Sisters Habitat for Humanity
Finance Manager
Job Description
Reports to: Executive Director
Status: Full-time, 30 hours / week.
Occasional evening events and meetings required
Starting Pay: $26-30 / hour DOE
Consults with: Executive Director, Finance Committee, Other Habitat Staff
Qualifications:
- Ability to analyze everyday financial activities to provide advice and guidance to the Executive Director and designees, thereby enabling Sisters Habitat for Humanity (SHFH) to make sound business decisions. This ability is in addition to creating and interpreting Balance Sheets, Profit & Loss, Budget vs. Actual, and similar standardized reports
- Proficiency in creating budgets and budget projections
- Ability to ensure compliance by SHFH with appropriate accounting practices, as well as requirements of Federal and State grant programs
- Ability to engage directly with CPAs in preparing tax returns, and provide resource support for annual audits
- Familiarity with mortgage processes and casualty insurance basics
- BS or MA degree in finance, accounting or economics, or demonstration of sufficient relevant
experience (2 or more years of bookkeeping or accounting experience. Professional
qualification of CFA or CPA is a plus.) - Strong verbal and written communication skills
- Excellent organizational skills
- Ability to work independently on diverse tasks
- Proficiency with QuickBooks and Excel
- Experience working with diverse groups
- Ability to maintain confidential information regarding applicants, homeowners, vendors, and
other parties interacting with the Finance Manager or SHFH - Ability to adapt to cyclicality of workload and seasonality of tasks/projects
- Flexibility to participate in approximately two evening meetings per month
- Experience working with volunteers, community organizations or nonprofits preferred
Responsibilities:
The Finance Manager will be responsible for the following:
I. Fiscal Safeguards
a. On an ongoing basis, ensure fiscal safeguards are appropriate, and aligned with both
SHFH and Habitat for Humanity International policies
b. Monitor compliance with safeguards
II. Bookkeeping:
a. Using QuickBooks, prepare payments for approved invoices or other SHFH obligations
using job cost processes; prepare bank deposits and post to appropriate classifications
and entities
b. Monitor account balances to ensure sufficient funds are maintained
c. Coordinate bank and brokerage account reconciliations and resolve discrepancies
d. Maintain Accounts Payable records in an organized searchable state
e. Ensure annual purging of records complies with SHFH Records Retention Policy
f. Execute General Journal entries to process in-kind donations
g. Maintain daily backup of QuickBooks to shared drive and to offsite location
III. Payroll:
a. Process monthly payroll, reviewing submitted timecards for accuracy and compliance
with Federal and BOLI guidelines
b. Submit approved payroll data to online payroll processor
c. Ensure leave credits are accurately credited and debited
d. Track eligibility for retirement plan contributions, and process contributions for qualified
employees quarterly
IV. Budget:
a. In conjunction with Executive Director, Store Managers and Construction Manager,
prepare the annual budget for SHFH, as well as individual budgets for the Thrift Store
and ReStore
V. Reporting:
a. On a monthly basis prepare reports as directed for the Board of Directors, Thrift and
ReStore Managers, and Finance Committee
b. Prepare Job Cost, donation, grant, and other reports as directed
c. Prepare House Cost Variance Reports upon the completion of each home
d. Prepare fiscal reports as needed to substantiate Federal and State program compliance
e. Present and discuss the Quarterly Financial Report to the Board of Directors
VI. Mortgage Processing:
a. Assure data congruence of mortgage records between QuickBooks and Keystone on a
monthly basis
b. Maintain accurate payment and balance records for each homeowner inclusive of
payments to principal, impound for taxes and insurance, HOA and/or road dues, land
lease fees, late payment charges and other items that may arise
c. Prepare and distribute delinquency notifications to homeowners as appropriate
d. Annually determine if adjustment is needed to mortgagors’ Taxes & Insurance payments
to ensure sufficient funds will be collected to meet anticipated obligations plus a 60 day
reserve, and notify affected mortgagors of any adjustments
VII. Mortgage Origination:
a. Cross train with Family Services Manager to participate in Mortgage Origination
processes
b. Take required courses to be certified as a Qualified Loan Originator, and maintain QLO
certification via continuing education
c. Coordinate with Family Services Manager to ensure mortgage closings, home sales and
documentation comply with Federal and Oregon regulations, as well as applicable
Federal and Oregon grant requirements
VIII. Insurance:
a. Assist Operations Manager with annual review and renewal of General Liability and
Casualty polices, and in ensuring Habitat for Humanity requirements are met
b. Ensure homes are insured simultaneous with transfer of ownership from SHFH to
homeowners and ensure that coverages are sufficient
IX. Other:
a. Ensure authorized account signors are current and in conformance with SHFH policy
b. Coordinate applicable financial software updates with Operations Manager
c. Calendar and process recurring periodic tasks such as Tithe, standing donations,
scheduled rent adjustments, etc.
d. Respond to inquiries from homeowners, vendors, regulators, etc.
e. Other relevant duties as may be assigned