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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.

Director of Development
8/15/2016

The Chesapeake Bay Foundation seeks a Director of Development to be based at the Philip Merrill Environmental Center 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

As a key contributor to the Chesapeake Bay Foundation and as a senior staff member within its Development Program, the Director for Development oversees a $15M fundraising program and provides leadership to the major gifts, annual fund, and planned giving programs. This position is responsible for establishing strategy, recommending annual fundraising goals and building expense budgets associated with the Individual Major Gifts, Foundation and Grants, and Annual Fund Programs, and regional development initiatives.  In addition, the Director for Development oversees the planned giving program and provides leadership for its continued growth and development; and generates gifts from a portfolio of donors and prospects; and works with volunteers to identify prospects and secure gifts. 

Essential functions include:

1. Oversees and provides leadership for the major gifts and annual fund programs.

  • Works to establish effective strategies to maximize revenue through major giving and annual fund for the organization.
  • Recommends annual operating and campaign fundraising goals for major gifts and annual fund in consultation with unit directors, the Director of Research and Prospect Management, Director of Development Operations and the Vice President for Development. 
  • Monitors, evaluates and reports on major gift and annual fund performance on a frequent basis.
  • Collaborates with Director of Research and Prospect Management to develop an overall strategic plan/vison for discovery efforts related to major gift fundraising.
  • Manages the annual Trustee and Presidents Advisory Council solicitations in consultation with the Vice President for Development, President and Board Chairman.
  • Meets with fundraising units (Foundation and Grants, regional gift officers, Annual and Planned Giving) regularly to monitor activity and assist with program planning and implementation. 
  • Serves as a member of the Development Management Team, helping to establish goals, objectives, and procedures for the Department, address operating and strategic issues, and evaluate return on investment for new initiatives.
  • Works with the Engagement & Outreach team to produce impactful messaging and delivery of marketing materials.
  • Provides operational support to the Vice President for Development.

2. Manages Director of Foundation and Grants, regional gift officers, Manager of Annual and Planned Giving, and Senior Administrative Assistant, ensuring that staff members receive adequate direction and oversight to maximize their individual potential and benefit to the overall program, while fulfilling core job responsibilities and reaching annual and campaign revenue targets.    


3. Provides leadership and oversight for Development’s planned giving program and ensures that gift officers are trained and prepared to act as individual planned giving agents on behalf of CBF:

  • Helps to develop policies and procedures to govern, administer and properly record planned gifts, in consultation with Vice President for Development and CFO. 
  • Works with outside consultants, as appropriate, to determine current financial details needed for planned giving prospects and recommends strategic solicitation plans for gift officers to use when meeting with donors and prospects.

4. Generates major gifts from a portfolio of donors and prospects:

  • Maintains a personal portfolio of major gift donors and prospects.
  • Develops individual cultivation and solicitation strategies and timelines for donor prospects and gifts. Solicits and closes gifts.  Helps develop a pipeline of prospective donors.
  • Ensures proper engagement to build and sustain donor relations.
  • Facilitates solicitations for the Vice President, President and volunteer leadership as needed. 
  • Trains and works with staff, volunteers, and trustees to maximize opportunities for both annual and campaign support. 

5. Monitors and helps develop program expense budgets and ensures proper approval and coding of expenses and annual fiscal discipline.

PROFESSIONAL EXPERIENCE AND QUALIFICATIONS

Bachelor’s or Master’s degree (or equivalent experience), with a minimum of five years experience in contributing at the leadership level to a successful Development office and campaigns.  Strong management skills. Excellent oral/written communication skills. Working knowledge of tax laws related to charitable contributions of cash, property, and securities.  Thorough knowledge of Development department functions, including donor identification and solicitation, cultivation and stewardship, gift recording and reporting, and planned giving. Proficient in computer systems, MS Office software, planned-giving software, and nonprofit CRMs. 


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

Human Resources/FY17-006-DOD
Chesapeake Bay Foundation
Cbf_employment@cbf.org

MD Outreach and Advocacy Manager
8/9/2016

 

The Chesapeake Bay Foundation seeks a MD Outreach and Advocacy Manager 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 Maryland Outreach and Advocacy Manager is the lead professional in the Maryland Office in performing and overseeing outreach, grassroots, and training activities.  The Manager is responsible for organizing and engaging CBF constituents, other conservation leaders and organizations, and the public in defense of the Chesapeake Clean Water Blueprint.  The Manager is responsible for assisting in the development and implementation of the Maryland Office’s political and advocacy strategy.  This position works cooperatively on CBF priority regional issues with Headquarters staff and serves as a member of CBF's internal Grassroots Team.  This position will develop and implement partnerships with a broad range of environmental and non-traditional partners. This position develops and oversees legislative and grassroots outreach primarily on Maryland’s Western Shore, and coordinates legislative outreach with the Eastern Shore Office.  The Manager works as part of a professional team that includes scientists, lawyers, and habitat restoration and communication specialists.  The Manager utilizes that expertise in coordination with Headquarters staff to maximize our effectiveness in working with groups and individuals to realize the goals of CBF.


Essential functions include:

  • Establish and oversee Maryland’s outreach efforts – with the mission to maximize opportunities for media, partnerships, and legislative contacts through restoration events, workshops, speakers’ bureau, etc. Expand CBF’s successful grassroots activities to a new level with innovative, creative organizing and engagement ideas and use of new tools.
  • With input from policy staff,  develop the grassroots and advocacy strategy and action for legislative and other policy initiatives taken by the Maryland Office and work closely with Headquarters staff and Maryland Eastern Shore to coordinate regional efforts.  Develop and oversee outreach on Maryland’s Western Shore and, occasionally, in the DC area.
  • Coordinate development of advocates in key state and federal legislative districts and representatives.
  • Take leadership in promoting and maintaining partnerships and coalitions with both conservation and other “non-traditional” interest groups.
  • Organize CBF constituents and other members of the environmental community to work on legislative and regulatory issues of importance to the Chesapeake Bay; serve as a CBF liaison with other Maryland environmental organizations.
  • Train citizen leaders and constituents on environmental issues and skills and inspire them to take action.
  • Plan and execute special events and projects for the general public, including forums and regional workshops. 
  • Work in coordination with communications staff to develop written and electronic materials that synthesize technical information and educate, inspire, and involve people in the protection and restoration of the Chesapeake Bay.
  • Coordinate various grassroots tools such as phone banking and electronic alerts.


PROFESSIONAL EXPERIENCE AND QUALIFICATIONS

Successful candidates must possess a Bachelor's degree and a minimum of three years of experience that includes a variety of grassroots organizing, volunteer leadership and training, and demonstrated insight and skills.  Experience with political campaigns is not mandatory but will be viewed as a plus.  Successful candidates have demonstrated abilities using strong interpersonal skills to motivate the public to take action for the environment.  Supervisory and project management experience a plus

 

To apply, please send cover letter, resume, and salary history and requirements no later than August 26, 2016 to:

Human Resources/FY17-004-MDOAM
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,
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Donations are tax-deductible as allowed by law.