Senior Director, Finance and Operations

This is a fully remote position, open to applicants in District of Columbia, +1 more state.

📋 Description

• Act as the primary financial advisor to the CEO and Finance Committee, facilitating strategic decision-making through financial analysis and forecasting.

• Create and sustain short-, medium-, and long-term financial plans, including a rolling 5-year financial model.

• Lead the annual budgeting process in conjunction with other senior leaders and department directors; monitor performance and analyze variances.

• Collaborate with internal stakeholders to project revenue and synchronize financial planning with organizational trends.

• Oversee all accounting operations, including general ledger, accounts payable/receivable, payroll reconciliation, and financial reporting, in partnership with an accounting firm.

• Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements.

• Maintain and enhance internal controls and financial policies to mitigate risks and ensure compliance with GAAP and nonprofit standards.

• Manage organizational cash flow, forecasting, and banking relationships.

• Supervise grant invoicing, federal grant compliance, and revenue recognition.

• Monitor investment accounts and report on their performance.

• Provide leadership to the Director of Data and Knowledge Management to ensure coherence of data systems and reporting throughout the organization.

• Safeguard the integrity, accuracy, security, and accessibility of organizational data across systems.

• Develop and maintain dashboards and report on critical organizational metrics (growth, retention, engagement, revenue, program impact).

• Analyze organizational and program data to derive insights that inform strategy and enhance outcomes.

• Align data and trends with financial forecasting and organizational planning.

• Assess and optimize systems to improve data integration, reporting, and usability across departments.

• Establish and uphold enterprise data governance standards, including policies for data entry, access, reporting, and knowledge management.

• Oversee the annual financial statement audit and Single Audit, acting as the primary liaison to external auditors and the Audit Committee.

• Ensure timely preparation and submission of Form 990 and other necessary federal and state filings.

• Supervise the submission of required reports and standard forms, including Forest Service reporting and RxDC data submissions.

• Ensure compliance with federal, state, and local regulations, in addition to organizational policies and bylaws.

• Lead enterprise risk management initiatives, ensuring that risks are identified, monitored, and mitigated.

• Oversee administrative operations through the Office Manager/Administrator, including facilities, insurance, vendor contracts, and office management.

• Ensure efficient daily office operations and a high level of internal customer service.

• Establish and maintain contract management systems and assist staff with contract review and compliance.

• Drive organizational process improvements and the implementation of administrative systems.

• Oversee corporate credit card and expense management programs.

• Directly supervise the Office Manager/Administrator, HR Manager, and Director of Data and Knowledge Management, including goal setting, coaching, and performance management.

• Serve as the point of contact for the current financial consulting firm.

• Provide strategic oversight to the HR Manager and coordinate with staff responsible for IT/vendor management.

• Encourage alignment across finance, data, and operations to ensure integrated systems and workflows.

• Foster a data-driven, service-oriented culture across administrative and operational functions.

• Provide strategic oversight of HR functions, collaborating with the HR Manager on execution.

• Ensure effective payroll administration, benefits management, and personnel recordkeeping.

• Maintain compliance with employment laws and regulations.

• Support organizational development, onboarding, and policy formulation.

• Provide strategic oversight for organizational technology and systems.

• Collaborate with internal staff responsible for IT vendor management to ensure systems meet business requirements.

• Evaluate and recommend system enhancements to improve efficiency, integration, and data integrity.

• Serve as the staff liaison to the Finance Committee and Audit Committee.

• Build strong cross-functional relationships and encourage collaboration across departments.

• Contribute to organizational strategy and ongoing improvement initiatives.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related field is required; MBA and/or CPA is preferred.

• A minimum of 7–10 years of progressive leadership experience in finance and operations, ideally within a nonprofit or association setting.

• Extensive knowledge of GAAP and nonprofit accounting standards.

• Proven experience with financial planning, budgeting, forecasting, and audit management.

• Experience overseeing federal grants and compliance requirements (Single Audit experience preferred).

• Experience in leading or partnering with data/analytics or knowledge management functions is strongly preferred.

• Strong analytical, organizational, and problem-solving abilities, including experience with data analysis and reporting.

• Demonstrated capability to translate strategy into operational and financial plans.

• Excellent communication and interpersonal skills, with the ability to work collaboratively with executive leadership and board committees.

• High level of integrity and discretion in handling confidential information.

• Technical skills, including experience with financial systems such as QuickBooks Online and Bill.com.

• Experience with data reporting tools, dashboards, and data governance practices is strongly preferred.

• Advanced proficiency in Microsoft Excel and financial modeling.

🏝️ Benefits

• Medical

• Dental

• Vision

• 20 days of PTO

• 13 Paid Holidays

• 3% 401(k) non-elective contribution

• Short-term disability, long-term disability, life, and AD&D insurance