Director of Finance & Operations

POSITION OVERVIEW

The Director of Finance and Operations will contribute to fulfilling NY Funders Alliance’s strategic goals by assuming a central role in ensuring the organization’s long-term financial robustness, operational efficiency, and strategic expansion. As a representative of the organization, the Director will nurture strong relationships with stakeholders by serving as a credible thought leader capable of providing strategic financial guidance to support our mission driven initiatives.  The Director is a tactical and innovative partner who manages day-to-day operations and reports to the Executive

Director. The role focuses on five primary areas: finance & accounting; audit & compliance; operations & technology; people resources; and office management. This is a hands-on position that requires both management and leadership skills as well as day to day operational execution.

ORGANIZATION SUMMARY

NY Funders Alliance is a membership organization for philanthropic entities who are advancing vibrant, healthy communities across New York State. Our members include private, family, independent, and community foundations, corporations, and public charities. As a membership association, our priority is to support the philanthropic aspirations of our members. Serving as a community hub NY Funders Alliance delivers high-quality, cost-effective training and education; convenes and connects members to each other along with key federal, state, and local partners to create a knowledgeable and impactful philanthropic sector; and promotes and advocates for the interests of New York philanthropy.

KEY RESPONSIBILITIES

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Finance

• Assess, refresh, oversee, develop, and refine the tools, systems and processes (as needed) for all finance and accounting functions and policies.
• Analyze and present monthly, quarterly, and annual financial reports in an accurate and timely manner; collate financial reporting materials as needed and supervise all financial, project/program and grants accounting to guide decision-making by the Executive Director, Board and staff.
• Manage and lead the organization’s annual budgeting and planning process in conjunction with the Executive Director; administer and review all financial plans and budgets; monitor progress and changes; and keep the management team abreast of the organization’s financial status. 

Audit and Compliance

• Ensure that sufficient internal controls and procedures are in place and being followed to ensure that the financial operations comply with generally accepted accounting principles (GAAP).
• Coordinate and lead the organization’s annual audit process in partnership with contracted accounting vendor and external auditor(s) as well as assess and implement any necessary changes.
• Ensure accurate and timely completion of all required filings including 990s, 5500s, payroll taxes 941 and NYS45, 1099s, W2s and etc. with accounting vendor support.
• Oversee risk management and legal activities, including business insurance, contracts, leases, and other legal documents and agreements to ensure the organization is appropriately managing risk.

People Resources

• Promotes a culture of care and people that values individual expertise of our team members and advances our commitment to equity through collective organization practices/policies, creative problem solving, work ethic, and work-life balance.
• Manage human resources and administration, compensation and benefits, performance evaluation in collaboration with external contractors.
• Ensure compliance with legal requirements and industry standards, including labor laws related to HR, benefits management, and labor standards.

Operations & Office Management

• Refine and direct the implementation of organizational-wide financial, administrative, technology, and operational systems, policies, and practices to support organizational growth.
• Engage and work with IT consultants to ensure cyber security as well as manage software, technology and hardware for efficient operations and streamlined processes.
• In partnership with the Administrative Associate execute administrative functions and oversee office facilities to ensure efficient operations.
• Other duties assigned by the Executive Director.

REQUIREMENTS AND QUALIFICATIONS

The ideal candidate will possess strong financial acumen, be familiar with the nonprofit sector, be detail & solution oriented, and comfortable working in a fast-paced environment. They will be a self-starter, highly motivated, and able to manage several projects at once who possess forward-thinking operations and finance experience and demonstrate the ability to nurture stakeholder relationships by serving as a credible thought leader capable of providing strategic financial guidance to support our mission driven initiatives. 

Knowledge, Skills, and Abilities

• Embraces and advances diversity, equity, inclusion and belonging practice.
• Minimum of seven to 10 years of relevant work experience in an accounting/operations capacity. Demonstrated proficiency with accounting principles. Nonprofit and/or association experience a plus.
• Bachelor’s degree. Professional certification and years of experience at a ratio of 2:1 may be considered in lieu of a bachelor’s degree. Advanced degree in business or accounting a plus.

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