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Manager of Financial Systems

Employer
Birth through Eight Strategy for Tulsa
Location
Tulsa, Oklahoma
Closing date
Feb 6, 2022

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Focus Areas
Education, Healthcare, Human Services, Philanthropy / Social Responsibility
Job Function
Accounting / Finance
Position Type
Full Time
Degree Level
Some college
Experience Level
Management

Background

The Birth through Eight Strategy for Tulsa (BEST), an initiative of the George Kaiser Family Foundation (GKFF), is dedicated to providing an equal opportunity for young children in Tulsa through investments in early childhood education, community health, social services and civic enhancement.

GKFF-BEST is currently seeking a mission-driven and equity-focused candidate to fill the position of Manager of BEST Financial Systems.

Birth through Eight Strategy for Tulsa (BEST)

BEST works shoulder-to-shoulder with parents, caregivers, and community leaders to enable families to access programs and services that nurture strong brain development and adult-child experiences, putting children on a path toward lifelong success.

BEST envisions a day where all of Tulsa’s children living in poverty have equitable access to the opportunities and resources they need and deserve.

Role Overview

BEST currently partners with over 80 public and non-profit agencies of varying sizes that are delivering health, education, criminal justice and social services to children and families in Tulsa. As part of the collaborative BEST team currently made up of 14 members, the Manager of BEST Financial Systems plays an important role managing systems, processes, and information related to finance, including: managing payables, supporting internal grant processes, regular accounting oversight, and financial analyses. This is a newly created position for BEST and is a full-time, benefits-eligible position.

Relationships

As a member of the BEST team, the Manager of BEST Financial Systems will report to the BEST Director of Operations and be included as part of the BEST operations team. This role will work closely with the Director of Operations, BEST’s Operations Manager, BEST’s Operations Coordinator, as well as key staff internal to GKFF and BEST partner organizations to align and execute financial processes, improve systems, and communicate with a diverse set of stakeholders. Additionally, this person will work with other members of the BEST team on an ongoing basis to ensure alignment internally, providing strategic financial support and consistent information about the financial status of the initiative.

Hours and Location

  • The BEST team is currently working remotely. In Spring 2022, we anticipate moving to a hybrid work schedule with primary office location (3-4 days per week) at the GKFF-BEST office (7030 S Yale Ave, Tulsa, OK 74136) and 1-2 days possible remote work from home after onboarding is complete. Exact daily schedule to be determined with supervisor
  • Anticipated start date is Spring 2022 (March); flexible timing may be possible for the right candidate
  • Relocation support may be possible

Please note: Due to the necessary public health precautions put in place as a result of COVID-19 pandemic, the GKFF-BEST team continues to work remotely until Winter/Spring 2022 when we plan to return to the office. To work in person, all team members must follow GKFF-BEST COVID safety precautions, which currently includes being fully vaccinated and wearing masks in all common spaces. The vaccine requirement is subject to reasonable accommodations under the Americans with Disabilities Act and Title VII of the Civil Rights Act exceptions.

Job Description

The Manager of BEST Financial Systems will lead through relationships and collaboration to work with multiple diverse groups of stakeholders. This role is responsible for managing the day-to-day execution of financial processes and the overall maintenance and improvement of BEST financial systems. This position does not have any direct reports, but rather will manage BEST financial processes and will be accountable for the overall accuracy, efficiency, and effectiveness of BEST's financial transactions, information, communications, and reporting.

Some examples of regular duties, deliverables, and responsibilities are below. This role adds capacity to the existing BEST team by taking on the current duties of other team members. A system of gradual release will be in place to provide the person selected as Manager of BEST Financial Systems the time and opportunity needed to build context and deepen understanding while maintaining current BEST systems. We anticipate this role to be approximately 75% management and execution within existing financial systems and 25% collaboration for systems improvement and/or new process design.

Weekly

  • Prepare BEST interim grant requests
  • Document processes and maintain accurate financial records, investigating questions and issues as they arise
  • Validate BEST financial data and check BEST financial systems and reports for accuracy
  • Lead continuous improvement projects for more efficient and streamlined processes
  • Collaborate with members of the BEST team and the cross-functional finance teams to support ongoing projects, internal and external reporting, and financial analysis
  • Regularly assess BEST financial systems, processes, and interactions through an equity-based lens to identify risks and make suggestions for improvement
  • Contribute to the BEST operations team to create, guide, and influence work plans and timelines
  • Engage in embedded professional learning activities to advance BEST's mission, goals, and values in service of kids and families in Tulsa
  • Serve as the team’s expert on all financial processes, helping team members determine the best financial processes for their needs

Quarterly

  • Support BEST internal and external reporting, including the creation of financial reports, analyses, and presentations
  • Identify trends, patterns, risks, opportunities, and gaps in BEST's budgets and spending
  • Help lead and execute quarterly BEST operational processes related to partner reporting, data collection, and special projects
  • Meet regularly with members of the BEST team to discuss departmental spending, alignment to BEST priority areas, and grants
  • Collaborate with BEST partner programs, members of the BEST team, and BEST's cross-functional finance teams to support quarterly grant approval processes, including partner application and program budget development, preparation of grant materials for the GKFF Board of Director meetings, and new grant cycles and new materials as needed
  • Provide information needed for tax and auditing purposes as requested
  • Share changes to spending rules, financial processes, or other finance-related info with stakeholders as needed
  • Support the development of BEST financial platforms, including design and development of Salesforce,

Project-Based or Annual

  • Support the Director of Operations and members of the BEST leadership team annually as they develop and adjust BEST's budget
  • Support a number of annual analyses through the development of financial reviews, equity audits, and presentations (including year-over-year analyses, investment summaries, cost of service delivery analysis, and other analyses related to decision-making)

 

COMPETENCIES

GKFF-BEST encourages candidates from diverse backgrounds, including those with diverse professional experience, to apply for this role. Based on research, we know that women and people from underrepresented groups often only apply to jobs if they meet 100% of the qualifications. Since no single candidate will ever meet every requirement in the exact ways listed, we encourage applicants to apply if they feel that their professional experience aligns closely to the job description above and their application reflects most of the qualifications below.

Education

  • Completion of a Bachelor’s degree in math, finance, accounting, business or a related field preferred. Candidates without a Bachelor’s degree, but who have obtained relevant professional certifications or who have aligned professional experience are encouraged to apply.

 

Experience

  • At least 3 years of professional experience with one or more of the following functional areas: processing payables, accounting, budget development and management, grants administration, or data analysis
  • Experience managing line item budgets, conducting financial analyses, and presenting financial information to diverse stakeholders
  • Experience developing, documenting, and maintaining processes
  • Demonstrated success conducting continuous improvement initiatives (large or small scale);
  • Proven success presenting financial data to diverse stakeholders for different purposes, including translating large amounts of data into digestible takeaways and questions for discussion
  • Previous experience working in or with nonprofits and/or organizations focused on early childhood, human services or a related field preferred

 

Proficiencies

  • Understanding of issues related to diversity, equity, and inclusion in finance and organizational systems, especially issues related to wealth generation of underrepresented groups and racial equity
  • Ability to work independently in Microsoft Office Suite, Google Workspace, and Zoom
  • Proficient in financial and analytical software/platforms, including Quickbooks, Excel, Power BI
  • Knowledge of the following technical systems: online payables platforms (e.g. Bill.com, Yooz, or similar); Salesforce or similar customer relationship manager (CRM); grants management platform experience a plus
  • Ability to work independently with strong attention to detail and accuracy
  • Understanding of when to raise questions, issues, and risks to the attention of supervisors and colleagues
  • Strong organizational, time management, project management and problem solving skills, with ability to balance competing priorities and deliverables, required

 

Personal characteristics

  • Ability to incorporate feedback in real time from a wide range of sources
  • Ability to think creatively and proactively, and to perform and adapt in a fast-paced, start-up environment with ongoing refinements to processes and scope of work
  • Excellent interpersonal and relationship-building skills and sound judgment, with an emphasis on:
    • Collaborating with peers and a wide range of partners using a solutions-oriented, strengths-based approach;
    • Influencing others without formal supervisory authority;
  • Ability to operate autonomously with limited supervision to drive towards goals
  • Proactive and able to anticipate needs and issues

 

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