Leadership Triangle · 1 day ago
Director of Finance & Operations - Retired Government Employees Association
Leadership Triangle is seeking a Director of Finance and Operations for the Retired Government Employees Association (RGEA) to ensure the organization’s financial integrity and operational excellence. This role involves advanced accounting expertise along with oversight of office administration, HR, and data systems, serving as a key resource for staff in a mission-driven environment.
ConsultingNon ProfitTraining
Responsibilities
Maintain accurate records of all financial transactions, including investments, membership dues, and expenses using accounting software (currently QuickBooks and Bill.com)
Prepare monthly financial statements and reports for the Executive Director and Board, including Budget vs. Actual, Cash Flow, Balance Sheet, and investment reports
Manage accounts payable and receivable to ensure timely, accurate payments and collections
Prepare annual budgets in collaboration with the Executive Director; monitor variances and provide analysis of overall financial position
Oversee payroll processing, ensuring accurate allocation and compliance with employee contributions
Serve as primary liaison for annual audits, providing timely documentation and ensuring compliance with GAAP and nonprofit accounting standards
Lead multi-year financial planning and forecasting initiatives
Serve as the primary administrator for the organization’s CRM/AMS system
Ensure data integrity, accuracy, and security across membership and financial platforms
Design and deliver actionable reports for leadership, including trend analysis and member engagement metrics
Manage day-to-day office operations, including vendor relationships, office technology, and facility management
Oversee member support, employee communications, and inventory management
Coordinate office projects and serve as the primary contact for building-related issues
Manage payroll and benefits administration
Support recruitment, onboarding, and performance management processes
Serve as a resource for employee relations and organizational culture initiatives
Maintain compliance with state and federal regulations for nonprofit organizations
Ensure adherence to organizational policies and procedures
Qualification
Required
Bachelor's degree in Accounting, Finance, Business Administration, or related field
Minimum 5–7 years in financial management and operations, preferably in a nonprofit setting
Advanced proficiency in accounting software (QuickBooks/Bill.com), CRM systems, and Microsoft Excel
Strong analytical, problem-solving, and decision-making abilities
Excellent communication and team leadership skills
Preferred
Strategic thinker with attention to detail
Ability to manage multiple priorities and wear multiple hats
Commitment to data-driven decision-making and operational excellence
Strong desire to be a go to resource internally for staff
Motivated to develop a positive culture and work environment in a small company setting
Commitment to our mission and serving our Members
Benefits
10% employer contribution to a qualified retirement plan
Qualified Small Employer HRA (QSEHRA) annual contribution of $7200
Accrued vacation and sick time
12 paid holidays
The office is closed between Christmas Eve and New Year’s Day
Company
Leadership Triangle
Leadership Triangle educates and promotes regionalism across the separate communities.
Funding
Current Stage
Early StageCompany data provided by crunchbase