Bozeman Area Community Foundation
Job Purpose: Support the Bozeman Area Community Foundation’s (BACF) efforts to demonstrate best practices in financial and operational management. As our community foundation continues to grow, the need for added infrastructure and support of our financial and operational processes and procedures is critical. BACF’s mission is to connect people who care to causes that matter most to our community. This position plays a key role in our organization’s success to fulfill this mission in Gallatin County.
Part-time: 20 hours per week, exempt
Overview: This position keeps our office environment well-run and our growing foundation impactful by supporting systems and processes that allow our board and staff to demonstrate community leadership through our charitable giving efforts, programming and convening work. Under the direction of the Executive Director, the Finance and Operations Manager manages the day-to-day operations of the accounting, business, and administrative functions of the Bozeman Area Community Foundation. Participates in the recommendation, creation, and administration of operational policies, procedures and processes in support of the Bozeman Area Community Foundation.
The primary duties of the Finance and Operations Manager are in working directly with the executive director and in collaboration with the Treasurer for the Board of Directors, in managing Foundation financial and business records; liaison with fiscal sponsorships, fund holders and other entities; providing financial documentation and analysis to support giving to and through the Community Foundation.
Reports to: Executive Director
|Approximate Percentage of Time||Primary Role|
Demonstrates best practices in financial management by working closely with the executive director and Foundation’s contracted accountant and in the management of the Foundation’s CommunitySuite fund accounting system to include handling transactions such as deposits and check preparation, assists in preparation of monthly financial statements and management reports, record-keeping involving receipt and processing for payment of all invoices. Manage relationships with external bookkeeper and audit firms. Works closely with executive director in preparation of materials serving as tax-exempt donation receipts and acknowledgment letters. Familiarity with nonprofit bookkeeping software required.
Works directly with the executive director to streamline our systems and processes at BACF to be more efficient, effective and a joy to work with in our community. This work is accomplished by recommending and administering policies, procedures and processes in support of Foundation goals and operations, in accordance with relevant legal parameters, and implements and monitors compliance with approved policies, procedures and processes. This role will help our office run efficiently by managing all office supply inventory, being responsible for filing hard-copy materials as well as electronic, managing frequent filing of constituent and accounting records, maintaining designated procedure for receipt, acknowledgment and subsequent written communications with pledged and donor-advised benefactors, organize files of designated materials for easy access and retrieval and finally, managing office mail and email, retrieve mail from Post Office box, open and distribute as needed, assisting with mass mailings such as newsletters, annual report and run specialized mail merges from donor database, manage all vendor and supplier contracts.
Keeping accurate records of our valuable donors and their history. This is accomplished by timely and accurate input and management of information and transactions in the CommunitySuite database. Ensuring the Foundation’s USPS mailing list and email directory remain current. Manages donor calendar to advise donors of pending pledges, prepares reports as needed.
|15%||Fundraising and Development Support
Supports efforts to provide an exceptional donor experience for our community in order to grow our community foundation’s assets under management to support community needs. This is accomplished by working directly with executive director to support and help execute annual fundraising plan by discretely handling and processing sensitive matters and information, protecting confidentiality of closely-held information, Foundation data, and donor and customer relationships. Assists in drafting proposals and funder reports. Assists (as needed) with planning and executing special fundraising events and other organization-wide events.
Bachelor’s degree in administration, accounting or a related field. Relevant experience may be substituted for the degree requirement on a year-for-year basis; minimum of three years of experience in a nonprofit/philanthropic environment. Demonstrated career advancement.
- Team player
- Objective, strong “can do/will do” style
- Ability to learn new systems
- Experienced in written financial communication
- Skilled listener and communicator
- Experienced in communication with external parties via phone or video
- Highly organized, detail-oriented, and conscientious self-starter
- Able to strategize and prioritize effectively to accomplish multiple tasks
- Works efficiently with timelines and budgets
- Ability to develop and grow position consistent with the organization’s growth
WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS
Work is generally performed in an office environment with frequent interruptions and irregularities in the work schedule. Occasional evening or weekend work may be required. No special coordination beyond that used for normal mobility and handling of everyday objects and materials is needed to perform the job satisfactorily.
- Sitting, standing for long periods of time
- Computer work, keying and screen
- Lifting of less than 25 lbs., occasionally
Part-Time Salary and Benefits: $35,000 – $40,000 DOE. Eligible for health, retirement and paid time off benefits after six month probationary period is complete. BACF is an Equal Opportunity Employer.
To Apply: After thoroughly reviewing our website, interested applicants must email a cover letter, resume, and the contact information for four professional references in a PDF file to email@example.com. Please mark the subject line to read “Finance and Operations Manager Application”.
Applications are due by January 10th, 2020.