Title: Director of Finance

Department: Finance & HR

Supervisor: Artistic Director
Treasurer of the Board of Directors

Status: Full-time employee

Compensation: Competitive and commensurate with experience, including benefits

Location: Charlotte, North Carolina

Availability: April 2022

Position Vacancy Notice – Dir Finance – Opera Carolina

The Position

The Director assumes a prominent managerial role in the life of the company and is responsible for the supervision of accounting systems and the management of financial resources, the financial integrity of the organization and its financial statements. The Director is also responsible for day-to-day company operations and human resources for full-time and part-time employees, long-term and per-occasion contractors.

In collaboration with the Artistic Director, the Director is responsible for the smooth operation of the Opera Carolina offices in order to obtain a working atmosphere that is positive, forward-thinking, efficient and inclusive.

The Director provides leadership for the administrative staff, has a direct report to the Artistic Director, and a ‘dotted line report’ to the Treasurer of the Board of Directors. The Director is a member of the company senior staff and will represent the Opera in meetings and conferences as is appropriate.

Principal Responsibilities
Responsibilities are intended to describe the general nature and level of work performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the individual.


1. Supervise the Accounting Manager in the preparation and maintenance of all financial records and reports, including but not exclusively, monthly and year-end financial statements, and statements on investments.

2. Supervise the Accounting Manager in the preparation of financial materials and related compliance reports for grant requests as requested by the Development department.

3. Cash Receipts. Conduct a weekly review with the Accounting Manager of inputting cash receipts into the company accounting system, and the processing of daily bank deposit.

4. Accounts Receivable. Conduct a weekly review with the Accounting Manager to ensure the accurate maintenance of all accounts receivable.

5. Accounts Payable. Conduct a weekly review of A/P with the Accounting Manager to ensure the accurate payment of all legitimate invoices on a timely basis.

6. Review all bank reconciliations on a monthly basis.

7. Company Credit Cards. Review and approve entries, coding and payment of company credit cards on a timely, consistent basis. Monitor balance and use of company credit cards and notify appropriate department heads of irregularities and/or unacceptable purchases.

8. Payroll. Supervise the Accounting Manager in the processing of payroll, and administrative review necessary to ensure accurate payments to employees. Approve semi-monthly wire transfers from the operating account to the payroll account.

9. Payroll Taxes:

• Semi-monthly. Supervise the Accounting Manager in the processing of Payroll Taxes and administrative review necessary to ensure accurate and timely payments to State and Federal tax authorities.

• Quarterly. Supervise the Accounting Manager in the processing of Quarterly Taxes and administrative review necessary to ensure accurate, timely reporting to State and Federal tax authorities.

• Supervise the Accounting Manager in the processing of and administrative review necessary to ensure accurate, timely reporting and payment to the Employment Security Commission.

• Annually. Responsible for the processing and administrative review necessary to produce both 1099 and W-2 forms for company independent contractors and employees.

• Annually. Responsible for the processing and administrative review necessary to report annual wage information to State and Federal tax authorities.

10. General Ledger. Supervise all general ledger accounts, journal entries and the accurate preparation of information necessary to produce the monthly financial statements in accordance with established GAAP procedures.

11. Prepare all reports, replies, and correspondence for government agencies including OSHA, Department of Commerce, Employment Security Commission, Internal Revenue, and Department of Transportation

12. Annual Audit: Work with the company auditors for the successful completion of the annual audit. In charge of company reply to all audit requests. Prepare all audit Confirmation letters. Prepare all data for tax returns.

Finance and Risk Management

1. Review monthly expense reports for all departments and advise in a timely fashion the department heads Artistic Director and/or Treasurer of significant budget variances.

4. Prepare the annual operating budget in collaboration with the department heads, for review by the Artistic Director, then the Board Finance Committee and the full Board of Directors.

5. Participate in all decisions concerning finances, advising on consequences, alternatives, and impact.

6. Manage all company insurance policies, including health care insurances and benefits, and administer all claims and audits.

Human Resources & Operations

1. Advise in a timely fashion the appropriate department heads, and/or the Artistic Director of any irregularities or identified problems with staff performance. Predicated on the nature of the problem, report incidents to the Board HR committee chair.

2. Be responsible for the managing and supervising the accounting of employee benefits as provided for in the Employee Policy Manual.

3. In collaboration with the Accounting Manager, manage company office equipment and maintenance of same, including but not limited to computers, servers, printers, copier, telephone system, and fax machine.

4. Oversee office procedures for day-to-day operations, including attendance and vacation logs, mail; supervise the procurement of office supplies, security matters and general office administration

5. Collaborate with the Artistic Director in all decisions relating to employee benefits, staff relationships, and disciplinary, corrective, and dismissal procedures.

Candidate Profile
The successful candidate will be an experienced professional with at least a majority of the following experiences and skills:

• Bachelor of Science/Bachelor of Arts in Accounting/Finance required, advanced degree and/or CPA designation preferred.

• Minimum of 3 years of controller level experience with a non-profit organization, division or significant program area of at least $3M. Experience in a performing arts organization is not required but is preferred.

• An additional 5+ years of progressive experience in general accounting with solid knowledge of GAAP nonprofit requirements. Solid knowledge of financial analysis and forecasting including but not limited to:

1. Experience with audit and grant compliance.
2. Experience with revenue cycle and month end close.
3. Proficient in Microsoft Office, and financial management software (Opera Carolina uses Abila accounting software).

• Have experience as a manager, demonstrating leadership qualities that will translate into administrative leadership of the Opera staff.

• Good communication skills.

• Knowledge of employee relations (HR) issues, and the willingness to remain current with best practices and trends.

• The ability to establish and maintain effective working relationships with co-workers, a variety of Board members or donors and patrons, Opera banking partners and vendors.

• Exhibit initiative to learn and influence in a positive manner company policies and procedures for the finance area, new computer advancements including software and hardware, regulatory requirements, and changes in accounting methods.

• Exhibit a professional attitude and appearance that will instill confidence in the administrative staff and volunteers.

Application Instructions

Please send a cover letter that highlights your experience and successes as well as your specific interest in Opera Carolina. Include a resume and names of at least three professional references.

All applications will be treated as being confidential and references will not be contacted without the candidate’s agreement.

Submit all materials and address all questions to:

James Meena, Artistic Director 704.332.7177, x 101 james@operacarolina.org Application deadline: March 31, 2022.

Opera Carolina is an Equal Opportunity Employer committed to the principles of Diversity, Equity and Inclusion.

Position Vacancy Notice – Dir Finance – Opera Carolina