Sr. Director of Financial Strategy & Operations

Financial Management & Oversight

• Oversee all fiscal and fiduciary responsibilities for the organization, in partnership with the Executive Leadership team, board and board committee focused on finance, audit and investment.
• Oversee preparation and approval of all financial reporting materials and metrics for the Executive team and board of directors.
• Ensure effective cash flow management and support the board of directors in managing grantmaking decisions.

Financial Integration & Planning

• Act as a thought leader and partner to the Executive Leadership team and senior leaders.
• Develop and implement comprehensive financial strategies and strategic frameworks that support the organization’s long-term goals.
• Provide strategic financial planning and analysis to drive decision-making and ensure sustainable growth.
• Oversee the preparation of financial reports, budgets, forecasts, and financial models.
• Provide strategic recommendations based on financial analysis and projections, effective business practices and revenue / expense analysis.
• Conduct meaningful proactive analysis to improve organizational decisions on the management of working capital, use of entities, and build out of reserves.
• Monitor financial performance, identify trends, and recommend corrective actions to improve financial outcomes.
• Lead the evaluation and implementation of financial systems and processes to enhance efficiency and accuracy.
• Manage and / or oversee relationships with external stakeholders, including auditors, investors, and regulatory bodies.
• Ensure compliance with financial regulations and standards, and manage risk exposure.
• Manage finance team, fostering a culture of continuous improvement and professional growth.
• Stay abreast of industry trends, market conditions, and best practices to inform strategic financial decisions.

Grants & Fund Management

• Build and manage the system and processes to integrate Finance, Program, and Investor Relations financial functions.
• Work with Investor relations team to develop a pipeline strategy (based on funding needs by entity) to ensure the program team can effectively allocate resources based on programmatic priorities.
• Work with organizational leadership in assessing grantmaking investment portfolio for financial risk.
• Work with the grants team to ensure the movement of money to grantees is preceded by data-based financial decisions and efficient and effective review processes.
• Oversee the relevant and timely documentation of information into Salesforce regarding grants and the adherence to grant administrative processes.
• Using Salesforce, build reports and dashboards that are responsive to the cross-functional needs of teams within the organization.
• Build and implement best-in-class processes for dispersing and monitoring contracts and grants and reducing barriers to getting resources out quickly and efficiently.

Qualifications

• Minimum of 10+ years of experience in finance, with a focus on strategic financial planning and analysis in complex funding landscapes.
• Proven track record of developing and implementing successful financial strategies in a complex organization, specifically multi-entity organizations.
• Experience in financial planning and analysis.
• Experience liaising with government entities in areas of campaign finance, audits, and compliance Exceptional organizational skills to streamline processes.
• Proven analytical skills, translating data into valuable insights for strategic decision-making.
• Effective communication skills, producing clear, user-oriented materials for staff and board to relay information on technical, budgetary, and program details.
• Experience implementing and enforcing policies and procedures for organizational compliance and efficiency.
• Skillful in fostering smooth communication and workflow processes across multiple teams & departments.
• Critical thinking ability, coupled with decisive action, to synthesize complex issues effectively.
• Initiative-driven, highly self-motivated, adaptable to working independently or collaboratively.
• Independent problem-solver, consistently bringing tasks and projects to successful resolutions.
• Excellent leadership and management skills, with experience leading and developing high-performing teams.
• Proficiency in financial software and advanced knowledge of Microsoft Excel and other financial analysis tools.
• Strong understanding of the Salesforce platform (e.g. creation of new reports, customization of content, etc).
• High ethical standards and a commitment to integrity and transparency.
• Genuine passion for Unite America’s mission.

Work Environment

At Unite America, we are working to build a more representative and functional government that puts voters first and reflects the diversity of our country, and an inclusive democracy in which leaders embrace problem-solving over fueling divisiveness.

Likewise, we have a vision of building an organization that reflects diverse identities, experiences, and perspectives; a culture of working across differences toward common goals;

and a workplace where everyone feels included, respected, and heard. To that end, Unite America is proud to have made diversifying our team, ensuring more equitable opportunity, and fostering a culture of belonging a priority.

Our organizational values reinforce this commitment as we work to model the leadership we seek, solve problems together, and take care of one another, to name a few.

Benefits

THE PERKS

Competitive Compensation ($150-175k)

401(k) Plan (with up to a 3% employer contribution match)

Health Care Plan (medical, dental, and vision)

Unlimited Paid Time Off (vacation, sick days, public holidays, and team-wide wellness days)

Family Leave (maternity, paternity, and adoption)

Paid sabbatical after 4 years on staff

Training & Professional Development

Wellness Resources

Opportunity to join an inclusive, vibrant, and diverse team