updated October 2017
Finance and Operations Director (Full-Time)
Founded in 1972, the Chinese Progressive Association (CPA) is a grassroots membership-based organization that empowers the Chinese community in San Francisco and promotes justice and equality for all people. CPA’s campaigns and programs improve the living and working conditions of working class immigrants and give ordinary community members a stronger voice in the decision-making processes that affect them. Our core strategies are organizing, leadership development and alliance building.
The Operations and Finance Director ensures the smooth operation of the administrative, financial, personnel and organizational systems – including technology, equipment, and building maintenance. The position supervises the Operations and Finance Team.
Key Leadership Roles and Responsibilities:
- Financial Management and Support: With the Deputy Director, oversee the finances and the finance systems in the organization to ensure financial health; produce reports for financial projections, track accounts, investments and budgets. Provide finance support to Fiscally Sponsored Projects.
- Audit: Oversee and supervise Senior Finance Manager who leads annual financial audit process to gather documents and prepare reports required by auditor; to review & process tax reports and records after audit
- Bookkeeping oversight: Oversee and supervise Senior Finance Manager who processes and tracks accounts payable & receivable; write checks; monitor bank and investment records, including monthly bank reconciliation; log petty cash; allocate and code income and expenses. The Finance and Operations Director reviews accuracy of payroll; process tax documents; track consultants and file proper reporting; and monitors finance systems and makes improvements as needed
- Budget: Coordinate annual budget process; compile organizational budget through component budgeting process; enter budget & track in the books; provide reports and training to increase financial literacy in organization; monitor and update budget as necessary. Help develop and monitor annual budgets and work plan for the Operations and Finance team.
- Reporting: Compile financial reports and narrative summaries for Development Team, discreet committees and the Board of Directors; prepare grant financial reports; process tax and legal forms.
- Benefits Administration: Oversee medical, dental, vision insurance services, and 403b for staff; work with both insurance broker and financial advisor for tracking and annual renewal; process paperwork and reports as needed
- Consultants: Coordinate process for identifying consultants and overseeing contracts; process IRS and EDD reporting (w2 form, 1099misc)
- Hiring and onboarding: Oversee the maintenance and coordination of systems for the recruitment and hiring process for new staff, maintain information in hiring; support the orientation and onboarding processes
- Insurance Administration: Review and renew annual policies including workers compensation, property and D&O (director and officers liability); work with insurance broker; provide reports as needed
- Manage Personnel Issues: Provide support for staff in handling personnel grievances & procedures; be field questions to legal support as needed
- Personnel Policies: Maintain and update personnel policies, including clarification of terms; maintain personnel files; provide employee/salary verification requested by outside parties
- Staff Evaluations: Oversee the coordination of annual, introductory and exit evaluations for staff; support supervisors in completing process and maintain accountability protocol are followed
Office Management and Supervision
- Supervision and Team Coordination: supervise operations and finance team, plan and coordinate Operations and Finance Team meetings
- Systems and Procedures: support Operations and Finance Team in strengthening office systems, procedures and protocols
- Office Management: support Operations and Finance Team in managing equipment, maintenance, contracts, vendors, and supplies.
Additional Responsibilities and Shared Responsibilities
- Participate in CPA staff activities for planning and evaluation as needed
- Support other CPA campaigns, programs and organization-wide activities as needed
- This position may also include spending time on organizational-wide (such as electoral campaigns) and fundraising tasks as determined by organizational priorities and your supervisor.
- Commitment to social, economic and environmental justice, and bottom-up social change
- Knowledge of issues impacting low-income Chinese immigrants in San Francisco
- Minimum of 5 years of experience in administration and finance
- Experience in supervision and mentorship
- Ability to work effectively with people of diverse backgrounds
- Good team player and problem-solver
- Takes responsibility and initiative in work
- Can work effectively independently and as part of a team
- Strong organizational skills
- Strong oral and written communication skills
Salary and Benefits: $60-70K, DOE, with medical and dental benefits, plus paid vacation, sick time and holidays.
To Apply: Submit resume, cover letter and writing sample (combined in one PDF), and submit three references here. Open until filled.
Chinese Progressive Association is an equal opportunity employer. People of color, women, immigrants, youths, and LGBT and differently-abled people are encouraged to apply!