Head of Finance and Administration

This is a remoteposition.

Head of Finance andAdministration

Remoteposition)

Project Equity grows community wealth by retainingsuccessful local businesses through employee ownershiptransitions

Doyou want to see a world where the average employee has economicsecurity and businesses help build resilient communities So do we!We envision a future where employee ownership is the preferredbusiness model to strengthen small businesses and local economiesand build wealth for working people and communities of color acrossthe UnitedStates.

ProjectEquity helps employees become owners of the businesses where theywork. We raise awareness of employee ownership as a businesssuccession and local business preservation strategy targetlowermiddle market and small companies for awareness and educationand provide consultations and direct support for business ownersand employees to transition to employee ownership.

Project Equityis currently expanding and deepening our work in multiple regionsaround thecountry.

YOURROLE

Project Equity is agrowing organization on the cusp of our 10 year anniversary thisyear and progressing toward independence from our fiscal sponsor inearly 2025.

This exciting convergence also makes this a criticaltime to add executive leadership in the area of finance andoperations.

The Head of Finance and Administration will have a leadrole in defining our postfiscal sponsor structures and vendorrelationships securing those relationships and in refining andmaintaining the infrastructure we already possess.

Thisis an executive team role reporting to the CEO. The role willsupport the CEO and executive team in areas of budget and financialperformance management Board of DIrector relations and strategicplanning for growth and change.

This role will also partner ongrant / fundraising and earned revenue efforts lead theprofessionalization and roll out of procedures systems and policiesand support our culture of test learn execute EID (equity inclusionand diversity) and mutualrespect.

KEYRESPONSIBILITIES

FINANCE

FiscalLeadership

Act as a strategic partner with theCEO and the executive team providing advice on financial operationsanalysis budgeting managing debt and investments.

Serve as aleadership liaison to the board of directors the Finance Committeeand the Investment Committee. Develop and implement short andlongrange finance goals policies andprocedures.

Provide support to program staffmanaging the Employee Ownership Catalyst Fund and the AccelerateEmployee Ownership capital initiative including reporting andengagement with vendors supporting organizational fiscalmanagement

Financialand Accounting Operations

Source and manage anappropriate accounting vendor to transition and support ProjectEquity s accounting and financial management needs presently andwith a view towardgrowth.

• Analyze and present financialreports in an accurate and timely manner; clearly communicatemonthly / quarterly and annual financial statements;
• collatefinancial reporting materials for funders; administer and reviewall financial plans and budgets; monitor progress and changes;

andkeep key staff abreast of the organization s financialstatus.

Oversee all financialproject / program and grantsaccounting.

Coordinate and lead the annual auditprocess liaise with external auditors and the finance committee ofthe board of directors;

assess any changesnecessary.

Manage organizational cash flow andforecasting. Maintain banking and investment managementrelationships in consultation with theCEO.

Maintain a robust contractsmanagement system; ensure that the contract billing and collectionschedule is adhered to and that financial data and cash flow aresteady and support operationalrequirements.

Update and implement all necessarybusiness policies and accounting practices; establish and maintainfinance and accountingprocedures.

Effectively communicate and presentthe critical financial matters to the board ofdirectors.

OPERATIONS ANDADMINISTRATION

OrganizationalOperations Systems

Oversee software systems selectionand maintenance. Ensure adequate policies and procedures foroptimization and user experience / uptake.

Ensure adequate systems developmentand refinement support and processes are inplace.

Work with Program staff to ensuresystems and processes that facilitate cross program workeffectiveness and reportingability.

Administrative Functions andControls

Assess secure and manageorganizational Insuranceneeds.

Assess contract and legal needsacross the organization. Retain and manage key legal vendorrelationships as appropriate.

Provide internal support forcontract review and management. Support obtaining outside supportas appropriate.

Review refine and maintainorganizational policies and procedures. Ensuring organizationaluptake and adherence.

HROversight

Source and manage an appropriate PEOvendor to transition and support Project Equity s human resourcesneeds presently and with a view toward growth and in line with ourvalues and culture.

Provide leadership in talentacquisition efforts including reviewing job descriptions andmanaging vendors to support recruitment efforts in line with ourvalues and culture.

Ensure a thorough onboarding processfor new hires.

Work with our PEO vendor and outsideemployment legal counsel to ensure legal compliance with applicablefederal and state HR requirements manage investigations andmaintain records.

Work with our PEO vendor and theexecutive team to ensure compensation and benefit practices areeffective competitive andcompliant.

Support the annual performancemanagement process in line with our values andculture.

Support the roll out ofEquity Inclusion and Diversitywork.

Act as a point of contact foremployee relations addressing complaints and / or grievances andfostering a positive workenvironment.

Strategic and AnnualPlanning

Lead annual budgeting and planningprocess in conjunction with the CEO and Head ofPrograms.

Support the development and reviewof longer range strategic plans goals and budget.

Support the implementation of plansand goals together with the Head of Programs and the executiveteam.

TeamDevelopment / Leadership

Manage lead mentor coach and developstaff providing positive optimistic leadership and problem solving.

Foster a culture of resultscollaboration responsibility and accountability while inspiring andmotivating staff.

AREAS WHERE YOUSHINE

You are passionate about the missionof Project Equity and desire to be a partner and change agent withthe board staff and clients of ProjectEquity

You works well as a team with seniormanagement and are seen as a partner to otherexecutives

You have excellent interpersonal andcommunication skills and experience collaborating in a highgrowthand missiondrivenenvironment

You demonstrate resourcefulness insetting priorities proposing new ways of creating efficiencies andguiding investment in people and systems

You are comfortable using technologyand have experience developing and implementing processes andsystems that increase efficiencies and use bestpractices

You are entrepreneurial innovativeand flexible in your approach leading to profitability andsustainability

You have a track record of growingabilities of staff and encouraging increased responsibilities teambuilding and retention mentor and coach team members and creating aculture of accountability and enhancing workplaceculture

You are humble hold ahigh degree of integrity and bring a positive optimisticattitude

SALARY

$135000$155000Annually

ProjectEquity is an independent operating project of the nonprofitumbrella organization Multiplier a nationally recognized nonprofitwith a growing portfolio of innovative initiatives that conserveand protect a sustainable and resilient world ( )

Multiplierand Project Equity celebrate diversity and are committed tobuilding teams and partnerships that represent a variety ofbackgrounds perspectives and skills.

Multiplier and Project Equityare also committed to providing an environment of mutual respectthat is free from discrimination and harassment.

Multiplier andProject Equity prohibit discrimination in its governance programsand activities on the basis of race color national origin agedisability religion gender sexual orientation gender identitygenetic information political beliefs reprisal marital statusamnesty status as a covered veteran because all or part of anindividual s income is derived from public assistance or for anyother nonmerit basedfactor.

APPLY HERE : Pleasebe sure to upload your resume and cover letter. In your coverletter please explain what motivates you to work with ProjectEquity and how your experience skills and commitment will advanceour work to create a more equitable economy.

Learn more at projectequity.org .

Requirements

Regularfulltime employees schedule 25 hours per week (30 days afterhire)

Medical (PPOHSA or HMO options) dental and vision coverage : employer covers100% of employee premium and 30% fordependents

Dependent CareFSA

Basic Term Life additional voluntarylife for employee spouse and dependent childrenavailable

Short and long termdisability

Voluntary Critical Illness Accidentand Hospital IndemnityInsurance

Retirement 401K : A dollar for dollaremployer match of the employees contribution up to 3% of grosswages and 50 cents on the dollar match for the next 1% (3.5% totalmatch)

Employee Assistance Program offeringconsultative work / life assistance and legal / financial assistancethrough a variety of online and telephonebasedservices

Generous holiday vacation and sickleave. Holidays : 12 days annually which includes 2 floatingholidays

Vacation : 15 days (years 1 4)& 20 days (year5)

Sick : 10 daysannually

Benefits

Regularfulltime employees schedule 25 hours per week (30 days afterhire)

Medical (PPOHSA or HMO options) dental and vision coverage : employer covers100% of employee premium and 30% fordependents

Dependent CareFSA

Basic Term Life additional voluntarylife for employee spouse and dependent childrenavailable

Short and long termdisability

Voluntary Critical Illness Accidentand Hospital IndemnityInsurance

Retirement 401K : A dollar for dollaremployer match of the employees contribution up to 3% of grosswages and 50 cents on the dollar match for the next 1% (3.5% totalmatch)

Employee Assistance Program offeringconsultative work / life assistance and legal / financial assistancethrough a variety of online and telephonebasedservices

Generous holiday vacation and sickleave. Holidays : 12 days annually which includes 2 floatingholidays

Vacation : 15 days (years 1 4)& 20 days (year5)

Sick : 10 daysannually