Forward Together Staff

Director of Finance

April 9, 2019

 You are perfect for this position if…

  • You want to amplify the leadership and power of women and non-binary people of color and Indigenous people by managing the financial systems and finances of a national movement-building non-profit.
  • You can be a thought partner and leader in developing financial sustainability for the organization.
  • You have the desire, passion and skills to start a new 501(c)4 entity so we can further our ability to play and win within the movement.
  • You want to work in high-performing environment where staff members are motivated by the opportunity to learn and grow with each other.

Reports to: Deputy Director of Operations

Classification: Full Time, Regular, Exempt, At Will

Location: Oakland, California; travel to New Mexico and/or Oregon 1-2 times per year for no more than one week per trip

Office Hours: 9am-5:30pm

Salary: $95,000-$105,000 annually

Benefits: Benefits are generous, with fully paid employee and dependent coverage for health, vision, and dental; and long-term disability insurance. Paid time off includes sick leave, vacation, and holidays.

Deadline to apply: Open until filled.  First review of resumes will be on April 15th.  We encourage applicants to apply early as will hire as soon as a candidate is identified.

Start Date: Position is available immediately.

POSITION SUMMARY

The Director of Finance is responsible for the overall financial management of the organization. The Director of Finance serves as an analytic partner for the Deputy Director of Operations and the Executive team for finance related matters; collaborates with the Director of Operations; serves on the Management Team; and leads staff teams as needed. The Director of Finance also works with the Finance Committee and Audit Committee of the board. The Director of Finance will also lead the creation of financial policies and practices related to the creation of a 501(c)4 entity that will enhance the work done through Forward Together’s 510(c)3 entity. The Senior Accountant, Staff Accountant and contractors (as needed) report directly to the Director of Finance.

Our annual revenue has increased significantly, from $1.8 million in 2013 to a projected $5.1 million in 2019. This has allowed us to expand our staffing to 28 employees and extend our presence to ten cities with offices in Oakland, Portland, and Albuquerque.

Who We Are

Forward Together unites communities to win rights, recognition, and resources for our families. We believe that all people deserve the right to self-determination over our bodies, gender, sexualities, and family formation. Our organization amplifies the leadership and power of women and non-binary people of color and Indigenous people. Over the coming years, Forward Together is doubling down to build a country where we are all at home, where we all take care of each other and respect each other, and where everyone is better off.

Forward Together has developed innovative programs, frameworks, campaigns, and initiatives for the movement: our state-based power-building work is changing policies through year-round civic engagement; the Strong Families Network brings together over 200 organizations across the country to change policy and culture so that all families can thrive; Echoing Ida amplifies the leadership of Black women and non-binary writers; the Trans Day of Resilience campaign brings together trans and non-binary artists with trans-led organizations to shift culture to support trans justice; and Stepping Into Power supports the leadership of grassroots leaders of color through movement-building fellowships.

At Forward Together, we play to win, AND we know that the way we achieve our goals and with whom are just as important as our outcomes. We harness the individual strengths within our staff and our network to foster a leader-ful organization and movement. Our team members are high performers and high collaborators. We encourage creativity and failing forward. We are driven not by ego, but by the opportunity to learn and grow together, while achieving impact and advancing our mission collectively. This is not an aspirational vision: this is how we live and breathe into our work together.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  1. Organizational Management
  • Works with Deputy Director of Operations and the Executive Team to ensure the financial health and long-term viability of the organization.
  • Serves on the Management Team alongside the Executive Director, Deputy Directors, and National Policy Director.
  • Manages annual organizational budget compilation and ongoing budget analysis.
  • Presents and interprets budget and financial statements for the Board of Directors.
  • Acts as a role model and coach to help build healthy organizational culture.
  • Determines and manages the finances, adapting to and balancing the shifting demands of programs and a growing organization with legal and funder requirements in order to maximize productivity, administrative support and fiscal health.
  • Leads and creates new accounting practices and procedures related to the creation of Forward Together’s 501(c)4 entity.
  • Collaborates with Deputy Directors to train and coach staff on new accounting procedures related to the 501(c)4 entity.
  1. Staff Teams and Supervision
  • Responsible for overall management of the Finance department and directly supervises the Senior Accountant and Staff Accountant.
  • Conducts 1st 90-day and annual performance evaluations for direct reports.
  • Meets weekly to check in with direct reports about their employee performance.
  • Hires and manages the work of finance consultants as needed.
  • Leads and participates in hiring committees.
  • Actively participates in other cross-departmental staff teams as necessary based on current needs or priorities.
  • Works collaboratively with the Deputy Director on hiring, firing and salary decisions within the departments supervised by the Director of Finance.
  • Supervises interns or volunteers as needed.
  1. Financial Management
  • Hires and manages consultants as needed.
  • Designs and manages accounting system comprised of QuickBooks and core spreadsheets to ensure financial health of the organization, documents accounting procedures, supervises Senior Accountant’s use of systems. (Note: new budgeting and accounting software are currently being identified.)
  • Evaluates and modifies finance systems as needed, with the goal of creating clear, consistent, accurate data, timely financial statements, and solid internal controls.
  • Creates accounting policies and protocols, incorporating research on best practices, accounting rules and current regulations; implements policies and protocols with all staff.
  • Supervises the Senior Accountant and the Staff Accountant running accounts payable, generating invoices, making deposits, submitting and booking payroll, tracking fixed assets and depreciation, calendaring, and coordinating staff’s period-end financial activity; ensures consistent application of organizational accounting policies.
  • Manages the annual budget process, coordinates and guides work of budget managers, compiles and monitors overall budget, coordinates budget.
  • Performs or manages preparation of organizational financial statements.
  • Monitors financial position and analyzes financial statements and partners with the Deputy Director of Operations to proactively identify solutions to potential financial challenges.
  • Manages cash flow and bank/investment accounts.
  • Manages/performs the processes of booking, documenting and reconciling employee insurance premium contributions.
  • Manages grant revenue and recognition, maintains grants spreadsheet to track restricted and unrestricted funds by period.
  • Provides financial information, tracking tools, and support to development department for grants/funder management, collaborates on grant report financial statements and grant proposal budgets and ensures compliance with government contracts where applicable.
  • Gathers information for and oversees the month-end closing process.
  • Manages annual fiscal audit by an independent CPA.
  • Shepherds, reviews and ensures timely filing of annual federal tax form 990 and state charitable registry filings, with support from the Senior Accountant where possible.
  • Calculates federal lobbying for the 990 and state disclosure forms as needed.
  • Ensures filing of the annual 5500 tax return, forms 1099/1096 for contractors.
  • Reviews contracts for accounting; maintains files of contracts and W-9’s.
  • Fields finance-related questions from staff as needed.
  • Oversees accounting records retention.

OTHER DUTIES

  • Adheres to organizational values and practices around challenging oppression by exhibiting behaviors indicating inclusion and respect in all facets of the work (programmatic, operational, and interpersonal).
  • Maintains and updates contact information in the Forward Together CRM for the individuals and organizations that this position works with.
  • Actively participates in weekly all-staff Courageous Practice sessions to the extent of physical ability.
  • Utilizes direct communication and pro-active problem solving to address internal organizational challenges and disagreements.
  • Works pro-actively and in good faith as a member of the staff team to support and strengthen the overall stability and effectiveness of the organization.
  • Participates in grassroots fundraising campaigns where applicable.
  • Completes required reports and paperwork as needed.
  • Performs other duties as assigned.

QUALIFICATIONS

  • Minimum of 5 years’ experience in positions of increasing responsibility in non-profit finance, accounting, and operations.
  • Strong knowledge of GAAP and extensive accounting experience, including month-end and year-end close, cost allocation procedures and payroll.
  • Expert with QuickBooks and Microsoft Excel.
  • Ability to create and manage complex organizational budgets and financial statements.
  • Ability to present information and analysis clearly and concisely, especially financial information.
  • Experience managing bookkeeping and other staff.
  • Proficiency with Microsoft Office, web browsers, Gmail, Google Calendar and basic conferencing software.
  • Some experience with database development preferred, such as Salesforce and other CRMs.
  • Ability to deftly manage projects and professional relationships.
  • Good people skills and an infectious, positive attitude when communicating about Forward Together’s work.
  • Strong critical thinking and creative problem-solving skills.
  • Ability to balance attention to detail with big-picture thinking.
  • Highly organized and systematic with strong time management skills and ability to juggle competing priorities and deadlines.
  • Flexible and comfortable in a fast-paced environment with shifting priorities.
  • Excellent oral and written communication skills.
  • Direct and accountable; thoughtful, open and helpful with conflict resolution.
  • Ability to effectively communicate with people at all levels and from various backgrounds.
  • Comfortable handling and being exposed to sensitive and confidential information.
  • Ability to respond effectively to sensitive inquiries or complaints.
  • Must be able to speak, read, write, and understand the primary language(s) used in the workplace.
  • Ability to drive; valid California driver’s license and, if driving own car, proof of insurance coverage meeting Forward Together’s organizational insurance levels.
  • Background check required.

Preferred Qualifications

  • Previous experience working on financials for a non-profit with a 510(c)4 exemption status.
  • Previous experience working with a non-profit that exercises their 510(H) election.

TO APPLY

Applicants should submit a cover letter describing:

  • Why you are interested in this role with the listed responsibilities;
  • Why you are interested in working for a multi-racial, multi-issue organization made up of people of color, immigrants, indigenous people, queer, trans, and gender nonconforming people who work to secure rights, recognition and resources for families so that family members have self-determination over their bodies, their sexuality, and their family formation.

You must submit a cover letter and resume as your application or your application will be deemed incomplete. If you submit them as attachments, please name the files as follows:

  • Cover Letter: Your Last Name, Your First Name Cover Letter
  • Resume: Your Last Name, Your First Name Resume

Please submit your application with the subject line: Your Last Name, Your First Name-Director of Finance to: finance-director@forwardtogether.org.

People of color, people with disabilities, Indigenous, queer, transgender, non-binary and gender nonconforming people strongly encouraged to apply. EOE.