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Human Resources
Human Resources Manager
Williams Bay, WI
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Yerkes Observatory

Finance and Human Resources Director

Job Description

Summary The Finance and Human Resources Director (FHRD) is responsible for both the day-to-day financial operations of Yerkes Observatory, a rapidly growing non-profit organization, and for leading all administrative and compliance aspects of HR and benefits. Yerkes is a $3-4m organization undergoing rapid growth and transformation. Hence this role is currently very hands-on yet includes the opportunity to lead the formalization of finance and administrative duties and staffing over the years ahead. The FHRD actively maintains the organization's finances as outlined below. They work closely with the Treasurer, Director, staff, and the Finance Committee to ensure accurate data and timely communications. The FHRD also oversees the audit, runs payroll, and is the benefits and compliance liaison to payroll provider ADP, which functions as a Professional Employer Organization (PEO) for Yerkes. The FHRD works closely with fundraising staff on recording and reconciliation. They also produce internal reporting that helps leadership understand how Yerkes is tracking to budget, budget forecasts, and a mid-year reforecast. They also lead the annual budgeting process. The FHRD leads and proactively improves HR compliance, operations, processes and communications. This is considered a full-time position, but candidates with extensive experience may be able to fulfill the duties of this role in a 32 hour per-week schedule. This position reports to the Executive Director and has one direct report (a part-time accountant). Yerkes currently budgets and reports internal financials on a cash basis, reconciling to GAAP quarterly-- including at year-end for the annual external audit.
Responsibilities Core Duties:
Maintain and manage financial records and transactions on a cash basis for daily operations and internal management reporting, while reconciling quarterly and at year-end to ensure compliance with Generally Accepted Accounting Principles (GAAP), nonprofit accounting standards (FASB), and relevant federal and state regulations. Maintain accurate and complete financial records digitally and physically. Oversee PT accountant's processing and bookkeeping of all financial transactions, including AP/AR, and general journal entries within QBO. Reconcile all bank accounts and other balance sheet accounts monthly, ensuring accuracy and resolving discrepancies. Prepare and distribute regular financial reports on a cash basis (e.g., monthly budget-to-actual reports, statements of financial position, statements of activities, cash flow statements) for review by the Executive Director and the Finance Committee, using QBO reporting features. Reconcile the cash reporting to GAAP on a quarterly basis to enable committee members to accurately understand Yerkes' financial position from this perspective. Track restricted gifts and grants along with corresponding expenditures and releases from restriction in QBO, ensuring compliance with donor and grant agreements. Collaborate with Yerkes staff who are the POC for federal, state or foundation grants with specialized accounting requirements. Calendar and solicit from staff any required financial reporting for funders, ensuring the timely submission of these reports. Work with the Development staff on grant reports as needed. Manage organizational cash flow by tracking incoming and outgoing funds and monitoring bank account balances. Proactively prepare cash transfers among Yerkes accounts and investments to ensure adequate cash is available for projected needs. Collaborate with fundraising staff to reconcile QBO reports with CRM data. Lead the annual budgeting process, working closely with the Director. Assist the leadership team in reforecasting through the year as appropriate. Maintain the standing financial calendar, ensuring annual tasks are completed on schedule. Provide any information or reports needed or requested by the Treasurer or Executive Director, supporting them in maintaining an accurate and complete picture of Yerkes' financial position. Proactively provide counsel to the staff and board to guide strategy and policy.
HR, Payroll and Benefits:
Plan and implement searches, hires and separation, annual reviews, compensation reviews and adjustments, COLA and merit increases, benefits enrollment and renewals, evaluation and development of insurance packages and renewals, and upkeep of the employee handbook and benefits information for use during hiring. Review and investigate HR complaints or compliance issues, ensuring alignment with organizational policies and state/federal law. Establish and communicate an independent, direct escalation path for any sensitive matters or conflicts involving executive leadership or the Board. Respond to employee questions or needs in a timely manner. Ensure timely accurate and timely Yerkes payroll processing with ADP. Ensure that ADP payroll reports are reconciled with internal financial records. Ensure that all necessary payroll-related tax reports and remittances are filed on time. Oversee the administration of employee benefits programs (e.g., health insurance, retirement plans), acting as a liaison between employees and providers when needed. Tend to Yerkes organizational culture and our goal to value our people, not just their work.
Compliance and Audit Coordination:
Maintain and enforce established financial controls to safeguard assets and data integrity. Recommend control or process improvements to the Finance Committee. Prepare all necessary documentation, schedules, and workpapers for the timely and efficient completion of the annual financial audit. Serve as the primary contact for the external auditors. Coordinate the timely completion, board review, and submission of Yerkes' IRS 990. Stay abreast of changing regulations affecting Yerkes financial operations.
Support and Operational Tasks:
With the Finance Chair, prepare the monthly Finance Committee agenda and materials, distribute the committee packet at least one week in advance of the meeting. Prepare the necessary financial materials to support the Treasurer in communicating Yerkes' financial position at Board meetings. Maintain positive banking relationships through personal outreach, anticipate LOC or finance renewals and provide all necessary documentation and interaction to ensure banking partners remain confident in Yerkes. Maintain and update Yerkes financial policies and procedures, communicating changes. Provide necessary financial information or reports from QuickBooks Online to staff for grant applications and reporting requirements. Address staff questions regarding policies and procedures, payroll and benefits. Skills and Qualifications Ability to analyze and communicate accurate financial data and trends in a clear way. Previous experience in or responsibility for Human Resources and knowledge of WI labor law. A Bachelor's degree in Accounting, Finance, Business or a related field. High degree of proficiency with QuickBooks Online (QBO), Excel, and Powerpoint. Experience preparing for and coordinating annual financial audits. Solid understanding of nonprofit accounting principles. Experience with all aspects of employee performance management process. Experience working with external payroll providers. Prior experience reconciling with a CRM used for fundraising data management. Strong communication skills in order to effectively present financial information verbally, visually, and in writing. Experience forecasting income and expense results and building budgets. Demonstrated ability to work independently, manage multiple deadlines, and prioritize tasks. A passion for the role of non-profits and the mission of Yerkes specifically.
Compensation, Benefits, and Work Environment Salary Range:
$135,000-155,000 plus benefits.
Benefits Summary:
Benefits include a choice of two employer-subsidized health insurance plans, 100% employer-paid dental and vision plans with an option to upgrade, up to a 6% match of retirement contributions, paid holidays and time off, and others.
Physical Demands and Work Environment:
This position operates primarily in a professional office environment located in a historic building. It requires the prolonged use of computers, standard office equipment, and financial software. The employee must occasionally lift and/or move office supplies or financial archive boxes weighing up to 25 pounds. Regular on-site presence at the Yerkes Observatory in Williams Bay, WI is required. To Apply Submit your resume along with a one-page cover letter detailing your specific interest in this position. Your cover letter should specifically highlight your experience beyond what is on your resume, tell us a bit about who you are as a person, and why you believe our mission and this role are exciting for you. Applicants from all backgrounds are encouraged to apply. Equal Opportunity Employer (EOE): Yerkes Observatory is an equal opportunity employer and actively seeks to maintain a diverse workforce. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected personal characteristic under federal, state, or local laws.
Pay:
$135,000.00 - $155,000.00 per year
Benefits:
401(k) matching Dental insurance Employee discount Health insurance Life insurance Paid time off Vision insurance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Other Retirement and Savings
  • Health Insurance
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