Director of Finance and Operations

Overview:

Beloved supports and nourishes open-hearted spiritual leaders as they create and sustain new spaces of sacred belonging. Our Beloved leaders have a vision for a world they want to cultivate; we are here to help them bring that vision to fruition. The spiritual leaders we support are inspired by the ancient Jewish wisdom of communal life at a more intimate scale, such as the minyan or the dinner table. These leaders cultivate in-person and virtual spaces where people go to be understood, nurtured, enlivened, connected, loved, & not alone. Beloved facilitates multiple year-long leadership cohorts and provides ongoing support and professional development opportunities for leaders. Four years ago, Beloved began providing fiscal sponsorship to a handful of projects. We now provide fiscal sponsorship to over 50 projects.

As our organization has grown, we are ready for a Director of Finance and Operations to support our programs and organization by overseeing finance, HR, operations, and communication. We seek a self-starter with a knack for systems, internal operations, strong finance and organizational skills, and an innate drive to execute complex projects and keep things running smoothly in a fast-paced, detail-oriented environment. Successful candidates will be proactive and creative problem solvers and have exceptional interpersonal and communication skills.

Responsibilities:

Fiscal Sponsorship Program:

• Ensure that the fiscal sponsorship program is successfully delivering an outstanding, dynamic, responsive, and personalized client experience.
• Manage and oversee all financial, operational, and communication aspects of the fiscal sponsorship program (currently providing sponsorship of Models A, B, and C).
• Create a systems-based approach to attract and onboard new projects and project leaders, including marketing materials and an application and review process.
• Provide regular and ongoing communication and support to all projects and project leaders including:
  • Monitor each project’s finances to ensure compliance and best practices
  • Provide support with financial reports for grant applications and reports
  • Ensure timely execution of grant agreements
  • Connect or refer sponsees to outside consultants as needed
• Develop program scope and fee structure in collaboration with the Leadership Team.
• Develop marketing and communication tools including:
  • Develop and maintain an intra-project communication platform
  • Develop training materials and support guides
  • Develop and maintain a fiscal sponsorship handbook, FAQs, and other communication tools as needed
  • Create and distribute quarterly resource newsletter for sponsees
  • Develop ongoing feedback loops and communication opportunities between sponsees and Beloved leadership
• Build and partner with a sponsee advisory committee, under the guidance of the Leadership Team.
• Develop ongoing expertise in the fiscal-sponsorship landscape and relationships with other Fiscal Sponsorship providers, platforms, and tools to ensure Beloved is staying current with trends and new resources, and is offering best-in-class services.

Finance:

• Manage all organizational finance operations, using GAAP standards, in collaboration with outsourced accounting firm including:
  • Accounts payable and receivable processing and management
  • Monthly cash flow reconciliation
  • Monthly financial report creation including expense and revenue reports
• Manage organizational banking activities including depositing checks, monitoring cash flow, follow-up and general financial oversight.
• Liaise with funders, financial institutions, and financial management software platforms on behalf of Beloved and fiscal sponsees.
• Develop and prepare annual budget and projections with the Leadership Team.
• Prepare all end-of-year tax documentation (W2 & 1099) in collaboration with outsourced financial platforms.
• Support annual audit preparation.

Operations:

• Oversee general HR functions, including payroll, onboarding, and benefits administration, in coordination with outsourced providers.
• Cultivate strong partnerships and engage in ongoing relationships with partner organizations, program prospects, service providers, and content experts all to ensure high levels of collaboration that grow and enrich the program portfolio.
• Prepare regular reports for the Leadership Team with updates on general management of the Fiscal Sponsorship Program.
• Create and manage all internal independent contractors and agreements.
• Manage all organizational insurance policies (general liability, Directors & Officers, employment, etc.).
• Develop and administer all internal data, communications, and filing systems, currently within Google Workspace.

Skills and Experience:

• A minimum of 5 years in managing complex nonprofit organizational finance and operations.
• Experience and familiarity with fiscal sponsorship preferred
• Experience in HR preferred
• Outstanding written and oral communication skills.
• Masterful organizational and project management skills, with a successful track record of overseeing complex initiatives with accuracy, timeliness, and efficiency.
• Excellent listener and relationship builder.
• Experience with and excitement about creating systems, policies, and best practices.
• Flexible thinker who enjoys solving problems through a proactive approach.
• Able to work independently and as part of a team.
• Experience working in the Jewish community and/or knowledge of the Jewish community landscape a plus.