Finance – Reporting Manager, Finance

Purpose of Position:

The Reporting Manager, Finance provides financial and accounting services for United Way of Greater Cleveland including all companies, divisions and departments. Responsible for performing a wide variety of reporting, reconciliations and general accounting and administration with a high degree of accuracy, accountability, autonomy, and confidentiality. In addition, this position will participate as a key resource in the recording and tracking of the annual operating budgets, annual compliance reporting, accounting standards, government regulations and compliance to organizational policies.

Duties and Responsibilities:

• Essential Job Functions/Key Accountabilities:

Main areas of focus:

• 50% Financial Reporting
• 50% General Accounting and Administration

Financial Reporting

• Participate in monthly, quarterly, and annual financial closing by completing assigned general ledger reconciliations and analyses
• Resolve Financial Report issues and questions timely and ensure balances are supported and explained
• Provide research from general ledger when questions arise
• Provide accounting support for special projects and ad-hoc reporting and analysis as necessary
• Assist with annual audit and budget preparation and coordination
• Import and maintain budget in accounting system
• Complete annual audit financial statement and all disclosures
• Responsible for maintenance and utilization of accounting systems reporting for committee, strategic measures and departmental monthly needs
• Monthly Financial Statement analytical review and preparation for Senior Director review
• Act as liaison for internal committees when other Finance leadership is unable

General Accounting and Administration

• Ongoing review of balance sheet accounts
• Assist with Revenue and Receivable reconciliations
• Manages effectively by fostering an atmosphere of teamwork and ensures the professional development of staff by creating an environment for achieving personal and professional goals.
• Provides a variety of duties to support the Finance unit.

Other duties

• Other responsibilities as assigned.

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.

Qualifications:

Required Education and Experience:

• Minimum Bachelor’s degree in accounting/finance required
• Minimum 7 years of accounting or relevant financial experience.

Specialized Knowledge, Skills & Abilities (KSA)

• Leadership and relationship building skills
• Oral and written communications skills
• Experience in non-profit organizations is highly desired
• Must be detail oriented, flexible, creative discrete, professional, and resourceful.
• Exceptional time management skills with proven ability to multi-task with accuracy
• Proactive, flexible and team player
• Attention to detail
• Workflow management skills
• Excellent data analytics skills
• Advanced accounting / bookkeeping skills

• Financial reporting
• Journal entries, general ledger skills
• Knowledge of internal controls

• High proficiency with Microsoft Office Suites and accounting software packages
• Knowledge of Sage Intacct accounting software preferred

Work Environment/Physical Demands (if any):

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential job functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Working conditions are normal for an office environment which includes but not limited to the following:

• Occasionally required to stand’ walk; sit; use hands to fingers; hand or feel objects; tools or controls; reach with hands and arms; talk and hear
• Employees may need to occasionally lift up to 25 lbs.

The noise level in the work environment is usually minimal