Develop Annually with the President, the LAUW Operating Budget and the Capital Budget. Monitor/control performance against budget on a monthly basis. Review results with the Senior Staff, Finance Committee, and Board of Directors.
Prepare monthly financials including balance sheet, cash flow, operating budget and forecast.
Develop and prepare routine and ad hoc managerial reporting.
Provide financial support for grant management.
Actively participate in the annual financial audit under the direction of the external auditor. Provide information for the preparation and filing of all the required Federal and State tax returns and financial reports including form 990, and the form 5500 for both the LAUW pension plan and 403b plan
Manage the LAUW comprehensive insurance and benefits programs to ensure economical rates and adequacy of coverage.
Manage the unrestricted and restricted operating funds of LAUW on a daily basis and monitor the investment of all endowment funds and pension
Maintain all banking relations as directed by the Board of Directors
Recruit, train, and evaluate performance, and make salary recommendations for staff in positions directly supervised.
Review and monitor pledge receivables and address delinquent accounts.
Seek out and recruit representative volunteer leadership for the LAUW Finance Committee.
Assist in the processing of the LAUW payroll and ensure that the payroll system is current with all taxing authority requirements. Make required periodic tax payments.
Manage purchases to ensure cost savings and limit spending within budgetary levels.
Analyze ongoing systems needs and manage relationship with 3rd party vendor for IT support to ensure that computers are utilized to maximum effectiveness and that staff is fully trained.
Ensure efficient operation of LAUW’s facilities including maintenance program, building security and parking.
Maintain all office staff personnel files.
Maintain a leadership role while upholding office protocol and strengthening the policies and procedures of the organization.
Lead contract negotiations with UFCW Local 881 and enforce organization compliance with the CBA.
Represent LAUW at public functions
Perform other duties as assigned
Minimum of a Bachelor’s Degree in Accounting with CPA desirable and at least 10 years progressive job-related experience, including senior management. Must have demonstrated skills in supervision. Experience in both business and not-for-profit sectors is desirable. Excellent written and oral communication skills.
The position requires experience and ease with Microsoft Office programs like Word, Excel, and Outlook. ANDAR donor management database experience is a plus. Social media skills are desirable.
Lake Area United Way (LAUW) is a not-for-profit 501c3 in Lake County, Indiana on the shores of Lake Michigan, less than an hour from downtown Chicago. LAUW improves lives by mobilizing the caring power of our community to advance the common good.