Job Summary
This position directly supports the success of strategic initiatives by advancing donor engagement, building sponsorship partnerships, and ensuring consistent outreach, recognition, and reporting in collaboration with other members of the team. Reporting to the Chief Executive Officer, the Finance Manager is responsible for the financial and administrative management of the Lloydminster Region Health Foundation. They play a key role in ensuring operational effectiveness and efficiency based on sound business practices. The Finance Manager also takes on specific responsibilities for any potential capital fundraising campaigns.
Key Responsibilities:
Campaign Management
· Collaborate with the Chief Executive Officer in the administration and achievement of contributed revenue goals for the capital fundraising campaign.
· Oversee the financial aspects of the campaign, including budget and activity tracking.
· Coordinate with the Chief Executive Officer and Operations Manager on campaign strategy, including establishing solicitation priorities, managing prospect lists, and developing targeted cultivation plans and solicitation strategies.
· Provide support to staff, board members, and volunteers for solicitation, ensuring alignment with financial goals and strategies.
Financial Oversight
· Oversee and planning for budgeting, forecasting, and financial reporting in collaboration with the CEO and Operations Manager.
· Ensure proper tracking, allocation, and reporting of donor funds and restricted gifts
· Oversee organizational expenses and budget alignment
· Lead the audit processes and compliance requirements
· Ensure all approved funding requests are fulfilled and proper PO’s allocated, money moved and disbursements made as per policy
· Ensure all accounts payable are cleared in advance of any posted due dates
· Follow up with outstanding account receivables in collaboration with the Philanthropy Advisor, CEO and Donor & Sponsor Relations Specialist.
Operational Management
· Oversee gift administration and donation services, including aligning gift acceptance and related policies to best practices and Foundation needs.
· Ensure proper processing of donations and appropriate receipting, acting as a key resource on donation policy, procedures, and fund management.
· Fully utilize the CRM (ideally experienced with Blackbaud CRM) and journal entries to ensure that all donations are allocated to the applicable project codes.
· In conjunction with the CEO, ensure the due process of money movement at the end of each calendar month to properly allocate donations to the proper accounts.
· Bi-weekly payroll submission and journal entries
· Utilize best practices in data analytics, modeling, and reporting to inform decision-making and optimize fundraising efforts.
· Review and manage overdue advancement pledges, developing action plans to resolve outstanding ones.
· Develop and oversee the application of Stewardship Guidelines to ensure effective stewardship of donors while controlling costs.
· Lead in the development, implementation, and update systems, practices, and standard operating procedures for the processing, administration, and reporting of donations.
Governance & Administration
· Support Board and committee operations, including meeting preparation and documentation
· Maintain organizational records and reporting requirements
· Generate Annual meeting schedules for the board of directors and all committee members and send out meeting invites for all applicable meetings
· Attend all board and committee meetings and take detailed meeting minutes and get approval from the CEO prior to distribution of the meeting minutes to the board and committee members
Leadership and Team Development:
· Help create a work environment and culture that values excellence, initiative, effectiveness, and community.
· Collaborate with the CEO and Operations Manager to develop short and long-term strategic plans for the Foundation.
· Foster a productive and positive work environment for all team members.
Qualifications
· Bachelor's degree or diploma in Finance, Accounting, Business Administration, or a related field.
· 8+ years of experience in finance, operations, or administrative support roles.
· Excellent working knowledge of accounting software is required.
· Strong understanding of financial processes and basic accounting principles.
· Proficiency in financial software and tools, including Excel and accounting systems.
· Proficiency in donor management software and tools is an asset.
· Excellent attention to detail and data accuracy.
· Strong organizational and multitasking skills, with the ability to prioritize and meet deadlines.
· Effective communication and interpersonal skills for collaboration with team members and external stakeholders.
· Ability to maintain confidentiality and handle sensitive financial information.
· Proactive problem-solving skills and the ability to work independently and as part of a team.
Join our team and play a leading role in transforming healthcare for the Lloydminster Region by building strong, lasting partnerships with the people and businesses who care about their community.
Benefits:
- Employee assistance program
- On-site parking
- RRSP match
Work Location: In person
