[Sayma-Announce] Director of Finance and Employee Benefits 2009

Lauri Perman LPerman at pendlehill.org
Wed Jun 24 09:38:18 EDT 2009

Pendle Hill is seeking a Director of Finance and Employee Benefits. We
ask your help in identifying strong candidates for this vitally
important position. Please circulate this job announcement (attached and
pasted below) widely and bring it to the attention of Friends who might
be interested. 

Thank you.

Lorene Ludy
Assistant to the Director
Pendle Hill
610-566-4507 x144
lludy at pendlehill.org

Pendle Hill is a center of God's work in transforming the world. Pendle
Hill nurtures the life and witness of the Religious Society of Friends
(Quakers) through worship, work, study and service. We welcome those
from all spiritual paths.


                338 Plush Mill Road

                Wallingford, PA  19086-6023

                (610) 566-4507

                  FAX (610) 566-3679


PENDLE HILL                




Summer 2009



POSITION:                   Director of Finance & Employee Benefits


REPORTS TO:                          Executive Director


SUPERVISES:              Assistant Bookkeeper (P-T), Coordinator of
Building and Grounds (F-T)




The Director of Finance and Employee Benefits is responsible for
overseeing finances and employee benefits for Pendle Hill, a non-profit
Quaker organization with a $2 million operating budget.  S/he is a key
member of the senior management team with full participation in all
major administrative decisions.  The Director of Finance and Employee
Benefits attends meetings of the Board of Trustees and is the primary
source of information regarding Pendle Hill finances and employee




*         4 year degree.

*         Five or more years of experience.

*         Experienced in the business management of a non-profit

*         Proficiency with QuickBooks, or other accounting software.

*         Proficient in Microsoft programs, especially Excel and Word.

*         Excellent administrative and interpersonal skills. 

*         Experience with payroll and benefits administration.

*         Experience preparing for annual audit.

*         Experience working in multicultural settings and commitment to
racial justice important.

*         Knowledge of the Religious Society of Friends helpful.




The Director of Finance and Employee Benefits works with Executive
Director to design an appropriate and preferred mix of in-house and
outsourced Finance and Human Resource functions.




1.       Manages relationships with outside vendors to assist with job

2.       Represents Pendle Hill with outside entities (i.e. insurance
brokers, attorneys, banks, auditors, etc.)

3.   Works closely with the Pendle Hill Board.

4.   Keeps peers and colleagues informed about important finance and
human resource issues.

5.   Oversees purchase of office supplies.




The Director of Finance and Employee Benefits oversees all fiscal
matters relating to Pendle Hill. 


1.       Supervises and monitors the accounting functions.  Oversees
accounting, bookkeeping, and financial record-keeping functions and
systems.  Is able to perform all accounting and bookkeeping functions.
Prepares monthly operating income/expense statements, restricted funds
statements, and other helpful financial reports and information for
managing and administrative staff, committees, and the Board of
Trustees.  May employ services of nonprofit accounting specialists to
assist in preparation of monthly reports.

2.       Collaborates with the Executive Director, Director of Education
Programs and other Admin Team members to set tuition, program,
sojourning, and rental fee schedules.

3.       Works with the Director of Admissions to negotiate student
loans and loan terms and keeps current of monitoring loan repayments.

4.       Oversees the preparation of the annual operating and capital
budgets and budget forecasts for consideration and/or approval by the
Finance Committee and the Board of Trustees.

5.       Monitors and controls the budget.

6.       With Finance Committee oversight, is responsible for banking
and investments.  Maintains close working relationships with all banks
and investment firms.  Monitors cash balances and cash flow and invests
available funds.

7.       E-files bookstore sales tax information and payment on a
monthly basis.  Monitors real estate, county, township, and EMT taxes.

8.       With Finance Committee oversight, is responsible for risk
management (commercial insurance - buildings, auto, liability, officers,
and volunteers).  Maintains close working relationships with insurance
companies.  Prepares annual reports to the Finance Committee on
insurance coverage.

9.       Prepares for the annual audit and works with the auditors in
seeing it to completion.  





1.       Prepares the monthly payroll for outside vendor and year-end
reports including W 2, 1099 Misc., and 1099 R information. 

2.       Keeps current on employment and work-related tax rules.

3.       Processes new hires - letters of agreement, employment
paperwork, payroll setup, Staff Handbook orientation, and new hire

4.       Educates new hires in health, dental, life, and long-term
disability insurances, the 403b retirement plan, and other staff
benefits offered by Pendle Hill.  May employ services of outside HR firm
to assist with new staff orientation and benefits registration.

5.       Generates yearly appointment letter and staff compensation

6.       Meets with terminating employees concerning COBRA, final pay,
remaining vacation pay, office keys, staff handbooks, PH credit cards
and receipts, and forwarding address.

7.       Revises and updates the Staff Handbook, as necessary.

8.       Advises the Executive Director regarding human resource benefit




1.       Coaches Building and Grounds Coordinator in preparation of
capital budget.            

2.       Advises Building and Grounds Coordinator in vendor selection
and bids.

3.       Oversees Building and Grounds capital and maintenance budgets.

4.       Coaches Building and Grounds Coordinator in supervisory




This is a full-time, exempt, position.  All staff members at Pendle Hill
spend a few work hours each week contributing to the community through
meal-time, housekeeping or maintenance work.  





Compensation includes cash salary plus housing on campus (depending on
housing requirements and availability) or a housing allowance and
benefits including medical and dental insurance, retirement, generous
paid vacation and holidays, and the opportunity to take Pendle Hill
courses for free or at a significantly discounted rate.    


Non-discrimination Policy: Pendle Hill encourages the participation of
all and seeks to appoint to its staff individuals of diverse backgrounds
and to do so without discrimination on the basis of gender, race, color,
age, sexual orientation or national origin. 

Background Checks: Pendle Hill will conduct a background check for all

INTERESTED? Please submit a current resume, contact information for two
references, and a cover letter describing your interest to Lorene Ludy
at Pendle Hill, 338 Plush Mill Road, Wallingford PA 19086 or
lludy at pendlehill.org. Phone inquiries to 800-742-3150, ext. 144.  


Applicants with experience in finance only (i.e. without Human Resources
experience) are invited to apply.


First review of applications will begin July 1, 2009, and continue until
the position is filled.  The preferred start date is August 1, 2009;
this will allow overlap with the current incumbent in the position. 


Pendle Hill is a Quaker retreat and study center which offers programs
open to people of all faiths.  Pendle Hill offers a residential study
program, weekend workshops and retreats, short courses, publications,
leadership training for youth, and a full-service bookstore. Pendle Hill
has 28 full-time employees.





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