Finance Manager (Part-Time)

Mission: Chariot enriches lives and communities by providing transportation and socialization to non-driving seniors, helping them to age in place.

Position Description:

The Chariot Finance Manager is responsible for the overall management of our finances, including budgeting, forecasting, and reporting; cash and investment management, insurance coverage, grant management, tax issues, records management and coordination of employee benefits and records. The Finance Manager works with the Executive Director, staff, Board of Directors (BOD), Committees, and volunteers to ensure that the organization is financially healthy.

The Finance Manager position will report to the Executive Director.

Responsibilities:

1. Financial Budgeting, Forecasting, and Reporting

●      Develop annual detailed budget, coordinating with Executive Director & Outreach and Development Manager

●      Maintain QuickBooks general ledger and related reconciliations

●      Maintain clearly documented, organized, and easily auditable accounting records

●      Prepare monthly modified-cash financial statements, year-to-date actual-to-budget analysis, and updated monthly and annual forecasts

●      Host and facilitate Finance Committee (FC) meetings; work with the Committee to prepare monthly financial reports for the Board

●      Prepare year-end GAAP-basis financial statements and work with board-selected independent CPA firm to complete financial audit

●      Develop and maintain appropriate internal accounting controls; monitor changes in legal and regulatory environments and make recommendations to the Executive Director and Board

●      Periodically review financial policies and provide any recommended changes to FC

2. Cash and Investment Management

●      Record bank deposits, and make disbursements as needed

●      Process employee expense reimbursements

●      Maintain and use credit card reader as needed; track online donations

●      Transfer excess cash to investment accounts

●      Buy and manage maturities of investments as approved by FC

●      Periodically review investment policies and provide any recommended changes to FC

3. Insurance Coverage Management

●      Manage insurance program, including ongoing risk analysis

●      Renew insurance policies and pay premiums

●      Maintain relationship with insurance agency

●      Annually review coverages and provide any recommended changes to FC

4. Grant Management

●      Develop budgets for grant applications

●      Track grant budgets and expenditures and prepare financial reports required for funding sources, including grant reports

●      Coordinate with Operations Manager monthly deposit information on donations

5.  Employee & Human Resources

●      Oversee employee on-boarding, maintain new employee forms and set up employee files

●      Oversee employee benefits; stay abreast of changes in state & federal laws relating to employers and employees

●      Oversee and process payroll

5. Tax Matters

●      Ensure that payroll/federal/W-2s filings are timely and accurately distributed

●      Lead process for accurate and timely year-end giving statements to donors

●      Prepare TWC reports as well as ensure IRS 990 return is completed each year

7. Records Management

●      Implement and manage records management system

●      Maintain inventory of office equipment and vehicles including depreciation schedule

Knowledge and Skills:

●      Professional and effective written, verbal, and interpersonal communication skills

●      Demonstrate ability to organize and execute prioritized goals

●      Proficient with Microsoft Office products and Google Platform

●      Ability to meet deadlines consistently, work independently, and manage time effectively in a virtual office environment

●      Passion for our mission, senior advocacy, and/or transportation services

●      Supervise Part-time Bookkeeper

Education and Experience:

●      Experience in non-profit accounting and financial reporting

●      CPA License (Preferred, but not required)

●      Minimum of bachelor’s degree, ideally in business

●      Strong Excel and Quickbooks experience

Compensation and Hours:

●      Salary based upon qualifications and experience

●      PTO benefit package included

●      Travel expenses to be reimbursed in accordance with the travel policy

●      Health insurance not provided

●      18-20 hours/week; flexible schedule; some weekend and evening work may be required

Location:

●      This position is based in Austin MSA and can include some remote work

●      In-person meetings or events will be held on occasion in the Austin, Elgin, or Dripping Springs area

To Apply:

Please submit a letter of interest and resume/CV via email to jobs@chariot.org.

Equal Employment Opportunity Policy:

Chariot is committed to offering equal employment opportunity without regard to age, color, disability, gender, gender identity, genetic information, marital status, military status, national origin, race, religion, sexual orientation, veteran status, or any other legally protected characteristic. 

The above information has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of the employee assigned to this job.