The Mount, Edith Wharton’s Home in Lenox, has an immediate opening for a full-time Finance Director to oversee cash management, recordkeeping, budgeting, banking, and human resources. The Finance Director is the chief financial officer for Edith Wharton Restoration, Inc. (the corporate entity that owns The Mount). The Finance Director is expected to communicate financial concepts and business practices to department heads and to prepare reports for the Executive Director and Board of Trustees. The Finance Director is also expected to present financial information at Board meetings. This position, which reports to the Executive Director, plays a vital role in the organization and is expected to support the museum’s overall strategies and operational activities.
The minimum qualifications for this position include a B.S. or B.A. degree in Accounting or Business Management. A knowledge of not-for-profit accounting is essential, as is at least five years of experience, preferably in a not-for-profit setting. A CPA license is preferred. The ideal candidate will possess excellent written, verbal, organizational, and computer skills and a proven record of efficiency, problem-solving, and the ability to manage competing priorities. A knowledge of QuickBooks and Blackbaud’s Raiser’s Edge is desirable.
- Create and maintain budgets with support from the Executive Director, department heads, and the board.
- Manage operating cash flow, including balancing daily cash activity, preparing necessary entries to record cash receipts, and reconciling all bank accounts.
- Enter accounts payable invoices into accounting software and process payments.
- Manage the 1099 MISC reporting process.
- Manage the payroll process with a high degree of accuracy. This includes insuring that all required governmental paperwork is completed on a timely basis, notifying the payroll processor of new employees/terminations, calling in hours to the payroll processor, reconciling and recording payroll transactions in the general ledger, and distributing checks and payroll direct deposit notices.
- Reconcile GL accounts, enter journal entries, and close the financial records monthly and at year-end.
- Oversee all aspects of yearly audits and serve as the primary point of contact for the external auditors.
- Assist with the preparation of federal and state government reporting.
- Generate accounts receivable billings.
- Work closely with Development Director to monitor financial status of grants, restricted gifts, and pledges and ensure gifts are recorded accurately and completely.
- Implement and monitor accounting controls.
Human Resources/Risk Management:
- Coordinate and communicate human resource and employee benefit policies to employees.
- Maintain all personnel records.
- Develop personnel policies and periodically review/amend the Employee Handbook.
- Oversight of fiduciary responsibility for EWR retirement plan, health and disability insurance and other benefits. Serves as a point of contact for the entity’s insurance agencies.
- Point person for all insurance reports and claims.
E-mail, mail, or send resume with cover letter to: email@example.com, by e-mail; or by mail: Attn: Deborah Kallman, The Mount, P.O Box 974, Lenox, MA. 01240; or by fax to 413-637-0619.