JULIE offers SEP IRA, health, dental, vision, life, short term disability policies. Time off for vacation, personal and floating and most US holidays.
Internal Number: 1006
JULIE, Inc. provides Illinois excavators and underground utility owners with a continuously improving, one-call message handling and delivery service to protect underground utilities and for the safety of people working or living near them. Located in Joliet, Illinois and established in 1974, JULIE. Inc. is a not-for-profit 501(c)6 tax exempt organization which espouses quality, affordability, customer service and a conducive work environment. (JULIE: Joint Utility Locating Information for Excavators)
JULIE, Inc. has an opening for a Director of Finance, a full-time, exempt position. The Director of Finance is responsible for the management of key accounting and reporting functions within the organization, including budgeting, planning and forecasting; financial and regulatory reporting; internal controls and risk management; research and analysis; the procure-to-pay cycle; and compliance with contractual documents and government regulations. They are also involved in supporting presentations to the Board of Directors and Finance committees and serves as a member of the JULIE, Inc. Leadership Team. The Director also leads, manages, coaches and mentors a team of up to four staff members. The Director of Finance ensures that the organization has the policies, procedures, internal controls, segregation of duties and systems in place to support effective program implementation and to ensure flawless audits. The Director works closely with leaders and their staffs, not only to educate them regarding finance procedures but also to explore how the finance function can support program operations.
Managing the annual revenue, expense and capital budgeting process, including providing staff with budget guidance, timeline, tools, training and hands-on assistance; promoting a budgeting culture and discipline characterized by the use of a zero-based bottom-up approach for creating and justifying annual budgets; conducting revenue and expense trend analysis and benchmarking to prepare a budget narrative and schedules that explain and substantiate the proposed budget; and facilitating the review and approval process in collaboration with the Executive Director, including budget presentations to the Finance Committee and Board of Directors.
Ensures that the organization has the financial systems, policies, procedures, internal controls, segregation of duties and security access in place to safe guard assets and data; to prevent or detect fraud and conflicts of interest; to promote accurate and timely internal and external reporting and analysis; to ensure compliance with government contracts, debt covenants, and contractual obligations; and to ensure clean financial and government audits.
Prepare accurate, comprehensive, timely and user-friendly financial reports and information in support of the organization’s internal and external reporting requirements, including (A) financial budgets, projections and crucial data to facilitate long-term financial planning by the Board and executive management; (B) monthly budget vs. actual comparison reports, customized financial reports and analysis to enable management to monitor their budgets, make mid-course corrections, and facilitate informed decision-making; (C) financial statements and footnotes required by the Board, Finance Committee, the Executive Director, external auditors and lenders to help monitor the financial health and direction of the organization; (D) cash flow forecasts and historical trend reports to help ensure the organization’s obligations are extinguished in a timely manner while maximizing the return on the investment portfolio; (E) financial information and data required by government and regulatory agencies, including Form 990, Form 5500, expense reimbursement certification reports and compliance reports.
Serves as Management’s liaison to the external audit team during their preliminary and final on-site field work, ensuring that the organization has timely and accurately fulfilled all of its obligations and responsibilities as set forth in the terms of the engagement letter for the preparation and fair presentation of the financial statements in accordance with U.S. GAAP, preparation of IRS Form 990, and any other services requested, including providing the auditor with complete, accurate and timely information and answers to questions requested in advance of and throughout the duration of the audit. Conducts annual audits on programs that include Workers' Compensation, 401K and other benefits as required.
Prepares comparative annual financial statements at the end of each fiscal year that are accurate and complete, including the statements of financial position, statements of activities, statements of functional expenses, and statements of cash flows and the related notes to the financial statements for the purpose of allowing the external independent auditor to express an opinion on whether the financial statements are presented fairly, in all material respects, in accordance with accounting principles generally accepted in the United States of America.
As the leader of up to four staff members, the Director will sustain a great workplace within the department for competent, highly motivated, and results-oriented people whose core values and work ethic align with the organization’s high performance and mission-driven culture; and whose skills and experience contribute to achieving the organization’s goals and objectives.
Eligible Candidate Qualifications:
Master’s Degree in Business, Finance or Accounting and five (5) years direct experience required; CPA certification required. Knowledge of Microsoft Office (Excel/Word/PowerPoint/Access), Google (G Suites), Accounting/Financial operations software (i.e. Sage, CONCUR, ADP, etc.). Previous financial auditing and experience required. Candidate must have excellent communication, organizational and demonstrated leadership skills. Must be detail orientated, have superior mathematical skills that complement strong strategic thinking and analytical capabilities. Experience with self-funded health insurance plans required; experience working in a union environment is a plus.
The Director should be well-versed in financial subjects and skilled in making decisions that impact the company's financial standing. Must possess personal qualities of integrity, credibility, a strong work ethics and an unwavering commitment to the organization’s mission; a proactive, hands-on strategic thinker who will own, in partnership with the Executive Director, the responsibility for finance and accounting and the ability to create and maintain a culture of fiscal stewardship, prudence, fidelity and extraordinary customer service.
Must be able to work independently and in a team environment; regular attendance as scheduled. This position will be a hybrid working model where some days will require working out of the office and/or alternate meeting location. Possess the ability to work in a sedentary environment for an extended period of time while working on a computer. The environment may be moderately quiet. Some evening and weekend work, along with occasional travel including overnight stays, is required.
JULIE, Inc. is an equal opportunity employer. To learn more about JULIE, Inc., please visit JULIEbeforeyoudig.com
JULIE works to prevent damage to Illinois underground utilities by connecting homeowners and professional excavators with member utility companies via a free and easy-to-use contact notification system. JULIE is a 501c6 not for profit membership organization supported by underground facility owners in Illinois (excluding City of Chicago).
JULIE, Inc. is now accepting applications for the position of Director of Finance. We are seeking an experienced professional with preferred working knowledge in a not-for-profit environment, self-funded healthcare plan, accounting/budgeting software, and NFP financial investments and strategy. This is a hybrid role that will require the person at times to work out of the office in Joliet.