Finance Director

• Oversee all financial activity of agency and programs.
• Maintain all financial internal controls according to Generally Accepted Accounting Principles and update the agency Financial Internal Control Manual.
• Assist CEO-Executive Director, and Program Directors to complete agency and program budgets; monitor the monthly activity against the budget and prepare financial reports monthly
• Present the annual budget to the Board of Directors Finance Committee for discussion and approval.
• Present all financial statements to the Board of Directors Finance Committee for discussion and approval.
• Complete all required training for Federal grant management.
• Work with administration to ensure Catholic Charities compliance with all federal, state, local and private funder grant requirements.
• Prepare financial schedules for all grant applications and meet with administration and program administrators to complete the grants. Attending and present financial schedules at all granting agency site visits.
• Maintain the Fixed Assets and Depreciation schedule and the General Ledger.
• Oversee and implement all Visa Card arrangements for organization and arrange for automatic check deposit when appropriate.
• Recruit, train, supervise and evaluate the accounting staff; assign duties and delegate work.
• Review some financial activity of Elder Affairs Guardianship Banking Accounts.
• Assist in all land/operations/building acquisitions; maintain property tax files and pay appropriate tax bills.
• Secure and acquire equipment and space, as necessary.
• Manage and maintain Accounting Systems.
• Prepare all financial information needed for the annual agency audit by outside independent auditors including information for the federal government audit requirements for federal grants.
• Work with auditing company to ensure a correct, orderly, and timely audit, for both Catholic Charities and the Catholic Charities Foundation.
• Work with auditing company to ensure a correct, orderly, and timely 990 Tax Return.
• Prepare reports and schedules for annual audit in a timely manner as well as other written assignments or reports.
• Maintain manual for accounting procedures and internal controls. Maintain financial requirements for accreditation process.
• Lead finance staff in the preparation of funding related budgets and required financial reports.
• Review bank reconciliation forms for all bank accounts, review checks for Catholic Charities that are processed for accuracy before they are submitted to be signed.
• Maintain all rental contracts.
• Maintain a respectful working relationship with the Board of Directors, staff, vendors, and clients.
• Prepare and present staff training classes on financial topics.
• Oversee payroll submission to Diocese.
• Oversee purchase of fixed assets and negotiate lease agreements for copy machines, cell phones, storage units and credit card machines.
• Review general ledger accounts and ensure that journal entries for corrections are made as needed; ensure that schedules and lists are maintained showing various income sources; review journal entries prepared by other staff members.
• Prepare monthly financial report for Board Finance Committee; prepare monthly program reports to Program Administrators.
• Approve time sheets for accounting department, conduct performance appraisals and perform other personnel related activities.
• Conduct meetings/staff development programs as required.
• Attend training as determined by needs outlined in annual performance appraisal.
• Support the social teachings of the Catholic Church. Participate on a CQI (Continuous Quality Improvement) team.
• Assist in coordinating Performance and Quality Improvement (PQI) plan responsibilities.

• Anticipate problems using background and years of experience.

• Resolve problems with some supervision and implement solutions.

• Bachelor's degree in accounting;
• MBA and CPA (Certified Public Accountant) certificate preferred.

• 3-5 years accounting experience, preferably in the non-profit arena.
• Extensive experience in "fund accounting,"
• Grant funding applications and prior experience in dealing with auditors in completing yearly audits.

• Strong interpersonal skills and flexibility.
• Ability to handle all phases of accounting.
• Proficient with Sage Intacct accounting software and familiar with QuickBooks, Microsoft Windows, Word, Outlook, and Excel.
• Ability to forge mutually respectful partnerships with supervisor, co-workers, and clients with an understanding and sensitivity to cultural differences. This sensitivity includes characteristics of specific cultural and ethnic groups, religious, various socio-economic groups and those living alternative lifestyles.
• Effective communication skills both verbal and written.
• Experience in grant and funding applications.
• Work requires the ability to prioritize and to set limits.
• Able to serve in a leadership role. Knowledge of supervisor skills and techniques.
• The ability to work as a team player and work collaboratively with other personnel and/or service providers or professionals.
• Knowledge and support of Catholic Social teaching.
• Respect and appreciation of the right of confidentiality/privacy.
• Florida driver's license, excellent driving record and access to a vehic

Catholic Charities Diocese of Palm Beach, Inc.