REPORTS TO: President and CEO
SUPERVISES: Finance and Administration Associate
EXEMPT STATUS: Exempt
POSITION SUMMARY
Effective management of Berkshire United Way’s finances and operations provides the cornerstone of our work serving the people of Berkshire County and working to build a community where everyone can thrive. As our Finance and Administration Manager, you will work with the President and CEO, the Berkshire United Way Board of Directors, leadership team and staff to manage BUW’s financial resources including budgeting, auditing, accounting, monthly and quarterly financial reporting, and cash flow control. You will be responsible for safeguarding BUW’s assets through proper controls and managing administrative functions including regulatory reporting, insurance matters, human resources and benefit management, and legal issues. You will also support your community impact, fundraising, marketing, and volunteer colleagues in doing their best and most effective work.
KEY RESPONSIBILITY AREAS
Accounting and Budgeting
- Reviews and approves journal entries prepared by finance associate; reviews ledgers for accuracy and adjusts as needed. Ensures appropriate level of supporting documentation.
- Maintains all cash accounts including special accounts; monitors investments and cash flow.
- Prepares monthly, quarterly, and annual financial statements.
- Reviews monthly bank reconciliations.
- Supports and guides leadership team and staff in preparing and adhering to annual operating budget.
- Works with auditing firm to prepare audit materials and ensure all local, state, and federal reports are completed according to IRS requirements, as well as related reports and administrative work regarding payroll, retirement (ERISA), tax returns, etc.
- Provides analysis of financial data to staff, board, and committees as needed.
- Oversees fixed asset accounting, amortization, and reporting.
- Evaluates and analyzes all accounting and budgeting programs and develops appropriate strategies to address the results.
- Monitors accounting standards changes and the implementation of documentation/mapping, updating, and auditing of financial policies and procedures.
Resource Development
- Reviews and finalizes fundraising campaign payments in donor management system.
- Coordinates with Director of Development and staff to monitor campaign progress and status.
- Coordinates with Director of Development to ensure necessary documentation is provided by workplace campaigns for the timely payment of designations to other agencies.
Human Resources
- Manages HR compliance and policies, payroll, and benefits.
- Manages all aspects of human resources. Provides information and support to staff. Collaborates with CEO on annual reviews, salary actions, hiring decisions and recommendations to terminate employment relationships as may be necessary.
- Provides information to HR committee of the board of directors to support annual benefit renewal decisions.
Administration and Operations
- Provides direct, primary staff support to the Board of Directors, including primary staff support to the audit, finance, human resources, and investment committees of the board.
- Reviews needs and requirements and presents office improvement recommendations to CEO.
- Oversees the competitive bidding process.
- Purchases office equipment and furniture as authorized by the President and the Board of Directors.
- Evaluates, updates, and documents existing office policies and procedures. Identifies, creates, and documents new policies, as necessary.
- Takes on additional tasks as assigned by the President and CEO.
COMPENSATION AND BENEFITS
The Manager of Finance and Administration is a full-time exempt, in-person position. Starting salary is commensurate with relevant experience, within the framework of the organization’s operating budget, and in the range of $55,470 – $63,792 annually. An excellent benefits package includes medical and dental coverage with no waiting period, employer-paid life and long-term disability insurance, a flexible medical spending account, 403(b) with employer contributions, generous paid time off, and 11 paid holidays per year.
