Director of Finance and Operations

Role Overview

• Maintain and continuously improve fund accounting policies, procedures, and internal controls
• Oversee end-to-end accounting operations, including:
• Vendor management (sourcing, onboarding, bill processing, and payments)
• Period-end close (month, quarter, and year-end), including review of reconciliations, accruals, and journal entries
• Ensure accuracy, completeness, and timeliness of all financial transactions and reporting
• Lead audit and tax processes, including preparation, documentation, and coordination with external auditors and tax partners
• Select, implement, and optimize accounting systems to support fund accounting and grant tracking
• Oversee and review:
• Grant invoicing and revenue recognition processes
• Payroll processes, including time tracking, allocations, and system entries
• Internal financial reporting and grant reporting
• Own and maintain a three-year rolling budget and financial forecast
• Review monthly actuals and update projections based on programmatic spending and revenue timing
• Provide financial insights and scenario analysis to support executive decision-making
• Develop and present financial reports to the CEO, COO, Board, and Finance Committee
• Support the BEAM team in grant application development, including budgets and financial narratives
• Oversee grants management processes, including:
• Preparation and submission of grant invoices in accordance with funding requirements
• Preparation and review of grant reports to ensure accuracy and compliance
• Development and maintenance of a centralized compliance tracking system
• Design and implementation of processes to ensure adherence to grant requirements
• Oversight of re-granting systems and processes
• Work with the CEO and COO to implement and maintain adequate risk management practices
• Ensure appropriate insurance coverage and organizational compliance with regulatory and funder requirements
• Establish and monitor internal controls across financial and operational functions
• Supervise Finance and Operations support staff members and contractors, including:
• Grants & Contracts Manager
• Operations Associate
• Various contractors and vendors
• Establish clear roles, workflows, and accountability across finance and grants functions
• Support the leadership team with overall organizational planning and development activities as needed
• Oversee the end-to-end human resources processes such as recruiting, onboarding, performance management, and offboarding of employees
• Create vendor contracts and work with the CEO and the organization attorneys on any legal related matters
• Oversee the facilities and office management activities, such as procuring any office related furniture, equipment, supplies, and services. Oversee the Administrative Associate staff.
• Manage the outsourced IT support provider and oversee any IT related matters

Requirements

• At least 10 years of experience in program management and administration, financial management, award contractual compliance, sub-award management, and tracking project performance and costs via specific funding streams
• Experience with grants management, especially with state and federal funding and their rules and regulations
• Demonstrated ability to launch financial systems in a lean, start-up environment
• Demonstrated ability to develop new policies and procedures, protocols, agreements in line with team, program, and organizational goals
• Demonstrated ability to summarize and communicate complicated technical content to internal colleagues, funders, board members, and other key stakeholders
• Excellent tracking and managing of details in budgets, grants, and contracts
• Strong command of accounting concepts, including the role of the general ledger and chart of accounts, differences between accrual and cash methods, creating an audit trail, and operating internal controls
• Strong understanding of award accounting principles and an ability to understand complex contracts and sub-agreements
• High proficiency in Microsoft Excel/Google Sheets and QuickBooks and/or MiP Accounting
• Ability to deploy excellent communication and coordination abilities to meet project targets and funder requirements
• Degree in finance, business, nonprofit management or related relevant education preferred

Benefits

• Pay based on experience. Salary range is $100,000 to $120,000, based on experience, with a competitive benefits package.
• Hybrid work arrangements permitted.
• The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment and Housing Act.
• The Company is an equal employment opportunity employer.