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Director of Financial Systems
8/19/2016

 

The Chesapeake Bay Foundation seeks a Director of Financial Systems to be based at its Philip Merrill Environmental Center headquarters located in Annapolis, MD.

THE CHESAPEAKE BAY FOUNDATION

The Chesapeake Bay Foundation (CBF) is the largest regional non-profit conservation organization working solely to save the Bay. Established in 1967, CBF has a staff of approximately 185 employees working in offices in Annapolis Maryland; Richmond and VA Beach, Virginia; Harrisburg, Pennsylvania; and Washington, D.C., and in 15 field education program locations. Our staff and volunteer corps work throughout the region educating students and adults, advocating for clean water polices, restoring waterways, and litigating when necessary.

CBF's headquarters office in Annapolis, MD is the Philip Merrill Environmental Center, the world’s first U.S. Green Build Council’s LEED platinum building. In 2014, CBF opened The Brock Environmental Center in Virginia Beach, VA. The Brock Center is one of the most energy efficient, environmentally smart buildings in the world.

CBF has an annual budget of approximately $21 million and is supported by more than 200,000 members and e-subscribers. For more information on CBF please visit www.cbf.org.

CONTEXT OF THE POSITION

The Director of Financial Systems is responsible for Finance and Accounting (“F&A”) systems, and acquiring knowledge of the Foundation’s systems and processes for decision making. 

The Director will manage the F&A systems functions and serve as the Subject Matter Expert (“SME”) to coordinate with the CBF Information Technology (IT) Department to evaluate, implement, manage and provide application-level technical support for all Financial Accounting Software Systems. Ensures accurate, appropriate, and effective ERP (Enterprise Resource Planning) structure/configuration, documentation, and operational guidelines for a nonprofit accounting setting. CBF’s newly selected financial software product is Microsoft Dynamics NAV/Serenic Navigator, including Award Vision and Adaptive Insights.


Essential functions include:

New Systems:

1. Collaborates with IT and leads the Finance Department in the following:

  • Investigate, review, evaluate and implement new F&A software system, and integration with existing CBF financial software systems, where applicable.
  • Provide implementation, management/support, training, and application-level technical support on software systems.
  • Work with outside consultants/vendors/support as necessary on technical issues.


2. Serves as the F&A user SME for future F&A system, Microsoft Dynamics NAV/Serenic Navigator, etc. 


3. Knows and has experience collaborating with IT through an organization-wide major implementation and integration of new F&A systems to include ERP, CRM, grants management, payroll and budgeting/forecasting systems, etc.


4. Acquires knowledge of the Foundation’s systems (new and legacy) for informed decision making.


5. Provides application-level technical support for budget and forecast tracking systems.


6. Completes special projects as assigned.

Legacy Systems:

1. Serves as the F&A user SME for legacy/existing systems (see list below).  

 
2. Maintain custom SQL tables for tracking project manager security rights and application for project tracking information.


3. Administers Crystal Enterprise website for distributing financial reports to accounting users, departmental financial managers and project managers.


4. Develops and writes financial, budget, forecast, payroll and other reports in financial accounting report writer applications, and in Crystal Reports.


5. Provides implementation management and support of ongoing payroll systems – which may involve troubleshooting system errors, workflow issues and writing reports to leverage payroll information.


6. Maintains payroll subsidiary ledger (custom SQL tables).


7. Develops, creates and maintains custom database application (Microsoft Access) to calculate payroll expense allocations and related fringe and leave allocations – interfacing outside timekeeping vendor reports (iEmployee) with payroll output files (Mangrove Payroll).


PROFESSIONAL EXPERIENCE AND QUALIFICATIONS

Financial background is required.  Bachelor's degree with 7-10 years related experience; or equivalent combination of education and experience. Practical experience in accounting and finance.  MBA and/or CPA a plus. 

Knowledge of accounting-related information systems. Legacy/existing systems used by CBF include EPICOR, Active Planner Budgeting System, Raiser’s Edge of the Blackbaud System, Crystal Reports, FRx Software,  MS Office (including Access and Excel), payroll systems (Mangrove and iEmployee) and investment software (KPM Technologies, Inc.: Endowment Solutions Software). Prior experience in Information Systems and Finance Systems based on a MS SQL platform. An understanding of how to create reports and analyses using Crystal Reports. Prior support of an ERP system as the finance & accounting subject matter expert. Current knowledge of new F&A systems including ERP, CRM, grants management, budgeting and forecasting, payroll, investment management, etc.


To apply, please send cover letter, resume, and salary history and requirements no later than September 2, 2016 to:

Human Resources/FY17-008-DFS
Chesapeake Bay Foundation
Cbf_employment@cbf.org

CBF offers a comprehensive benefits package to include: 20 vacation days, 10 sick days, health, vision, dental, life insurance, and a tax deferred annuity plan.  The Chesapeake Bay Foundation is an Equal Opportunity Employer.         

Executive Assistant to the Chief Financial Officer
8/16/2016

The Chesapeake Bay Foundation seeks an Executive Assistant to the Chief Financial Officer to be based at their Philip Merrill Environmental Center headquarters located in Annapolis, MD.

THE CHESAPEAKE BAY FOUNDATION

The Chesapeake Bay Foundation (CBF) is the largest regional non-profit conservation organization working solely to save the Bay. Established in 1967, CBF has a staff of approximately 185 employees working in offices in Annapolis Maryland; Richmond and VA Beach, Virginia; Harrisburg, Pennsylvania; and Washington, D.C., and in 15 field education program locations. Our staff and volunteer corps work throughout the region educating students and adults, advocating for clean water polices, restoring waterways, and litigating when necessary.

CBF's headquarters office in Annapolis, MD is the Philip Merrill Environmental Center, the world’s first U.S. Green Build Council’s LEED platinum building. In 2014, CBF opened The Brock Environmental Center in Virginia Beach, VA. The Brock Center is one of the most energy efficient, environmentally smart buildings in the world.

CBF has an annual budget of approximately $21 million and is supported by more than 200,000 members and e-subscribers. For more information on CBF please visit www.cbf.org.

CONTEXT OF THE POSITION

The EA to the CFO’s position will consist of writing, editing, taking minutes, and providing administrative and project support to the Chief Financial Officer.  Duties include creating and drafting correspondence, editing narratives and reports, designing appealing presentations, and other general support duties.  The Executive Assistant may have access to, and will be responsible for keeping confidential personnel information, confidential business information, and other proprietary information of the Chesapeake Bay Foundation and its employees, including but not limited to financial accounts.

Essential functions include:

1. Takes and finalizes detailed and accurate minutes for Audit and Finance Committee meetings, and finalizes minutes for Investment Committee meetings.


2. Completes additional tasks for preparing investment materials including, but not limited to:

  • Preparing the weekly snapshot of market values.
  • Reviewing monthly invoices from custodians and consultants.
  • Filing investment materials.
  • Composing correspondence and maintaining current authorizations, agreements and additional documentation.

3.  Collects information and assists in the preparation of audits and budgets.  Assembles presentations and materials for Board committee meetings.


4. Coordinates the annual Charitable Registration process (registration to fundraise) within each state.


5. Creates financial, investment and project-based reports, charts and graphs for meeting presentations from provided data. 


6. Manages the day-to-day operational and administrative activities of the CFO by scheduling and monitoring calendars, organizing the incoming flow of work, prioritizing requests, proactively preparing meeting agendas and materials, and following-up to ensure timely responses.


7. Receives and prioritizes the CFO’s correspondence, takes action in drafting correspondence and forwards for action and/or distributes for information.


8. Coordinates travel arrangements and catering, processes vendor invoices and reconciles the CFO’s credit card statement and any other billing. Works collaboratively with staff and external vendors to convene on and offsite gatherings/meetings.


9. Organizes department files and creates an efficient and effective filing system for the CFO.


10. Applies sound judgment and consistently demonstrates professional demeanor to manage relations with key constituents, including Board of Trustees, and other external associates.


11. Exercises tact and confidentiality in handling sensitive information inherent with managing calendars, phone calls, emails, agendas for meetings and all other correspondence impacting the position.


12. Provides support to members of accounting when it comes to calendars, presentations, Microsoft office support, Board committee materials preparation, project coordination, and other administrative duties.


13. Contributes as a member of CBF’s administrative group to provide additional support as required to various projects, provides direct back-up support for the other Executive Assistant positions, including covering the front desk for the receptionist.


14. Completes administrative projects, additional duties and tasks as assigned.  Contributes to team environment in the office.


PROFESSIONAL EXPERIENCE AND QUALIFICATIONS

Associate’s degree in business administration or accounting; bachelor’s degree preferred.  A minimum of three to five years supporting directors and/or executives or other relevant experiences in a fast-paced, professional environment.  Established record for handling confidential materials and sensitive situations. Excellent oral and written communications skills, including a proven history for taking detailed and accurate meeting minutes.  Possess strong skills and proficiency with Microsoft Word, Excel, PowerPoint and Outlook; experienced with networks.  Have excellent organizational skills, a basic knowledge of accounting principles, and must be project oriented.

To apply, please send cover letter, resume, and salary history and requirements no later than August 29, 2016 to:

Human Resources/FY17-007-EACFO
Chesapeake Bay Foundation
Cbf_employment@cbf.org

CBF offers a comprehensive benefits package to include: 20 vacation days, 10 sick days, health, vision, dental, life insurance, and a tax deferred annuity plan.  The Chesapeake Bay Foundation is an Equal Opportunity Employer.

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The Chesapeake Bay Foundation is a nonprofit,
tax-exempt charitable organization under
Section 501(c)(3) of the Internal Revenue Code.
Donations are tax-deductible as allowed by law.