Finance Director

UCP Oregon seeks to hire a dynamic and experienced “Finance Director” to manage and oversee all fiscal department functions. Reporting to the Executive Director, this position’s primary functions will be to oversee and handle the daily financial tasks of the organization, support the development of the annual budget, monitor expenditures, and provide accurate financial analyses and reporting documents. The successful candidate will take on a leadership role in fostering an environment focused on sustainable growth, resiliency, and adaptability.

About UCP Oregon: We have been changing lives for adults and children who experience developmental/intellectual disabilities since 1955. We believe that everyone has the right to independence, inclusion, and advocacy. For adults, we offer independent living, employment support, and case management. For children, we offer one-on-one supports and skills training. For families, we offer connection to resources and support networks, fun outings, and respite care. We have approximately 170 employees in the Portland area. Our culture is progressive, casual, and open door.

Hours & Location:

• Your schedule will be reasonably flexible and self-directed after the training period; a typical schedule will be Monday through Friday, 8:30am-5pm. You must be able to work occasional evenings and weekends.
• Our office is located near NE 102nd Avenue & Burnside.

Responsibilities:

• The Finance Director plans, directs, manages and oversees all fiscal department functions including nonprofit fund accounting, financial transaction management and tracking, budget development and expenditure monitoring at various levels, fiscal analysis and reporting, grant/contract cost analysis and planning, and day-to-day departmental operations.
• Supervises the Accounting Specialist in maintaining Agency accounting systems and functions including accounts payable, fixed assets, accounts receivable, payroll, general ledger, cost allocation, deposits, payments, and all internal and external financial reporting systems.
• In collaboration with the Accounting Specialist, performs month end financial close bookkeeping such as reviewing credit card expenses, posting journal entries for prepaids, investments and payroll, reconciling revenue, and reconciling bank accounts.
• Manages cash, including oversight of the banking function, cash flow projections, and bank reconciliations.
• Manages all investments of the various funds of the Agency under the direction of the Executive Director and the Executive Board.
• Develops the annual organizational budget with program budgets submitted by the Department Directors.
• Serves as a strategic thought partner to the Executive Director and Department Directors in formulating budgets that strengthen programmatic operations.
• Monitors budgets to identify issues; works with the Department Directors to resolve expenditure issues and approves expenditures throughout the budgetary period.
• Composes narrative and budget reports as needed to support grant applications.
• Identifies and communicates relevant data in order to analyze past financial performance and forecast outcomes with a greater reliance on trend analysis than strict budget conformity.
• Analyzes financial data to develop internal and external reports, including monthly, quarterly, and annual financial statements for the Agency and Foundation and provides these reports to the Executive Director, Board of Directors, and Department Directors.
• Ensures compliance with all applicable financial regulations and restrictions and with finance-related funder conditions specific to individual grants and contracts.
• Manages document retention and destruction in accordance with IRS regulations, funder guidelines, and Generally Accepted Accounting Principles (GAAP).
• Recommends and implement systems, policies, procedures, and controls which assure that the organization’s financial operation functions efficiently and effectively; is designed to account accurately for various grantors and funding streams; and complies with standard nonprofit accounting principles.
• In collaboration with the Executive Director and Executive Board, arranges for the annual outside audit, prepares materials for the audit, and implements the auditor’s recommendations.
• Prepares and provides oversight for all IRS, state and local required documents, including the 990 return, 1099’s and W-2’s.
• Acts as the Agency network administrator, including working with the IT provider and other software providers to enhance cybersecurity, order computer equipment, and develop IT infrastructure.
• Safeguards all Agency assets by maintaining sufficient insurance coverage and handling all claims and reports.
• Serves as ex-officio staff to the Board Finance Committee and meets with the Executive Board each month.
• Processes payroll and/or AP when the Accounting Specialist is not available.

Benefits:

• Starting range: $99,600 to $124,500 annual salary (DOE); exempt from overtime.
• Great medical, vision, prescription, and alternative care coverage (including massage therapy and naturopathy) for employee, spouse/domestic partner, and children.
• 4 weeks of paid time off, rising to 5 weeks after 5 years of service at UCP
• 11 paid holidays off per year.
• 401k retirement plan with up to 4% employer match.
• Mileage and expense reimbursement.
• Paid sabbatical after ten years of service.
• Fun, casual work environment at one of the top-ranked non-profits in Oregon.

Requirements:

• Bachelor’s degree or higher in Business Administration, Accounting, or Finance or at minimum ten years of experience in a senior finance role.
• Five years or more of senior accounting/financial analysis experience with familiarity in fund accounting preferred.
• Five years or more of experience in managing a finance department.
• Five years or more of supervisory experience.
• Working knowledge of Generally Accepted Accounting Principles (GAAP) and familiarity with nonprofit accounting techniques and reporting.
• Ability to maintain a high-level of confidentiality on all financial matters.
• Excellent attention to detail and exceptional problem-solving, critical thinking, and analytical skills.
• Exceptional verbal and written communication skills.
• Expert level knowledge of Microsoft Office, Excel, financial databases, spreadsheets, and accounting and budget software.
• Able to pass a thorough reference and criminal history check.
• All UCP Oregon employees are required to be fully vaccinated against COVID-19 unless they have an approved medical or religious exception. If you are hired, you will need to provide proof of vaccination (or obtain an approved exception) prior to starting work.

• We will begin reviewing applications on June 23rd, 2023 but the position is open until filled.
• To apply, please visit http://www.ucpaorwa.org/careers.html and look for the “Finance Director for Excellent Nonprofit” job opening.
• UCP Oregon is an Equal Opportunity Employer, and actively seeks applicants from diverse backgrounds. UCP considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law. We encourage BIPOC, LGBTQ+ individuals, and people who experience disabilities to apply.