Director of Finance & Operations

About the role

The American Friends of Hand in Hand (AFHIH) is seeking a Director of Finance & Operations (DFO) responsible for ensuring the organization's financial health, operational efficiency, and ability to scale.

Responsibilities

• Financial Management & Oversight

• Lead the annual budgeting process in collaboration with the CEO and closely review expenditures.
• Support the CEO and gift officers with the gift projection process.
• Prepare monthly, quarterly, and annual financial statements for the Audit, Finance, and Governance committee (AFG) and quarterly board meetings.
• Establish consistent templates that are understandable by all stakeholders.
• Produce rolling 12-month cash flow projections and maintain awareness of seasonal giving patterns, grant disbursement timing, and major donor pledge schedules to alert the CEO and board to any financial changes.
• Oversee semi-monthly reconciliation and monthly transfer of grantmaking funds to Hand in Hand (Israel), foreign exchange rate considerations.
• Ensure correct entry of all projections and gifts into CRM (Salesforce) and maintain clean data entry and dashboards to ensure the CEO and staff (US and Israel) receive accurate and up-to-date information.
• Ensure compliance with donor requirements.
• Fundraising Statistical Oversight
• This includes but is not limited to outstanding donor projections, donor retention, lapsed donor patterns and recovery, gift level tiers, and prospect pipeline robustness.
• Analyze existing donor dashboards and make recommendations. Include training for any changes.
• Audit & Tax
• Coordinate the annual audit and ensure timely filing of Form 990 and other regulatory requirements.
• Compliance
• Maintain internal controls to safeguard assets and ensure GAAP compliance. Also, any grant compliance from foundations, etc.
• Human Resources & Culture
• Payroll & Benefits
• Oversee payroll processing and lead the annual benefits renewal/open enrollment.
• Onboarding
• Oversee the hiring, orientation, and offboarding processes.
• Supervision
• Supervise all office-related support positions
• Policies
• Maintain and update the Employee Handbook to ensure compliance with labor laws.
• Office Management
• Revamp and maintain the office procedure handbook to ensure institutional memory and consistency.
• Board Together
• Maintain communication with the board of directors, ensuring the board and committees receive relevant and accurate information for board and committee meetings.
• Sit (non-voting) on the Audit, Finance & Governance committee and ensure governance compliance with committee-approved decisions.
• Be available and support all other committees when requested.
• Operations & IT Systems Management
• Oversee the organization’s tech stack (currently Salesforce, QuickBooks, and prospect software).
• DFO is encouraged to seek ways to automate and raise efficiency levels for any and all processes.
• Vendor Relations
• Manage and assess contracts with vendors, including but not restricted to financial institutions, external auditor, insurance, payroll, benefits, and event services.
• Risk Management
• Ensure the organization has appropriate internal controls and safeguards, insurance coverage, and disaster recovery plans.
• Automation & Efficiency
• Evaluate low-cost financial and fundraising technology and process options appropriate for a sub-$15M nonprofit and make pragmatic recommendations to leadership.
• Facilities
• Oversee office space management, including leases, maintenance, and safety protocols.

Requirements

• Experience: 5 years minimum experience in financial management, preferably in the non-profit sector.
• Experience in, or ability to adapt to, small non-profit capabilities.
• Education: Bachelor’s degree in Finance, Accounting, or Business Administration (CPA or MBA is a plus).
• Technical Proficiency: Salesforce, QuickBooks, Microsoft Suite, and AI.
• Management Skills: Strong supervision experience.
• Communication Style: Strong level of personal communications, both with staff and trustees. Ability to convey vision and empower staff with clear instructions and accountability. Excellent writing skills. Experience in communicating with cross-cultural teams preferred.
• Integrity: Ability to handle sensitive financial and personal data with absolute discretion.
• Available: for out-of-town travel

Qualifications

• Experience: 5 years minimum experience in financial management, preferably in the non-profit sector.
• Experience in, or ability to adapt to, small non-profit capabilities.
• Education: Bachelor’s degree in Finance, Accounting, or Business Administration (CPA or MBA is a plus).
• Technical Proficiency: Salesforce, QuickBooks, Microsoft Suite, and AI.
• Management Skills: Strong supervision experience.
• Communication Style: Strong level of personal communications, both with staff and trustees. Ability to convey vision and empower staff with clear instructions and accountability. Excellent writing skills. Experience in communicating with cross-cultural teams preferred.
• Integrity: Ability to handle sensitive financial and personal data with absolute discretion.
• Available: for out-of-town travel

Skills

• Experience: 5 years minimum experience in financial management, preferably in the non-profit sector.
• Experience in, or ability to adapt to, small non-profit capabilities.
• Education: Bachelor’s degree in Finance, Accounting, or Business Administration (CPA or MBA is a plus).
• Technical Proficiency: Salesforce, QuickBooks, Microsoft Suite, and AI.
• Management Skills: Strong supervision experience.
• Communication Style: Strong level of personal communications, both with staff and trustees. Ability to convey vision and empower staff with clear instructions and accountability. Excellent writing skills. Experience in communicating with cross-cultural teams preferred.
• Integrity: Ability to handle sensitive financial and personal data with absolute discretion.
• Available: for out-of-town travel

Benefits

Salary: $130,000 (benefits available)

Pay

$130,000

Schedule

Not specified