Connect

Finance and Operations Manager Employment Opportunity

The text Join Our Team appearing behind torn brown paper.
ABOUT THE ORGANIZATION 

The Blue Cross and Blue Shield of North Carolina Foundation is a private, charitable foundation established as an independent entity by Blue Cross and Blue Shield of North Carolina in 2000. Its mission is to improve the health and well-being of everyone in North Carolina. Over the past two decades, the organization has worked with - and supported - nonprofit organizations, government entities, and community partnerships across the state, investing $220 million into North Carolina through more than 1,400 grants, collaborations, and special initiatives. Within its focus areas of access to care, early childhood, healthy communities, healthy food, and oral health, the Foundation strives to address the key drivers of health, taking a flexible approach designed to meet identified needs in partnership with the community.

ABOUT THE POSITION 

In this position, you will be part of a dynamic and creative team committed to supporting organizations and leaders changing systems and conditions to ensure that everyone in North Carolina has an opportunity to be as healthy as possible. Our ideal team member will thrive in, and contribute to, a collaborative environment, working cross-functionally to support the critical areas of finance and operations. In conjunction with the Operational Excellence Project Manager and other internal and external partners, the Finance and Operations Manager implements and oversees projects to improve and/or facilitate accounting and reporting functions and manage aspects of the Foundation’s operations. This position reports to the Vice President, Learning and Foundation Operations.

Specific Responsibilities 

Internal Accounting

  • Work closely with the Foundation’s external accounting firm to ensure all tasks are performed to accounting’s highest standards.
  • Perform day-to-day bookkeeping and accounting tasks, including:
    • Holding responsibility for financial data in the organization’s Grants Management System (Blackbaud).
    • Holding responsibility for all Accounts Payable duties, using BILL software.
    • Helping ensure all financial platforms and systems are consistent and accurate.
    • Ensuring quarterly accrual information is available and accurate.
    • Ensuring Foundation information for audit and tax is accurate and submitted on time.
    • Preparing expense reimbursements and credit card coding; gathering all supporting documentation, and following up, as needed, with members of the Foundation team.
    • Managing travel stipend process in Asana and Excel.
  • Manage relationships with vendors, consultants, and grantees to provide insight and ongoing support related to the Foundation’s financial processes and respond to inquiries in a timely manner.

Reporting and Process Improvement

  • Work with Foundation leadership and financial and accounting stakeholders, partners, and vendors to ensure:
    • The Foundation team clearly understands financial reports used to support their duties and responsibilities.
    • The Monthly Budget Report, including tracking of expenses against programmatic areas and vendors/contracts, is accurate and on time.
    • The quarterly Management & General Expense Report is complete and accurate.
    • The supporting activities related to the preparation of Quarterly Financial Statements, are accurate and completed on time.
    • The coordination of all financial and grant-related documentation required for the annual external audit and for the filing of the Foundation’s Form 990-PF Tax Return is complete and accurate.
    • Annual W-9/1099 information for all vendors is complete and accurate.
    • Process improvement projects are vetted and implemented.
    • The Leadership Team has all the documentation needed for the preparation of annual budgets.
    • The support of all other financial reporting and process improvement tasks.

Operations

  • Provide ongoing assistance to the Foundation Leadership Team, Board of Directors, and Officers.
  • Provide leadership as it pertains to adherence to, and compliance with, organization policies, and manage regular reviews to ensure Foundation policies are kept up to date.
  • Prepare contracting documents for approval and execution based on organization’s existing templates.
  • Act as the Business Unit Coordinator:
    • Manage the Foundation’s Finance email account.
    • Oversee organization wide memberships and subscriptions.
    • Maintain staff equipment inventory and supporting technical requests for new hires.
    • Manage supplies and special orders.
    • Perform other operations-related duties as assigned.

Experience and Skills:

  • Bachelor’s degree preferred. Equivalent experience considered.
  • Three+ years of relevant job experience in accounting or financial management and operations, preferably with foundations or nonprofit organizations.
  • Knowledge and experience with MS Office Suite, specifically MS Excel (including pivot tables, automation, and creation of relational databases).
  • Excellent communication, interpersonal, and listening skills.
  • Demonstrated success managing detail-oriented tasks and processes.
  • Strong analytic skills.
  • Strong computer proficiency.
  • Ability to organize and structure information from a variety of sources.
  • Ability to work independently and collaboratively as part of a virtual team.
  • Ability to problem solve and manage multiple priorities to meet competing deadlines.
COMPETENCIES

 Alignment with the Foundation's Values and Approach

  • Personal commitment to improving health for everyone in North Carolina.
  • Desire to work as part of a team, with the ability to thrive independently.
  • Approach the work with a focus on building and strengthening relationships.
  • Sense of humor.
  • Effective communicator, customer service oriented, and ability to think and act simultaneously at a macro and tactical level.

 Growth Mindset

  • Passion for continuous improvement, learning, and growth.
  • Comfort with ambiguity.
  • Open to new ideas, with an ability to innovate and take risks in pursuit of high-impact solutions.
  • Willingness to embrace and work through challenges.
  • Adaptable and flexible; able to shift and prioritize.
  • Possess an “all-hands-on-deck” spirit.

Inclusive and Team Oriented

  • Committed to supporting the success of the team, grantees, and other external partners and willing to provide mentorship in areas of expertise.
  • Highly collaborative with deep listening skills and an asset-based approach; a champion for inclusion and collaboration.
  • Excellent interpersonal skills with a proven ability to influence, engage, coach, and mentor other staff.
  • Ability to establish and maintain trust with diverse partners – staff, board, and community.
  • Ability to influence outcomes and provide feedback positively and constructively without a direct supervisory relationship.

 

COMPENSATION AND OTHER INFORMATION

A competitive compensation and benefits package will be offered commensurate with experience. As an employer, Blue Cross NC welcomes people to flourish in an open and inclusive work environment. Foundation staff are employees of Blue Cross NC, which operates under a “Hybrid Flex” policy with a balance of work from home, work-related travel (meetings, site visits, conferences), and time at the Foundation's Durham location.

To Apply:

Applications must be submitted via the Blue Cross NC Careers page.