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Freedom Communities
2 months ago
Position Summary:
The Finance and Operations Manager is a key role within the organization, responsible
for managing accounting and financial operations, ensuring compliance with
governance and insurance requirements, supporting employee onboarding, maintaining
information technology systems, and providing administrative support to the COO. This
position ensures smooth and efficient operational functions, contributing to the overall
effectiveness of the organization. The Manager will play a crucial role in managing the
organization's financial and operational functions, ensuring compliance and efficiency
across all areas.
Major Responsibilities:
Accounting / Finance:
● Receive and pay all invoices.
● Deposit all checks.
● Maintain revenue tracking within QuickBooks and Bloomerang, ensuring all tax receipts
and acknowledgments are provided for donors and tracked within the correct category.
● Serve as the primary contact for the outsourced accounting firm, fielding questions
regarding cost bookings.
● Review and approve all expense reports through Expensify.
● Coordinate the annual audit with the audit firm.
● Review month-end financial statements for accuracy and distribute relevant reports
across departments for budget review.
● Process monthly cash transfer payments for MMF and any other payments to vendors.
● Support the COO and Executive Director in preparing the annual budget.
● Process emergency requests as needed by the Programs Team, ensuring effective
documentation for audit purposes.
● Support team with grant reporting as needed
Governance:
● Ensure annual reporting is filed each year, including Secretary of State, 990, and
charitable solicitation licenses, coordinating with accounting and tax teams as required.
● Update the Charity Navigator profile annually.
● Maintain relationships with insurance vendors and ensure insurance needs are met,
including D&O, property, and other coverages.
● Support the preparation of the annual Workman's Compensation audit.
Employee Onboarding:
● Lead the onboarding process for new employees, including setting up emails,
computers, phones, and access to necessary technologies.
● Add employees to Expensify and facilitate training on financial policies and card usage.
● Order business cards and name tags.
Information Technology:
● Maintain an inventory of all computers and phones.
● Serve as the primary contact for AT&T.
● Act as the administrator for all platforms, including Google Drive, Slack, Apricot,
TechSoup, Zoom, GiANT, and EMPath.
● Maintain the general email inbox.
● Maintain technology tools to ensure organizational efficiency.
Administration:
● Support the COO with any policies and procedures identified to improve overall
business operations.
● Schedule project check-in meetings as needed.
● Schedule and coordinate bi-monthly team meetings.
● Partner with the team to ensure all events are effectively reflected on the Google
calendar.
● Provide both administrative and substantial assistance to the COO, including a wide
variety of projects and assignments in addition to ongoing support with
correspondence, contact management, scheduling, proofreading/drafting, receipt
maintenance, and other duties as assigned.
Qualifications:
● Education: Bachelor's degree in Business Administration, Finance, Accounting, or a
related field preferred.
● Experience: Minimum of 3-5 years of experience in finance, accounting, or operations,
preferably within the nonprofit sector.
● Skills:
○ Proficiency in QuickBooks, Bloomerang, Expensify, and other financial
management tools.
○ Strong organizational and multitasking abilities.
○ Excellent communication and interpersonal skills.
○ Detail-oriented with strong analytical and problem-solving skills.
○ Proficiency in using and administering various technology platforms.
