The happiest people I know are those who lose themselves in the service of others. — Gordon B. Hinckley

Why work for us?

· No Nights or Weekends

· 15 Paid Holidays

· Paid Time Off

· Paid Education (Upon Approval)

· Medical Insurance

· Dental Insurance

· Vision Insurance

· 403(b) plus employer match

· Employee Assistance Program

· Chipper-Assistance in Student Loan Forgiveness and Lower Payments

Who We Serve:

Opportunities serves thousands of people annually in Williamson & Burnet Counties. Working cooperatively with other agencies, we are an advocate for those who might not otherwise have a voice in the community. We are dedicated to providing services to help those in need achieve a better, more productive life.

Our Mission:

To empower children, families, and seniors to achieve and maintain independence by partnering with area organizations to provide education, nutrition, and community support.

Our Vision:

A healthy, educated community in which all people live independently and with dignity.

Position Summary:

Responsible for the overall financial management of Opportunities for WBC and the stewardship of temporal goods and fiscal resources in support of the mission and goals. This position oversees all financial and related functions including budgeting, accounting, investments, risk management and liability, and procurement. The position reports to the Executive Director and operates under general supervision with wide latitude for the use of independent judgment and initiative.

Essential Job Duties:

Analyze and make recommendations on all major financial decisions and questions facing Opportunities for WBC.

Serve as staff liaison and work in collaboration with the OWBC Finance Committee and other consultative bodies as established by the Executive Director.

Prepare Finance Committee agenda and board packet. Assist with preparation of Board of Directors meeting packet.

Prepare and monitor the annual budget. Make recommendations as to available resources and financial limitations.

Prepare budgets for individual grants in the grantee’s preferred format.

Review and approve ACH transactions, check registers, and sign checks.

Secure the services and coordinate the relationship with various parties, such as bankers, insurance brokers, investment advisors, rating agencies, actuaries, and legal counsel.

Reviews and approves financial commitments of OWBC including commitments to acquire or dispose of property and the construction of new buildings.

Prepare and/or review reporting for all grants.

Prepare real property and personal property reports for Head Start.

Review and sign-off on transactions created by the accounting manager or other staff in the accounting manager’s absence.

Backup for accounting manager.

Review and submit bi-weekly payroll. On an annual basis, submit W-2’s and Form 5500.

Review and approve new hires, personnel changes.

Responsible for allocation of positions to various funds.

Review general ledger in detail on a monthly basis.

Preparation and/or review of monthly financial statements.

Oversees cash flow planning and ensures the availability of funds as needed.

Monitors financial performance by measuring and analyzing results and initiating corrective action plans.

Implement and evaluate financial policies and practices of OWBC to ensure that financial goals and objectives are met under grant guidelines, OWBC policies, and government regulations .

Hire and supervise accounting/finance staff in accordance with personnel policies and procedures including orientation and training, career development advice, establishing employee goals, conducting performance reviews, coaching, counseling, and disciplining staff, and recommending terminations.

Respond to requests for information from Executive Director, Senior Leadership staff, Finance Committee, Facilities Committee, and other parties as needed.

Assist in reviewing all contracts, trusts, deeds, affidavits, and other legal documents submitted to the Executive Director as they relate to financial matters.

Coordinates with other departments concerning short and long-range fiscal needs and plans to establish the annual budget.

Maintain an OWBC presence on various committees and boards.

Responsible for preparation of working papers for annual financial audit and 990 tax return.

All employees are expected to adhere to OWBC ethics expectations.

Must be able to cooperate and work effectively with others.

Must be diplomatic, honest, and fair.

Regular and punctual attendance is an essential function of the position.

Perform other duties as assigned.

Knowledge, Skills, and Abilities:

Knowledge in accounting/financial matters, general business management, and personnel management.

Non-profit accounting experience preferred.

Skill in public speaking.

Skill in strategic planning.

Knowledge of non-profit business practices, rules, and regulations preferred.

Proficient in various word-processing software, spreadsheets, and database programs.

Complies and follows IRS regulations regarding 501(C)(3) organizations.

Knowledge of Fund Accounting and Uniform Grant Guidance procedures.

Ability to work effectively with others.

Ability to provide excellent customer service to internal and external customers.

Ability to organize, prioritize and utilize effective time management techniques.

Ability to always respect confidentiality.

Ability to carry out multiple tasks and meet deadlines.

Ability to follow instructions furnished in verbal or written format.

Minimum Qualifications:

Education and Trainings:

· Bachelor’s degree from an accredited university in accounting or finance.

Experience:

· Five to ten years of administrative leadership in an organization, to include working with consultative bodies, supervision, accounting, investing, borrowing, and business law. Also, experience and knowledge are required in the following areas: properties, risk management, insurance, and computer systems.

· One to two years non-profit experience preferred.

· Advanced knowledge of budgeting principles and practices (including the use of spreadsheet software), accounting principles, investment, and financial reporting methodologies.

· Experience in long-range strategic planning (project planning and management, budgeting, and cash flow).

· Experience negotiating complex financial arrangements with lenders and working knowledge of and ability to calculate various complex financial ratios and analysis.

Licenses/Certifications:

· Valid Texas driver’s license.

Mental / Physical Tasks (F= Frequent, O=Occasional, R=Rarely):

F Standing- required when making copies, meeting people, moving from work area to work area

F Handling- reports, vehicles, laptop, keys

F Hearing/Talking/Listening-communicate with employees and others, answer the telephone, participate in meetings, give presentations

F Fine Dexterity-operate computer, calculator, to write, mouse, projector tools

F Sitting-performing work at a desk, while reading, writing, in meetings, driving, riding in a vehicle to sites and meetings

O Kneeling/Crouching/Crawling-plug in equipment, when connecting PC components, plugging in cords, open lower desk drawers

F Walking-from vehicle to site, area to area, to copier

F Bending/Twisting – to reach files, reports, handle paper, reach drawers

F Grasping/Holding-holding binders, phones, tablet, work resources

F Balancing – standing, reaching, driving

F Lifting/Carrying-report binders, paper, laptop, supplies up to 45 lbs.

F Vision-to drive and assist individuals in medical need

F Pushing/Pulling – open/close file/copier drawers, open & close doors, roll-top carriers

F Foot Controls – driving

F Driving –scheduled & unscheduled trips to and from meetings and sites

F Other

F Reaching-to answer phone, reach files, reports, plug in laptop

Working Conditions:

Working in a fast-paced environment with priorities and plans that may change rapidly.