The Wisconsin Director of Finance and Operations (DFO) will provide overall direction or leadership for all operations functions within our business unit of more than 40 year-round staff and about 15 seasonal staff, with an operating budget of over $7 million. The DFO will be responsible for Finance, Human Resources, Procurement, Facilities, Information Systems, and Office Management.
As a member of the Wisconsin Chapter’s management team, the Director of Finance and Operations works toward meeting the strategic priorities of the program by developing and coordinating financial, human resources and operative plans and managing a small team responsible for day-to-day operations.
Specifically, the DFO provides overall direction and leadership of across the Wisconsin Business Unit for the following departments:
- Finance: Oversee finance functions within the program including budget planning and assisting with monitoring and administration of a budget, allocating revenue, preparing financial reports and forecasting, monitoring centralized investments, private and public grants administration, cash receipting and banking, accounts payable, and creating and maintaining delegation of authority documents. Similarly, the DFO is responsible for Board of Trustees and Business Unit (BU)/Chapter Director engagement in developing and implementing annual and long-term strategic plans, the financial management and sustainability of the Program, including the presentation of financial information at Chapter board meetings.
- Human Resources: Oversee the recruitment, hiring, and on-boarding of new employees in conjunction with the hiring managers, time and effort reporting activities, administer annual performance evaluation process, provide guidance and support to staff as it pertains to employee relations, benefits and training opportunities and maintain personnel records. Consult with divisional HR Business Partner and implement conflict resolution strategies and performance management to ensure positive morale within the chapter.
- Administration/Operations: Oversee daily office operations and building maintenance, maintain office asset inventories, negotiate office leases, services and equipment lease agreements, maintain TNC vehicle fleet, communicate emergency procedures and address security issues, ensure OSHA and fire safety standards, maintain positive physical office/work environment, procure and maintain office equipment, maintain program insurance, and records management. Oversee management of office reception, conference, and shared work and break areas.
- Information Systems: Oversee Information Technology Systems support staff. Utilize working knowledge of IT systems to provide second tiered support to all staff throughout the chapter as it pertains to connectivity, networking, server, software, and hardware issues. Maintain data backup schedule and disaster recovery plans as well as computer asset inventory.
RESPONSIBILITIES AND SCOPE
- Act independently, exercise independent judgment to identify and solve financial and operations complex problems;
- Design and manage multiple projects, directing work of staff, setting deadlines, and ensuring accountability;
- Design and plan new initiatives that will ensure department and organization-wide goals and strategies are achieved;
- Manage documentation, initiate complex processes, and serve as key team member for the enhancement of systems and tools;
- Ensure programmatic commitments, Conservancy policies and procedures, GAAP, and financial standards are met and managed for compliance. Decisions may have program-wide impact and may bind the organization financially or legally;
- Provide timely and accurate financial reports and analysis to board members, project managers and BU Directors;
- Develop and monitor budget, forecast, sustainability, and strategic financial plans;
- Perform general accounting duties, to include: basic journal entries for transfers, loans, land transactions, accruals, deferred revenue and expense corrections;
- Review and monitor income statement and balance sheet (including pledges) items at month and year-end close;
- Ensure revenue, expenses and net assets are managed to reflect donor intent including working with cross-functional teams to perform revenue allocation;
- Develop quarterly certifications related to lands, depreciation of assets, and others
- Overseeing the recruitment, hiring, and on-boarding of new employees in conjunction with hiring managers
- Administering the annual performance evaluation process
- Providing guidance and support to staff as it pertains to employee relations, benefits, and professional development opportunities
- Works with the development team in ensuring requests for funding are accurate and can be administered;
- Manage privately funded awards;
- Collaborate with Grants Specialists on managing public awards;
- Maintain confidentiality of frequently sensitive and emotionally-charged information;
- Adhere to and advise on the organization's policies and procedures;
- Manage team accountability for strategic goals related to functional area;
- Supervise administrative or professional staff, including training and professional development.
- Finance / Accounting experience;
- Experience leading and implementing multiple projects;
- Experience generating financial reports, and analyzing and interpreting data;
- Experience developing and administering departmental budget or equivalent;
- Experience, coursework, or other training in principles and practices of human resources, and office operations.
- Experience working with teams across an organization
DESIRED QUALIFICATIONS
- Supervisory experience including setting objectives, managing performance, and conflict resolution.
- Multi-lingual skills and multi-cultural or cross-cultural experiences are appreciated;
- Ability to work in partnership with others in a collaborative or advisory role;
- Demonstrated ability to conceive and write creatively for various audiences;
- Experience developing, managing, and implementing goals, plans, and complex processes;
- Expertise in current and evolving technology related to field of experience;
- Expert knowledge of current and evolving trends in relevant discipline, preferably in a non-profit environment;
- Proficiency in interpreting guidelines and manipulating, analyzing, and interpreting data;
- Successful experience managing and implementing strategic program goals;
- Superior planning and problem-solving skills;
- Accounting degree and CPA accreditation; and/or
- Non-profit GAAP accounting experience