Job Posting: Director of Finance and Administration

[Kathleen Norwood Crisafi]

Who We Are Looking For
Are you a finance professional with strong strategic thinking skills? Do you find joy in making systems run
more effectively and efficiently? Are you interested in developing staff and consultants into a team with
cutting-edge skills and a strong focus on customer service? If so, our Director of Finance and Administration
position may be perfect for you.

Position
The Director of Finance and Administration will play a critical role in partnering with the senior leadership
team in financial management, systems development, and operations. The successful candidate will be a
hands-on and participative manager and will lead and develop an internal team of staff and consultants to
support the following areas: finance, business planning and budgeting, human resources, administration,
and IT.
This is a tremendous opportunity for an experienced finance and operations leader to maximize and
strengthen the internal systems and capacity of a well-respected, high-impact organization.

Responsibilities
Financial Management
 Analyze and present financial reports in an accurate and timely manner; clearly communicate
monthly and annual financial statements; and oversee all financial, project/program and grants
accounting.
 Coordinate and lead the annual audit process, liaise with external auditors and the finance
committee of the board of directors; assess any changes necessary.
 Oversee and lead annual budgeting and planning process in conjunction with the President/CEO;
administer and review all financial plans and budgets; monitor progress and changes; and keep
senior leadership team abreast of the organization’s financial status.
 Manage organizational cash flow and forecasting.
 Update and implement all necessary business policies and accounting practices; improve the
finance department’s overall policy and procedure manual.
 Effectively communicate critical financial matters to the board of directors.
 Act as a liaison for external relationships with accountants, auditors, banks, and other financial
services.

Operations
 Manage the transition to a new donor database and develop appropriate processes between
fundraising and finance staff for data conversion, data entry, and reporting.
 Manage external vendor relationships and contracts related to operations.
 Play an active role in creating an organizational culture of philanthropy.
 Identify and analyze cost-reduction strategies (work flow efficiencies, vendor accounts, etc.) across
the organization.
 Supervise and support a customer-oriented and effective team of staff and consultants, including
outsourced support for IT and HR functions.
Qualifications
 Minimum of a Bachelor’s degree.
 At least 10 years of overall professional experience; ideally six-plus years of broad financial and
operations management experience, with significant experience managing complex projects from
start to finish.
 Knowledge of generally accepted accounting principles (GAAP).
 The ideal candidate has experience of final responsibility for the quality and content of all financial
data, reporting and audit coordination for a division or significant program area.
 Ability to translate financial concepts to and to effectively collaborate with programmatic and
fundraising colleagues who do not necessarily have finance backgrounds.
 A track record in grants management.
 Technology savvy with experience selecting and overseeing software installations and managing
relationships with software vendors; knowledge of accounting and reporting software.
 A successful track record in setting priorities; keen analytic, organization and problem solving skills
which support and enable sound decision making.
 Excellent communication and relationship building skills with an ability to prioritize, negotiate, and
work with a variety of internal and external stakeholders.
 A multi-tasker with the ability to wear many hats in a fast-paced environment.
 A team player who inspires collaboration and functions decisively.
 Personal qualities of integrity, credibility, and dedication to the mission of UWGNH.

Application Procedure
 Send resume and cover letter describing why you are interested in and qualified for the position to
[e-mail] with the following subject line: Application for Director of Finance and
Operations.

 Review of applications will begin by June 12.

Organization
Founded in 1920, United Way of Greater New Haven (UWGNH) brings people and organizations together to
create solutions to our region’s most pressing challenges in the areas of Education, Income, and Health. We
tackle issues that cannot be solved by any one group working alone, building on our long history of
partnerships and creative problem solving. For more information about us, visit www.uwgnh.org.