Accounting and Financial Operations Analyst – NWTC

Department: Foundation Reports To: Executive Director of Foundation & Chief Advancement Officer
FLSA Status: Exempt Amount of Travel Required: Day-4/month; Overnight-1/month
Salary Grade: C Positions Supervised: None
Workday Job Profile: JC100631

LOCATION: Green Bay, WI
STANDARD HOURS: 40 hours per week. Typical hours Monday – Friday 8:00 am – 4:30 pm; Flexibility required to include other evening and/or weekend hours, as necessary.
SALARY RANGE: $69,344 – $74,737 per year
*Salaries/Wages for all finalists (internal and external) will be placed within the range based upon education, experiences, current wages, and internal equity.

Required online application available on website: http://www.nwtc.edu/jobs

We believe every member on our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and to discover, design, and deliver solutions. We value the ability to serve students from a broad range of cultural heritages, socioeconomic backgrounds, genders, abilities, and orientations. Therefore, we seek applicants who demonstrate they understand the benefits of diversity in a higher education community. Consideration will be given to equity-minded individuals committed to collaborating with faculty, staff, administration, students, and community partners who are also committed to closing equity gaps. You belong here. See why you will love working at NWTC.

POSITION SUMMARY
Responsible for providing financial leadership to ensure sound fiscal practices that enable streamlined operations in, and provide scalability to, the advancement services functions of the NWTC Educational Foundation (Foundation). Performs all accounting and finance functions as well as financial reporting and presentation for the Foundation. Design, analyze, and present financial reports for various audiences, work with investment managers, manage the short-term investment funds, manage annual audit activities and tax return preparation, and oversee the banking and accounts payable/accounts receivable functions. Provides financial recommendations and information to Foundation leadership and the Foundation’s Board of Directors.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the functions identified in the job description.

Essential Functions Statement(s)

General
• Responsible for the daily work activities of the Foundations business operation including determination of fiscal policies and procedures to cover all strategic financial management, accounting, auditing, financial, budgeting, investment and treasury functions of the Foundation.

Accounting
• Manage efforts associated with accounting and financial matters including, but not limited to banking, accounts payable and receivable functions, purchasing, investments, endowment allocations, monthly and year-end closing activities, annual budgeting process, daily operations, and daily cash management.
• Manage all payments to the College, ensuring compliance with grant requirements.
• Perform all activities related to the preparation of month end closing and reporting.
• Responsible for all tax related filings. Investigate and advise on non-profit financial and tax related issues or questions.
• Manage in-kind donations for tax and financial reporting, tax acknowledgements and compliance.

Finance & Budget
• Provide leadership and direction for all financial activities of the NWTC Educational Foundation.
• Work with the investment managers to monitor returns and ensure compliance with the investment policy.
• Maintains financial and operational aspects of the Foundation following Council for Advancement and Support of Education (CASE) checklist for Institutionally related Foundations and ensure compliance with State laws and best practices.
• Exercises independent judgment in assisting the Executive Director and Chief Advancement Officer in creating and monitoring the Foundation and College budgets to ensure responsible utilization of financial resources.
• Conduct annual spend analysis in accordance with Foundation policy and makes recommendation for endowment spending.
• Coordinate the annual audit activities and tax return preparation with the selected independent accounting firm. Prepare and provide workpapers to conduct the audit. Review completed financial statements and tax return. Resolve any issues or questions during audit and tax return preparation.
• Maintain financial security by establishing and monitoring internal controls.

Reporting
• Design, prepare, and analyze financial reports including, but not limited to quarterly board reports, annual revenue reports and statistics, and endowment reports for donors.
• Ensure compliance with federal and state reporting and regulatory requirements.
• Contribute to the development of regular reports for the Foundation Board and Board of Trustees, periodic and requested updates to the College Executive Team, and other special reports.

Foundation Board
• Attend Finance & Investment Committee (quarterly) and Board (bi-monthly) meetings and present the Financial Statements, budget, and other finance related items. Respond to questions concerning financial reports and other finance related items.
• Work closely with the Executive Director and Foundation Finance & Investment Committee regarding Foundation bank accounts, investments, and other financial matters related to the Foundation. Make recommendations on finance related matters including, but not limited to balancing the budget, effective management of unrestricted funds and maximizing investment earnings.

Operations
• Write and update policies and procedures to ensure adherence to internal controls.
• Partner with the Executive Director to create, maintain, update, and review policies and procedures related to the Foundation.
• Manage the RFP process for major expenses including, but not limited to investment managers, banking services and software. Serve as the project manager for new initiatives.
• Responsible for credit card processing within the Foundation. Ensure compliance with Payment Card Industry (PCI) standards including training, completing the necessary Self-Assessment Questionnaires (SAQ) and updating PCI procedures.
• Provide leadership on the use of Financial Edge and Raiser’s Edge software to best serve the Foundation needs.
• Partner with the Executive Director to establish strategies, annual plans, and objectives; and provide leadership to the ongoing operations of the team.
• Attend meetings and events as requested by the Executive Director.
SKILLS & ABILITIES
Education: Bachelor’s Degree in accounting, business administration, or related field.
Required Experience:
• Advanced experience in charitable foundation fund accounting.
• Five (5) years of progressively increasing responsibility in accounting field; preferable in education or other non-profit organization.
• Demonstrated knowledge of accounting principles and best practice.
• Ability to attend to, and visually concentrate, on detail work.
• Ability to interact professionally and tactfully with people of different levels of education, cultural backgrounds, and life experiences, and to exhibit adequate level of respect to fellow employees and the College community at large.
Preferred:
• Experience with fund accounting for 501(c) organization
• Knowledge of Blackbaud’s Financial Edge and Raiser’s Edge software
Cultural Competence: Demonstrated commitment to diversity, equity, and inclusion and sensitivity to and understanding of a diverse community of college students, faculty, and staff.
*NWTC welcomes candidates who currently possess the desired skills and experience and are committed to learning and growing.
Computer Skills
• Competency with finance/accounting software applications.
• Proficient in database, spreadsheet, and word processing software packages in Windows environment.

Other Requirements
Must hold a valid driver’s license and be insurable under the District’s standard insurance policy terms.