The Director of Finance and Operations is responsible for the oversight of all aspects of accounting, operations systems and financial reporting in support of the Foundation’s strategic plan and goals. The Director of Finance and Operations is a member of the management team and reports directly to the Chief Executive Officer.
DUTIES AND RESPONSIBILITIES
*Supervises various staff members (e.g., staff accountant, grants accounting manager, receptionist and MIS administrator) to ensure effective work flow and departmental goals:
*Oversees all data entry, reconciliation and integrity of Foundation’s accounting system. Trains, evaluates and works with the accounting department staff to ensure the Foundation’s accounting practices are accurate, timely and in compliance with relevant state and federal laws in all areas including, but not limited to: banking and investment activities, general ledger entries, accounts payable transactions, pledges receivable, bank deposits, tax returns, payroll and grant disbursements, etc.
*Oversees the accounting staff and/or outside vendor responsible for managing human resources function including hiring, payroll and benefits (including 401(k) contributions, health and vacation benefits), performance review and maintenance of personnel files.
*Works with the Office Manager and department directors, to coordinate staff orientation and personnel inquiries.
*Ensures all Foundation practices are in compliance with labor law.
*Oversees the Foundation’s information technology systems through direct supervision of the MIS Administrator.
*Maintains employee handbook and keeps it up to date and in compliance with laws and regulations.
*Is responsible for all aspects of the Accounting Department work product including:
*Prepares all Foundation financial statements and periodic reports in an accurate and timely manner for review by the CEO and Board Finance Committee. These include monthly, quarterly and annual financial statements, variance analysis, budgets, periodic grant reports for agencies funding Liberty Hill and analysis detailing changes to the Foundation’s financial position. Is experienced in the development of budgets and financial reports that are responsive to the needs of the CEO and Board. Makes certain all facets of the Foundation’s accounting system, financial reports, tax returns and audit materials are reconciled and free of errors and
fraud.
*Oversees the development and updating of financial policies, procedures and internal controls with appropriate Board approval.
*Ensures compliance with all legal requirements and internal and external reporting.
*Works with the CEO, other managers and staff, in preparing and administering the budget for Foundation staff and the Board’s Finance Committee.
*Plans for and manages the internal preparation for the annual independent audit. This includes, but is not limited to, preparing schedules, documents, control systems and providing any information requested by the independent auditors. Assists the Board’s Audit Committee in periodically selecting an outside independent auditor.
*Plans for and manages the internal preparation for the annual 990 Tax Return. This includes but is not limited to working with Board and staff management in adopting required policies, protocols and procedures to conform with 990 requirements, and providing any schedules, documents or information requested by the independent auditor.
*Works closely with CEO and legal counsel where appropriate to perform risk management (such as insurance purchases) and legal activities (such as letters of agreement, contracts, leases, pledges and other legal agreements).
*Creates and maintains processes, procedures and systems for effective and efficient office operation. Oversees inventory and property upkeep. Ensures smooth daily operations of office and equipment. Recommends policies and procedures to improve organizational effectiveness, efficiency and legal compliance.
*Plays a key role in the Foundation’s leadership and management through active participation on the Management Team.
*Works with the Board’s Investment Committee to review and monitor investment activity and the performance of asset managers. Consults with investment managers as needed and manages the short-term cash flow and investment of assets.
* Maintains a professional relationship with the Foundation’s banking and investment officers, independent auditors, contractors and others.
*Works closely with the Foundation’s Board of Directors by providing staff support to the Finance Committee, the Audit Committee and the Investment Committee and making periodic reports to the Board when requested.
*Participates in special projects and works as a member of interdepartmental teams to ensure the effective and efficient operation of the Foundation. Assists with and helps implement key organizational planning efforts (e.g., strategic planning and office move). Oversees the development and/or upkeep of department program manuals.
*Performs other duties as assigned, dependent on organizational needs.
QUALIFICATIONS – REQUIRED
*Bachelor’s degree in accounting, business or finance or a related field.
*Five year’s experience in a nonprofit or foundation accounting environment. Three year’s experience as a supervisor in an accounting environment.
*Demonstrated experience in financial planning, analysis and management in a non-profit setting.
*Proven ability as a decision-maker and success in management, team-building, staff mentoring, planning and staff development and supervision and holding staff accountable for work product.
*Superior interpersonal, verbal and written communications skills. Excellent telephone and customer service skills.
*Proven record of reporting, recommending and planning in support of an institutional agenda/strategic plan and to that organization’s chief executive.
*Computer literacy with financial accounting systems. Some knowledge of modern information technology.
*Broad familiarity with labor laws and personnel practices.
*Excellent people skills with demonstrated ability to work collaboratively and with a diverse set of individuals. Good meeting facilitation skills.
*Excellent organizational skills and attention to detail. Ability to prioritize and adjust to multiple demands. Strong project management skills. Ability to plan and meet budgets. Flexible and able to multi-task demonstrating ability to work within a diverse, fast moving environment. Demonstrated resourcefulness in setting priorities and successful problem-solving.
*Highly motivated, with ability to work independently, take initiative and participate as an effective team member and follow tasks through to completion. Energetic and detail-oriented.
QUALIFICATIONS – DESIRABLE
*Experience and understanding of the communities and issues the Liberty Hill Foundation funds.
*An advanced degree in accounting, business, finance or a related field.
*Seven years’ experience in a nonprofit or foundation accounting environment. Five years’ experience as a supervisor in an accounting environment.
*Demonstrated experience with Quicken Pro Accounting software and Raiser’s Edge fundraising software. Extensive knowledge of modern information technology.
This description should not be construed to contain every function or responsibility that may be required to be performed by an incumbent in this job classification. Incumbents are required to perform other related functions as assigned.
COMPENSATION
Salary: DOE. The Foundation will offer a reasonable salary based on the experience level of the chosen candidate and the prevailing wage for similar positions in the metropolitan area.
APPLICATION
Please submit a cover letter, resume, salary history and three references to:
Paula Litt
DFO Search
Liberty Hill Foundation [1]
2121 Cloverfield Blvd., Suite 113
Santa Monica, CA 90404
Plitt@libertyhill.org [2]
Liberty Hill is an Equal Opportunity Employer. It is the policy of Liberty Hill to treat all applicants and employees fairly without regard to race, color, creed, religion, sex, gender, national origin, age, disability, HIV/AIDS, gender identity, veteran’s status, sexual or affectional orientation, status with regard to public assistance, marital status, or class origins. The policy extends to all aspects of the application process and employment relationship, including recruitment, hiring, compensation, benefits, promotions, training, job assignments, layoffs and terminations.
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