Director of Finance and Operations

General Description

The DFO will play a critical role on the senior leadership team, guiding strategic planning, decision-making, and operations as HTI continues to enhance its quality programming and build capacity to scale its impact. This is a tremendous opportunity for a finance and operations leader to maximize and strengthen the internal capacity of a growth-stage, well-respected, high-impact organization.

The DFO will optimize HTI’s operating capabilities, employ strategies to maximize internal efficiencies, and manage all operational aspects of the organization.  The successful candidate will be a mission-focused, strategic, and efficient leader with experience scaling an organization. The DFO will foster a healthy and balanced performance culture among a group of diverse, talented individuals. The DFO will help others at HTI deliver measurable, cost-effective results to make the Institute’s vision a reality.

Responsibilities

Financial Management

• Analyze and present financial reports to the CEO in an accurate and timely manner; clearly communicate monthly and annual financial statements; collate financial reporting materials for all donor segments, and oversee all financial, project/program, and grants accounting.
• Coordinate and lead the annual audit process, liaise with external auditors and the Board of Directors Treasurer; assess any changes necessary.
• Oversee and lead annual budgeting and planning process in conjunction with the CEO; administer and review all financial plans and budgets; monitor actual progress and changes on a monthly basis; and keep senior leadership team abreast of the organization’s financial status.
• Develop and train HTI team in processes and policies around budget development, management, and expense forecasting.
• Implement effective processes for monitoring and projecting the organization’s cash flow and cash position and provide regular reports to the senior leadership team to inform decision-making and planning.
• Provide secondary controls on all finance-related functions, including but not limited to payment of bills in Bill.com, expense reporting in Rydoo, and depositing checks into Institute bank accounts,
• Manage payments for organization-wide expenses (Cox, Verizon, Microsoft, Box, etc.)
• Strengthen and develop systems to track revenue from differing sources (restricted giving, grants, unrestricted funds) to ensure designated funds are used appropriately.
• Provide guidance and key financial assumptions in forecasting expense and budget models for HTI’s programs.
• Lead the evaluation and potential transition of the financial systems, including QuickBooks, Rydoo expense, and Bill.com to build a scalable platform that integrates with existing CRM and HRIS platforms and supports ability to generate timely and actionable financial information including cash flow reporting, monthly budget vs. actual results and grant reporting. 
• Strengthen and develop expense reporting forms and systems to ensure that expenses are tracked appropriately to the corresponding cost centers, are in accordance with HTI financial policies, and approved by the appropriate managers within the organization.
• Update and implement all necessary business policies and accounting practices for effective internal control and process improvement in accordance with the Generally Accepted Accounting Principles and the Code of Federal Regulations for government grants; develop the finance department’s policy and procedure manual.
• Effectively communicate and present critical financial matters to the CEO and board of directors.
• The DFO will supervise the Institute’s Senior Accountant.

Human Resources, Technology, and Administration

• Enhance the Institute’s professional development, compensation and benefits, performance evaluation, training, and recruiting functions.
• Ensure recruiting processes are consistent and streamlined.
• Establish and manage a comprehensive training program to educate employees regarding staff systems, tools, policies, and procedures and ensure regular compliance with them.
• Strengthen and further build out technology support for the HTI team, including identifying technology systems for optimizing work capabilities, access to helpdesk support for technology issues, and training for new staff in HTI’s technology systems and policies.
• Oversee business liability insurance programs; review periodically for adequacy and evaluate broker recommendations.
• Work closely and transparently with all external partners, including third-party vendors and consultants, who support the Institute’s administrative function.
• Oversee administrative functions as well as facilities to ensure efficient and consistent operations as the organization scales.
• Ensure alignment and execution on HTI’s policies, processes, and strategic plans.
• Owner of Administration and HR budgets.
• Manage organization-wide Administrative Objectives & Key Results
• The DFO will supervise the Institute’s HR Generalist.