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
- Using Sage 50 Accounting©, enter all financial data
- 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:
Job Type: Full-time
Work Location: In person
