What are the responsibilities and job description for the Finance Operations Manager position at Alliance Member Servic?
Summary
The Finance Operations Manager is a strategic and tactical bridge within our Finance
department. Reporting directly to the CFO, they will play a critical role in optimizing processes
and the synergy between Finance functions (Accounting, Financial Planning, Data, Payroll, etc.).
While they will support core accounting duties as needed, their primary focus is to act as a process
architect. They will work closely with Finance leadership to identify bottlenecks, automate manual
workflows, and ensure that our financial data flows seamlessly from the ledger to our strategic
forecasts. This is a high-impact role designed for a professional who enjoys both the precision of
traditional accounting and the efficiency of modern financial systems.
About NIA
NIA is a mission-driven organization that has been a pioneer in creating alternative business models to solve society’s toughest problems. 20,000 nonprofit organizations in 32 states and the District of Columbia rely on us for insurance and risk management. NIA is comprised of four 501(c)(3) organizations:
- Nonprofits Insurance Alliance of California (NIAC) was founded in 1988 to provide liability and property insurance to 501(c)(3) nonprofits in California.
- Alliance of Nonprofits for Insurance, Risk Retention Group (ANI) was founded in 2000 to provide liability insurance to 501(c)(3) nonprofits with locations outside California.
- National Alliance of Nonprofits for Insurance (NANI) was founded in 2000 to provide property reinsurance.
- Alliance Member Services (AMS) was founded in 2000 to provide staff, services and support to the other three cooperatives.
Key Responsibilities
Process Optimization & Systems Management
- Conduct comprehensive reviews of the month-end close process to reduce cycle time and improve data accuracy.
- Partner with the Finance leadership to ensure the chart of accounts and reporting structures support meaningful monthly variance analysis and forecasting.
- Lead continuous improvement projects, such as implementing new tools or streamlining processes.
- Develop and document business processes and accounting policies to maintain and strengthen internal controls.
- Assess compliance with financial regulations and controls by testing general ledger, account balances, balance sheets, income statements, and related financial statements, examining and analyzing records, reports, operating practices, and documentation.
- Ensure compliance with GAAP standards while maintaining an agile operational environment.
- Monitor departmental KPIs to track the optimization of financial operations.
Cross-Functional Collaboration
- Act as the primary liaison between Finance leadership to ensure data integrity across all financial reports.
- Work with the Finance leadership to document Standard Operating Procedures (SOPs) and ensure internal controls are robust yet efficient.
- Translate complex financial data or situations into actionable insights for the CFO to support executive decision-making.
- As needed, assist with technical accounting matters and other ad hoc projects.
Required Skills
- Strong understanding of financial processes, generally accepted accounting principles, and financial reporting.
- Strong critical thinking analytical skills and attention to detail.
- Demonstrated ability to write clear and conclusive narrative reports.
- Strong ability to map complex processes and identify "pain points" or risks.
- Ability to navigate through ambiguous conditions.
- Exceptional communication skills with the ability to influence stakeholders at the VP and C-Suite levels.
- Thorough knowledge of Microsoft Outlook & Word, proficient in Excel.
- Comfortable with fast paced activity and ability to prioritize to meet deliverable dates.
- This is a desk position. While performing the duties of this job, the employee is regularly required to stand, bend, reach, or sit for up to 3 hours at a time.
- Must have adequate vision (with corrective lenses if needed) to clearly view computer screen.
- Must have adequate hearing to perform job tasks.
Education & Experience
- Bachelor’s degree in finance, accounting, or related field.
- CPA (or in progress) preferred.
- Advanced degrees and other finance related certifications a plus.
- 7 years of relevant experience in corporate finance, accounting, or finance operations.
Salary : $92,000 - $170,000