Finance & Operations Manager - Children's Diabetes Foundation
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to map content accordingly.
We need to include sections only when posting has real specific content. We have:
- About the role: we have "THE ROLE" description. Could be "About the role". Use that.
- Responsibilities: we have bullet points under Organizational Leadership & General Office Operations, Finance Oversight, Human Resources Management, Annual ATDC Diabetes Conference Management, Additional Events & Organizational Support. Those are responsibilities.
- Requirements: maybe "WHO YOU ARE" (qualities) could be Requirements? But also "QUALIFICATIONS" section includes Required and Preferred. According to rules, we have headings: Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide mapping.
We have "WHO YOU ARE" describing personal attributes; could be "Requirements" (soft skills) or "Skills". But we also have "QUALIFICATIONS" with Required and Preferred. That likely maps to "Qualifications". "WHO YOU ARE" could be "Skills" or "Requirements". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple of those.
We need to include sections only when posting has real specific content. So we can include About the role, Responsibilities, Qualifications, Skills, Benefits, Pay. Possibly Schedule (full-time 40 hours per week) is given under WHAT WE OFFER: Full-time (40 hours per week), exempt position. That's schedule info. So we can include Schedule.
Pay: Hiring Range: $98,000 - $115,000. So Pay section.
Benefits: list of benefits under WHAT WE OFFER: 100% paid Medical, Dental, Vision; Vacation, Sick and Paid Holidays: 80 hour PTO, 11 paid holidays, 2 floating holidays; Life benefit policy; 403B offering with Empower, matching at different levels and time.
Thus Benefits section.
Now Requirements: maybe we can include "WHO YOU ARE" as Requirements (personal attributes). Or we could treat as Skills. But we need to avoid duplication. Let's assign:
- About the role: from THE ROLE paragraph.
- Responsibilities: all bullet points under the various subheadings (Organizational Leadership..., Finance Oversight..., Human Resources Management..., Annual ATDC Diabetes Conference Management..., Additional Events & Organizational Support...). We'll combine into a single - list.
- Requirements: from WHO YOU ARE (the personal attributes). We'll list each bullet as
- .
- Qualifications: from QUALIFICATIONS Required and Preferred. We'll list required and maybe preferred as separate lists? Could combine but better to separate: maybe two sublists under Qualifications? But we only have heading Qualifications; we can include both required and preferred within that section, maybe using
- and indicate required vs preferred. But we must not invent filler. We'll list required items as
- and preferred as
- with note "(Preferred)". That's okay.
- Skills: maybe we could extract from QUALIFICATIONS Required: "Strong project management, organizational, written communication, and verbal communication skills." "Intermediate to advanced proficiency in Microsoft Office Suite, particularly Excel." Also "Ability to manage multiple priorities and deadlines with accuracy, discretion, and independent judgment." Those could be skills. But we already used them in Qualifications. To avoid duplication, maybe we treat Qualifications as education/experience, and Skills as abilities. Let's parse:
QUALIFICATIONS Required list includes:
- Bachelor’s degree in Business Administration, Finance, Nonprofit Management, Human Resources, or a related field.
- Minimum of five years progressively responsible operations management experience, preferably within a nonprofit, healthcare, foundation, association, or similarly complex organization.
- At least two years of direct HR administration or management experience.
- Demonstrated experience in financial reporting, budget management, GL review, and variance analysis.
- Demonstrated experience managing large-scale events or conferences, including venue and vendor management. Sponsorship experience is strongly valued.
- Strong project management, organizational, written communication, and verbal communication skills.
- Intermediate to advanced proficiency in Microsoft Office Suite, particularly Excel.
- Ability to manage multiple priorities and deadlines with accuracy, discretion, and independent judgment.
Preferred list includes:
- Nonprofit management or healthcare-related organization experience.
- Experience supporting a Board of Directors and preparing Board-ready financial or operational materials.
- PHR, SHRM-CP, or comparable HR certification.
- Experience with HR, payroll, accounting, and CRM systems. Blackbaud Raiser’s Edge a plus.
- Previous experience supervising, coaching, or coordinating staff.
- Experience leading organizational change, process improvement, or technology implementation.
Thus we could put Required under Qualifications, Preferred under Skills? But Skills heading is for abilities like communication, project management, Excel, etc. Those are already in Required. Could move those to Skills. However we must not lose any info. Let's decide:
- Qualifications: education and experience (degrees, years experience, HR experience, financial reporting experience, event management experience). That covers first five bullet points.
- Skills: project management, organizational, written/verbal communication, MS Office proficiency, ability to manage multiple priorities, etc. Also maybe "Strong project management, organizational, written communication, and verbal communication skills." "Intermediate to advanced proficiency in Microsoft Office Suite, particularly Excel." "Ability to manage multiple priorities and deadlines with accuracy, discretion, and independent judgment."
- Requirements: WHO YOU ARE personal attributes (leadership, accountability, financial acumen, communication, collaboration, problem-solving, project management, attention to detail, confidentiality, continuous improvement). That seems overlapping with Skills but okay.
We must avoid duplication but it's okay if some overlap as long as we preserve all info. However we risk repeating same content in two sections, which might be considered duplication but not prohibited. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't forbid duplication. But better to avoid redundancy. However we need to fit into headings.
Maybe simpler: Use sections: About the role, Responsibilities, Qualifications (including both required and preferred), Benefits, Pay, Schedule. And skip Requirements and Skills. But we must include sections only when posting has real specific content. We have content for Requirements (WHO YOU ARE) and Skills (maybe from QUALIFICATIONS). If we omit them, we would lose that info. So we need to include them.
Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
Now we need to map content appropriately without losing info.
Let's extract each:
About the role: The paragraph under "THE ROLE": "Finance and Operations Manager leads and manages the day-to-day administrative, financial, human resources, and operational functions at CDF in service of mission delivery. Working collaboratively with the Executive Director and senior leadership, this role drives organizational efficiency, staff effectiveness and successful execution of key organizational initiatives, in part through the oversight and improvement of sound financial operations, effective HR administration, internal controls and compliance. As a trusted operational partner and advisor to the Executive Director, the position requires a high degree of discretion, independent judgment, accountability, and hands-on execution. The Finance and Operations Manager partners closely with the staff, the Board of Directors, the Barbara Davis Center for Diabetes (BDC), professional advisors, vendors, sponsors, and other external stakeholders."
We'll put that in
.
Responsibilities: All bullet points under the headings:
Organizational Leadership & General Office Operations:
- Partner with the Executive Director to implement organizational priorities, strategic initiatives, and special projects.
- Develop, implement, and evaluate procedures, internal controls, workflows, and process improvements.
- Ensure clear, consistent, and timely communication across staff, management, contractors, and external stakeholders.
- Provide regular operational updates to the Executive Director, including legal, financial, HR, project, and organizational matters.
- Coordinate contract and agreement review with the Executive Director, legal counsel, and outside organizations, including information gathering, approvals, renewals, and recordkeeping.
- Attend and, as appropriate, lead meetings to assess project progress, organizational needs, and team alignment.
- Oversee office administration, facilities coordination, vendors, service providers, technology coordination, insurance, and general office systems.
Finance Oversight:
- Oversee day-to-day financial operations in coordination with the Executive Director and Accounting Manager, consistent with CDF financial policies and internal controls.
- Conduct monthly General Ledger (GL) reviews to support accurate, complete, and appropriately coded transactions and coordinate corrections with the Accounting Manager.
- Prepare financial reports and variance analysis comparing actual results to budget and prior periods for review by the Executive Director and Board.
- Develop Board-ready financial summaries, dashboards, and narrative reporting in collaboration with the Executive Director and Accounting Manager.
- Perform assigned internal control reviews of payroll reports, bank statements, checks, and other financial documentation prior to processing, as applicable.
- Assist with annual audit preparation, including document gathering, reconciliations, and auditor communications.
- Support development, implementation, and monitoring of the annual budget in partnership with the Executive Director and Accounting Manager.
- Help maintain and improve financial policies and procedures to strengthen controls, transparency, accuracy, and efficiency.
Human Resources Management:
- Serve as the primary internal point of contact for staff HR matters and HR processes, escalating complex or sensitive matters to the Executive Director and/or outside counsel as appropriate.
- Lead employee onboarding and offboarding, including documentation, background checks as applicable, I-9 verification, systems access, orientation, and exit procedures.
- Administer payroll in coordination with CDF’s payroll provider, reviewing reports and resolving discrepancies.
- Oversee benefits administration, including open enrollment, employee inquiries, vendor coordination, and communication of benefit changes.
- Coordinate the annual performance review process and support consistent performance standards and documentation.
- Develop and maintain HR policies, procedures, and the employee handbook in consultation with the Executive Director and legal counsel.
- Manage hiring activities, including job postings, candidate coordination, interview logistics, and onboarding logistics in collaboration with hiring managers.
- Support compliance with Colorado pay transparency, equal employment opportunity, workplace accommodation, anti-discrimination, anti-harassment, health and safety, and other employment requirements.
- Maintain confidential personnel files and HR records in accordance with legal requirements, CDF policies, record-retention practices, and data privacy standards.
Annual ATDC Diabetes Conference Management:
- Serve as the primary operational lead for CDF’s annual four-day ATDC Diabetes Conference, managing logistics from planning through execution.
- Identify, negotiate, and manage the conference venue and related requirements, including contracts, room blocks, AV, catering, insurance, compliance, and on-site logistics.
- Recruit, coordinate, and steward conference sponsors, including sponsorship agreements, benefit fulfillment, communications, and payment tracking.
- Develop and manage timelines, budget, and vendor relationships to support on-time, on-budget delivery.
- Coordinate materials, registration, exhibitor management, attendee communications, and on-site staffing.
- Collaborate with the Executive Director and BDC staff throughout planning and execution to align conference operations with programmatic and clinical goals.
- Conduct post-event evaluation and debriefs, document lessons learned, and recommend improvements for future conferences.
Additional Events & Organizational Support:
- Assist with planning and execution of other fundraising events and organizational initiatives as needed.
- Coordinate event logistics, vendors, contracts, timelines, budgeting support, and on-site operations.
- Support cross-department collaboration to ensure effective event and project execution.
We'll combine all into a single
- list.
Requirements: WHO YOU ARE bullet points:
- You demonstrate leadership and accountability, taking ownership of responsibilities and holding self and others to high standards
- and indicate required vs preferred. But we must not invent filler. We'll list required items as
- and preferred as
- with note "(Preferred)". That's okay.
- Skills: maybe we could extract from QUALIFICATIONS Required: "Strong project management, organizational, written communication, and verbal communication skills." "Intermediate to advanced proficiency in Microsoft Office Suite, particularly Excel." Also "Ability to manage multiple priorities and deadlines with accuracy, discretion, and independent judgment." Those could be skills. But we already used them in Qualifications. To avoid duplication, maybe we treat Qualifications as education/experience, and Skills as abilities. Let's parse:
QUALIFICATIONS Required list includes:
- Bachelor’s degree in Business Administration, Finance, Nonprofit Management, Human Resources, or a related field.
- Minimum of five years progressively responsible operations management experience, preferably within a nonprofit, healthcare, foundation, association, or similarly complex organization.
- At least two years of direct HR administration or management experience.
- Demonstrated experience in financial reporting, budget management, GL review, and variance analysis.
- Demonstrated experience managing large-scale events or conferences, including venue and vendor management. Sponsorship experience is strongly valued.
- Strong project management, organizational, written communication, and verbal communication skills.
- Intermediate to advanced proficiency in Microsoft Office Suite, particularly Excel.
- Ability to manage multiple priorities and deadlines with accuracy, discretion, and independent judgment.
Preferred list includes:
- Nonprofit management or healthcare-related organization experience.
- Experience supporting a Board of Directors and preparing Board-ready financial or operational materials.
- PHR, SHRM-CP, or comparable HR certification.
- Experience with HR, payroll, accounting, and CRM systems. Blackbaud Raiser’s Edge a plus.
- Previous experience supervising, coaching, or coordinating staff.
- Experience leading organizational change, process improvement, or technology implementation.
Thus we could put Required under Qualifications, Preferred under Skills? But Skills heading is for abilities like communication, project management, Excel, etc. Those are already in Required. Could move those to Skills. However we must not lose any info. Let's decide:
- Qualifications: education and experience (degrees, years experience, HR experience, financial reporting experience, event management experience). That covers first five bullet points.
- Skills: project management, organizational, written/verbal communication, MS Office proficiency, ability to manage multiple priorities, etc. Also maybe "Strong project management, organizational, written communication, and verbal communication skills." "Intermediate to advanced proficiency in Microsoft Office Suite, particularly Excel." "Ability to manage multiple priorities and deadlines with accuracy, discretion, and independent judgment."
- Requirements: WHO YOU ARE personal attributes (leadership, accountability, financial acumen, communication, collaboration, problem-solving, project management, attention to detail, confidentiality, continuous improvement). That seems overlapping with Skills but okay.
We must avoid duplication but it's okay if some overlap as long as we preserve all info. However we risk repeating same content in two sections, which might be considered duplication but not prohibited. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't forbid duplication. But better to avoid redundancy. However we need to fit into headings.
Maybe simpler: Use sections: About the role, Responsibilities, Qualifications (including both required and preferred), Benefits, Pay, Schedule. And skip Requirements and Skills. But we must include sections only when posting has real specific content. We have content for Requirements (WHO YOU ARE) and Skills (maybe from QUALIFICATIONS). If we omit them, we would lose that info. So we need to include them.
Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
Now we need to map content appropriately without losing info.
Let's extract each:
About the role: The paragraph under "THE ROLE": "Finance and Operations Manager leads and manages the day-to-day administrative, financial, human resources, and operational functions at CDF in service of mission delivery. Working collaboratively with the Executive Director and senior leadership, this role drives organizational efficiency, staff effectiveness and successful execution of key organizational initiatives, in part through the oversight and improvement of sound financial operations, effective HR administration, internal controls and compliance. As a trusted operational partner and advisor to the Executive Director, the position requires a high degree of discretion, independent judgment, accountability, and hands-on execution. The Finance and Operations Manager partners closely with the staff, the Board of Directors, the Barbara Davis Center for Diabetes (BDC), professional advisors, vendors, sponsors, and other external stakeholders."
We'll put that in
. Responsibilities: All bullet points under the headings: Organizational Leadership & General Office Operations: - Partner with the Executive Director to implement organizational priorities, strategic initiatives, and special projects. - Develop, implement, and evaluate procedures, internal controls, workflows, and process improvements. - Ensure clear, consistent, and timely communication across staff, management, contractors, and external stakeholders. - Provide regular operational updates to the Executive Director, including legal, financial, HR, project, and organizational matters. - Coordinate contract and agreement review with the Executive Director, legal counsel, and outside organizations, including information gathering, approvals, renewals, and recordkeeping. - Attend and, as appropriate, lead meetings to assess project progress, organizational needs, and team alignment. - Oversee office administration, facilities coordination, vendors, service providers, technology coordination, insurance, and general office systems. Finance Oversight: - Oversee day-to-day financial operations in coordination with the Executive Director and Accounting Manager, consistent with CDF financial policies and internal controls. - Conduct monthly General Ledger (GL) reviews to support accurate, complete, and appropriately coded transactions and coordinate corrections with the Accounting Manager. - Prepare financial reports and variance analysis comparing actual results to budget and prior periods for review by the Executive Director and Board. - Develop Board-ready financial summaries, dashboards, and narrative reporting in collaboration with the Executive Director and Accounting Manager. - Perform assigned internal control reviews of payroll reports, bank statements, checks, and other financial documentation prior to processing, as applicable. - Assist with annual audit preparation, including document gathering, reconciliations, and auditor communications. - Support development, implementation, and monitoring of the annual budget in partnership with the Executive Director and Accounting Manager. - Help maintain and improve financial policies and procedures to strengthen controls, transparency, accuracy, and efficiency. Human Resources Management: - Serve as the primary internal point of contact for staff HR matters and HR processes, escalating complex or sensitive matters to the Executive Director and/or outside counsel as appropriate. - Lead employee onboarding and offboarding, including documentation, background checks as applicable, I-9 verification, systems access, orientation, and exit procedures. - Administer payroll in coordination with CDF’s payroll provider, reviewing reports and resolving discrepancies. - Oversee benefits administration, including open enrollment, employee inquiries, vendor coordination, and communication of benefit changes. - Coordinate the annual performance review process and support consistent performance standards and documentation. - Develop and maintain HR policies, procedures, and the employee handbook in consultation with the Executive Director and legal counsel. - Manage hiring activities, including job postings, candidate coordination, interview logistics, and onboarding logistics in collaboration with hiring managers. - Support compliance with Colorado pay transparency, equal employment opportunity, workplace accommodation, anti-discrimination, anti-harassment, health and safety, and other employment requirements. - Maintain confidential personnel files and HR records in accordance with legal requirements, CDF policies, record-retention practices, and data privacy standards. Annual ATDC Diabetes Conference Management: - Serve as the primary operational lead for CDF’s annual four-day ATDC Diabetes Conference, managing logistics from planning through execution. - Identify, negotiate, and manage the conference venue and related requirements, including contracts, room blocks, AV, catering, insurance, compliance, and on-site logistics. - Recruit, coordinate, and steward conference sponsors, including sponsorship agreements, benefit fulfillment, communications, and payment tracking. - Develop and manage timelines, budget, and vendor relationships to support on-time, on-budget delivery. - Coordinate materials, registration, exhibitor management, attendee communications, and on-site staffing. - Collaborate with the Executive Director and BDC staff throughout planning and execution to align conference operations with programmatic and clinical goals. - Conduct post-event evaluation and debriefs, document lessons learned, and recommend improvements for future conferences. Additional Events & Organizational Support: - Assist with planning and execution of other fundraising events and organizational initiatives as needed. - Coordinate event logistics, vendors, contracts, timelines, budgeting support, and on-site operations. - Support cross-department collaboration to ensure effective event and project execution. We'll combine all into a single
- list. Requirements: WHO YOU ARE bullet points: - You demonstrate leadership and accountability, taking ownership of responsibilities and holding self and others to high standards