Community Stories

Now Hiring! - Finance and Operations Officer

The Community Foundation of South Puget Sound is seeking a Finance and Operations Officer to support the financial and operational functions of the organization.

Finance and Operations Officer

Reports to: President & CEO

Position type: Full-time, non-exempt  

Location: Olympia, WA

Salary: $60,000 to $75,000

About the Community Foundation of South Puget Sound

The Community Foundation of South Puget Sound is a community foundation focused on inspiring philanthropy and putting charitable dollars to work for the benefit of people in Thurston, Mason, and Lewis Counties. Since its founding in 1989, the Community Foundation has grown to steward more than $38 million in charitable assets and awarded more than $19 million in grants and scholarships.

We approach our work with a long-term time horizon. Our values of community engagement; diversity, equity, & inclusion; impact; and integrity are at the core of how we go about our work and what makes our vision possible. Read more about us on our website at www.thecommunityfoundation.com.

The Role

The Community Foundation of South Puget Sound is seeking a Finance and Operations Officer to support the financial and operational functions of the organization.  The Finance and Operations Officer plays an important role in the success of our organization and helps the Community Foundation offer outstanding service in our role as a philanthropic and community partner.

The Finance and Operations Officer manages and implements the organization’s financial systems and procedures, supports grants and scholarship administration, ensures smooth and efficient operations, and coordinates logistics for internal and external meetings and events. We are looking for someone with excellent attention to detail, the ability to see projects to completion, and strong communication and customer service skills. This position is based in Olympia, WA, and is expected to work in the office a minimum of 2 days per week.

Essential Duties and Responsibilities:

Finance – 50%

  • Prepare, analyze, and present financial reports in an accurate and timely manner, clearly communicate monthly and annual financial statements; collate financial reporting materials for all types of revenue; oversee financial, project/program, grants, and fund accounting.
  • Coordinate the annual audit process, liaise with external auditors and the finance committee of the board of directors, and recommend changes as necessary.
  • Coordinate annual budgeting process in conjunction with CEO; administer and review all financial plans and budget; monitor progress and changes and keep CEO abreast of the organization’s financial status.
  • Implement monthly accounting processes, including bookkeeping, payroll management, invoicing, and financial tracking of grants and funds. Maintain relationships with financial vendors, including outsourced CPA.
  • Update and implement all necessary business policies and accounting practices; improve the organization’s financial policy and procedure documentation.
  • Coordinate grant and scholarship payment processing with the Director of Community Programs.
  • Provide staff support to the Finance Committee of the Board of Directors.

Operations – 50%

  • Serve as the organization’s lead on technology assets and information management systems including file management, Board portal, and CRM database. Pull lists and prepare reports.
  • Support administrative aspects of human resources including payroll, benefits enrollment, plan provider coordination, and reporting.
  • Develop, oversee, and implement gift processing and acknowledgment system, including data entry of gifts and pledges; coordinate with CEO and philanthropy staff. Prepare fund statements.
  • Communicate with donors, fundholders, and external partners on routine fund and gift processing matters.
  • Perform administrative functions of the office such as answering phones, greeting visitors, checking mail, and scheduling the conference room.
  • Coordinate virtual and in-person meetings and events including logistics, RSVP management, material preparation, and taking notes.
  • Assume other responsibilities that arise with the evolving needs and aspirations of the Community Foundation.

Preferred Qualifications:

  • A deep commitment to the Community Foundation’s mission and strong alignment with our organization’s values including diversity, equity, and inclusion
  • 4+ years of relevant experience in bookkeeping or accounting
  • Demonstrated knowledge of nonprofit accounting practices and regulations
  • Experience undergoing audits
  • Experience managing general ledger, accounts payable, accounts receivable, payroll, tax filings, and banking procedures
  • High level of organization; impeccable attention to detail
  • Ability to meet deadlines and handle multiple, competing priorities
  • Experience handling confidential information with a high degree of discretion
  • Ability to work both independently and collaboratively
  • Proficiency in Microsoft Office (Word, Outlook, Excel, SharePoint) and Adobe (Acrobat DC), and the ability to adapt to new technologies
  • Experience with Foundant Community Suite fund accounting software and Quickbooks or the capacity to quickly learn

We believe valuable experience comes in many forms, so even if your background doesn’t match everything we have listed in the job description, we still encourage you to apply and tell us why your skills and experience could support our work to further the Community Foundation’s mission.

We seek to build an organization that truly embodies the diverse experiences of our South Puget Sound communities. We strongly encourage applications from people of color; immigrant, bilingual, and multicultural individuals; people with disabilities; members of the LGBTQ+ community; and people with other diverse backgrounds and lived experiences.

Physical Demands and Working Conditions

The majority of the work is performed in a general office setting. The job requires the capability of working at a personal computer for extended periods. Event support may require extended periods of physical activity involving standing, walking, and moderate lifting. This position will be based in our office in Olympia, WA, and requires in-office presence at least 2 days per week. Additional in-office days may be required during busier times of the year, such as during our annual online giving campaign, Give Local. Periodic early morning, evening, and weekend hours, as well as occasional travel across our region, will be required.

The working conditions described above are representative of those for an employee to successfully perform this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions of the role.

Benefits  

Health insurance, employer-paid retirement plan, paid sick, vacation, and holidays.

To Apply:

Please submit your resume and cover letter expressing your specific interests Mindie Reule, President & CEO at mindie@thecommunityfoundation.com. Please include “Finance and Operations Officer” in the subject line. Priority consideration will be given to applications received by Friday, December 9, 2022. The job posting will stay open until the position is filled.

Click here to download a PDF of this job posting.

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