Job Type: Full-Time; Exempt
Reports to: Director of Finance
Purpose
Waco Foundation is a charitable organization with over $130 million in assets that provides grants and other charitable services in McLennan County, Texas.
Nature of Work
Work at the Waco Foundation is highly-suited for the individual who has a passion for improving the world and particularly the local community, working hard, problem solving, personal growth, and working with others. All positions at the Foundation offer opportunity for advancement and growth as a result of sustained, dedicated work.
A Successful Candidate Will Have:
· Passion for community work, learning, problem solving and a fast-paced schedule;
· Bachelor's degree in accounting from an accredited college or university is required; CPA is preferred;
· Intermediate to advanced knowledge of current Microsoft Office software and Windows operating systems;
· Highest ethical standards, honesty, integrity, professionalism, diplomacy, flexibility, politeness, courteousness and the ability to appropriately protect confidential information;
· Interest in being a part of a highly-skilled, hard-working team;
· Ability to work independently, to exercise discretion and independent judgment, and to meet deadlines;
· Excellent analytical and organizational skills and the ability to multi-task;
· Strong interpersonal skills, including excellent verbal and written communication skills;
· The ability to relate well to and understand a wide variety of people that comprise Foundation constituencies;
· A positive attitude, dedication to quality and accuracy and an ability to work well with co-workers in a small office; and
· Reliable transportation.
Work Hours: Office hours areMonday through Friday 9:00 a.m. to 5:00 p.m. with a one (1) hour lunch. The Foundation offers a very a flexible schedule. Employees may earn the ability to work from home up to two days per week.
Job Structure:
The work responsibilities will include, but are not limited to, the following:
High-Level Accounting Responsibilities (40%)
· Reviewing and editing financial and accounting documents, reports and statements to ensure accuracy, completeness and compliance with generally accepted accounting principles, current charitable tax law, and National Standards accreditation;
· Preparing monthly financial reports for the Executive Director and Board of Trustees;
· Maintaining the Foundation’s accounting system and the books for WF Assets, Inc., a public supporting organization of Waco Foundation;
· Managing the accounting for all funds, monitor disbursements and prepare monthly fund statements for fund representatives;
· Preparing manual fund statements as requested by fund representatives or agency auditors;
· Monitoring the management of the Foundation’s oil and gas properties;
· Regularly reviewing cash needs and ensure funds are available for operations as needed;
· Coordinating annual audit and serve as liaison between auditors and Audit Committee;
· Updating written financial management policies and operating procedures;
· Co-Supervising a support staff, along with the Senior Director of Communications and Donor Services, in general office functions: preparation and mailing of all gift acknowledgement letters, memorial cards and donor advised grantee letters; mailing of quarterly fund statements to fund representatives;
· Preparing consent agenda items for bi-monthly board meetings;
· Overseeing file maintenance on all brokerage accounts and money managers and updating signature authority information on all investment accounts as needed;
· Preparing the annual 990 forms for Waco Foundation and WF Assets, Inc.; and
· Facilitating the preparation of Form 990-T, as required.
General Bookkeeping (10%)
· Posting donations received;
· Posting accounts payable and grants payable and processing checks for such payables;
· Maintaining depreciation schedules and preparing general journal entries for depreciation and accrued expenses;
· Reviewing and approving monthly bank statements and reconciliations;
· Supervising support staff in bookkeeping functions;
· Completing annual self-certification documents for investments as requested; and
· Implementing any actions needed to comply with investment management changes (opening and closing of accounts, transfers, etc.)
Human Resources (5%)
· Coordinating the Foundation’s employee payroll and retirement plan benefits:
o Enrolling new employees into and answer existing employees’ questions about the 401(k) retirement plan;
o Working with 401(k) plan administrator regarding enrolling eligible staff into the retirement plan;
o Processing semi-monthly payroll in conjunction with payroll service provider; update employee changes to payroll deductions; and
o Processing semi-monthly employee contributions and quarterly employer contributions to the Foundation’s retirement plan.
· Managing the Foundation’s HR contracts and implementing all policies and practices, including but not limited to:
o Reviewing and implementing employee handbook, personnel and technology usage policies;
o Onboarding and Offboarding employees (i.e., new hires and student workers);
o Maintaining I-9 verification, confidentiality agreements and conflict of interest & duality of interest forms for employees and Board Members; and
o Updating forms, posting information and informing employees of changes.
· Coordinating the Foundation’s employee benefits package, including but not limited to:
o Assessing current and future benefits programs and implementing changes;
o Enrolling new employees and answering existing employees’ questions about insurance and 401(k) retirement plan and benefits; and
o Assisting insurance and 401(k) plan administrators with ongoing needs for staff changes.
Technology & General Office Support (30%):
· Provide management and administrative support to Foundation staff in the areas of technology and general office operations through:
· Managing the Foundation’s technology consulting contracts and providing general oversight and support for the day-to-day functioning of the Foundation’s technology infrastructure;
· Coordinating network system upgrades with managed service providers;
· Implementing the Foundation’s technology plan, including regular assessment of current and future needs;
· Managing the Foundation’s records management system, including but not limited to; electronic files containing fund documents, donor & grant correspondence, gift contracts, vendor files, bank/investment accounts, tax records, human resources files, and Board of Trustees committees and governance information;
· Assisting in initiating user accounts and technology access for new hires and student workers;
· Facilitating and supporting the review, negotiation, and maintenance of vendor and technology contracts;
· Managing the maintenance of office/technology equipment, supply inventory, office credit cards and petty cash; and
· Aiding the development and implementation of the annual technology budget.
Building Management Oversight (5%)
· Maintaining relationships with property manager regarding tenants and building issues;
· Supporting efforts to develop the building as a nonprofit hub, with a mix of tenants that is highly affiliated with the Foundation’s mission;
· Evaluating opportunities for central services that would benefit tenants and other nonprofits in the community;
· Troubleshooting building issues; and
· Advising, drafting, reviewing, and implementing policies related to the safeguarding of Waco Foundation data and property as it relates to the building.
Impact Investing (10%)
· Devoting a routine amount of annual professional development to learning about the field of Impact Investing;
· Monitoring the Foundation’s Impact Investments and providing updates to the Executive Director; and
· Seeking additional opportunities to incorporate Impact Investing into the Foundation’s portfolio and advise the Executive Director about potential opportunities on a regular basis.
Upon approval, thorough background and reference checks may be conducted. These include but may not be limited to educational and employment verification, criminal background check, credit history, and pre-employment drug screening.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the successful candidate. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
Waco Foundation does not discriminate on the basis of race, creed, religion, national origin, age, sex, veteran status, sexual orientation, disability, or any other legally protected status to the extent such discrimination may violate federal, state, or local law.
Application Instruction
Interested candidates should submit a cover letter, resume detailing work history and fit, and references or visit wacofoundation.org/careers for more information. Resumes will be accepted until the position is filled.
Job Type: Full-time
Benefits:
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Schedule:
Education:
Work Location: In person
