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Finance Manager

10X Business Consulting
Raleigh, NC
  • Posted: over a month ago
  • Full-Time
Job Description

Job Title/Position: Finance Manager 

Hybrid: 1 to 2 days In Office Preferred

Reports to: President/CEO 

JOB DESCRIPTION 

Summary/Objective:  

The Finance Manager is responsible for the quality and content of all financial data, reporting  and annual audit coordination. 

Responsibilities/Essential Functions:  

Accounting & Financial Operations 

1. Maintain records of financial transactions by establishing and maintaining a chart of  accounts and general ledger. Maintain accounts by verifying, allocating and posting  transactions to the general ledger in the SAGE accounting software. 

2. Perform variance analysis and timely reconciliation of general ledger and balance sheet  accounts. 

3. Reconcile banking statements to the accounting system accounts on a timely basis, prior  to the Board’s monthly review. 

4. Provide support for events by developing processes and controls for cash management  and mobile credit card processing at event sites. Support includes attendance at events  which may be outside of normal work hours. 

5. Selecting and managing relationships with merchant vendors for credit card processing  for ecommerce (Website) and mobile applications (Square, Infintech). 

6. Process bi-monthly payroll and prepare journal entry to allocate personnel expenses to  the appropriate program area. 

7. Prepare all closing and adjusting journal entries for fiscal year-end. 

8. Assist external auditors by providing requested documents and preparation of functional  expense reports. 

9. Manage communications with external accountants on the coordination and completion  of the annual audit and tax returns.

Ensure requirements are met for renewal of the RCV Charitable Solicitation license and  ensure timely filing of the license annually. 

Budgeting & Reporting 

● Prepare monthly financial statements and variance commentary for presentation by the  Treasurer at the monthly board/executive board meetings. 

● Assist President & CEO with the development of the annual budget for submission to the  Board for approval. 

● Track budget spending on an ongoing basis and report status to the President. ● Prepare cost proposals and financial statements for the Municipal Service District (MSD)  request for proposal from the City of Raleigh as required for contract renewal. 

Policies, Procedures & Human Resources Support 

● Define and maintain fiscal and operating policies and procedures. 

● Set up and administer employee benefits in payroll systems including SIMPLE IRA  matching plan, pre-tax supplemental insurance deductions, and business expense  reimbursement.  

● Enter, track and update financial and employee data in the Payroll Processor’s system  including direct deposit, tax withholding, wage garnishments, paid time off (vacation, sick  & personal) and develop spreadsheets and reports to track and verify accuracy. 

● Prepare census data for employee benefits plans and workers compensation audits. ● Review employee travel / expense reimbursement forms for accuracy and process  through the ADP system. 

● Administer annual healthcare plan renewal with healthcare provider and/or broker. ● Maintain staff personnel files and facilitate staff onboarding/offboarding processes. 

Other duties 

Please note this job description is not designed to cover or contain a comprehensive listing of  activities, duties or responsibilities that are required of the employee for this job. Duties,  responsibilities and activities may change at any time with or without notice. All personnel may  be required to perform duties outside of their normal responsibilities from time to time, as  needed. 

Skills and Capabilities: 

Education and Certifications 

● Graduate degree in Business Administration, Accounting, or Finance required. ● Certified Public Accountant designation preferred. 

● 3-5 years of experience in financial management required.

 

Skills Required 

● Strong supervisory and leadership skills; communicate and be committed to the  organization’s mission, vision and principles. 

● Proficient in MS Office and accounting computer application systems. ● Excellent verbal and written communication skills. 

● Excellent organizational skills - ability to prioritize work, multi task and be detail  oriented. 

● Strong analytical and problem-solving skills. 

● Ability to work in a small, work environment that is fast paced and ever changing. ● Ability to be flexible and willing to change directions easily. 

● Strong team player and willing to help others across the organization. ● Self motivated. 

● Ability to communicate with a wide range of individuals - proactively communicates to  mitigate questions, concerns so parties feel heard. 

Physical & Travel Requirements 

● Prolonged periods sitting at a desk and working on a computer. 

● Must be able to lift up to 15 pounds at times. 

● Must be able to access various departments of a given location. 

● Minimal travel required. 

● Provided a flexible hybrid work schedule where eligible to work from home on a regular  basis each week with some in-office work necessary for certain duties. 

 

10X Business Consulting

Address

Raleigh, NC
USA

Industry

Finance and Insurance

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