LDG is conducting a search for the CFO of the Blount Partnership in Maryville, TN

Position: Chief Financial Officer

Reports to: President/CEO FLSA Status

Supervises: Senior HR, Accounting & Technology Manager Exempt, Salaried

The Chief Financial Officer is responsible for all primary financial matters for the organizations of the Blount

Partnership, which includes Blount County Chamber of Commerce; Economic Development Board of Blount County

and the Cities of Alcoa and Maryville, Tennessee; Smoky Mountain Tourism Development Authority; and the Blount

County Chamber Foundation. He/she is also involved in all Human Resource activities of the Blount Partnership. He/she

must be knowledgeable of the organizations of the Blount Partnership. He/she must be a graduate from a 4-year

college institution with a degree in business or accounting. He/she must be proficient with Sage 50 Accounting® and

Microsoft Excel®. A working knowledge of other Microsoft® products and the capability of operating various types of

office equipment are also required.

Responsibilities:

Blount Partnership:

Responsible for the oversight of overseeing insurance programs such as workers' compensation, Business

Insurance, D&O Insurance

Coordinate and administer insurance policies and bank accounts on behalf of each of the organizations of the

Blount Partnership

Prepares and processes payroll in all aspects including direct deposit, payroll tax deposits, tax reporting and

compliance

Direct 401K provider in timely filing of 5500 forms and assure ERISA compliance of benefit plans

Coordinate financing activities and serve as liaison with local banks on all projects.

Works with the President/CEO and Joint Operating Committee for long-range planning in the areas of staff

salaries and benefits, staff development, building funds and capital funding

Ensure all financial transactions within the company are accounted for and follow legal standards

Manage general accounting functions, including, but not limited to accounts payable, accounts receivable, and

general ledger functions

Blount County Chamber of Commerce:

Supervise A/P, including getting invoices approved, assigning expense codes, accounts payable, maintaining

vendor files, etc. on a weekly basis

Using Sage 50 Accounting©, enter all financial data

Prepare monthly Financial Statement for the Executive Committee and Chamber Board

Reconcile bank statements

Work closely with CPA firm, supplying information for, and coordinating preparation of the yearly audit

Assist in the preparation of the yearly budget, providing historical data and recommendations for future

income and expense estimates

Attend Executive Committee and monthly Chamber Board meetings, and other Chamber meetings as

required

Track and collect reimbursements to Chamber from all sources. This includes coding and data entry of all

receipts to the correct account.

Page 1 of 3• Ensures all taxes are properly recorded and filed on time, including monthly TN sales tax

Make recommendations pertaining to financial matters/issues for approval by President/CEO

Coordinates with auditors/accountants, reviews completed financial reports and audit

Approves general office supply purchases

Ensure that all federal, state and local guidelines and regulations are being met

Meet regularly with the managers and keep them informed and give financial direction

Reviews reports to analyze projections of revenues against actual figures, budgeted expenses against final

totals and suggests methods of improving the planning process

Confers with the President/CEO and Vice President and program Directors to coordinate and prioritize

planning as it relates to the budget

Studies long-range economic trends and projects company prospects for future growth, opportunities for

new project or revenue producing opportunities

Supervises the investment of funds and works with financial institutions to be assured the Partnership is

receiving the optimum utilization of monetary resources

Identify grants and appropriate external funding potentials for the Partnership and implement the actions

necessary to apply/attain those funds

Coordinate and complete census and survey reports, i.e. US Chamber Annual Survey, ACCE Annual Survey

Prepare and submit the Corporate Annual Report to the State

Maintain listing for the equipment/office inventory

Prepare yearly totals for the Joint Operating Agreement

Assist with sending contribution letters for the Chamber Foundation and 1099 forms

Economic Development Board (EDB):

Work with the President/CEO and assist in the yearly preparation of the budget

A/P, including getting invoices approved with correct expense codes

Using Sage 50 Accounting©, enter all financial data

Prepare monthly Financial Statement for the Executive Committee and Economic Development Board

Reconcile bank statements

Review monthly financial statements for presentation to the Economic Development Board

Work closely with the CPA firm, supplying information for, and coordinating preparation of the yearly audit

Attend the Board meetings of the Economic Development Board

Prepare and submit the Corporate Annual Report

Supervises the investment of funds and works with financial institutions to be assured the Partnership is

receiving the optimum utilization of monetary resources

Code and deposit funds received by the Economic Development Board

Responsible for the oversight of insurance policies on behalf of the Economic Development Board

Monitor incentive programs with industrial clients for compliance with required metric attainment.

Manage IDB property leases – rental houses and farmland

Smoky Mountain Tourism Development Authority (SMTDA):

Assist the President/CEO and Director of Tourism in the preparation of the annual budget

Attend Board meetings and other meetings of the SMTDA as requested

Maintain Chart of Accounts for SMTDA

Record and maintain deposits with the County for the SMTDA

Prepare monthly financial statements for the SMTDA

Maintain listing of hotel/motel tax collections on a monthly basis

Page 2 of 3• Keep track of all inventory and assets owned by SMTDA

Coordinate the payment of invoices, coding, etc. for processing payment

Using Sage 50 Accounting©, enter all financial data

Prepare monthly Financial Statement for review by the staff and the SMTDA Board

Reconcile bank statements

Work closely with CPA firm, supplying information for, and coordinating preparation of the yearly audit

Assist in the preparation of the yearly budget, providing historical data and recommendations for future

income and expense estimates

Foundation:

Compliance and enforcement for 501c3 tax exemption requirements

Record and submit requests for payments from all Foundation program partners monthly

Issuance of tax-exempt receipt letters to donors/contributors

A/P, including getting invoices approved, assigning expense codes, preparing checks, maintaining vendor

files, etc. on a weekly basis

Prepare monthly Financial Statement for review by the staff and the Foundation Board

Reconcile bank statements

Work closely with CPA firm, supplying information for, and coordinating preparation of the yearly audit

Assist in the preparation of the yearly budget, providing historical data and recommendations for future

income and expense estimates

Attend monthly Foundation Board meetings, and other Foundation meetings as required

Track and collect reimbursements to Foundation from all sources. This includes coding and data entry of all

receipts to the correct account.

Ensures all taxes are properly recorded and filed on time

Make recommendations pertaining to financial matters/issues for approval by President/CEO

Coordinates with auditors/accountants, reviews completed financial reports and audit

Ensure that all federal, state and local guidelines and regulations are being met

Meet regularly with the managers and keep them informed and give financial direction

Reviews reports to analyze projections of revenues against actual figures, budgeted expenses against final

totals and suggests methods of improving the planning process

Confers with the President/CEO and Executive Vice President and Program Directors to coordinate and

prioritize planning as it relates to the budget

Prepare and submit the Corporate Annual Report to the State

Renew the application for Charitable Organization

Monitor other Project Funding

Prepare individual financial statements for Foundation partners on a monthly basis.

Qualifications and Experience:

4 – year degree in Business Administration or accounting

8 years’ experience in accounting or audit capacity

Preferred Experience:

CPA preferred

Job Type: Full-time

Work Location: In person

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