
We believe that the best way to eliminate homelessness is to look beyond short-term solutions and focus on breaking the generational cycle of poverty.
We value each other as humans first. We know that the best outcomes for our clients and our community are achieved when our team is healthy and thriving
TO APPLY: Email resume and detailed cover letter outlining your interest, qualifications and experience as it relates to this position in attached .doc or .pdf format to HR & Operations Manager, Haley White at email@example.com. You may also submit hard copy materials via PO BOX 28487 Bellingham, WA 98228. Position open until filled.
EQUAL OPPORTUNITY EMPLOYMENT: Lydia Place is an equal opportunity employer. Employment decisions are based on merit and business needs, and not on the basis of race, sex/gender, religion/creed, pregnancy, age, physical or mental disability, marital status, national origin, genetic markers, military or veterans status, sexual orientation or any other characteristic protected by applicable federal, state or local law. Real-world experience has value in the workplace. Individuals who identify with non-dominant groups, who have experienced poverty and had first-hand knowledge working with system resources, and who have relevant, real world experience equivalent to minimum qualifications are encouraged to apply.
• Certified Public Accountant (CPA) or equivalent experience
• Five years demonstrated experience, knowledge, and proficiency in Excel and QuickBooks (preferably in a nonprofit accounting environment)
• Knowledge of generally accepted accounting principles
• Knowledge of Microsoft Office suite software including Excel, Word, Outlook, and Teams
• Successful completion of a criminal background investigation
• Ability to work independently, capable of balancing multiple tasks simultaneously and handle stressful situations effectively and regularly
• Excellent written communication both verbally and in writing
• Well organized with high attention to detail
• Ability to be punctual, dependable, and meet deadlines
• Ability to be flexible, work effectively as part of a team, commitment to embracing diversity and respecting individuals’ differences
• Must undergo DSHS and Federal Background Investigation
• Valid driver’s license, access to a vehicle, and proof of insurance required
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Perform accounting functions and carry out fiscal operations, according to a fund based, accrual accounting system to conform to Generally Accepted Accounting Principles (GAAP)
• Responsible for maintaining ledgers, journals, and charts of accounts
• Responsible for billing and monitoring existing state and local contracts, including overseeing accounts receivable
• Responsible for monitoring and reporting on existing grants
• Responsible for maintaining records and managing fundraising revenue
• Coordinate with internal property manager in processing rent income payments and maintaining rental records
• Coordinate with Community Engagement team in maintaining donor database, including recording donations
• Responsible for recording revenue and receipts from various sources
• Oversee processing of invoices for payment, including coding, data entry, verification of authorization to pay, copying, and filing
• Process accounts payable checks, including obtaining signatures and mailing
• Oversee processing of credit card charges, including coding, data entry, verification of authorization to pay, copying, and filing
• Monitor spending as it relates to current year budget
• Prepare reports and meet with Directors and Supervisors, as requested
• Generate reports for the Board of Directors and Finance Committee, as requested
• Responsible for maintaining and updating employee FTE allocations for cost allocation purposes
• Responsible for monthly payroll processing, including review of submitted timesheets and distribution of paystubs to employees
• Manage, and process monthly contributions to, agency sponsored retirement plan
• Attend bi-monthly Board of Directors meetings, as requested
• Prepare annual Form 5500-SF for the agency sponsored retirement plan
• Complete payroll reports for IRS, L&I, Employment Security, and Paid Family & Medical Leave
• Create employee timesheets annually. Revise and adjust timesheets as needed during the year for new contracts
• Assist in the preparation of the annual budget and any other subset of agency budgets
• Prepare annual records of revenue, expenses and in-kind report
• Compute and prepare W-2’s, 1099 and any related reports at year end.
• Prepare records and reconciliations as needed for the completion of the annual financial
statement review and the IRS Form 990
• Coordinate the compilation of statistics and reports as required by the Executive Director
ADMINISTRATIVE AND OTHER ESSENTIAL FUNCTIONS:
• Keep all files and systems in appropriate and organized order and in a manner that other management staff can retrieve data or files as needed.
• Oversee the appropriate and secure storage of all financial records
• Maintain employee payroll files in coordination with Human Resources Manager
• Adhere to current and future standards and ‘statements of work’ pertaining to this position as required by current and future agency contracts
• Maintain client confidentiality at all times, except when compelled to share information by law or when the client has signed a release of information.
• Manage agency records and financial archives for required period of time.
• Other duties as assigned
To perform job successfully, the individual should demonstrate the following competencies: visionary leadership and ability to make thoughtful change as needed, fund development, human and fiscal resource management, balances team and individual responsibilities, gives and welcomes feedback, listens and gets clarification, treats people with respect, keeps commitments, follows policies and procedures, completes administrative tasks correctly and on time, supports organization’s goals and values, adapts to changes in the work environment, is consistently at work on time, ensures work responsibilities are covered when absent, asks for and offers help when needed, displays willingness to make decisions, supports and explains reasoning for decisions, includes appropriate people on decision making process, observes safety and security procedures, reports potentially unsafe conditions.
The physical demands described here are representative of those that must be met by an employee to successfully perform essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, and depth perception. While performing these job duties, the employee is regularly required to listen to others and provide verbal feedback. The employee is required to sit for extended periods of time. Employee also is frequently required to stand, walk, climb, or balance.
To apply for this job email your details to firstname.lastname@example.org