Company | Oregon Wine Board |
Company Type | Other |
Category | Finance |
Description | Position Description: OWB Director of Finance and Administration To Apply - Please email a cover letter and resume to apply@oregonwine.org. Summary: The Finance and Administration Director is the primary accountant and business operations owner for the Oregon Wine Board. This manager is accountable primarily to the Executive Director, and secondarily to the organization’s Board of Directors, for all bookkeeping, business analytics and financial forecasting/reporting as well as essential human resources, compliance and reporting functions (e.g. periodic audits, taxes and state-mandated documentation). This role is the primary contact between OWB and OLCC, legal counsel, outside auditors and CPA’s as well as Business Oregon and other state agencies. Since 2003, the Oregon Wine Board has operated as a semi-independent state agency in accordance with Oregon statute. The Oregon Wine Board manages marketing, media relations, research, and education initiatives that support and advance Oregon’s statewide wine and wine grape industry. The industry contributes more than $7 billion in economic activity each year, including more than 40,047 wine-related jobs and more than $1.5 billion in wages. Qualifications: Minimum of ten years in accounting or finance management with three years in broader organizational roles such as human resources, forecasting, business analysis, contract administration and strategic planning desired. Past assignments with other state agencies, grant administration, or work in a non-profit environment, are preferred, but not required. Demonstrated experience in the following required: • Excellent knowledge of data analysis and forecasting methods • Proficient in the use of MS Office and financial management software • Ability to strategize and solve problems • Strong leadership and organizational skills • Excellent communication and people skills • An analytical mind, comfortable with numbers This role is designed for a highly self-motivated individual who is team-oriented and capable of managing a diverse range of time-sensitive projects and delivering on deadline. Position Status: Full-time, exempt from overtime pay Reports To: Executive Director, and secondarily, to OWB’s Board of Directors (nine industry executives who volunteer for appointments by the Governor) Position Requirements: Accounting and Financial Reporting 35% • Execute semi-monthly payroll including: payroll tax filing docs., monthly worker’s compensation payroll report, annual W-2’s and quarterly tax returns • Manage all receivables, payables, reconciliations and approved expense report reimbursements • Deliver timely Profit & Loss statements, including cost vs. budget and forecast reporting, and Balance • Prepare year-end financials for OWB and ensure that all state/federal financial reporting obligations are met • Work closely with OWB bank of record on all savings/money market/ credit facility management • Manage the annual OR Wine Symposium event financials including budget tracking, collections & revenue sharing • OR Liquor Control Commission compliance & tracking; work with the Commission for OWB income forecasts Planning and Forecasting 30% • Take responsibility for management and delivery of OWB annual business plans and delivery of the OWB budget to Business OR • Prepare, review and present the fiscal year budgets for approval by the Board of Directors. Submit OWB budget to the state as required. • Develop and present cash flow projections as needed. • Proactively identify budget line items that are at variance vs. plan • Take responsibility for timely submission of OWB’s Annual Report • Work with staff to identify, plan and apply for grant program funding • Support USDA grant management for international marketing with expense tracking and budgeting. Compliance/HR 25% • Manage required financial reviews and report on findings to the Exec. Director and the Board • Prepare and submit biennial agency report to the Legislative Fiscal Office • Fulfill any agency insurance requirements • Complete and file the required state reports such as the annual risk management and accounts receivable reports. • Fulfill OWB Human Resources Role • Take responsibility for employee benefits administration and costing, employee handbook editing, contractor payments • Support the Exec. Director in managing candidate searches and staff transitions (offer letters, ID authentication, W-4’s, employee benefits administration, handbook acknowledgements, termination documentation) • Complete and submit agency Affirmative Action Plan Contract Administration • Review third-party contract agreements and assess risk • Initiate and facilitate legal counsel (Oregon Dep’t. of Justice) review and drafting of contracts as necessary • Ensure contractor compliance as needed OWB Grants 10% • Administer and support OWB Board-approved research grants • Execute timely payments for approved grants and track installments • Prepare and execute grant contracts, maintain contract files and payment records • Manage reporting and compliance with terms for all other federal and state grants related to Marketing or Education initiatives supporting the Wine Board’s business plan Education: Bachelor’s Degree with a concentration in Business or Finance preferred **Please note the work location for this position is currently remote. However, the ability to meet in person with frequency in the Portland area and throughout the State of Oregon is necessary. Priority consideration will be given to in-state residents.** To Apply - Please email a cover letter and resume to apply@oregonwine.org. |
City | Portland |
State | OR |
AVA | Oregon |
Contact Name | Marie Chambers |
Phone | 503-967-8978 x5 |
apply@oregonwine.org |