Director of Finance & Operations

Director of Finance & Operations

0.8 FTE

The mission of the Berkeley Public Schools Fund (the Schools Fund) is to champion equitable public education for students, families and our community.

The Schools Fund is a small non-profit (currently 8 employees) that supports the Berkeley Unified School District, a medium-sized district with a diverse population of 10,000 students and 20 schools, through equity-focused programming. Our work centers students’ essential needs, safety and belonging, and love of learning through 4 core programs: educator grants, district-wide volunteer programs, STEM programming, and fiscal sponsor ships.

The Schools Fund staff and board are deeply committed to reducing disparities in educational experiences and outcomes in Berkeley public schools.

The 0.8 FTE (32 hrs/wk) Director of Finance & Operations is a key member of the leadership of the Berkeley Public Schools Fund. Primary responsibilities include:

• Partner with the Executive Director and Board Finance Committee to steward the financial health of the organization
• Manage day-to-day finances of the organization with the support of the Development & Finance Associate (DFA)
• Prepare, share, and present monthly/quarterly financial statements and updated projections at monthly Finance Committee (FC) meetings and Board meetings, as well as to staff
• Partner with ED to lead the annual budget process, ultimately creating and monitoring a balanced budget (with a focus on unrestricted funds)
• Collaborate with the Development Team to make sure Dev & Fin systems are reconciled
• Collaborate with Program Team & BUSD partners (HR, Business Services & Labor Unions) to manage Grant funds, Restricted funds & STEM funds
• Supervise Finance & Development Associate (FDA) and align role responsibilities to ensure internal financial controls
• Partner with external financial planning consulting firm to steward organizational investments
• Manage all BUSD-related and external 3rd party contracts & MOUs for the organization
• Manage 2 payroll systems:
  1) for Schools Fund staff &
  2) for BUSD employees paid by the Schools Fund
• File all required federal and state tax forms (including 990, 199, RRF-1, W-2s, 1099s)
• Lead the organization through a financial audit (if revenue exceeds $2M)

• Onboard & offboard employees, checking and filing all federal and state forms as required, and staying on top of labor laws (with support of HR consultant)
• Support personnel issues as needed w/ ED & HR consultant
• Manage benefits (including health insurance plans, open enrollment, and 401K)

• Maintain liability and workers comp insurance policies
• Purchase and maintain office equipment (hardware, software/licensing) as needed with support from the DFA
• Train staff and provide support as needed on hardware & software
• Coordinate logistics and maintenance of shared systems with BUSD and other consultants as needed
• Occasionally work outside of normal business hours as needed (calendar and fiscal year-end, board meetings, special events)
• Help coordinate, plan, & execute events as needed, including but not limited to:
  Principals Reception, Impact Showcase, Spring Luncheon
• Provide thought partnership and facilitation support to ED in the planning of monthly team meetings and biannual team retreats
• Provide support to ED and other staff as needed

• Deeply aligned with the Schools Fund’s mission of equitable public schools
• Minimum 3 years of experience (or 5+ years of progressively responsible experience) as Director of Finance and Operations or equivalent position at a non-profit with a budget around $2M
• Minimum 5 years of experience supervising staff
• Expertise in using Quick Books Online, accrual method
• Thorough knowledge of GAAP, payroll procedures, HR procedures, 990 filing, all nonprofit tax requirements
• Proven organizational and project management skills, with the ability to manage multiple priorities at the same time
• Demonstrated ability to lead planning and budgeting processes in a collaborative, multi-stakeholder environment
• Exceptional communication and interpersonal skills, with the ability to…