Finance Director

Finance Director

United Way of Bucks County is seeking a Finance Director who combines financial expertise with a passion for community impact. This position ensures the accuracy, integrity, and transparency of the organization’s financial operations while helping to steward our resources in service of our mission.

This is a hands-on leadership role responsible for overseeing day-to-day accounting, managing risk and compliance, supporting budget development, and providing strategic insight to the CEO and Board. The Finance Director supervises one direct report (Finance Assistant & Bookkeeper) and serves as the primary point of contact for financial matters.

Key Responsibilities

Accounting & Financial Oversight

• Maintain reliable and accurate accounting systems and internal controls
• Oversee daily transactions including cash flow, accounts payable/receivable, pledge processing, and reconciliations
• Prepare timely internal reports, including financial statements, budget variance analysis, and cash flow projections
• Lead the annual budgeting process in collaboration with leadership and the Board; compile and finalize the organization-wide budget
• Serve as liaison to auditors and tax professionals; prepare documentation for annual audit and Form 990
• Monitor investment performance in collaboration with the Finance Committee and advisors
• Support grant budgeting and ensure compliance with financial reporting requirements
• Serve as staff lead at monthly Finance Committee meetings

Risk Management & Compliance

• Ensure compliance with GAAP, FASB, IRS, and United Way Worldwide standards
• Evaluate organizational risk and maintain appropriate insurance coverage (D&O, liability, property, etc.)
• Maintain policies and safeguards to protect assets and ensure operational continuity

Human Resources & Payroll (Limited Scope)

• Maintain employee personnel files and ensure compliance with employment requirements
• Oversee biweekly payroll processing and coordinate all benefits-related financial processes with external vendors
• Support the CEO in evaluating and maintaining competitive benefit options

Leadership & Collaboration

• Supervise and support the Finance Assistant & Bookkeeper
• Collaborate with colleagues across departments to ensure alignment and transparency in financial matters
• Provide financial insight to the CEO and Finance Committee to support strategic decision-making

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required; Master’s preferred
• CPA preferred but not required
• Minimum of 8 years of experience in accounting or finance, with increasing responsibility
• Experience with nonprofit accounting and grant management strongly preferred
• Proficient in Excel and financial software and familiarity with CRM systems and their integration with accounting software; experience with Abila MIP is preferred
• Strong attention to detail, analytical thinking, and problem-solving skills
• Excellent communication skills and ability to explain financial concepts to non-financial colleagues
• High integrity, sound judgment, and a collaborative, mission-driven approach

Culture Fit & Values
At United Way of Bucks County, treating every person with respect and dignity is at the heart of all we do. The right candidate will share our commitment to equity, collaboration, accountability, and continuous improvement. We are looking for someone who is proactive, professional, and excited to make a meaningful difference in our community.

Compensation & Benefits

• Salary commensurate with experience, but expected to be in the $86 - $96K range
• Extremely generous benefits, including 100% employer-paid health insurance (medical, dental, vision), 401(k) with match, and reimbursement of medical co-pays/deductibles
• Generous PTO (15 days in year 1, 18 days after a successful first year), 12 paid holidays, and flexible, hybrid work schedule
• Supportive, values-driven team and opportunities for professional development

All offers of employment will be contingent on the new hire’s successful completion of a background check, which may include, but is not limited to the following: Reference check, Social Security Number Verification, Prior Employment, Education Level, Credit review (for financial positions), Criminal background check, and Driving Record.

This is a full-time, exempt position. The United Way of Bucks County is located at 413 Hood Blvd., Fairless Hills, PA 19030.

Applicants must inform the Organization of criminal convictions as a pre-condition of employment. Unfair discriminatory practices against applicants or employees previously convicted of one or more criminal offenses are prohibited. The Organization cannot deny employment or act adversely in relation to employment regarding such individuals, unless: a) There is a direct relationship between a criminal offense and the position to be held by the applicant or b) Granting employment or other employment-related opportunities would involve unreasonable risk to the Organization property or the safety or well-being of employees or the general public.

TO APPLY

UW Bucks has retained Dunleavy & Associates as its partner for this search. To be considered, you must submit your resume or CV and a cover letter here.

EEO/AAP STATEMENT
United Way of Bucks County provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and any other characteristic protected by federal, state, or local laws.