About Us

Employment Opportunities

Available Positions

Director of Finance

GENERAL DEFINITION AND CONDITIONS OF WORK:

Performs difficult professional work assisting in planning, organizing and directing the financial, personnel, and property management activities of the Corporation; does related work as required.  The position reports to the President & CEO and works closely with the Board of Directors.

This is sedentary work requiring the exertion of up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to move objects; work requires reaching, lifting, grasping, and repetitive motions; vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels; visual acuity is required for preparing and analyzing written or computer data, operation of machines, determining the accuracy and thoroughness of work, and observing general surroundings and activities; the worker is not subject to adverse environmental conditions.

ESSENTIAL FUNCTIONS/TYPICAL TASKS:

Financial Administration

  • Prepares annual budget, accumulates revenue information, prepares budget documents for Board of Directors, modifies budget as necessary, and handles distribution of final budget document;
  • Prepares cash flow projections, performs review of and revision to the projections developed. Anticipates cash needs;
  • Monitors invested funds, including endowment funds and short term investments, prepare journal entries to record activity in these funds, and reconciles and prepares reports on these funds;
  • Oversees all bank accounts and loans, prepares monthly bank reconciliation, coordinate new loans and renewals, transfers funds as needed;
  • Develops fiscal information for grant requests and grant reporting as required;
  • Oversees and prepares accounting records and financial statements for annual audit; prepares all work papers as requested by the auditors; prepares and records the year-end journal entries necessary to complete closing the general ledger;
  • Monitors usage of restricted funds, invests funds not needed immediately, and releases funds from restriction periodically per analysis;
  • Prepares monthly as well as various financial reports for the President & CEO, department heads, boards, and committees;
  • Authorizes purchases in accordance with the purchase order policy and reviews cash disbursement documentation to select weekly payments to vendors;
  • Posts daily gift entries to the general ledger;
  • Prepares periodic reimbursement requests under contract and grant agreements;
  • Oversees the general operation of accounts payable and general ledger processing; assists as needed with payroll.
  • Supervises accounting staff (currently includes one support staff member), Facilities Manager, and Museum Shop Manager.
  • Reviews transactions that come through the Square Retail system. Provides necessary accounting reviews to ensure inventory control and accuracy.

Personnel Administration

  • Develops personnel policies and ensures compliance with applicable laws;
  • Periodically reviews employee benefit contracts and seeks competitive bids;
  • Assists President & CEO and department heads with personnel issues;
  • Serves as fiduciary of the 401(k) Retirement Plan, performing annual investment option reviews and making changes as necessary.

Property Administration

  • Serves as contact person for rental property managers;
  • Maintains property records and coordinates land acquisition projects;
  • Evaluates property and liability insurance needs, adjusting policies as needed;
  • Manage distribution of keys and related recordkeeping.

Other duties as required, to include participation in special events.

KNOWLEDGE, SKILLS AND ABILITIES:

Thorough knowledge of the principles and practices of accounting and budgeting as applied to a non-for-profit entity; thorough knowledge of the principles underlying administrative policies governing financial practices and procedures; thorough knowledge of modern office practices and of standard office and accounting equipment; general knowledge of audit practices; general knowledge of employment law and employee benefit administration; ability to plan, organize and direct the work of subordinate employees; ability to establish and maintain effective working relationships with associates; ability to prepare complex financial reports; ability to communicate ideas effectively, both orally and in writing.

EDUCATION AND EXPERIENCE:

CPA preferred but not required. Any combination of education and experience equivalent to graduation from an accredited college or university with major course work in accounting or finance and considerable experience in finance administration.  Some experience with employment law is also required.

SPECIAL REQUIREMENTS:

  • Knowledge of Blackbaud Financial Edge software helpful
  • Proficient in Excel and Word
  • Acute attention to detail

BENEFITS:

  • Life insurance – employer offers life insurance (employee only) equal to the greater of one times annual salary or $50,000.  No employee contributions required – 100% paid by employer.
  • Health/Dental insurance – employer contributes to (qualified permanent full-time/part-time working 30 hours + per week) employee medical/dental coverage (currently 70% of individual coverage) and also pays a portion of dependent coverage (currently $200 per month total toward dependent coverage).  Employer contributions subject to change.
  • Retirement – employer contributes 3% of earnings into a safe harbor 401(k) Retirement Plan for all eligible employees (permanent staff who are 21 years of age or older).  Employer also matches 33% of every dollar contributed by employees up to 6% (so a maximum additional “matching” contribution of 1.98% (33% of 6%).  Employer contributions subject to change.
  • Vacation – employer offers paid vacation, sick leave, and personal days which accrue biweekly:
    • 2 weeks paid vacation annually (increases to 3 wks after 4 yrs;  4 weeks after 9 yrs)
    • 8 days sick leave annually
    • 2 days personal leave annually

HOW TO APPLY:

Please send resume, cover letter with salary requirements and contact information for three references to job@poplarforest.org. Deadline for applications is May 31, 2020. While email is preferred, if you would like to send your application package by mail, please mail to:

Alyson M. Ramsey, President & CEO
Thomas Jefferson’s Poplar Forest
P.O. Box 419
Forest, VA 24551

No phone calls please.


Annual Fund Manager

Thomas Jefferson’s Poplar Forest, Thomas Jefferson’s personal retreat and plantation located outside Lynchburg, Virginia seeks to hire an Annual Fund Manager to expand the impact of the organization’s development team. The Annual Fund Manager will report to the Director of Development, providing assistance to this role, but will be tasked with increasing contributions to the organization’s annual fund through work with current and prospective donors.  This position is also responsible for processing incoming contributions, maintaining gift and donor records and preparing acknowledgment letters on a weekly basis.

Responsibilities:

  • Develop and lead comprehensive annual fund program, including strategies to increase average gift amounts and grow membership base. Focus will be on donors giving below $1,000.
  • Create and execute a series of segmented and targeted mail and email campaigns/appeals to renew annual contributions, encourage support for special projects throughout the year, and attract new donors.
  • Serve as an active prospect identifier, targeting prospects for personal visits with an emphasis on moving donors up to higher giving categories.
  • Prepare deposit slips with all contributions and post daily contributions to Raiser’s Edge. The Annual Fund Manager is also responsible for taking the daily deposits to the bank (typically at lunchtime or at the end of the day).
  • Prepare acknowledgment letters in Raiser’s Edge for weekly mailing (within 5 days of receipt of gift per Gift Acceptance Policy).
  • Work with Finance Dept. to prepare all month-end and year-end gift reports, including pledge payment schedules and reminders.
  • Develop and maintain efficient systems for data cleansing, data entry, gift processing, prospect research, and relationship management.
  • Plan and execute events for members/annual fund supporters.
  • Recruit new members and cultivate existing members at public programs and events.
  • Record and transcribe minutes at monthly Development Committee meetings and quarterly Board of Directors meetings.
  • Other duties as assigned.

Qualifications:

  • Bachelor’s degree required and three to five years of experience in fundraising or a related field; knowledge of fundraising principles and practices.
  • Experience with direct mail and managing a complex database.
  • Advanced working knowledge of Raiser’s Edge (Blackbaud) is preferred. Ideal candidate will be proficient in running queries and exporting data, segmenting based on donor giving patterns, etc.
  • Ability to maintain a professional, polished demeanor.
  • Detail-oriented, with strong organizational, analytical, and planning skills.
  • Initiative and independence in carrying out responsibilities.
  • Excellent organizational skills with an ability to prioritize and manage multiple tasks and a variety of demands.
  • Strong self-motivation and the ability to work as a team member.
  • Commitment to maintain confidentiality and a high degree of accuracy in donor records.
  • Position will require travel to visit donors in various geographic locations as well as occasional evening and weekend commitments (for events and public programs).

Salary & Benefits:

  • Life insurance – employer offers life insurance (employee only) equal to the greater of one times annual salary or $50,000. No employee contributions required – 100% paid by employer.
  • Health/Dental insurance – employer contributes to (qualified permanent full-time/part-time working 30 hours + per week) employee medical/dental coverage (currently 90% of individual coverage) and also pays a portion of dependent coverage (currently $200 per month total toward dependent coverage). Employer contributions subject to change.
  • Retirement – employer contributes 3% of earnings into a safe harbor 401(k) Retirement Plan for all eligible employees (permanent staff who are 21 years of age or older). Employer also matches 33% of every dollar contributed by employees up to 6% (so a maximum additional “matching” contribution of 1.98% (33% of 6%).  Employer contributions subject to change.
  • Vacation – employer offers paid vacation, sick leave, and personal days which accrue biweekly:
    • 2 weeks paid vacation annually (increases to 3 wks after 4 yrs;  4 weeks after 9 yrs)
    • 8 days sick leave annually
    • 2 days personal leave annually

How to Apply:

Please send resume, cover letter with salary requirements and contact information for three references to job@poplarforest.org. Deadline for applications is May 31, 2020. While email is preferred, if you would like to send your application package by mail, please mail to:

Alyson M. Ramsey, President & CEO
Thomas Jefferson’s Poplar Forest
P.O. Box 419
Forest, VA 24551

No phone calls please.

Interested in Volunteering?

We are recruiting volunteers to give tours of the house and grounds, assist in the Museum Shop and help with educational programming for children.

Learn More