This is a Full Time position working (30-39) hours a week Monday through Friday.
Full Position Title: Fiscal Director
Job Status: Non-Exempt Member of Senior Staff
Department: Admin
Reports to: Sr. Director of Operations
Supervises: Senior Bookkeeper/Grant Funds Coordinator
Committees: Finance and Investments Committees
Core Beliefs
- We are a Christian organization; our tenets are found in our four foundational statements.
- Our primary purpose is to protect unborn life.
- We believe in the sanctity of marriage between one man and one woman and the sacredness of the marital act.
- We promote Natural Family Planning (NFP) and we do not promote any form of artificial contraception or sterilization.
- We promote abstinence before marriage and fidelity within marriage.
Supervision
- Supervise the Bookkeeper/Grant Funds Coordinator
- Conduct annual performance reviews.
Accounting
- Provide fiscal direction and controls for finance department; monitor spending and income, including assigning all income and expense categories, cost centers, and classes.
- Analyze, interpret, and communicate financial operating results to provide information and guidance.
- Prepare monthly financial statements.
- Assist in the preparation of annual 1099 contractor and landlord forms.
- Review banking activity regularly so that only Company authorized activity is processed.
- Perform and oversee reconciliations of all operating cash, investment, and credit card accounts.
Payroll
- Ensure payment of all payroll liabilities, including year-end filings.
- Maintain records, verify, and pay all fringe benefit billings.
- Electronically save all Payroll journals, including quarterly and annual tax filings, including Employee W-2s.
Employee Credit Cards
- Set up authorized employees with credit cards, including credit limit and obtain signed company policy from each employee.
- Train and/or provide documentation on current system for using employee credit cards.
- Verify card activity, check for proper approvals and coding prior to exporting transactions into QuickBooks Online.
Insurance
- Review and renew Company insurance policies to ensure adequate/appropriate coverage for all locations, contents, and liability exposure and the Board.
Grant Oversight
- Maintain all accounts accurately and within categories established by funders.
- Ensure fiscal reports are submitted as required by funders by the established deadlines, including semi-annual and annual federal finance reports (FFRs).
- Ensure the Indirect Cost Rate application is submitted before the due date for renewal.
Budget
- Prepare and develop the annual Organization’s budget in partnership with the Senior Director of Operations and department heads.
- Monitor results of operations against budget on a monthly basis.
- Prepare financial reports for budget meetings for all departments quarterly or as needed.
Organizational Development
- Member of the Finance and Investment Committees.
- Implement investment strategies as determined by the Investment Committee.
- Manage reserve funds as determined by the Investment Committee.
- Work directly with ENLC supervisors regarding accounting and other fiscal issues.
- Participate on committees and special projects, as requested.
Regulatory Compliance/Audit
- Maintain knowledge of industry trends and financial legislation to insure ENLC compliance.
- Maintain all official accounting records in conformance with generally accepted accounting principles.
- Contract, coordinate and oversee annual independent audit, which may include a Single Audit.
- Coordinate filing of all required tax filings such as the 990 and required state charitable solicitation renewals.
- Respond to requests for information from legitimate entities, as required by law.
Strategic Management
- Evaluate/advise on the impact of long range planning and on the introduction of new programs/strategies, as requested.
- Work with Board Treasurer to prepare Treasurer’s reports for the Board of Directors, prior to each board meeting.
- Assist in the development of annual outcome goals for all pertinent strategic initiatives within the Business Plan.
- Track and document steps taken to achieve annual outcome goals.
- Achieve annual outcome goals as outlined in the appropriate Business Plan.
Policy Development and Documentation
- In coordination with the Director of Human Resources, annually review and develop policies on fiscal areas of concern as needed.
- Annually review and make recommendations to the Senior Director of Operations for changes to ENLC’s policies, procedures, and practices on fiscal matters.
Records Retention and Destruction
- Maintain and archive necessary records as required by law and in conformance with ENLC policy.
Secondary Functions:
- Benefits Management
- With the Director of HR, investigate, select, and monitor various employee benefit programs, such as group health insurance, life, medical and dental, accident, and disability insurance.
- Coordinate with HR to develop or revise procedures to maintain benefits such as workers’ compensation, unemployment compensation, disability insurance, medical insurance, and life insurance.
- Reconcile employee benefits’ payments with current employee status and communicate with HR any discrepancies or errors.
- Provide support for events (e.g. partnership celebrations, fundraisers) as requested.
- Answer incoming phone calls and provide administrative support as needed.
- Participate in administrative staff meetings and attend other meetings and seminars as required.
- Review and provide advice on legal documents such as leases and contracts.
- Other duties pertaining to the mission of the organization as assigned by management.
Job Requirements
Experience, Education and Licensure
CPA preferred. Bachelor’s degree and minimum of 5 years’ experience in related field required. Additional courses, seminars or experience related to benefits administration and/or processing is a plus.
Language Skills
Must be proficient in Microsoft Office Suite and QuickBooks Online. Experience with CRM/donor database systems preferred. Excellent interpersonal and group communication skills. Ability to read and analyze financial reports and some legal documents. Ability to respond to common inquiries or complaints from employees, regulatory agencies, or other agencies. Ability to effectively present information to senior management, employee groups and/or boards of directors. Must demonstrate problem solving ability and the logical/rational ability to formulate effective solutions.
Work Environment and Physical Demands:
The noise level in the work environment is low – moderate. While fulfilling the responsibilities of this position, the employee is required to sit, stand and/or walk. Specific vision abilities required by the position include close vision, color vision, peripheral vision, and ability to adjust focus.
Other:
Driving to and from various locations may be required. Mileage may be reimbursed by ENLC. Occasional nights and weekends may be required. Maintain professional expertise by participating in appropriate educational conferences and programs to develop and maintain professional knowledge and skills.
ENLC Expectations:
- Adhere to ENLC Policy and Procedures.
- Report candidly when concerns arise as far as fiscal solvency and financial misconduct of any kind.
- Maintain and protect strict confidentiality.
- Honesty, integrity, and exceptional financial stewardship.
- Demonstrate flexible and efficient time management and ability to prioritize workload often balancing multiple priorities.
- Strong personal motivation, initiative, and sense of responsibility.
- Excellent knowledge of computers and willingness to learn new skills as needed.
- A servant’s attitude with the ability to understand how all tasks impact Elizabeth's New Life Center’s ministry of supporting life.
- A strong team player.
- Willingness to support Elizabeth’s New Life Center’s mission and vision as defined by Elizabeth's New Life Center.
