Manager Foundation Finance

Reporting Relationship:
Reports To: Foundation Director of Accounting

Job Summary:

• Working closely with the Foundation Directors of both Accounting and Finance, the Manager Foundation Finance will help manage, coordinate and supervise financial programs within the Foundation.
• These programs include complex journal entry support, account analysis and reconciliation, and interim financial statements.
• Position will also assist with financial planning and analysis, the annual operating budget, fund transfer processing, and with newly established process design and documentation.
• May also be called upon to assist with annual audit workpapers, internal audit support, and with the preparation and presentation of materials to the Foundation’s Audit, Finance and/or Investment committees of the Board.

Education and Experience

• Bachelor’s degree in Accounting or other related field or equivalent experience.
• Seven or more years of accounting and financial analysis experience, with a preference for three or more years of related supervisory experience.
• Advanced knowledge in the use of financial applications including general ledger systems design and utilization, spreadsheets, and database query and reporting functions.
• Advance experience with MS Excel; familiarity with macros, lookup and pivot features.
• Intermediate experience with MS Word and PowerPoint.
• Experience with developing and managing budgets, financial planning, and financial analysis.
• In-depth knowledge of nonprofit /fund accounting and auditing procedures and systems strongly preferred.

Certifications

• Certified Public Accountant (CPA) certification is preferred.

• Office environment – exposure to paper dust, toners (printers, photocopy machines and fax machines).
• Possible exposure to hazardous materials, communicable diseases, and risk of physical injury.
• Repetitive motion of hands due to heavy computer work.

Job Knowledge, Skills, and Competencies

• Critical Thinking – Actively and skillfully conceptualizing, applying, analyzing, synthesizing, and/or evaluating information gathered from, or generated by, observation, experience, reflection, reasoning, or communication.

• Customer Service – A continuing focus on the needs and requirements of customers and clients, anticipating their needs, remaining sensitive to customers while performing services for them, responsive to customer needs.

• Data Analysis – Identifying, evaluating, interpreting and organizing data so that it can be used for business decisions. It includes sorting through data to identify patterns and establish relationships.

• Diversity – Ability to work with a diverse group of people in a manner that enables them to reach their full potential, in pursuit of organizational objectives, without anyone being advantaged or disadvantaged by irrelevant considerations.

• Equipment Knowledge – Knowledge of equipment, tools, technology and other devices in work area and the ability to use them to the extent required for the job. For clinical position this includes equipment and devices pertinent to treatment, procedures and practice.

• Interpersonal Skills – Listens to and understands what others are saying. Establishes effective working relationships with others, contributing to a climate of mutual respect and cooperation. Uses vocabulary and grammar appropriate to the situation. Demonstrates sensitivity and tact, understanding own effect on the motivation, attitudes and actions of others. Makes favorable first impressions.

• Job Knowledge – The knowledge and understanding of concepts and procedures needed to be successful in the job. For clinical positions, this includes clinical procedures required by department and unit, as demonstrated by unit based competency testing.

• Leadership – Exercising supervisory responsibility in a manner that is thoughtful and respectful. Creating an environment and providing information so that team members are successful. A leader formulates vision and objectives and leads team members in successfully achieving them. Promoting the highest standards of ethics and compliance.

• Operational Management – The management of the people, resources, deliverables, budgets, general administration and other components of day-to-day management of a functional unit or department.

• Oral/Written Communication – Ability to speak and write effectively, demonstrates fundamental command of language, communicates well using all mediums.

• People Management – People Management is the interaction, communication, relationships and dealings with staff members, and the style in which those interactions take place. It includes the development of employees and work places that are inclusive.

Travel

• Position may require local travel between various Organization locations.

Organization Behavioral Competencies

• Demonstrates honest and ethical behavior.
• Takes responsibility for both words and actions.
• Acts with integrity.
• Maintains patient confidentiality.

Business Acumen

• Uses resources, equipment and finances appropriately.
• Demonstrates the functional and technical skills to do the job effectively.
• Willing and actively shares his/her knowledge with others.
• Accepts changes and adapts to new situations and responsibilities.

Customer Satisfaction

• Delivers superior customer service consistent with the client Experience.
• Displays a professional image.
• Demonstrates tact, diplomacy and understanding when dealing with difficult situations.
• Listens and asks questions to understand patient and customer needs.
• Builds relationships with internal customers and employees.
• Admits mistakes and takes service recovery to steps to ensure any issues or problems are quickly addressed.
• Ensures that all information and services provided are safe, accurate, and available in a timely manner and meet regulatory requirements.

Innovation

• Brings forth creative ideas (one’s own or others) to address patient, physician, customer, and community needs.
• Looks for creative or new ways to improve efficiencies and reduce costs.
• Adopts new processes, techniques and methods.
• Stays current with technologies and advances in his/her area, department and/or field.

• Fosters energy, enthusiasm, commitment, and an environment where people want to excel.
• Demonstrates respect for diversity in people, ideas, and backgrounds.
• Aligns actions with client’s Mission, Vision, and Values.
• Maintains positive relationships with Hospital physician partners and practices mutual respect between hospital staff and our physician partners.
• Provides feedback in a way that facilitates improvement and growth.
• Delegates responsibilities to build team capability and manage workload.
• Is someone people like working WITH and FOR.

Talent Development

• Selects and grows talented individuals.
• Empowers others with the authority they need to be successful.
• Identifies and supports developmental initiatives and opportunities.
• Takes time to mentor and support direct reports.
• Recognizes and rewards people for excellent performance.

Strategic Agility

• Anticipates future trends and consequences.
• Provides clear direction to his/her team.
• Works through formal and informal channels to get things done.
• Accurately anticipates and addresses both potential threats and potential opportunities that may impact the department/function's success.
• Accepts change and adapts to new situations and responsibilities.