Finance Director

Numbers matter. But at CFBC, they mean something bigger - community impact.

The Community Foundation of Burke County is looking for a Finance Director who loves clean spreadsheets, solid systems, and making sure every dollar is working exactly where it should: strengthening our community.

Since 2000, we've helped donors, families, and businesses turn generosity into real impact across Burke County. Now we're looking for someone who can help keep that impact financially strong, transparent, and built to last.

💼 What you'll actually do:

FINANCIAL MANAGEMENT & OVERSIGHT

• Maintain the financial integrity and accountability of numerous charitable funds and the Foundation's multi-million-dollar asset portfolio.

• Prepare timely and accurate monthly financial statements for the President/CEO and Board and quarterly fund statements for charitable fund advisors.

• With the President/CEO, develop and manage the Foundation's annual operating and capital budgets.

• Oversee cash flow management.

• Provide ongoing financial analysis and forecasting to assist the President/CEO and Board in the strategic goals of the Foundation.

• Prepare reports and provide general support to the quarterly meetings of the Finance Committee, as needed.

INVESTMENTS & ASSET MANAGEMENT

• Implement the Foundation's investment and spending policies, as well as investment performance reporting, in coordination with the Investment Committee and independent investment consultant designated by the Board.

• Manage asset allocation in accordance with the Investment Committee.

• Ensure accurate tracking of investment performance, asset allocation, and fund distributions.

• Coordinate with external financial institutions and advisors as needed.

• Provide support to the monthly Investment Committee meetings, as needed.

AUDIT & COMPLIANCE

• Manage the annual financial audit process and 990 tax filing in collaboration with independent auditors.

• Develop, document, and maintain strong internal controls and ensure compliance with all applicable fiscal policies and procedures.

• Maintain documentation and compliance with National Standards for U.S. Community Foundations in collaboration with the President/CEO.

• Monitor and stay informed on federal, state, and local legal requirements to ensure the foundation’s continued compliance with all relevant nonprofit regulations.

ACCOUNTING & OPERATIONS MANAGEMENT

• Oversee all accounting functions, including: general ledger maintenance, journal entries, account reconciliations, accounts payable/receivable, and fixed asset tracking.

• Maintain the donor and accounting database system.

• Oversee related IT systems relevant to financial operations.

PAYROLL & BENEFITS

• Administer and process semi-monthly payroll, including respective accounting entries.

• Manage employee benefits programs, including health insurance, retirement plans, and paid leave.

• Serve as point of contact for employee benefit vendors, ensuring compliance with enrollment, renewal, and reporting deadlines.

✔️  What we're looking for:

• Degree in Finance or Accounting; CPA certification a plus.

• Minimum of 5 years non-profit accounting experience, 7 years preferred.

• Sophisticated understanding of non-profit day-to-day accounting processes, fund accounting preferred.

• High level proficiency in Excel

• High level of analytical ability, critical thinking, attention to detail.

• Excellent organizational skills, creative problem-solving skills, and flexibility

• Dedication to working as a team.

• Dedication to quality, accuracy and a strong work ethic

• Integrity/judgment/discretion

• Excellent oral, written and interpersonal communication skills are essential in order to maintain cooperative working relationships and to instill confidence in our donors and community supporters.

⭐ Preferred extras:

• Knowledge of database systems, preferably Foundant

• Experience with Quickbooks Payroll

• Knowledge of business analytics including trends and forecasting

• Good level of comfort with IT

• High energy and a positive attitude

• The ability to be a self-starter who fulfills job requirements with minimal supervision

💙 Why this role is special:

This isn't just finance work - it's finance that fuels scholarships, nonprofits, and community programs in Burke County.

💰 $85,000-$95,000 based on experience

✨ Strong benefits retirement match

📍 Based in Morganton, NC

Applications will begin to be reviewed immediately. Position will remain open until filled.

The Community Foundation of Burke County is proud to be an Equal Employment Opportunity. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

For consideration, please send a cover letter and resume to Barbara Wetsig-Lynam, President & CEO at bwlynam@cfburkecounty.org or mail to:

Barbara Wetsig-Lynam

President/CEO of CFBC

PO Box 1156

Morganton, NC 28655

Emailed submissions are encouraged.