Dec 09, 2022

Manager of Financial Systems

  • Birth through Eight Strategy for Tulsa
  • Tulsa, OK, USA
Full-Time Data/Analysis Finance/Accounting

Job Description

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 service supports 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 processes, 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 that will be based out of the BEST offices in South Tulsa.

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 Senior Operations Coordinator, BEST Operations Associates, and 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 currently works a hybrid schedule. For this position, we anticipate 3 days per week at the GKFF-BEST office (7030 S Yale Ave, Tulsa, OK) and 2 remote work from home days per week (after onboarding is complete). Exact daily schedule to be determined with supervisor.
  • Anticipated start date is February 2023; flexible timing may be possible for the right candidate
  • Upon offer of the position, relocation support is available for candidates residing out of state but wishing to work locally in Tulsa

Job Description

The Manager of BEST Financial Systems will lead through influence, 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 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

  • Regularly assess BEST financial systems, processes, and interactions through an equity-based lens to identify risks and make suggestions for improvement
  • 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
  • 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

 

Quarterly

  • Support BEST internal and external reporting, including the creation of financial reports, analyses, and presentations to diverse audiences and stakeholder groups
  • 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, accounting software and reporting dashboards

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)

Hiring Organization

Birth through Eight Strategy for Tulsa

Qualifications

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 in these fields, but who have obtained relevant professional certifications or who have aligned professional experience are encouraged to apply.

Requirements

  •  Previous experience working in or with nonprofit organizations or government agencies
  • At least 3 years of applied professional experience with one or more of the following functional areas: processing payables, accounting, budget development and management, grants administration, or data analysis
  • Understanding of issues related to diversity, equity, and inclusion and ability to apply knowledge to analyze financial and organizational systems, especially those issues related to wealth generation of underrepresented groups and racial equity

Preferred Competencies and Experience

  • 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);
  • 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 to deliver on goals, with an understanding of when to raise questions, issues, and risks to the attention of supervisors and colleagues

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 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
  • Proactive and able to anticipate needs and issues

Industry/Service Area

Advocacy/Social Action, Community/Capacity Building, Foundation/Grantmaking

Level

Mid-Senior level

Application Instructions

HOW TO APPLY

A cover letter and resume are required to apply. Please apply through the Tulsa Community Foundation website https://tulsacf.org/about-tcf/current-job-openings/.  Applications will be considered on a rolling basis until the position is filled.

  • In your cover letter, please address the following:
    • Share 1-2 competencies or proficiencies from your professional experience and how they align to this role
    • Identify an example of how an equity lens or diverse perspectives will contribute to success in this role
  • Candidates advancing should expect to engage with one or all of the following steps in the selection process: first, invitation to a one-way video interview (asynchronous); then, of moving forward, a job-simulation-related financial analysis and communication (approx. 90 min), and finally a round of  interviews with the Director of Operations and other BEST stakeholders.  

Apply Now