Position Overview
The Finance and Operations Director will lead the organization’s key systems including financial management, information technology, human resources, and general operations. This director is charged with building and delivering policies and strategies that improve the organization’s financial status.
The person holding this position will also be responsible for supervising three full-time employees: the Accounting and Payroll Manager, the Human Resources Associate and the Volunteer Program Associate. This position reports to Democracy North Carolina’s Co-Executive Directors, serves on the organization’s leadership team, and is based in our Morrisville office.
Responsibilities
Finance
• Oversee the development and management of the organization budget.
• Monitor financial management practices to ensure compliance with all finance standards and legal requirements.
• Oversee all financial operations within each department to ensure they are spending within budget and following organization’s financial policies.
• Update financial policies as needed.
• Analyze financial performance of the organization and develop reports for the executive team and the board of directors.
• Review organization revenue and expenses to make forecasts and projections on performance.
• Research and review investments to make recommendations on modifications to portfolio.
• Track investment portfolio and incorporate changes in financial reports.
• Serve on the Board Finance Committee and provide finance reports to the Board
• Manage the annual audit process, work with the audit firm to complete the audit in a timely manner.
Operations
• Review and keep current all organization policies and procedures, according to nonprofit best practice standards, including the Fiscal Management and Internal Controls guide
• Plan and manage contracts and relationships with consultants, including the financial auditor.
• Assess, develop and maintain quality IT capabilities and equipment, including relationship and contract with IT management firm. Implement technology plan and management for purchasing, discontinuing and replacing hardware and software.
• Facilities planning, oversight and management including ensuring ongoing maintenance of quality work spaces and equipment in the main office and field locations.
• Supervise staff that assists in carrying out key operational responsibilities (financial and administrative).
• Support the Co-Executive Directors by coordinating staff planning logistics and activities including annual and ongoing meetings.
HR and Staff Development
• Maintain a work environment that attracts and motivates a top-quality, diverse staff.
• Oversee all human resources functions including maintaining job descriptions, coordination of staff hiring and orientation, and annual employee review processes. Ensure annual evaluation of employee benefits, healthcare and compensation.
• Review and keep current all organization policies and procedures, according to nonprofit best practice standards, including the Employee Handbook.
• Support implementation and use of staff development opportunities.
• Ensure compliance with all HR standards and legal requirements.
Skills and Attributes
• Extensive experience evaluating and using financial software
• Excellent mathematical, computer, and analytical skills
• Ability to create and deliver comprehensive budget for multiple departments
• Strong understanding of fiscal policy and investment strategies
• High degree of discretion dealing with confidential information
• Verbal and written communications skills to create and present reports to board
• Demonstrated organizational skills
Qualifications
• 6 years of experience in lead accounting and finance roles, CPA preferred
• Nonprofit, cost accounting experience, QuickBooks preferred
• Experience managing one or more areas in human resources (ex. benefits, compensation, employee relations, recruitment, training)
• Excellent supervisory skills and ability to manage, develop and evaluate staff working on multiple, disparate projects
• Commitment to North Carolina and the South.
• Commitment to Democracy NC’s mission and values, including racial equity; ability and willingness to work with a diverse group of people.