The Partnership for Better Health is seeking a Finance Director to lead all day-to-day aspects of the foundation’s accounting, investment, financial management and HR benefit administration systems. The director will develop and execute financial policy, accounting and reporting through a comprehensive fiscal plan and budget. The director works closely with the board and staff to ensure high levels of accountability, excellence and transparency in all aspects of financial, fundraising and Human Resource benefit management, in pursuit of the foundation’s mission. The director develops forward thinking strategies that ensure the operations of the organization are maintained into the future.Strong candidates with diverse backgrounds are encouraged to apply. The Partnership for Better Health offers an attractive compensation and full benefits package, including competitive salary, paid-time-off, employee wellness, medical, dental and life insurances, and retirement benefits. At 30-hours a week, the position supports a healthy work/life balance. To apply, please email your cover letter, resume and three references to Casandra Jewell Sweeney ([email protected]
). The position will be open until filled, with interviews beginning in November.ORGANIZATIONAL BACKGROUND
The Partnership for Better Health's mission is to champion and invest in ideas, initiatives and collaborations that improve the health of the people and communities in our region. Established in 2001, the foundation has made over $44 million in grants to organizations throughout South Central Pennsylvania. We bring our mission to life by serving as a catalyst, advocate and collaborator to ensure that everyone has what they need for good health, towards making our communities among the healthiest in the nation. We are a welcoming, inclusive and mission-driven organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages all aspects of the finance and accounting functions within the organization, maintaining internal controls and ensuring compliance with appropriate GAAP standards and regulatory requirements.
Analyzes financial data and presents financial reports in an accurate and timely manner to the Partnership’s Board and Finance Committee. Clearly communicates quarterly and annual financial statements. Monitors progress and changes, keeping leadership apprised of the Partnership’s financial status.
Serves as chief liaison to the Partnership’s Finance and Audit Committees, planning and managing committee meetings in concert with the Board’s Treasurer and Executive Director. Develops and implements financial policies as adopted by the board.
Coordinates all audit activities, with external auditors and Audit Sub-Committee.
Serves as the Partnership’s lead liaison to external investment managers, tracking the performance of invested assets in keeping with the Partnership’s policies, investment guidelines and funding restrictions.
Guides the Partnership’s annual budgeting and planning process. Develops and reviews all financial plans to identify, explain and correct variances as appropriate. Analyzes and reports long-term trends.
Oversees all financial, project and grants accounting; ensures that expenditures are consistently aligned with grant and program budgets throughout the project/grant period. Prepares financial reporting materials for limited government, corporate and foundation grants.
Collaborates with the staff team to assess the financial efficacy of program operations. Establishes strong finance and administrative systems to support program operations.
Works collaboratively with the Office Operations Manager in carrying out payroll and benefits management, as well as operational, IT and facility needs.
Leads the benefits enrollment and exit processes for employees. Oversees the competitive bid process for employee benefit plans.
Leads competitive bid processes for major financial and liability insurance services (e.g., investment management and auditing).
Coordinates with legal counsel when appropriate on activities involving contractual and/or other legal liabilities and responsibilities.
Oversees accounting for individual gifts and fundraising campaign summaries.
Supports annual Match Madness fundraising campaign by supporting gift data entry as needed, and reconciling daily contributions during month-long campaigns. Ensures smooth alignment between donor tracking and acknowledgement of gifts through fundraising and financial software systems (Fund EZ and DonorPerfect).
Guides and monitors the creation and investment of organizational and individual endowments and bequests, to benefit the long-term health of our region.
Maintains streamlined, efficient and effective accounting processes and electronic systems.
Serves as lead staff for the Finance and Audit Committees and other Board committees, task forces or activities as deemed necessary.
Serves as a professional representative of the organization at select community events and meetings.
Pursues annual professional development activities and/or trainings.
Contributes to and supports other duties/tasks, as needed.
EDUCATION AND EXPERIENCE
This position is for a seasoned professional with a proven track record in working with nonprofit organizations.
Bachelor’s Degree in Accounting, Finance or equivalent; CPA and/or MBA preferred.
Seven to ten years of experience in a leadership role with accounting, finance, strategic and operational planning, budgeting and administration.
At least three to five years of nonprofit accounting and administrative experience with exposure to grant development, auditing and financial reporting.
Any combination of education and experience equivalent to the essential education and experience listed above.
Consistent level of involvement in civic interests and professional development activities.
Essential Skills and Abilities
Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll, and accounting for investments.
Experience with benefits management.
Demonstrated experience with grants management and reporting.
Proven ability to prepare nonprofit financial statements, manage administrative details and lead competitive bid processes with vendors.
Advanced understanding of accounting and reporting software. Proficient in Microsoft Office (Excel) required and Fund EZ a plus. Fluid and effective in the daily use of new technologies.
Excellent oral and written communication skills. Thoughtful ability to analyze and communicate key financial concepts and data to individuals at all levels, including finance and non-finance staff, volunteers and community partners.
Knowledge of accounting for estate planning, including wills, trusts, and estate and gift tax laws, preferred.
Ability to work independently and collegially in a respectful work environment where colleagues carry significant leadership responsibilities in distinct but overlapping roles.
Goodwill to periodically assist with unexpected assignments to further the goals of the organization. Confident, inclusive and comfortable team player willing to help with a range of tasks, small and large.
Flexible and adaptable, working in a setting that strives for continuous improvement, growth and excellence in all aspects of its work. Capacity to multi-task, assess priorities and work efficiently in a fast paced yet calm office environment that supports a positive work/life balance for all employees.
High levels of diplomacy, confidentiality, professionalism, sound judgement and friendly decorum when interacting with community volunteers, colleagues, business and community partners, and others.
Experience working with nonprofit boards and committees a plus. Thoughtful interpersonal and volunteer engagement skills.
Enthusiasm for and genuine interest in the work and health mission of the foundation.
The Partnership for Better Health is located in Carlisle, Pennsylvania. As a college town known for its rich cultural heritage, great restaurants and vibrant business community, Carlisle won the 2021 All-America City award from the National Civic League, and the 2016 national competition to be named Strongest Town in America. Carlisle Borough Council has a Truth & Reconciliation Commission to address systemic racism and organizations are collaborating to improve racial and health equity (e.g., YWCA, Moving Circles, Hope Station, Victory Circle and Carlisle Responders Network). Located just minutes from the Appalachian Trail, regional parks, lakes and forestlands, our surrounding region has much to offer. Carlisle is 25 minutes from Harrisburg, two hours from Washington, Baltimore and Philadelphia, and three hours from New York City and Pittsburgh. As the fastest growing county in Pennsylvania, Cumberland County enjoys a healthy economic climate.