The Business and Finance Leader is responsible for providing strategic oversight to the Harmony Community Development Corporation (Harmony) business operation functions including accounting, Finance, Operations, Compliance, and Human Resources. The Business and Finance Leader will play a critical role in strategic decision making and operations as Harmony continues to enhance its quality programming and build capacity.
This is a tremendous opportunity for a Finance and Operations leader to maximize and strengthen the internal capacity of a well-respected, high-impact organization. The Business and Finance Leader will further develop a people-centric performance culture, steeped in diversity, equity, and inclusion, among a group of diverse, and a talented staff.
Supervisory Responsibilities:
This position will lead the Business and Operations Support team including staff and independent contractors.
Essential Functions:
- Analyze and present financial reports 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.
- Effectively communicate and present the critical financial matters to the board of directors, finance committee and senior leadership.
- Coordinate and lead the annual audit process, liaise with external auditors and the finance committee of the board of directors; assess any changes necessary.
- Oversee and lead annual budgeting and planning process in conjunction with the Executive Director; administer and review all financial plans and budgets; monitor progress and changes; and keep senior leadership team abreast of the organization’s financial status.
- Manage organizational cash flow and forecasting.
- Collaborate with Executive Director and partners to ensure consistent reporting and adherence to GAAP, federal and state financial reporting regulations and guidelines, and conformity with non-profit fiscal policies and procedures.
- Data analysis and reporting to strategically forecast financial trends; maintain integrity of report data, reconcile data to main accounting system, and update reports with changes to accounting system.
- Manage and oversee program databases and client management systems.
- Collect and maintain program dashboard, scorecard, key performance indicators, and reporting.
- Analyze data and prepare reports for internal and external stakeholders.
- Assist with the collection and submission of grant and contract proposal requirements including program budgets, evaluations, logic models, data, and narratives.
- Implement a robust contracts management and financial management/ reporting system; ensure that the contract billing and collection schedule is adhered to and that financial data and cash flow are steady and support operational requirements.
- Update and implement all necessary business and operations policies, practices and practices; capture and document updates in a procedure manual.
- Coordinate Human Resource functions including talent acquisition, performance management, payroll, compensation and benefits, and training and development.
- Establish and manage a comprehensive training program to educate employees regarding staff tools, policies, and procedures.
- Work closely and transparently with all external partners including third-party vendors and consultants.
- Oversee administrative functions as well as marketing, communications, facilities and operations to ensure efficient and consistent execution with internal staff and external partners.
- Partner with management staff on special projects.
- Work in partnership with compliance, finance, program staff and fund development on grant management, financial reporting and relationsip building with funders and supporters.
- Attend meetings, performs public speaking, and participates in community activities as assigned, which are pertinent to the promotion and support of Harmony’s mission and programs.
- Perform other duties as assigned by the Executive Director.
- Attend and successfully completes all training required by Harmony CDC.
Education And Experience
- Bachelor’s degree in business or accounting, nonprofit financial management preferred; experience managing grants and nonprofit finances preferred.
- At least seven to 10 years of overall professional experience; ideally six-plus years of broad financial and operations management experience; and, senior leadership experience with a nonprofit organization.
- The ideal candidate has experience of final responsibility for the quality and content of all financial data, reporting and audit coordination for either a division or significant program area, and has preferably overseen a Human Resources function previously.
- Ability to translate financial concepts to – and to effectively collaborate with — programmatic and fundraising colleagues who do not necessarily have finance backgrounds.
- A track record in grants management, compliance and reporting.
- A savvy business leader with an entrepreneurial drive, passion and business acumen.
- Technology savvy with experience selecting and overseeing software installations and managing relationships with software vendors; knowledge of Quickbooks accounting and reporting software.
- Excellent Excel skills with spreadsheets and data management systems required.
- Commitment to training programs that maximize individual and organization goals across the organization including best practices in human resources activities.
- A successful track record in setting priorities; keen analytic, organization and problem solving skills which support and enable sound decision making.
- Exceptional written, oral, relationship building and presentation skills, and the ability to effectively interface with senior management, Harmony’s board of directors, staff and external stakeholders.
- A multi-tasker with the ability to wear many hats in a fast-paced environment.
- Personal qualities of integrity, credibility, and dedication to the mission of Harmony.
Physical Requirements
- An employee in this position primarily works in a typical office environment and uses computers, calculators, telephones, printers, and other office equipment to fulfill the position duties.
- An employee in this position is required to walk, hear, speak, and stand to inspect the inventory and interact with staff, volunteers, and clients.
- Work is conducted in a fast-paced, rapidly changing environment.
- The ability to manage stress, build professional and collaborative relationships, and reason through complex situations is required.
- A flexible schedule is required since this position requires evening and weekend work due to scheduled events.
Travel Requirements
- This position is required to perform community outreach and attend meetings away from the primary business location.
- A valid Texas drivers’ license and acceptable motor vehicle record is required.