Deputy Chief Financial Officer

Position Summary

The Deputy Chief Financial Officer is the primary financial advisor to the Chief Financial Officer and is responsible for managing the day-to-day financial activity of Metro United Way, including accounting, payroll, and accounts payable. This responsibility includes managing internal controls to mitigate risk; ensuring that the official accounting records of Metro United Way are up-to-date and accurate; safeguarding the assets of Metro United Way to minimize risk of financial loss; and developing reporting tools to provide high-quality financial information supporting Metro United Way’s strategic initiatives.

Key Responsibilities

The Deputy Chief Financial Officer’s job responsibilities include:

1. Direct the administrative and operational activities associated with the investment and disbursement of funds and the recording of all financial transactions of Metro United Way

2. Ensure the establishment and monitoring of appropriate procedures, processes, and systems to assure Metro United Way’s books of account and other reporting documents reflect an accurate and true financial record of Metro United Way in total; and in the various operating departments and restricted accounts in a timely manner.

3. Maintain a sound and effective internal control environment to ensure compliance with generally accepted accounting principles as well as relevant federal and state regulations
4. Manage Metro United Way’s understanding of and compliance with external reporting requirements such as accounting standards and state and federal tax laws.
5. Ensure the completion of Metro United Way’s bank statement reconciliations.
6. Ensure that Metro United Way’s books and records allow accurate and timely financial reporting for all grants and restricted funds.

7. Provide sound fiscal control over receipts, investments and disbursements of Metro United Way funds; report periodically on the financial operations and condition of Metro United Way.

8. Manage the yearly budget development process.

9. Provide year-round fiscal guidance and prepare financial statements to share with Metro United Way departments.

10. Maintain Metro United Way’s financial accounting information system and payroll services, and prepare certain federal and state regulatory reports, such as Form 5500 Pension Reports.

11. Assist the CFO in preparing for the yearly external audit.

12. Provide staff support for the Finance Committee, Investment Committee and any other volunteer committees as needed.

13. Lead team members, providing leadership to the team through one on ones, team meetings, mentoring, expectation setting, regular feedback, performance management and cascading communications.

14. Other duties as assigned by the Chief Financial Officer.

Knowledge, Skill and Ability Requirements

• Education/Experience: minimum of five years management experience in a large non-profit, corporation, or similar organization with a level of complexity and visibility consistent with Metro United Way; practicing CPA for 2 years or a master’s degree in accounting preferred
• Excellent attention to detail
• Demonstrated ability to supervise employees
• Demonstrated skill in performing analyses on a variety of financial and performance data
• Demonstrated skill in developing and documenting strategies, processes and procedures
• Demonstrated skill in oral and written communication
• Demonstrated skill in preparing and delivering presentations to large and small audiences
• Demonstrated skill with MS Office tools (Word, Excel, PowerPoint etc.)
• Must be a hands-on, independent self-starter who is effective in a fast-paced environment and capable of prioritizing multiple, changing tasks
• Knowledge of federal and state financial regulations pertaining to non-profit accounting practices
• Ability to learn computer software associated with Metro United Way’s accounting system

Metro United Way (MUW) is a force for positive change. We work every day to lift our community by mobilizing people and maximizing resources to advance opportunity and equity for all. MUW brings together businesses, nonprofits, government agencies, foundations, and individuals to engage in the kinds of collaboration that changes lives. With this support, we are uniquely positioned to make a significant, lasting impact in our fight for the education, financial independence, and health of every person in the seven-county region we serve.

For more than 100 years, MUW has united and empowered communities by investing in the full potential of individuals and families to ensure positive, sustainable change. We use data-driven insights to identify our community’s greatest needs and address systemic challenges with a focus on advancing equity and sharing opportunities for all. Together, we fight to improve the disparities that persist in early care and education, economic mobility, home ownership, racial equity, and public policy in Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd, and Harrison counties in Indiana.

MUW will continue to unite community partners around critical programs and initiatives tailored to meet the specific needs of each community. These include programs and initiatives in early childhood development, economic empowerment & mobility, policy advocacy to support systemic reform, workforce development, homelessness prevention, mentoring and facilitation of neighborhood networking. In 2020, MUW received a one-time gift of $20 million from activist and philanthropist MacKenzie Scott, which was a testament to its continuous investment in programs and services that combat racial and social injustice.

There is no single solution, and we strongly believe that the key to social change is working together beyond individual efforts to impact widespread progress. That is why our approach is so effective - we are on the ground, leading collective action that drives results at scale.