Position Description

The Chariot Finance Manager is responsible for the overall management of our finances, including budgeting, forecasting, and reporting; cash and investment management, insurance coverage, grant management, tax issues, records management and coordination of employee benefits and records. The Finance Manager works with the Executive Director, staff, Board of Directors (BOD), Committees, and volunteers to ensure that the organization is financially healthy.

The Finance Manager position will report to the Executive Director.

Responsibilities

1. Financial Budgeting, Forecasting, and Reporting

• Develop annual detailed budget, coordinating with Executive Director & Outreach and Development Manager
• Maintain QuickBooks general ledger and related reconciliations
• Maintain clearly documented, organized, and easily auditable accounting records
• Prepare monthly modified-cash financial statements, year-to-date actual-to-budget analysis, and updated monthly and annual forecasts
• Host and facilitate Finance Committee (FC) meetings; work with the Committee to prepare monthly financial reports for the Board
• Prepare year-end GAAP-basis financial statements and work with board-selected independent CPA firm to complete financial audit
• Develop and maintain appropriate internal accounting controls; monitor changes in legal and regulatory environments and make recommendations to the Executive Director and Board
• Periodically review financial policies and provide any recommended changes to FC

2. Cash and Investment Management

• Record bank deposits, and make disbursements as needed
• Process employee expense reimbursements
• Maintain and use credit card reader as needed; track online donations
• Transfer excess cash to investment accounts
• Buy and manage maturities of investments as approved by FC
• Periodically review investment policies and provide any recommended changes to FC

3. Insurance Coverage Management

• Manage insurance program, including ongoing risk analysis
• Renew insurance policies and pay premiums
• Maintain relationship with insurance agency
• Annually review coverages and provide any recommended changes to FC

4. Grant Management

• Develop budgets for grant applications
• Track grant budgets and expenditures and prepare financial reports required for funding sources, including grant reports
• Coordinate with Operations Manager monthly deposit information on donations

5. Employee & Human Resources

• Oversee employee on-boarding, maintain new employee forms and set up employee files
• Oversee employee benefits; stay abreast of changes in state & federal laws relating to employers and employees
• Oversee and process payroll

5. Tax Matters

• Ensure that payroll/federal/W-2s filings are timely and accurately distributed
• Lead process for accurate and timely year-end giving statements to donors
• Prepare TWC reports as well as ensure IRS 990 return is completed each year

7. Records Management

• Implement and manage records management system
• Maintain inventory of office equipment and vehicles including depreciation schedule

Knowledge and Skills

• Professional and effective written, verbal, and interpersonal communication skills
• Demonstrate ability to organize and execute prioritized goals
• Proficient with Microsoft Office products and Google Platform
• Ability to meet deadlines consistently, work independently, and manage time effectively in a virtual office environment
• Passion for our mission, senior advocacy, and/or transportation services
• Supervise Part-time Bookkeeper

Education and Experience

• Experience in non-profit accounting and financial reporting
• CPA License (Preferred, but not required)
• Minimum of bachelor’s degree, ideally in business
• Strong Excel and Quickbooks experience

Compensation and Hours

• Salary based upon qualifications and experience
• PTO benefit package included
• Travel expenses to be reimbursed in accordance with the travel policy
• Health insurance not provided
• 18-20 hours/week; flexible schedule; some weekend and evening work may be required

Location

• This position is based in Austin MSA and can include some remote work
• In-person meetings or events will be held on occasion in the Austin, Elgin, or Dripping Springs area

To Apply

 To apply for this position, please submit a letter of interest and resume/CV via email to jobs@chariot.org.

Position Description

Chariot, formerly known as Drive a Senior Central Texas, is a 501 (C) 3 nonprofit organization that provides free rides to eligible senior adults who enroll in our program to help them live independently as long as they can and desire. Much of our program is based on volunteer drivers but we also use hired drivers to handle our van and bus drives and to be available on-demand for individual rides.

This is a great opportunity for someone who enjoys driving and wants to participate in a great mission! We need drivers to work 10-15 hours a week. Driver availability is typically set monthly. The Van Driver transports clients, providing a safe environment and assisting clients as needed. This position reports to the Elgin Support Manager.

Responsibilities

• Transport and assist clients on weekly scheduled van trips
• Transport individual clients and small groups to appointments
• Communicate with the Service Coordinator to schedule weekly trips
• Fill van with gas and maintain fuel log (Chariot covers all costs)
• Maintain cleanliness of agency-owned vehicles
• Coordinate planned and unexpected maintenance with the supervisor as needed, including transporting or arranging transportation for the vehicle to service locations and appointments.
• Communicate safety concerns to the Service Coordinators or Elgin Support Manager as appropriate

Qualifications

• Valid driver’s license, good driving record, and current automobile insurance.
• Prior experience driving a van and/or bus.
• Prior experience working with senior adults helpful.
• Must pass a criminal and driving background check.
• Ability to speak and converse in English (Bilingual English / Spanish is highly desired).

Location

• Chariot office in Elgin: 618 North HWY 95 Elgin Texas 78621.
• Appointment locations are within Elgin and the surrounding communities (including throughout the Austin metropolitan area).

Hours and Compensation

• Compensation is $20.00 per hour, benefits not provided.
• Hours and schedules vary weekly depending on client requests.
• Typically targeting 10-15 hours/week; above 20 hours require prior supervisor approval.
• Typical availability (and most appointments requested) are within the hours of Monday through Thursday from 8:30 a.m. -3 p.m.
• Occasionally, some weekend or evening hours may be requested.

To Apply

 To apply for this position, please submit a letter of interest and resume/CV via email to jobs@chariot.org.
Position will remain open until qualified applicant is selected.

Board of Directors members are responsible for strategic planning, policy development, governance and all fiduciary matters pertaining to Chariot (formerly Drive a Senior Central Texas) and ensuring that structures and procedures are in place for effective and ethical operation of the organization in the fulfillment of its mission.

These board positions report to the Board of Directors and is a volunteer position.

Essential Functions

• Attend and participate in meetings of the Board of Directors
• Participate in the development and execution of strategic plans
• Assist with membership recruitment and retention
• Formulate, review and oversee policies and procedures that govern the organization
• Actively participate on ad hoc and standing committees of the Board of Directors
• Participate in developing, approving and maintaining awareness of the annual budget
• Support and participate in Chariot activities
• Maintain awareness of other non-profit organization events and activities
• Recommend revisions to board policies and bylaws
• Participate in an annual board self-assessment
• Adhere to all Chariot policies and procedures, i.e., Conflict of Interest, Confidentially, Ethics, etc.
• Maintain awareness and ensure adherence to the Bylaws
• Provide input for the Executive Director’s performance evaluation
• Promote Chariot and its mission
• Maintain appropriate relationships with other non-profit organizations, the community and funders
• Ensure effective communication with Chariot staff, volunteers and the Austin community
• Identify potential donors and introduce them to the Executive Director
• Volunteer and represent Chariot at events
• Identify and introduce potential board members to the Governance and Nominations Committee
• Serve on at least one of the Board of the Directors Committees, i.e., Executive, Finance, Fund Development, Governance and Nominations, Organizational Excellence, Volunteer and Outreach

Knowledge and Skills

• Knowledge of Chariot By-Laws
• Knowledge of Chariot financial, legal and public responsibilities
• Knowledge of parliamentary procedure
• Knowledge of Chariot programs and mission
• Ability to effectively communicate orally and in writing
• Ability to negotiate effectively
• Ability to establish maintain effective working relationships with Chariot staff, volunteers and Austin community

Experience

• Prefer prior non-profit Board of Directors experience
• Other skills as determined by the Skills Matrix

Minimum Qualifications

A passion for our mission

To Apply
Please submit a letter of interest and resume/CV via email to boardchair@chariot.org.