Director of Finance and Operations
The Learning Agency is looking for a full-time Finance and Operations Director who will support the CEO and Managing Director to manage day to day operations, including payroll, invoicing, grant financial reporting, and human resource coordination.
Ideal candidates will have previous experience managing finances, have a keen attention to detail, and exemplary follow through. This position will be highly independent. The Director will hire at least one full-time employee and part-time contractors.
Position: Director of Finance and Operations
Location: Remote/home office anywhere in the United States (Willing to work ET hours)
About The Learning Agency:
The Learning Agency is a consultancy firm that helps organizations harness the power of learning. The organization works with a variety of organizations to develop and publicize high-quality research, writing and products. We are result-oriented and operate in an entrepreneurial environment.
The team is fully remote. The founder is based in Washington, DC.
To learn more about the organization, please visit www.the-learning-agency.com.
About our team culture:
At the Learning Agency, we’re a small team working on diverse projects. Our work is fast-paced and we work remotely across different time zones. We’re more about getting it done than clocking in and clocking out. That means we’re problem-solvers who rely on clear deadlines, strong follow-through, and proactive communication to keep our projects moving.
About the position:
The Director of Finance and Operations will be a strategic thought-partner and report to the Managing Director. The successful candidate will be hands-on and lead the following areas: finance, budgeting, administration, and management of software tools. The Director of Finance and Operations will play a critical role in partnering with the senior leadership team to set the direction for operations at The Learning Agency as it continues to grow and expand its team and operational functions. This is a tremendous opportunity for a finance and operations leader to maximize and strengthen the internal capacity of a well-respected, high-impact organization and to contribute to an innovative and inspiring team.
Duties and Responsibilities:
The Director of Finance and Operations will manage at least one full-time employee and multiple contractors to oversee finance and operations in the following but is not limited to:
- Lead the development of all financial management needs including internal reporting to leadership and project directors and financial updates to external funders and partners.
- Serve as lead point of contact with external accounting firm to investigate and resolve any accounting issues or inquiries. Ensure support staff reconcile all expenses accurately and timely. Provide requested information for tax preparation.
- Manage organizational cash flow and forecasting.
- Analyze and present financial reports and invoices in an accurate and timely manner; collate financial reporting and invoicing materials for all revenue sources (grants, fee-for-service), and oversee all financial projects/programs, and grants accounting.
- Coordinate and lead the annual audit process; liaise with external auditors and the finance committee of the board of directors; assess and implement any changes necessary.
- Oversee and lead the annual budgeting and planning process in conjunction with senior leadership; administer and review all financial plans and budgets; monitor progress and changes; and keep senior leadership team abreast of the organization’s financial status.
- Improve upon existing contracts management and financial management reporting systems; ensure that the contract billing and collection schedule is adhered to and that financial data and cash flow are steady and support operational requirements.
- Design and implement a robust tracking system to adhere to grant management requirements and best practices.
- Implement a robust contracts management and financial management/ reporting system.
- Update and implement all necessary business policies and accounting practices; improve the finance department’s overall policy and procedure manual.
Human Resources, Technology, and Administration
- Manage The Learning Agency’s human resources and administration systems.
- Ensure that human resources policies are consistent and streamlined, including onboarding and offboarding of employees and contractors.
- Manage and improve upon The Learning Agency’s operational information for employees and contractors, including updating of the Employee Handbook.
- Oversee administrative functions to ensure efficient and consistent operations as the organization scales.
- Manage payroll and benefits systems and ensure benefits are accurately tracked.
- Manage software subscriptions and ensure the best plan is in place for the current number of staff and needs.
- Review annual insurance policies, and be a point of contact for the insurer carrier; communicate changes and any discussion points with leadership.
The ideal candidate will possess the following qualifications, knowledge, and skills:
- Minimum of a BA, ideally with an MBA/CPA or related degree.
- At least six years of overall professional experience including broad financial and operations management experience.
- Extensive knowledge of and experience with accounting and financial reporting software.
- Ability to collaborate with colleagues, translating financial concepts to those who may not have finance backgrounds.
- Experience preparing quality financial data, reporting, and audit coordination for either a division or a significant program area.
- Excellent communication and relationship-building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders.
- Keen analytic, organization, and problem-solving skills that support and enable sound decision-making.
- Exemplary follow-through and flexibility, especially in the face of unexpected challenges
- Ability and willingness to wear many hats in a fast-paced environment.
- Ability to work independently and have demonstrated ability to lead and manage a team.
- Interest in the education field and passion for educational equity.
- Experience in grants management, higher education, and nonprofit environments.
- Experience performing HR generalist functions in a team environment of at least 10 employees.
- Experience with management of 1099 contractors.
- Experience working with a fully remote team.
Salary is commensurate with experience.
The Learning Agency offers a comprehensive benefits package for full-time salaried employees, including health benefits, a 401(k) program, and generous leave policies.
Please apply for the role here.