Finance and Operations Manager
About this position
The Finance & Operations Manager will be a critical team member who oversees day-to-day financial operations and administrative functions, manages budgets, and prepares financial reports and metrics necessary to succeed. You will be an important thought partner to the CEO, working cross-functionally in all departments. This role will allow you to shape the future of HealthyWomen! This position reports to the CEO and should have a keen eye for detail!
Responsibilities include
- Manage finance administration, including coding accounts receivable/payable, maintaining contract compliances, managing AR/AP collections, payroll/401k processing, etc.
- Manage all program and event budgets, assist with annual budgets, departmental budgets, time tracking data, and monitor trends YoY
- Manage cash flows, forecasting, and allocation of resources. Continual expense analysis for alignment with budget and strategic plan; work with teams to continually review and monitor vendor/contractor costs.
- Develop and monitor financial performance, prepare/monitor financial reports for the CEO, internal teams, and Board of Directors
- Oversee financial accounting and general ledger management, working closely with the tenured CPA partner
- Contract management/organization for MSAs, vendors, third-party partners, banking relations, financial firms, and more to ensure billing and compliance.
- Coordinating with and supporting HW’s service providers in finance, human resources, IT, insurance, and more as needed.
- Assisting with the development of policies and procedures.
- Manage and implement Asana across teams for effective utilization of the program (not required, but a bonus!).
- Make recommendations on continuous improvement of processes and internal controls.
- Develop annual goals and action plans in alignment with the strategic plan for each department (KPIs, benchmarks, and so forth).
- Partner with CPA for the audit process and oversight.
- Oversee Non-Funded Program Budget report and reconciliation to ensure tracking efficiently
Leadership Responsibilities:
- Establishes quantitative and qualitative metrics, guidelines, and standards for overall efficiency and effectiveness
- Review, analyze, and evaluate business procedures
- Plans, directs, controls, implements, evaluates, monitors, and forecasts budgets in each division to achieve financial objectives
- Assist in managing vendors and contractors serving the organization from a professional support lens (CPA, Legal, Audit, IT, etc.)
- Manage the operational logistics of in-person staff events and coordinate with the leaders to manage logistics
Job Requirements
- BA/BS in Business, Finance, and/or Accounting preferred we take into account work experience; an MBA is a plus.
- 2-3 years + of related work experience
- Experience managing budgets
- Experience working in Quickbooks & Bill.com
- Non-profit experience is a plus
- Strong financial, administrative, planning, and forecasting skills
- Strong written and verbal communication skills.
- Strong interpersonal skills to interact positively with all teams and external stakeholders
- Excellent time management skills to prioritize work and meet deadlines
- Flexibility to adjust to new strategies, procedures, and tasks as the organization evolves
- Collaborative problem-solving by seeking input and ideas from others
- Reliability and discretion with sensitive information, high level of integrity
- Ability to function with and without close supervision
Benefits
- Health Insurance (medical/dental)
- 401k
- Ancillary benefits such as STD/LTD/Basic Life & ADD, etc.
- Monthly cell phone stipend
- Unlimited PTO