Director of Finance, Operations, and Grants
About Blue Shield of California Foundation
Blue Shield of California Foundation (the Foundation) is one of the largest healthcare grantmaking organizations in California. The mission of the Foundation is to improve the lives of all Californians, particularly the underserved, by making health care accessible, effective and affordable, and by ending domestic violence. In 2017, the Foundation awarded over $25 million in grants to nonprofit organizations, and conducted strategic research and program development.
Reporting to the Chief Operating Officer, the Director of Finance, Operations and Grants shall be responsible for overseeing the administrative and financial operations, as well as accounting functions for Blue Shield of California Foundation. Director of Finance, Operations and Grants is responsible for the development and maintenance of sound fiscal policies, and for creating appropriate organizational infrastructure to ensure ongoing compliance. The successful candidate will be a hands-on manager who will lead and develop an internal team to deliver effective and integrated day-to-day operations.
Job Responsibilities/Specific Duties:
Operations and Administration
- Lead and manage all aspects of the Foundation’s grants and contracts administration, ensuring compliance with all state and IRS rules and regulations governing nonprofits and foundations
- Recommend and administer policies, procedures and processes that support Foundation operations; implement and ensure compliance with approved policies, procedures and processes.
- Implement and maintain software that supports Foundation’s work processes; balance needs of program, accounting and grant making staff with an eye toward streamlining and system integration
- Promote data integrity, and ensure appropriate internal controls are in place
- Engage with other process owners, including program and communications, to ensure seamless and efficient operations
- Lead and manage operations-related projects and special projects as assigned or initiated
Finance and Accounting
- Establish and maintain a strong system of internal controls
- Coordinate and lead the annual external audit, and development of annual tax return. Ensure completeness and accuracy of final products
- Oversee the Foundation's general ledger accounting, accounts payable processing and payments; ensure accurate and timely accounting and financial recordkeeping, to include monthly and year-end close, and bank reconciliations
- Oversee development of annual operating budget, monitor costs to ensure compliance with administrative, in-kind and grantmaking components of Foundation budget
- Manage organizational cash flow and forecasting, including performance of Foundation’s short and long-term investment accounts Collaborate with COO to prepare for regular meetings with Board Audit Committee
- Maintain a robust contracts management and financial management/reporting system; ensure that contract terms and payment schedules support operational requirements
- Oversee the Foundation's financial software and systems ensuring data integrity, and system strength, with an eye toward opportunities for systems improvements and efficiencies
- Oversee the Foundation’s expense reimbursement system and practices, ensuring adherence to policy
Leadership and Management
- Manage and develop staff, including Grants Administrator, Finance and Planning Analyst, and Accounting Associate
- Develop and maintain productive relationships with key players within Blue Shield, including legal, treasury and accounting staff
- Contribute to the development of a supportive and collaborative work environment through active participation in internal projects, teams and activities
The ideal candidate will have proven project management and team communication skills, with demonstrated ability to effectively engage and lead both individuals and teams.
- Master’s degree in related field and/or CPA required
- At least seven years of relevant work experience required; strongly prefer related experience in nonprofit tax and accounting, and/or nonprofit administration and operations
- Background in nonprofit leadership and management
- Understanding of current IRS regulations related to foundations
- Experience developing and implementing streamlined policies and procedures
- Experience leading work through use of multiple systems; experience with cloud-based systems such as SalesForce, FinancialForce, and Expensify preferred
- Excellent attention to detail
- Ability to exercise good judgment and take initiative
- Ability to manage multiple projects simultaneously
- Ability to manage effectively and collaboratively, with a strong emphasis on coaching and development
- Ability to be flexible in a complex and dynamic work environment
- Strong writing, communication and interpersonal skills
- Ability to think critically, act decisively, and synthesize program and operational issues
- A generous and curious nature, a sense of humor, and grace under pressure
External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.