Greenwich Historical Society · 2 weeks ago
Director of Finance And Operations
Greenwich Historical Society is a cultural organization dedicated to preserving and sharing the history of Greenwich. The Director of Finance and Operations will oversee financial management, administrative operations, and human resources while collaborating with the Executive Director and Board of Trustees to shape the strategic direction of the Society.
Responsibilities
Manage an operating budget of $2 million and coordinate the management and oversee the portfolio of an $8 million endowment
Build effective relationships with the Executive Director, Board Treasurer, Finance and Investment committees and other stakeholders
Prepare, deliver and present accurate and relevant financial reports, projections and analyses. This includes monthly financial statements and variance analyses
Serve as a strategic partner to the Executive Director and senior leadership in organizational and financial planning
Manage a part-time bookkeeper
Maintain accurate and timely accounting records for the organization
Serve as the primary liaison to the external auditor and lead the annual audit process (completion by October)
Prepare the annual operating and capital budgets in partnership with the Finance Committee (target: April 1)
Provide regular financial updates—including operating results, investment performance, cash flow, and overall financial condition—to the Finance Committee
Analyze earned revenue streams, including the museum store, rentals, and admissions, and recommend strategies that balance financial goals with mission priorities
Maintain and refine the chart of accounts to ensure consistent reporting and clear visibility into performance drivers
Identify cost-saving and efficiency opportunities across the organization
Develop and implement standard operating procedures and department-level reporting systems
Strengthen cross-departmental collaboration through enhanced analytics, reporting, and communication
Coordinate with the Development Department on gift processing and reconciliation
Manage grant-related financial tracking and reporting
Oversee annual insurance renewals and organizational risk management
Oversee the museum store and all retail operations, including inventory management, vendor relationships, pricing strategy, merchandising, and point-of-sale systems
Manage HR functions, including payroll, benefits administration (ADP and TIAA), personnel data maintenance, and annual benefits review for the organization’s staff of 27
Update the personnel manual and emergency procedures annually
Oversee IT infrastructure in collaboration with the organization’s IT consultant, including hardware, software, and online systems
Prepare and update Asset Aging Schedule in collaboration with IT consultant and Facilities/Property Manager
Supervise finance and administrative staff, as well as Facilities Manager/third-party property management and HR service providers
Oversee capital projects in coordination with the Facilities/Property Manager and Preservation Landscape and Finance Committees of the Board
Qualification
Required
Bachelor's or Master's degree in accounting, finance, or related field; or a minimum of 10 years of progressive experience in financial leadership within a nonprofit organization
Experience with fund accounting required
Proficiency with Microsoft Office and QuickBooks Online
Benefits
Health insurance
Retirement plan
Paid vacation
Paid holidays
Company
Greenwich Historical Society
Greenwich Historical Society preserves and interprets Greenwich history to strengthen our community’s connection to our past, to each other.
Funding
Current Stage
Early StageCompany data provided by crunchbase