Finance and Operations Senior Director

Overview

This senior leadership role is responsible for the organization’s end-to-end financial health and operational infrastructure, including financial systems, budgeting, reporting, audit readiness, grant compliance, and Board-level financial governance. The role also oversees key operations such as payroll, benefits, insurance, multi-state regulatory compliance, and IT/data systems—either directly or through management of staff, external consultants, and vendors.

Responsibilities

Financial Management

• Create, manage, and execute all financial systems, processes, and transactions
• Provide strategic management insights and recommendations based on financial data
• Create financial reports for the organization and any fiscally sponsored projects; review reports with appropriate staff, the Executive Director, and/or the Board of Directors
• Serve as staff lead to the Finance & Audit Committee
• Develop the annual budget in collaboration with the Executive Leadership Team and Finance & Audit Committee; ensure final approval by the Board of Directors
• Monitor and report on revenue and expenses to ensure budget goals are met
• Develop, document, and maintain financial management policies and procedures for Board review and approval
• Ensure staff and consultants completing finance-related tasks are trained on and follow approved policies and procedures
• Manage relationships with financial partners
• Oversee annual audits and tax filing with third-party partners; provide all materials requested by the audit firm
• Track and manage expenses related to grant requirements and submitted budgets
• Develop grant financial reports and proposals
• Oversee contract development and execution (commonly for external consultants, venue rentals, or software systems)
• Maintain accurate financial records across multiple software tools, including (but not limited to) Sage (accounting), Salesforce (CRM), Ramp (AP), and Gusto (payroll)
• Oversee membership invoice payments and co-lead membership renewal process

Operational Oversight

• Manage the relationship with an external HR consultant (primary contact) and oversee the scope of work and contract
• Support HR consultant responsibilities including hiring support, employee classification, job description development, onboarding and departures, employee handbook updates, etc.
• Provide strategic oversight and decision-making for IT and data management systems
• Manage employee salary and benefit packages in coordination with vendor partners
• Manage and run time tracking, payroll, benefits, and retirement systems with third-party vendors to ensure staff are paid accurately and on time, and that vacation and sick balances are accurately recorded and tracked
• Oversee the addition or release of staff related to payroll and benefits
• Ensure legal requirements are met to properly operate under the rules of the IRS 501c3 organizational designation
• Maintain registrations and compliance in multiple U.S. states
• Maintain organizational insurance policies, including (e.g.,) general liability, employment practices, directors and officers, ERISA bond, and cyber liability

Supervision and Direction

• Supervise operations staff, as needed
• Provide guidance, feedback, and strategic direction to staff; make recommendations to leadership
• Contribute to a vibrant and supportive workplace through people leadership and team influence
• Complete semi-annual performance reviews
• Recommend professional development opportunities
• Serve as a support system and sounding board for day-to-day operations

Required Qualifications

• Minimum 8 years of experience with financial management, including at least 3 years in a nonprofit
• Experience in all aspects of financial management, including AR, AP, cash management, cash projections, reporting, and audits
• Minimum 2 years of experience with staff management and supervision
• Experience creating and managing budgets greater than $1M
• Experience overseeing external vendors and consultants
• Strong project management skills, including managing timelines, schedules, tasks, and budgets effectively with limited supervision
• Preference for candidates with experience in membership-based organizations
• Preference for candidates with experience using Sage accounting

Preferred Core Competencies

• Nonprofit accounting skills (accrual-based accounting, AP/AR, journal entries, monthly and annual reporting, liability and asset tracking, grant tracking)
• Experience preparing Board-ready reports and presentations; ability to partner with leadership and communicate organizational financial health and direction
• People management and organizational development experience
• Project management and self-starting ability to manage multiple priorities, anticipate obstacles, assess priorities, involve stakeholders appropriately, and use resources wisely with limited supervision
• Exceptional interpersonal skills and the ability to build values-driven relationships; comfort with phone, video, and in-person meetings (one-on-one and groups)
• Ability to maintain a high level of discretion and confidentiality for business and personal affairs

Basic Work Requirements

• Fluency in English
• Comfort with computer-based tools, including Microsoft Office (Word, Excel, PowerPoint), Google Drive (Calendar, Documents, Sheets, Slides), CRM platforms such as Salesforce, project management platforms such as Asana, and video conferencing such as Zoom
• Willingness and ability to travel within the U.S., 3–6 times a year for up to one week at a time (occasionally including weekends)
• Work environment is 100% remote except for work-related travel
• Regular virtual meetings with external and internal stakeholders via video conferencing
• May require lifting and traveling with event materials (e.g., signage or supplies) up to 30 lbs

Compensation & Benefits

• Full-time, exempt position
• Base annual salary starts at $115,000–$130,000
• Retirement: automatic (5%) and matching (up to 3%) retirement contributions
• Insurance: medical, vision, dental, and prescription insurance (100% paid by the employer for each employee)
• Additional reimbursements: health and fitness, internet, and cell phone reimbursements
• Paid time off: 11 holidays plus half-day Fridays; office closure the last week of the year (December 25 – January 1); accrued personal time and sick time

Location

• Remote (U.S. travel required as noted above)

Equal Employment Opportunity

The organization is committed to attracting, developing, and retaining exceptional people and creating a work environment open to all, with respect for protected characteristics under applicable law. The organization complies with the Americans with Disabilities Act and corresponding state or local law, and accommodations are available for participation in the application process.