Are you passionate about making a difference in your community? Young at Heart Resources is looking for an experienced Financial Manager to join our dedicated team! 
The Financial Manager plays an important role in overseeing the financial health and sustainability of our organization while collaborating with the Chief Executive Officer and Board of Directors to plan for current and future operations.
As the Area Agency on Aging serving Northwest Missouri, we are committed to supporting older adults and helping them live safe, healthy, and independent lives. We’re looking for someone who wants to use their financial expertise to support that mission!
Interested in joining our team? Please submit a resume to Penny Crawford at pcrawford@yahresources.org
POSITION TITLE: Financial Manager
CLASSIFICATION: Full-Time REPORTS TO: Chief Executive Officer FLSA STATUS: Exempt SALARY: $45,000 annually
POSITION SUMMARY:
The Financial Manager is responsible for overseeing and guiding the financial health and sustainability of Young at Heart Resources. This role ensures sound financial management practices are in place and provides accurate and meaningful financial and statistical reports to the Board of Directors, Chief Executive Officer, government representatives, employees, clients, and community stakeholders in a highly professional manner.
The Financial Manager carries fiduciary responsibility for safeguarding agency assets and functions under the general supervision of the Chief Executive Officer. The position supports and upholds the mission, principles, and policies of the Agency and handles all confidential information in compliance with HIPAA regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
· Collaborate with the Chief Executive Officer and Board of Directors to lead strategic financial planning for current and future operations.
· Prepare and monitor the Area Plan and lead the annual agency-wide budget process.
· Monitor and evaluate service and financial trends to inform strategic decisions by management and the Board.
· Establish and enforce procedures for the custody and control of agency assets, records, and collateral.
· Recommend the use of cash reserves to maximize interest income.
· Develop and maintain purchasing procedures, including competitive bidding processes.
· Evaluate accounting and reporting systems, recommending improvements to procedures and internal controls.
· Ensure timely and accurate preparation of monthly, quarterly, and annual financial reports required by funders and government agencies.
· Oversee the payroll process, accounts payable, and accounts receivable.
· Coordinate the annual audit and ensure timely filing of IRS Forms 990 and 990T.
· Manage relationships with insurance brokers and ensure appropriate coverage and risk management practices.
· Stay informed about regulatory changes and ensure financial compliance and transparency.
· Recruit, train, supervise, and evaluate department staff, including handling disciplinary actions and terminations as needed.
· Represent the Agency in a positive and professional manner with all stakeholders including contractors, partners, clients, and the public.
ADDITIONAL DUTIES:
· Assist with disaster response efforts as outlined in the Agency’s disaster plan.
· Perform other duties as assigned.
REQUIRED QUALIFICATIONS:
· High School diploma or GED required.
· Bachelor’s degree in accounting, finance, or a related field preferred.
· Four to seven years of accounting experience, preferably in a nonprofit environment.
· Equivalent combinations of education and relevant experience will be considered.
REQUIRED SKILLS AND ABILITIES:
· Strong leadership and strategic thinking skills.
· Knowledge of Generally Accepted Accounting Principles (GAAP) as applied to nonprofit organizations.
· Proven ability to develop and maintain internal financial controls.
· High proficiency in accounting software and Microsoft Excel.
· Ability to translate financial concepts for non-financial audiences.
· Experience with budget development and management.
· Understanding of compliance, tax, and reporting requirements for nonprofits.
· Commitment to ethical practices and fostering a diverse, inclusive work environment.
· Excellent interpersonal, verbal, and written communication skills.
· Ability to work independently, manage multiple priorities, and meet deadlines.
· Strong analytical, negotiation, and problem-solving abilities.
· Maintains composure under pressure and effectively delegates responsibilities.
· Ability to engage in minimal physical activities such as lifting, pushing, or pulling.
EMPLOYEE ACKNOWLEDGEMENT:
I have read and understand the job description above. I acknowledge that it outlines the general responsibilities and requirements of the Financial Manager position. I understand this document is not a contract of employment and that employment with the Agency is at-will. I agree to abide by the expectations of this exempt position and have received a copy of this job description.
Employee Signature: _______________________ Date: ______________