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Assistant Vice President of Finance

Organization: Heart of Florida United Way
Date Posted: 9/1/2017
Location: Florida
Country: United States
Primary Category: Accounting and Finance
Type of Position: Full-Time
Education Requirement: Bachelor's
Experience Requirement: 3-5 years

Description & Details

TITLE:                         Assistant Vice President of Finance

REPORTS TO:           Sr. Vice President/CFO

DEPARTMENT:           Finance

FLSA:                          Exempt


  • Passion Dive in- Create enthusiasm and inspire others.
  • Authenticity Be Real- Keep it honest and set the example.
  • Collaboration Live United- Work together and mobilize for change.
  • Empowerment Own it- Be courageous and make it happen.


To provide leadership and support to the organization that includes assisting the Sr. Vice President/CFO in analysis, procedure/policy development, and departmental oversight.  Play a significant role in the preparation and supervision of the financial reporting function and analysis of complex financial data in accordance with Federal and State guidelines, Generally Accepted Accounting Principles and United Way Worldwide membership requirements.    



  • Actively manage training, development, and performance of staff.  Provide counseling and mentoring to increase performance to achieve departmental and organizational objectives.
  • Identify, oversee, and/or support innovative special projects that enhance the productivity, efficiency, and accuracy of the department or other organizational functions.
  • Evaluate present accounting and procedural internal control systems and recommend/enforce improvements to strengthen controls; document workflow of key financial processes.
  • Collaborate with team to maintain current standard operating procedures manual for key financial processes.
  • Review and approve selected journal entries, departmental projects and assignments including but not limited to accounts payable batches, accounts receivable batches, ACH transmittals, payroll, and bank reconciliations.
  • Maintain the general ledger including chart of accounts, trial balance account analysis, and automated financial statement formats. 
  • Prepare financial reports including statement of position, activities, functional expenses, changes in net assets, and cash flows in accordance with generally accepted accounting principles.
  • Prepare monthly dashboard of key performance indicators and investigate significant variances.
  • Prepare monthly summary and detailed operating and program budget to actual comparisons with variance analysis.
  • Calculate financial ratios and create charts and graphs to communicate important financial or trend data.
  • Benchmark key financial indicators to non-profit industry standards.
  • Perform return on investment or cost/benefit analyses on major organizational activities.
  • Oversee preparation and automation of financial data, budgeting and periodic invoicing for grants/contracts and monitor activities/restrictions to ensure proper classification.
  • Participate in grants management quality control group to stay abreast of reporting and compliance requirements.
  • Coordinate the annual operating and capital budgets process including creating worksheets, providing year to date actual spending patterns and year-end projections, departmental consolidation, variance analysis, training preparers and developing presentation materials.
  • Coordinate the timely preparation of schedules for the annual financial, 401(k), and CFC AUP audits and the filing of Form 990 and provide support to outside auditors.
  • Assist with ERISA compliance and 5500 filing of the 401(k) plan.
  • Assist with preparation of materials and attend Audit and Finance Committee meetings to present assigned projects or elements of financial performance.
  • Stay current with accounting and auditing pronouncements through various channels of webinars, written materials, conferences, and seminars.
  • Develop and maintain a thorough knowledge of pledge processing activities and Andar reporting features.
  • Contribute to the overall organizational success by performing other duties and responsibilities as assigned.


Physical demands include sitting or standing for extended periods of time, bending, occasional lifting of items weighing up to approximately 25 pounds, regularly moving throughout the building between floors, traveling to outside meetings, regular use of standard office equipment such as the telephone, copier, fax and computer.  Demands also involve protracted concentration.  Reliable transportation is required.  Job involves frequent interactions with internal and external customers, and routinely intense public contact.


  • Bachelor’s degree in accounting required.  CPA or MBA preferred.
  • Five years experience in the field of non-profit accounting.
  • Two to three years of managerial experience with the ability to effectively interact with all levels within the organization.
  • Advanced knowledge of computer applications using Microsoft Excel, Word, Outlook, and Power Point. Experience in MIP accounting software and Andar donor database software preferred.
  • Strong attention to detail, quantitative, analytical, and problem solving skills.
  • Ability to handle competing high volume tasks or projects.
  • Excellent interpersonal and verbal and written communication skills.


How to Apply / Contact
Candidates who meet the minimum qualifications for the position may submit a cover letter, resume and completed application found at to or by fax to 407-835-9281. AmeriCorps, Peace Corps, and other national service alumni are encouraged to apply.

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