POSITION TITLE: FINANCE DIRECTOR

MISSION: To disrupt the cycle of homelessness and nurture healing and belonging 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: Level 12  – $82,818, -$99,781/annually, exempt

Candidate offers consider experience, qualifications, and internal equity.
Entry salary typically in the first third of the range.

BENEFITS PACKAGE: Paid time off for this position includes up to 4 weekly wellness hours, 19 days of PTO in the first year of employment (PTO includes sick time), and 13 paid holidays per year. Other benefits include agency-sponsored medical/dental insurance (current premium covered at rate of 100% for the employee), Employee Assistance Program (EAP), premium Calm meditation app subscription, and employer retirement plan contribution (current rate of 3%) after first year of employment. Lydia Place also provides a supportive, family-friendly work culture with flexible scheduling.

POSITION SUMMARY: The Finance Director is responsible for understanding the economic infrastructure of the organization and working closely with the Executive Director providing fiscal guidance and collaboration. The Finance Director directly supports the Finance Manager and Accounting Coordinator by overseeing day to day accounting functions as well as providing detailed financial reporting, implementing the annual budgetary process, annual audit preparation and agency filings, and overseeing all financial records.

Lydia Place has an operating budget in excess of $6,000,000 and a staff averaging 50 individuals.

LYDIA PLACE VALUES:

COMMUNITY
We believe strong healthy communities are the foundation to a better world.

EQUITY
We believe it is our responsibility to actively challenge systems of oppression. We recognize a majority of those experiencing homelessness have been marginalized.

UPSTREAM IMPACT
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.

EMPLOYEE WELLNESS
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, experience, or information that may not be encompassed in your resume such as lived experience that as it relates to this position, in attached .doc or .pdf format to HR & Operations Manager, Haley Sullivan at [email protected]. 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 veteran’s 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, lived experience equivalent to minimum qualifications are encouraged to apply.

MINIMUM QUALIFICATIONS:

• Demonstrated experience equivalent to a Bachelor’s Degree in Accounting or related field
• Five years progressive experience in financial management
• Demonstrated understanding of Generally Accepted Accounting Principles (GAAP) and familiarity with nonprofit accounting standards
• Advanced working knowledge of Microsoft Excel and accounting software
• Proficiency with PC/Windows, Microsoft Office, Adobe Acrobat, and cloud-based software
• Experience working with diverse groups of people
• Two years of experience providing direct supervision of staff
• Completion of background investigation that includes social security verification, professional reference checks, and a federal criminal background investigation
• Valid driver’s license, access to a vehicle and proof of insurance required

PREFERRED QUALIFICATIONS:

• Certified Public Accountant (CPA) license, Master of Business Administration (MBA), Master of Public Administration (MPA), and/or previous experience in an equivalent role in the nonprofit sector
• Experience in non-profit accounting and finance management
• Proficiency with Sage Intacct accounting system
• Experience with financial management of governmental grants and contracts
• Five years of experience providing direct supervision of staff
• Proficiency in Spanish, Russian, or Sign Language preferred

REQUIRED CORE COMPETENCIES:

Anti-Oppressive Lens
Must be able to adopt anti-oppression, anti-racist, and trauma-informed framework to navigate complex systems of racism, poverty, homelessness, violence against women and children and other systems of oppression.

Effective Communication
Must be able to read and interpret documents, write reports, correspond verbally and in writing with clarity, and must embody active listening skills. Must be able to ask for help when needed and offer help to others when appropriate as well as give and receive feedback. Supports and explains reasoning for decisions.

Initiative
Ability to assess and identify actions to address issues independently while knowing when to ask for appropriate support.

Organization
Effectively able to manage time and develop and carry out complex timelines and action plans.  Able to follow policies and procedures.

Integrity
Responsible, reliable, and accountable for actions in all settings. Open and honest about own strengths, limitations, and boundaries.  Able to maintain confidentiality and commitments.

Emotional Intelligence
Must have an awareness of own emotions and be able to manage them while also being able to understand and respond appropriately to the emotions of others. Effectively manage disagreements. Ability to manage frequent high stress situations.

Open-mindedness
Adept at holding space for opposing ideas and embrace diversity in all areas of the workplace.

Courage
Willingness to step outside of your comfort zone to address uncertainty, fear, discomfort, inequities.

Curiosity
Positive change and innovation requires that we ask questions. The why’s, why nots, and what-ifs are crucial to this work and we encourage and expect employees to ask questions. We look for curiosity about ourselves, our workplace, the people, and families we serve, and the larger community.

Flexibility
Able to adapt and pivot as situations arise that are unexpected and/or challenging. Embrace needed change and manage well when faced with ambiguity.

Creativity
Thinking outside the box, resourcefulness, trying new things, approaching things differently and moving beyond the status quo.

Collaboration
Embraces a team approach with colleagues, community partners, and can work both individually and part of a team when needed. Supports organizations goals and values.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

FINANCIAL RESPONSIBILITIES:

• Perform accounting functions and carry out fiscal operations with great attention to detail, according to a fund-based, accrual accounting system to conform to GAAP
• Ensure compliance with agency finance policies; monitor and enforce internal controls
• Provide support to the Executive Director and Finance Committee in forecasting financial needs and stability
• Budgets/Reporting
  • Lead the process to prepare the annual agency operational budget and subsequent program budgets
  • Ensure Program Managers and Directors have access to regular financial information and reports as needed to make timely decisions
  • Create and maintain various Capital Project budgets
  • Monitor spending as it relates to current year budgets, providing monthly reports to the Executive Director and Treasurer of the Board of Directors
  • Support Program Managers and Directors by providing necessary financial information to various funders in application and reporting processes
• Cash Management
  • Monitor and project cash flow as needed
  • Responsible for recording revenue and receipts from various sources
  • Perform bank reconciliations
  • Ensure timely bank deposits and record-keeping
• Annual reporting
  • Maintain master fixed asset/depreciation schedule
  • Prepare records and reports for the agency’s annual audit (including single audit) and Form 990
  • Ensure timely and accurate annual filings and reports including but not limited to: W-2’s, 1099, Form 5500-SF for the agency-sponsored retirement plan, Secretary of State, WBARS, and Property Tax Exemptions
• Maintain and update agency cost allocation plan
• Oversee appropriate and secure storage of all financial records

MANAGEMENT & SUPERVISION:

• Provide direct supervision and support of the Finance Manager and Accounting Coordinator including hiring, training, annual evaluations/job performance feedback, and terminations as necessary
  • Oversee payroll systems administration (Sage Intacct and Bamboo HR) including accurate filing of all federal and state payroll tax reports and monthly contributions to agency-sponsored retirement plan
  • Oversee billing and financial monitoring of government and other contracts, federal funding, restricted grant funding and related compliance
  • Oversee Accounts Receivable from rental, donor, and event income ensuring recording to accurate revenue accounts
  • Oversee Accounts Payable processes and ensure accurate recording of documentation and expense accounts
• Demonstrate leadership in bi-monthly Finance Committee and Board of Directors meetings including preparing and discussing reports for meetings as needed, support in creating agendas, making recommendations, and fulfilling other duties as necessary
• Collaborate with the implementation of agency multi-year strategic plan
• Recommend financial resolutions, policy changes, etc., where appropriate

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.
• Manage agency records and financial archives for required time frame
• Adhere to current and future standards and ‘statements of work’ pertaining to this position as required by current and future agency contracts.
• Maintain confidentiality when working with employee and client data and electronic protected health information (ePHI) in all circumstances, except those required by law
• Other duties as assigned

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.