Finance Director

Envision Greater Fond du Lac, a combined chamber of commerce and economic development organization serving Fond du Lac County, is seeking a Finance Director responsible for our long-term financial health and growth. This team member will establish strategies that earn revenue, oversee accounting operations, produce accurate financial statements, and create an annual operating budget.

The ideal team member will be proficient in account software, strong analytical skills, broad knowledge of accounting principles, and have financial management experience. Preferred qualifications include a bachelor’s degree in accounting or finance, 4 years of experience in finances, and 2 years of that in a senior role.

Why Greater Fond du Lac? Centrally located along the I-41 corridor with a high concentration of advanced manufacturing, agri-business, and higher education. Our robust k12 school districts, low crime and best in income mobility and integration make it a great place to live, play, and work. Join a high-performing Team that values transparency, collaboration, optimism, grit, and courage.

The Finance Director is responsible for the daily operations of Envision Greater Fond du Lac, Inc. (Envision) in the following areas for financial management:

  1. Timely and accurate financial reporting.
  2. Effective financial safeguards, policies, and documentation.
  3. Effective planning, budgeting, and analysis.
  4. Effective systems for financial record keeping, payroll processing, etc.


Relationships

The Finance Director (Director) will report to the President & CEO. Internally, the Director will work closely with the greater team for routine financial needs.

Major Duties and Responsibilities

  • Financial & Bookkeeping*
    Responsible for ongoing coordination of technology-based financial services that ensure the financial needs and responsibilities of the organization are met responsibly and efficiently.
    • Manage Accounting Specialist.
    • Review and monitor cash flow to ensure that all cash management policies and procedures are adhered to.
    • Review accounts payable for payment to vendors.
    • Provide reports and interpret the financial results of operations to the President & CEO.
    • Provide planning and control information by assembling and analyzing historical financial data, identifying trends, providing forecast, explaining processes and technique, and recommending actions.
    • Reconcile financial discrepancies by researching and correcting variance problems.
    • Actively participate in and coordinate annual audit; research financial transactions; prepare trial balance; record acquisitions and disposals for depreciation schedule.
    • Assist the President & CEO with budgeting and forecasting needs – develop the annual budget.
    • Seek out and recommend technology-based solutions that improve efficiency of the financial needs and general needs of the organization.
    • Coordinate payroll with third party vendor and make all related journal entries.
    • Oversee day to day operations to make sure correct accounting is occurring:
      • Review all bank reconciliations done by Accounting Specialist monthly.
      • Reconcile A/R, all Deferred Revenue and Unearned Accounts each month.
      • Make sure accrued expenses are on the books.
    • Prepare monthly financial statements.
    • Assign account numbers.
    • Manage insurance policies.
    • Assist with on-boarding new employees.
  • Other Duties
    • Perform other tasks and duties as may be assigned from time to time by the President & CEO.


Required Skills and Knowledge

  • Proficient in financial software, QuickBooks required.
  • Financial management and analytic capabilities.
  • Financial forecasting skills.
  • Team player, self-starter, and an effective written and verbal communicator.
  • Professional, high ethical standards.
  • Excellent interpersonal skills.
  • Effective time management skills.
  • Basic knowledge of standard office equipment.
  • Proficient in Word, Excel, PowerPoint, or similar software programs.
  • Proficient in Customer Relationship Management (CRM) software (Weblink).


Minimum Education & Work History

  • 2-year or 4-year degree in accounting or finance or relevant experience.
  • 4 years of experience in a financial role for an organization, 2 years in a senior role.


If interested, please send resume and cover letter to dfroh@envisiongreaterfdl.com

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