Morgan Family Foundation
Position Description

Location: Yellow Springs, Ohio
 
Summary:  The Financial Manager oversees the Morgan Family Foundation’s monetary resources with respect to administration and grantmaking.  The financial manager is primarily responsible for the quarterly financial statements; budgeting; cash flow management for operational activities; and various financial analyses and projections.  This position reports to the executive director.

Responsibilities: 
Financial Management

• Supervise preparation of quarterly financial statements
• Create annual budget draft and incorporate revisions as needed
• Report on and analyze variances in operating budget
• Project cash needs and facilitate cash transfers
• Aid in calculation of minimum payout on rolling basis, investigate possible move to different methodology for  determining grants budget other than minimum required payout
• Prepare special reports as needed/requested (5-year financial plans, cash flows, projections, etc.)
• Provide a financial assessment of grantseekers’ applications and/or grantees’ reports as requested by program officers or the executive director
• Develop and oversee maintenance of written policies and procedures regarding the foundation’s financial management 
• Manage work with outside accounting firm on agreed-upon procedures
• Other duties as assigned

Desired Qualifications/Experience: 

• Bachelor’s degree in accounting, finance, business administration, or a related field; advanced degree a plus
• Minimum of four years work experience in financial administration or accounting, preferably in the nonprofit sector
• Excellent communication skills, particularly the ability to translate and teach financial concepts 
• Excellent people skills, including the ability to work effectively and respectfully with the board, staff, representatives of nonprofit organizations and professional colleagues
• Solid computer skills, particularly in QuickBooks, Excel, Word and Outlook (email) 
• Self-motivated, highly dependable, excellent attention to detail
• Able to work independently and as part of a team
• Confidentiality
• Ability to go up and down a flight of steps with paperwork; occasional air and car travel