finance director - Self Enhancement, Inc.

SELF ENHANCEMENT, INC.
3920 North Kerby, Portland, Oregon 97227 -1255
(503) 249-1721 …..(503) 249-1955 - FAX
JOB DESCRIPTION
FINANCE DIRECTOR
The Director of Finance is responsible for the overall administration of all financial functions including fiscal
planning, reporting and compliance for Self Enhancement, Inc. This position also oversees and directs government
Contracts and Compliance, Facilities and Finance related functions for the agency. This is a fulltime
position that reports to the Executive Director and is the liaison to the Board directed Finance Committee.
PRIMARY RESPONSIBILITIES
Provide effective and creative financial strategies to help enable the fulfillment of the agency’s strategic
plan.
Supervise the operations of the Finance Department, including payroll, accounts receivable, accounts
payable, cash receipts, cash disbursements and file and data maintenance.
Oversee government Contracts and Compliance, Management Information Systems, Information Technology
and Facilities functions and staff.
Oversee the agency’s cash management program.
Review trial balance and appropriate general ledger accounts; reconcile balance sheet accounts, including
cash accounts and make adjusting entries as necessary; “close” G/L by 15th of following month.
Prepare monthly financial statements and reports for the monthly Finance Committee, no later than the
20th of the following month, in format(s) appropriate for the various audiences (i.e., Board of Directors,
Board Treasurer, President, managers, funders, IRS).
Monitor current year’s budget, analyze and review on a monthly basis with Executive Director and appropriate
budget managers.
Manage agency’s annual audit including A-133 audit requirements and preparation of all schedules as
required by auditors. Ensure required audit deadlines are met including appropriate tax return filings.
Provide financial and accounting advice, direction and leadership.
Prepare annual agency budget for Board approval prior to new fiscal year; prepares financial reports and
other specialized reports as requested.
Develop and manage Finance, Facilities and Office Administration budgets
Provide budgeting expertise in the grants and contracts application/writing process, reviews fiscal and
compliance aspects of all grant applications and contracts prior to submission.
Establish and maintain strong relationships with budget managers so as to identify their needs and seek
full range of business solutions.
Review all agency financial information prior to release by any department.
Is an active member of SEI’s Executive Management Team.
Perform other appropriate duties as assigned by Executive Director.
QUALIFICATIONS
A Bachelor’s Degree in a related field required. A Master’s Degree in Accounting, Finance or Business
Administration desired.
At least five years of progressive management level accounting experience.
Direct experience with fund accounting and current FASB rules, and ability to apply current accounting
principles to all agency transactions.

Direct experience with non-profit fiscal operations with regard to funding source accounting and reporting.
Knowledge of governmental auditing procedures.
Knowledge of grant application and administration regulations.
Extensive computer knowledge of accounting, spreadsheet, and word processing programs (currently
Blackbaud, Excel and MS Word).
Knowledge of payroll preparation, rules and regulations.
Progressive management and leadership skills.
Ability to effectively supervise, train and motivate staff.
Proven effective interpersonal communication skills including the ability to effectively interact with all
levels and cultures of people.
Excellent writing skills to include policy and process development.
KEY COMPETENCIES
Managing People’s Performance: Clearly defines expectations,
regularly reviews people’s work, provides balanced
feedback, takes direct action to address performance
problems, holds people accountable.
Keeping Things on Track: Drives things to completions,
keeps people informed of progress, addresses obstacles
delaying progress, communicates regularly to review
projects and discuss next steps.
Analyzing Complex Information: Effectively interprets
and analyzes complex information, accurately identifies
trends and concepts underlying data, critically evaluates
ideas and plans for potential weaknesses, builds a strong,
logical rationale for suggestions.
Thinking at a Systems Level: Identifies patterns and
relationships that underlie events, recognizes interdependencies
between events and systems, understands how
internal or external changes affect the overall system.
Building Relationships: Reaches out to others; establishes
common bonds and connections. Shows a genuine
interest in others’ opinions, thoughts and activities.
Makes others feel valued and appreciated.
Sharing Information: Passes on important information
to others, proactively shares information even if it may be
“bad news,” responds to requests for information in a
timely manner, filters and presents information so that it
is easily comprehensible and utilized.
Maintaining and Improving Quality: Establishes
process to monitor and maintain quality, utilizes statistical
process control techniques to maintain consistency,
provides resources to encourage quality work practices.
Allocating and Managing Resources: Obtains appropriate
resources and accurately estimates needs, monitors
resources to ensure effective use, anticipates and develops
contingency plans, minimizes waste.
Showing Commitment to Values: Unwilling to compromise
values; refuses to take actions that might be considered
to be ethically questionable; calls attention to
actions that do not align with core values.
Working Across Organizational Levels: Skilled at interacting
with people at all levels, responds appropriately
to different levels of the organization, projects credibility
when talking to different groups.
SALARY / BENEFITS
Based on Experience.
Paid medical/dental for employee, and one-half paid medical/dental for dependents.
Paid life insurance and disability insurance (after waiting period).
4 weeks accrued vacation.
401(k) Retirement Savings Plan.
125 Flexible Benefit Plan.
Note: This job description may change as programming evolves. SEI management reserves the right to amend this
description at any time.
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