Director of Finance and Administration

Institute of Priestly Formation - Omaha



Name of Facility: Institute for Priestly Formation
11626 Nicholas Street
Nebraska Omaha

Submitted By

Name: Fr. Brian Welter


Department: Finance
Reports to: Executive Director

Principal Duties and Responsibilities

1. Provide finance and accounting leadership. Analyze and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements for all donor segments, and oversee all financial, project/program and grants accounting.

2. Coordinate and lead the annual audit process with external auditors, the finance committee and board of directors; assess any changes necessary.

3. Oversee and lead annual budgeting and planning process in conjunction with the Executive Director; administer and review all financial plans and budgets; monitor progress and changes; and keep senior leadership team apprised of the organization’s financial status.

4. Manage organizational cash flow and forecasting.

5. Ensure that the contract billing and collection schedule is adhered to and that financial data and cash flow are steady and support operational requirements.

6. Update and implement any necessary business policies and accounting practices.

7. Effectively communicate and present the critical financial matters to the board of directors, and finance council.

8. Oversee month-end closing process, and provide financial statements for quarterly finance committee meeting.

9. Maintain ledgers for campaigns, grants and directed funds.

10. File all necessary tax-exempt renewals, etc. with appropriate regulatory authority.

11. Coordinate, negotiate and manage third party contracts and services including payroll, I/T, phone systems, office equipment, buildings and grounds maintenance, security systems, health benefits, and others.

12. Assist hiring managers with employee onboarding and employee orientation.

13. Provide daily leadership and direction to accounting team.


Knowledge, Skills, and Abilities
1. The ideal candidate has experience of final responsibility for the quality and content of all financial data, reporting and audit coordination, and has preferably overseen a human resources function previously.
2. Ability to translate financial concepts to – and to effectively collaborate with -- programmatic and fundraising colleagues who do not necessarily have finance backgrounds.
3. Good understanding of technology with experience selecting and overseeing software installations and managing relationships with software vendors; knowledge of accounting and fundraising software. Knowledge of Quickbooks essential.
4. Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders
5. Committed to the mission and growth of the Institute for Priestly Formation.

Education and Experience
1. Minimum of a BA; finance or accounting preferred
2. At least 10 years of overall professional experience; ideally five years of broad financial and operations management experience

Application Instructions

Please email resume to Fr. Brian Welter: