Finance Director, Cobb Community Foundation

POSITION OVERVIEW The Finance Director maintains the financial integrity of the Foundation by ensuring the accurate and timely accounting of finances and investments and efficiency and efficacy of operations. The individual is a full participant in achieving Foundation objectives, with responsibility for all accounting functions, coordination of the management of our investments, and the execution and oversight of our operational processes and systems.

The Finance Director reports directly to the CEO.  The accuracy, efficiency, team orientation and, most of all, the integrity of this individual are key to the Foundation’s continued growth and positive impact in Cobb County. 

RESPONSIBILITIES

Financial Management

• Oversee all accounting functions:  process/review expenditures, payables and receivables, monthly fees and general ledger entries; review and monitor timely account and general ledger reconciliations and financial statement reporting.  Manage cash requirements to ensure adequate funds to cover obligations. Manage payroll, employee benefits, accounts/grants payable, donations and other accounts receivable, fixed asset and depreciation schedule activities.  Develop and maintain strong internal controls as well as risk management practices and insurance coverages. 
• Plan for and manage the audit by an outside independent auditor, ensuring the preparation of schedules and information as required for a timely & efficient process. Ensure completion (by audit firm) of all financial reporting (i.e. Form 990, 1099’s, IRS Form 8282, etc.) required by federal, state or local governmental entities in compliance with relevant regulations.
• Serve as the lead staff support to the Audit and Finance Committee by working with the CEO and Audit and Finance Committee Chair to set meeting agendas, create meeting packets with relevant information, and ensure that meeting minutes are taken.

Investment Management Coordination

• Implement the Foundation’s investment and spending policies, asset allocation, and investment manager hiring and evaluation as defined by the Investment Committee and approved by the Board of Directors.
• Serve as the primary contact for and work closely with the Foundation’s investment managers and custodians to assure adherence to the Foundation’s investment policy guidelines.  Manage the Foundation’s Investment Partner Program, serving as a resource to CCF’s Professional Advisor Network manager as necessary.
• Serve as the lead staff support to the Investment Committee by working with the CEO and Investment Committee Chair to set meeting agendas, create meeting packets with relevant information, and ensure that meeting minutes are taken.

Operations Management

• Manage relationship with all systems vendors to ensure on-going compliance with defined service standards, troubleshooting issues and seeking opportunities for improved efficiencies and enhanced capabilities.
• Lead systems and software searches, implementations and improvements/upgrades.  Provide or coordinate training to staff as needed. 
• Maintain a comprehensive Operations Manual and ensure compliance with National Standards for U.S. Community Foundations.
• Manage and maintain databases of accounts, individuals and organizations.  Review and approve system-generated transactions and correspondence.  Manage monthly and quarterly statement fund processes.  Monitor generic CCF Team email, handling needs or engaging appropriate team member.  Oversee office and office equipment maintenance.

This job description is intended to be general and will evolve over time and is subject to periodic updating.  CCF fosters a team mentality, with team members providing assistance to one another and sharing or temporarily transitioning responsibilities as needed to ensure that community, fundholder, donor, management and board expectations are met or exceeded and that all team members are able to succeed.