Investor Career Opportunities
Below are the most recent career opportunities posted by our investors!
Director of Business & Finance
| Job Title: | Business & Finance Director |
| Division: | Administration |
| Job Classification: | Full-Time, Salaried Exempt Position |
| Job Relationships: | Reports to the Executive Director |
McKee Wellness Foundation seeks a Business & Finance Director to support the organization’s administrative functions, propelling the mission to bridge gaps in health and wellness needs across Northern Colorado. If you are a self-starter interested in joining a small, high-performing team in a hybrid onsite/remote work environment, providing financial and business oversight, this may be the opportunity for you! The ideal candidate will bring a background in nonprofit accounting, business operations, and human resources administration, and will have a minimum of a bachelor’s degree and five (5) years of professional finance experience.
Finance/Accounting Responsibilities
- Works collaboratively with the Foundation’s Executive Director and Board of Directors to ensure responsible fiscal activities within the context of the Foundation’s mission and goals.
- Plans, directs, and controls financial functions of the Foundation by following Generally Accepted Accounting Principles (GAAP).
- Develops, enhances, implements and enforces financial policies and procedures for the organization, ensuring fiscal responsibility, efficiency, and compliance.
- Reconciles all balance sheet accounts and confirms via review and analysis all income statement accounts on at least a monthly basis, creating and adjusting journal entries as necessary.
- Maintains all official accounting records in accordance with GAAP and the Foundation’s document retention/destruction policy.
- Prepares accurate monthly, quarterly and annual financial reports and identifies financial trends in order to assist staff and Board members in performing their responsibilities.
- Serves as primary staff support for the Board of Directors’ Finance Committee
- Serves as project manager for the organization’s staff and Board in the preparation and monitoring of the annual budget.
- Provides financial forecasting and modeling, and strategic analysis for business development.
- Works closely with the Foundation team to ensure efficiency in program financial management, budgeting and related financial activities, providing applicable training and education.
- Oversees trust account management and compliance with Foundation’s trust and endowment guidelines.
- Manages the annual financial audit process, including vendor selection and oversight, document preparation, fieldwork support, document review, and distribution of audited financials/990s as applicable.
- Responsible for AP/AR functions, including printing checks, paying invoices and monitoring recurring transactions.
- Oversees bank, deposit and credit relationships and initiates appropriate strategies to enhance cash position.
- Maintains the Foundation’s payroll operations to ensure the efficient handling of employee’s pay, deductions, and benefit payments. Completes bi-weekly payroll processing for approval by Executive Director and oversees quarterly payroll reconciliation.
- Oversees annual negotiations of the Foundation’s business insurance policies (General Liability, Auto, Workers Compensation, etc.).
- Investigates or renews cost-effective benefit plans for Foundation employees, managing vendor relationships and coordinating enrollments for all eligible employees. Ensures notification compliance.
- Maintains compliance with local, state and federal financial reporting requirements including 1099s, 941s, W2s, and periodic updates for IRS and Secretary of state to maintain nonprofit status.
Administrative Responsibilities
- Manages contracts for purchased services (printer, rent, etc.).
- Primary contact patient fund distribution and monitoring of financial eligibility criteria.
- Assists with external grant proposal preparation and reporting.
- Responsible for main office phone and call fielding to staff as applicable.
- Responsible for procurement of all office supplies, furniture, etc.
- Serves as backup for recording meeting minutes.
Other Duties/Responsibilities:
- Participates as member of Foundation team in special events and outreach opportunities, including some evening and weekend events and activities.
- Ensures observation of security and safety procedures.
- Communicates effectively and professionally with co-workers, management and the public at all times.
- Other duties as assigned.
Education and Experience:
- Minimum of Bachelor’s degree in Finance, Accounting, Business Administration or related field of study. Equivalent combination of education and professional experience may be considered. MBA and/or CPA a plus.
- Minimum of five (5) years’ experience managing finance/accounting function in a nonprofit organization; background in a community foundation or other grant-making public charity desired.
- Prior auditing and payroll management desired.
- Experience with QuickBooks Online a plus.
- Proficiency in Microsoft Office programs.
- Excellent organizational, written, oral, and interpersonal communications skills.
- Professional demeanor and proven emotional intelligence, ethics, and integrity skills.
- Ability to work a varied schedule including weekends and evenings as required.
- Ability to work independently and as a member of a team.
- Demonstrated project management skills and ability to effectively lead multiple long and short-term projects concurrently, through planning, prioritization, coordination, and self-management.
- Ability to maintain privacy and exercise confidentiality on sensitive matters.
Knowledge, Skills and Abilities:
- Demonstrated attention to detail required.
- Ability to synthesize complex and diverse financial information.
- Knowledge of, and experience with, accounting software required.
- Ability to exercise sound judgment with demonstrated characteristics of integrity, credibility, accountability, and emotional intelligence in support of the mission.
- Ability to identify and resolve problems in a timely manner by skillfully gathering and analyzing information, identifying solutions, and creating processes to avoid future issues.
- Skilled in prioritizing and planning work activities for effective time management.
- Excellent computer skills, including use of Microsoft Excel.
- Ability to speak clearly and persuasively in all situations, with effective group presentation skills and ability to conduct productive meetings.
- Excellent teamwork skills demonstrating respect, promoting positivity, and contributing to a solution-oriented workplace.
Compensation and Benefits
- Compensation of $65,000 - $75,000 annual salary, based on applicable education and experience
- 401(K) program with employer contribution
- Employer-paid health care benefits
- Unlimited PTO and paid holidays
- Flexible work hours and locations
McKee Wellness Foundation conducts background checks and DMV checks prior to employment. Must be at least 21 years of age (for insurance purposes); hold a valid Colorado Driver’s License and have and maintain an insurable driving record. McKee Wellness Foundation is an equal opportunity employer.
To apply, please email a current resume and cover letter to nate@mckeefoundationco.com.
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