Chief Financial Officer

Position: Chief Financial Officer Reports to: President/CEO

Supervises: Senior HR, Accounting & Technology Manager

July 2025 FLSA Status

Exempt, Salaried

The Chief Financial Officer is responsible for all primary financial matters for the organizations of the Blount Partnership, which includes Blount County Chamber of Commerce; Economic Development Board of Blount County and the Cities of Alcoa and Maryville, Tennessee; Smoky Mountain Tourism Development Authority; and the Blount County Chamber Foundation. He/she is also involved in all Human Resource activities of the Blount Partnership. He/she must be knowledgeable of the organizations of the Blount Partnership. He/she must be a graduate from a 4-year college institution with a degree in business or accounting. He/she must be proficient with Sage 50 Accounting® and Microsoft Excel®. A working knowledge of other Microsoft® products and the capability of operating various types of office equipment are also required.

Responsibilities:

Blount Partnership:

• Responsible for the oversight of overseeing insurance programs such as workers' compensation, Business Insurance, D&O Insurance
• Coordinate and administer insurance policies and bank accounts on behalf of each of the organizations of the Blount Partnership
• Prepares and processes payroll in all aspects including direct deposit, payroll tax deposits, tax reporting and compliance
• Direct 401K provider in timely filing of 5500 forms and assure ERISA compliance of benefit plans
• Coordinate financing activities and serve as liaison with local banks on all projects.
• Works with the President/CEO and Joint Operating Committee for long-range planning in the areas of staff
• salaries and benefits, staff development, building funds and capital funding
• Ensure all financial transactions within the company are accounted for and follow legal standards
• Manage general accounting functions, including, but not limited to accounts payable, accounts receivable, and
• general ledger functions
• Blount County Chamber of Commerce:
• Supervise A/P, including getting invoices approved, assigning expense codes, accounts payable, maintaining vendor files, etc. on a weekly basis
• Using Sage 50 Accounting©, enter all financial data
• Prepare monthly Financial Statement for the Executive Committee and Chamber Board
• Reconcile bank statements
• Work closely with CPA firm, supplying information for, and coordinating preparation of the yearly audit
• Assist in the preparation of the yearly budget, providing historical data and recommendations for future
• income and expense estimates
• Attend Executive Committee and monthly Chamber Board meetings, and other Chamber meetings as
• required
• Track and collect reimbursements to Chamber from all sources. This includes coding and data entry of all receipts to the correct account.

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• Ensures all taxes are properly recorded and filed on time, including monthly TN sales tax
• Make recommendations pertaining to financial matters/issues for approval by President/CEO
• Coordinates with auditors/accountants, reviews completed financial reports and audit
• Approves general office supply purchases
• Ensure that all federal, state and local guidelines and regulations are being met
• Meet regularly with the managers and keep them informed and give financial direction
• Reviews reports to analyze projections of revenues against actual figures, budgeted expenses against final
• totals and suggests methods of improving the planning process
• Confers with the President/CEO and Vice President and program Directors to coordinate and prioritize
• planning as it relates to the budget
• Studies long-range economic trends and projects company prospects for future growth, opportunities for
• new project or revenue producing opportunities
• Supervises the investment of funds and works with financial institutions to be assured the Partnership is receiving the optimum utilization of monetary resources
• Identify grants and appropriate external funding potentials for the Partnership and implement the actions necessary to apply/attain those funds
• Coordinate and complete census and survey reports, i.e. US Chamber Annual Survey, ACCE Annual Survey
• Prepare and submit the Corporate Annual Report to the State
• Maintain listing for the equipment/office inventory
• Prepare yearly totals for the Joint Operating Agreement
• Assist with sending contribution letters for the Chamber Foundation and 1099 forms
• Economic Development Board (EDB):
• Work with the President/CEO and assist in the yearly preparation of the budget
• A/P, including getting invoices approved with correct expense codes
• Using Sage 50 Accounting©, enter all financial data
• Prepare monthly Financial Statement for the Executive Committee and Economic Development Board
• Reconcile bank statements
• Review monthly financial statements for presentation to the Economic Development Board
• Work closely with the CPA firm, supplying information for, and coordinating preparation of the yearly audit
• Attend the Board meetings of the Economic Development Board
• Prepare and submit the Corporate Annual Report
• Supervises the investment of funds and works with financial institutions to be assured the Partnership is
• receiving the optimum utilization of monetary resources
• Code and deposit funds received by the Economic Development Board
• Responsible for the oversight of insurance policies on behalf of the Economic Development Board
• Monitor incentive programs with industrial clients for compliance with required metric attainment.
• Manage IDB property leases – rental houses and farmland
• Smoky Mountain Tourism Development Authority (SMTDA):
• Assist the President/CEO and Director of Tourism in the preparation of the annual budget
• Attend Board meetings and other meetings of the SMTDA as requested
• Maintain Chart of Accounts for SMTDA
• Record and maintain deposits with the County for the SMTDA
• Prepare monthly financial statements for the SMTDA
• Maintain listing of hotel/motel tax collections on a monthly basis

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• Keep track of all inventory and assets owned by SMTDA
• Coordinate the payment of invoices, coding, etc. for processing payment
• Using Sage 50 Accounting©, enter all financial data
• Prepare monthly Financial Statement for review by the staff and the SMTDA Board
• Reconcile bank statements
• Work closely with CPA firm, supplying information for, and coordinating preparation of the yearly audit
• Assist in the preparation of the yearly budget, providing historical data and recommendations for future
• income and expense estimates
• Foundation:
• Compliance and enforcement for 501c3 tax exemption requirements
• Record and submit requests for payments from all Foundation program partners monthly
• Issuance of tax-exempt receipt letters to donors/contributors
• A/P, including getting invoices approved, assigning expense codes, preparing checks, maintaining vendor
• files, etc. on a weekly basis
• Using Sage 50 Accounting©, enter all financial data
• Prepare monthly Financial Statement for review by the staff and the Foundation Board
• Reconcile bank statements
• Work closely with CPA firm, supplying information for, and coordinating preparation of the yearly audit
• Assist in the preparation of the yearly budget, providing historical data and recommendations for future
• income and expense estimates
• Attend monthly Foundation Board meetings, and other Foundation meetings as required
• Track and collect reimbursements to Foundation from all sources. This includes coding and data entry of all
• receipts to the correct account.
• Ensures all taxes are properly recorded and filed on time
• Make recommendations pertaining to financial matters/issues for approval by President/CEO
• Coordinates with auditors/accountants, reviews completed financial reports and audit
• Ensure that all federal, state and local guidelines and regulations are being met
• Meet regularly with the managers and keep them informed and give financial direction
• Reviews reports to analyze projections of revenues against actual figures, budgeted expenses against final
• totals and suggests methods of improving the planning process
• Confers with the President/CEO and Executive Vice President and Program Directors to coordinate and
• prioritize planning as it relates to the budget
• Prepare and submit the Corporate Annual Report to the State
• Renew the application for Charitable Organization
• Monitor other Project Funding
• Prepare individual financial statements for Foundation partners on a monthly basis.
• Qualifications and Experience:
• 4 – year degree in Business Administration or accounting
• 8 years’ experience in accounting or audit capacity
• Preferred Experience:

• CPA preferred