Sr. Director of Financial Strategy & Operations

$150,000 - $150,175/Yr

Unite America - Denver, CO

Full-time - Senior

Denver, CO

11-50 employees

About the position

Unite America is seeking a Senior Director of Financial Strategy & Operations to lead the finance function of the organization. This role involves developing and executing a long-term financial strategy aligned with organizational goals, managing a budget exceeding $60 million, and enhancing financial practices as the organization scales. The ideal candidate will collaborate with senior leadership, provide financial insights, and oversee the transition of grant administration to the finance team, ensuring efficient financial operations and compliance.

Responsibilities

• 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.
• 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 longterm goals.
• Provide strategic financial planning and analysis to drive decisionmaking 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.
• 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 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 databased 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 crossfunctional needs of teams within the organization.
• Build and implement bestinclass processes for dispersing and monitoring contracts and grants and reducing barriers to getting resources out quickly and efficiently.

Requirements

• 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 multientity 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 decisionmaking.
• Effective communication skills, producing clear, useroriented 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.
• Initiativedriven, highly selfmotivated, adaptable to working independently or collaboratively.
• Independent problemsolver, consistently bringing tasks and projects to successful resolutions.
• Excellent leadership and management skills, with experience leading and developing highperforming 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.

Benefits

• Competitive Compensation ($150175k)
• 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 teamwide 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