Finance Director

Summary of the Position

As a senior member of the United Way of Westchester and Putnam’s Finance Department, this position will be a resource for analytic support on operations and strategic projects and play a key role in the management of the organization’s annual budget, general accounting, financial reporting and analysis, revenue management, accounts receivable, accounts payable, audits, and grant vouchering.

Please note, this position will be on a fast track for promotion should the candidate excel in their role.

About the Organization

At the United Way of Westchester and Putnam (UWWP) we believe that WE ARE STRONGER TOGETHER and that it is only by being UNITED that we can change the world for the better.

In Westchester and Putnam more than 40 percent of households are living in poverty or paycheck to paycheck, what we call ALICE (Asset Limited, Income Constrained, Employed). These are often hardworking families struggling to make ends meet and provide a better life for their children. But for these families, when funds run short, they are forced to make impossible choices between childcare, paying the rent, filling a prescription, or fixing a car. They are our preschool teachers, home health aides, and retail salespeople – workers essential to keeping all our communities and economies humming, yet who struggle to pay their own basic bills.

We achieve results three ways. First, by investing dollars or essential goods in programs with proven results.  Second, by providing direct services to the community such as our free 211 Information and Referral Helpline, our Ride United Food Distribution program, our Education United free, bilingual Afterschool Program, and so much more.  And finally, by fostering collaborations with community stakeholders, leaders, and partners to change the way we look at and solve problems. Every year, we collaborate with hundreds of nonprofit partners and governmental agencies, and our work positively impacts hundreds of thousands of individuals.

Our United Way has a $11 million budget and 35 FT and 50 PT staffers, who collectively generate almost $36 million in impact for Westchester and Putnam families in crisis. 

Our United Way has a purpose-driven, results-oriented, caring culture, that prioritizes the greater good, working hard, and getting things done, while building mutual trust amongst our teammates, taking risks, and having fun in the process.

Core Responsibilities:

• Oversee core accounting activities to ensure accurate and timely reporting, accounts payable, accounts receivable, and payroll processing.
• Manage two accountants and interface with multiple departments on grant reporting
• Oversee all timely grant vouchering to ensure accuracy.
• Perform monthly closing activities to include reconciliation and analysis.
• Ensure revenue and expense transactions are properly recorded.
• Provide support for annual audit and 990.
• Assist CFO in management of all accounting operations.
• Improve process efficiencies and document procedures.

Professional Characteristics

• Develop and maintain positive professional relations with all staff, departments, service providers, representatives, and volunteers.
• Ability to work effectively in a team environment in addition to self-directed situations with minimal day-to-day supervision.
• This position requires a highly organized individual, with excellent follow-up skills and attention to detail, as well as the ability to plan and administer multiple concurrent projects on time and in an efficient manner.
• Utilize good management and leadership techniques and possess problem solving and decision-making abilities.
• Work in a highly collaborative manner to accomplish key projects and initiatives and day-to-day operations through genuine teamwork.
• Position requires strict adherence to professional, dignified behavior, confidentiality and protection of donor information, and respectfulness whether within the workplace, other not-for-profits, or in the community.

Technology

• Demonstrated proficiency in MS Office Suite (including Excel) as well as various Government Grant Portals and QuickBooks (online).

 Education and Experience

• Bachelor’s degree required in finance, accounting or a related field.
• Additional experience in payroll and human resources is helpful.
• At least five years of professional experience with some prior nonprofit work preferred

Other requirements: 

• UWWP is considered an “Essential Crisis Response Business” by New York State. Thus, during times of declared disaster, you may be asked to assist with emergency response duties as necessary.