Finance & Operations Director

Caldera - Portland, Oregon

Job Category: Accounting/Finance

Job Type: Paid

Job Term: Full Time

Compensation: $88000

Application Deadline: May 21, 2021

About Our Organization

At Caldera, we believe in the power of creativity. Caldera is a catalyst for the transformation of youth from underserved communities through innovative, year round art and environmental programs. Our Youth Program provides students from Portland and Central Oregon with long-term mentoring that nurtures individual creativity, beginning in sixth grade and continuing into young adulthood. Caldera weaves the arts, nature, and personal expression into powerful work that ignites self-expression and allows young people to be creative change agents in their lives and communities. Through our Residency Program, Caldera supports artists, creatives, and cultural workers to work on projects and to build skills and relationships that inspire growth, abolish oppression, and activate change.

Job Summary

Position Title: Finance & Operations Director

Supervisor: Executive Director

Schedule: Full-time, 37.5 hrs/week

Compensation & Status: $88,000 annually, exempt. Benefits include: generous paid time off, health, dental, vision, 403(b) retirement matching, flexible spending account, long-term disability, short-term disability, life insurance, and partial relocation reimbursement (if applicable).

Location: Portland office, 1227 NW Davis, Portland, OR 97209 - REMOTE during COVID-19 pandemic

Teleworking and COVID-19 related information: For the duration of Oregon’s Stay-Home Order, this position will work remotely with Caldera provided laptop and charger. We will reimburse a portion of employee’s telecommunication costs during this period. Additional reimbursement may be available for other teleworking needs. Interviews for this position will be held over Zoom.

Anticipated Start Date: July 5, 2021

 

Equity & Inclusion

We recognize that Caldera communities face many societal inequities. We recognize the history and ongoing impacts of racism in our country, state, and institutions. We acknowledge that we will always have room to grow as an organization and as individuals in our understanding of racism and oppression.

We commit to continually examining our role in both perpetuating and combating institutional racism. We also commit to ongoing alignment of our policies and practices to advance racial equity, inclusion, and freedom of expression.

We commit to integrating equity and inclusion into all areas of our work to better serve our mission; when we do, we get closer to the world that we want for our youth. To ensure our own accountability, we will 1) seek deeper relationships with and feedback from our larger community; 2) use our Equity Plan to guide ongoing work; and 3) apply our Equity Lens to decision-making. We will also seek inspiration from artistic and cultural traditions.

Caldera is an equal opportunity employer encouraging applicants of all backgrounds and does not discriminate on the basis of race, color, religion (creed), gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations.

We encourage people of color and Caldera community members to apply.

 

Department Overview

As a team of five, the Finance & Operations Department is responsible for managing Caldera’s accounting, finance, human resources, equity work, office, and general operations. The department is currently being restructured, and we are seeking to fill two other positions in addition to this one: HR & Equity Manager and Accounting Clerk.

Caldera’s board, Executive Director, and staff are at different stages of their racial equity journeys which can present unique challenges, including differences in priorities. Due to limited staff capacity over the past few years and due to a history of conflict avoidance, some areas of our equity work have slowed or stalled. One of the goals in restructuring the Finance & Operations Department is to bring our equity work back to the forefront.

Position Summary

Caldera’s Finance & Operations Director is responsible for all aspects of the financial and operational needs of the organization. This position oversees the HR & Equity Manager and an Accounting Manager. Work hours are typically Monday-Friday, however this position may work occasional weekends and/or evenings with occasional overnight in-state travel. 

This position requires frequent computer and some phone usage. While performing the duties of this job, the employee is regularly required to work at a computer and handle paperwork. The noise level in the Portland office is usually moderate. Reasonable accommodations will be made upon request.

Responsibilities

Responsibilities

Finance (25%)

  • In a collaborative effort involving the Executive Director, staff, and board, lead the development of and manage Caldera’s approximately $2.2M annual operating budget
  • Conduct annual audit prep and operate as main liaison with independent auditors to ensure a successful year-end audit and preparation of tax forms
  • Continuously review and share financial reports and projections with the Leadership Team, staff, Finance Committee, and Board of Directors as appropriate and lead financial presentations at board meetings
  • Support Development & Program staff to create budgets for grant proposals/reports
  • As needed, perform analyses of budget variances and accounting practices, and make recommendations to Executive Director to improve the efficiency and effectiveness of operations
  • Oversee investments and endowments of $16M+, managing relationships with investment managers, including communications between investment managers and Investment Committee
  • Other financial projects as needed

Accounting and Payroll (20%)

  • Oversee, support, and coach the Accounting Manager in developing and maintaining GAAP-compliant financial policies, procedures, and operations
  • Record asset changes on balance sheet regarding Caldera’s endowments/investments
  • Monitor and track restricted fund activity and update equity accounts as necessary
  • Review month-end close for accuracy and completeness
  • Produce and review internal financial statements on a regular basis
  • Collaborate with the accounting team to periodically review and update a comprehensive accounting manual to support long-term institutional knowledge and stability
  • Oversee development of systems and procedures to ensure best practices and compliance in payroll
  • Monitor fixed assets and lead routine inventory checks to ensure book balances are appropriate

Operations and Human Resources (40%)

  • Oversee, support, and coach the HR & Equity Manager in developing and maintaining HR and equity functions including compensation, benefits management, and organizational equity work
  • Ensure Caldera’s personnel policies are in compliance with local and federal labor laws
  • Develop and manage contracts, general liability and property insurance, leases, space and equipment rentals, consultants, and other legal agreements and compliance issues
  • Manage annual renewal for property and liability insurance, liaise with brokers as necessary, and implement processes to mitigate overall organizational risk; contribute to emergency preparedness plans as needed
  • Collaborate with building management for the Portland office to facilitate the IT and building needs for all staff and to create inclusive and accessible spaces
  • Serve as a role model and coach to help build an inclusive, supportive, and collaborative organizational culture

Leadership (10%)

  • Support all Finance & Operations staff and lead the development and implementation of the department’s strategic plans
  • Serve as a collaborative member of Caldera’s Leadership Team
  • Collaborate with board and Leadership Team on organizational strategy development and implementation
  • Act as lead staff support to the Finance Committee, collaborating with the Executive Director and the Committee Chair, and participate in Caldera board meetings as required

Racial Equity Work (5%)

  • Assess and adjust for inequities in the finance, HR, and operations systems throughout the organization
  • Participate in equity-focused staff meetings and share facilitation as requested
  • Serve on committees (equity, fundraising, etc.) with the goal of promoting and operationalizing equity
  • Support Caldera’s annual equity plans in their creation and implementation by giving feedback, serving on the Equity Team, and/or carrying forth activities

Job Qualifications & Requirements

Required Qualifications

  • 5+ years experience with majority of job duties in a nonprofit context 
  • Successful completion of coursework in business, accounting, and finance (with advanced coursework in accounting)
  • Demonstrated ability to create complex organizational budgets
  • Demonstrated experience in a fund accounting environment
  • Experience overseeing HR and payroll functions
  • Exceptional interpersonal, leadership, and management skills
  • Strong strategic and problem-solving skills
  • Ability to travel to Central Oregon at least 3-4 times annually (mileage reimbursements, carpools, ride shares, or car rentals may be provided where necessary)
  • Passion for Caldera’s mission, social and environmental justice, and racial equity

Preferred Qualifications

  • Degree in accounting, finance, or other related field and/or active CPA
  • Experience overseeing a nonprofit external audit
  • Experience in nonprofit operations and general liability and property insurance
  • Ability to create clear budgets for grant requests
  • Knowledge of and experience with Aplos or other comparable fund accounting system
  • Experience using Google Suite and/or Microsoft Office
  • Strong written and verbal communication skills

How to Apply

To Apply

Please submit a cover letter and resume by May 21, 2021 at 5:00 pm. Follow this link to apply. In your materials we want to hear about your interest in and qualifications for this position, including passion for our mission, experience in the job duties, and willingness to manage racial equity work.

Our Hiring Process & Timeline

  • May 21, 2021 - Deadline to submit materials
  • June 2, 2021 - First round interviews begin
  • June 11, 2021 - Second round interviews begin
  • June 17, 2021 - Candidate selected and offer made
  • July 5, 2021 - Target start date

The above timeline is estimated and is subject to change as needed.