DIRECTOR OF FINANCE AND OPERATIONS RESUME EXAMPLE

Published: Dec 17, 2024 - The Director of Finance and Operations oversees all financial operations, including budgeting, revenue processing, cash flow management, account reconciliation, and grant reporting, ensuring compliance with policies and internal controls. This position collaborates with the Treasurer and Finance Committee to advise leadership on fiscal operations and strategy while preparing monthly financial reports for the Board and facilitating the annual budget process. This role also supports the Grants Manager and Construction Director with budget tracking and reporting, manages real estate transactions, and prepares for the annual financial audit.

Tips for Director of Finance And Operations Skills and Responsibilities on a Resume

1. Director of Finance and Operations, Horizon Supply Group, Phoenix, AZ

Job Summary:

  • Manage the billing, accounts receivables and invoice processing
  • Document financial transactions
  • Partner with an outside accounting firm to manage all accounting responsibilities
  • Analyze financial data based on reports, inventory, tasting room sales etc.
  • Build strong relationships with vendors and customers
  • Support the needs of internal partners including Winemaker and General Manager
  • Overseeing office management and vineyard operations
  • Ensure the organization operates in compliance with all appropriate internal and external rules and systems of control (laws, taxes, insurance, state, and local governments, etc.)
  • Develop strategic and short and long-range financial goals and objectives
  • Perform financial analysis and financial due diligence for new business development
  • Conduct analysis of financial risks and benefits on new business initiatives
  • Ensure that documentation is up to date in the case of an internal or external audit is conducted
  • Hire all building vendors and assess building needs on an ongoing basis.
  • Responsible for the safekeeping of all donor databases, accounting software, and client billing software.


Skills on Resume:

  • Accounting Expertise (Hard Skills)
  • Financial Data Analysis (Hard Skills)
  • Relationship Management (Soft Skills)
  • External Collaboration (Soft Skills)
  • Office and Operations Management (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Strategic Financial Planning (Hard Skills)
  • Risk and Business Analysis (Hard Skills)

2. Director of Finance and Operations, Crestfield Logistics, Sacramento, CA

Job Summary:

  • Work in partnership with the Executive Director to oversee the operations of the organization.
  • Prepare financial reporting and analysis to contribute to the enhancement of organizational strategies and strategic thinking.
  • Create the organization’s annual general budget and individual program budgets.
  • Oversee the accounting and recording of all financial transactions, including accounts payable, accounts receivable, and credit transactions, and ensure proper collection and distribution of funds.
  • Assist the Executive Director and Fund Development Director in studying economic trends, producing financial reports by developing forecasts, preparing cash flow projections, and analyzing variances.
  • Analyze organization operations, identify opportunities for improvement, cost reduction, and systems enhancement and accumulate capital to fund expansion.
  • Oversee the administration of payroll, and prepare mandated tax reporting.
  • Responsible for the management of the organization’s Cost Allocation accounting method.
  • Responsible for the oversight of the agency’s investment accounts.
  • Responsible for risk management and internal controls.
  • Work closely with the Executive Director and Fund Development Director to manage and support all grant requirements.
  • Identify and develop strategies to optimize the grants administration process.
  • Create budgets for all grant opportunities.
  • Supervise the invoicing, accounting, and reporting to ensure successful execution of the grant process.
  • Provide detailed reports to the funders and the Board of Directors with respect to the implementation and outcome of the grant requirements.
  • Collaborate with the Executive Director to determine the organization’s goals and strategy with regard to staffing, recruiting, and retention.


Skills on Resume:

  • Financial Reporting and Analysis (Hard Skills)
  • Budget Creation (Hard Skills)
  • Accounting Oversight (Hard Skills)
  • Forecasting and Cash Flow Management (Hard Skills)
  • Operational Improvement (Soft Skills)
  • Payroll and Tax Reporting (Hard Skills)
  • Grant Management (Hard Skills)
  • Staffing Strategy (Soft Skills) 

3. Director of Finance and Operations, NovaTech Industries, Austin, TX

Job Summary:

  • Responsible for all aspects of FP&A, including AR/AP/Payroll - both hands-on and in collaboration with consultants and vendors
  • Lead the planning and forecasting processes in partnership with the Leadership team, and own all related board communications
  • Partner with the senior leadership team to develop the long-term operating model and drive the strategic steps to get there
  • Manage equity awards and Carta account
  • Manage cash, debt, and the associated bank accounts, etc.
  • Own revenue operations (evaluating payment processing vendors, collections strategy, etc.)
  • Start hands-on with strategy and execution, then grow a team when the time is right
  • Manage taxes, state registrations, etc.
  • Own HRIS system
  • Run payroll and contractor payments
  • Oversee people/recruiting team (for now)
  • Ensure onboarding is seamless and templated for all roles
  • Work with counsel to ensure corporate compliance across the business
  • Assist Leadership with materials for board meetings and fundraising
  • Insurance contracting and revenue operations
  • Work across departments to provide data analysis and modeling support


Skills on Resume:

  • FP&A Management (Hard Skills)
  • Strategic Forecasting (Hard Skills)
  • Operating Model Development (Hard Skills)
  • Equity Management (Hard Skills)
  • Cash Management (Hard Skills)
  • Revenue Operations (Hard Skills)
  • Team Leadership (Soft Skills)
  • Tax and Compliance Management (Hard Skills) 

4. Director of Finance and Operations, Bridgeway Enterprises, Denver, CO

Job Summary:

  • Oversee and manage all Business Office operations including budgeting and accounting, financial analysis, payroll, human resources, financial aid, and risk management.
  • Ensure compliance with all applicable accounting procedures and standards.
  • Prepare and oversee the annual audit
  • Oversee the collection of all tuition to ensure that families do not fall behind in payments.
  • Prepare monthly cash projections and financial statements
  • In conjunction with the President, prepare and submit for approval the school’s annual operating budget, prepare monthly department budgets, and project year-end variances.
  • Assure the school is in compliance with all laws and regulations that govern its programs and operations.
  • Oversee all contracts and contracted services to ensure accuracy, compliance, and terms.
  • Serve as a liaison to the Board’s Finance and Buildings and Grounds Committee.
  • Maintain and update annually the Personnel and Policy Employee Handbook ensuring that policies conform to state and federal laws.
  • Oversee purchasing, payments, debt, financial investments, banking, payroll, and benefits.
  • In conjunction with the Head of Maintenance, oversee compliance with building codes, safety regulations, insurance requirements, and risk assessment.
  • Maintain a working knowledge of government regulations, policies, and related issues that may impact the school now or in the future.
  • Supervise the HR Specialist in the administration of the organization’s benefit plans, recruitment and hiring, updating of personnel policies, maintenance of personnel records, and salary and benefits surveys.
  • Assist the Executive Director in the interpretation of all personnel matters.
  • Assist Program Coordinators with financial implementation of program budgets.
  • Supervise the Administrative Support Staff.


Skills on Resume:

  • Financial Management (Hard Skills)
  • Compliance Knowledge (Hard Skills)
  • Risk Management (Hard Skills)
  • Human Resources (Hard Skills)
  • Contract Management (Hard Skills)
  • Budgeting (Hard Skills)
  • Leadership (Soft Skills)
  • Communication (Soft Skills) 

5. Director of Finance and Operations, Pinnacle Consulting Group, Atlanta, GA

Job Summary:

  • Management and control of all capital and revenue budgets
  • Oversee the annual financial planning as part of business planning for the NTC
  • Lead the financial aspects of strategic projects aimed at achieving growth of the NTC
  • Conduct financial analysis for new investments, new products, services, pricing decisions
  • Plan and prepare financial management documents, including financial plans, budgets and forecasts
  • Prepare Management Reports/variance for management tracking or decision-making
  • Ensure adequate internal controls and financial procedures are in place
  • Ensure legal and regulatory compliance regarding all financial functions
  • Manage and oversee the preparation of all statutory returns
  • Lead and initiate liaison with auditors, business advisers and funding partners
  • Oversee the Finance and Supply Chain Management Shared Services resources on the ground
  • Monitor and control the quality and cost-effectiveness of services provided by the Finance Division
  • Lead, manage and develop the Finance team to ensure performance objectives are met
  • Promote and contribute to Edotco Group’s organizational culture and values


Skills on Resume:

  • Budget Management (Hard Skills)
  • Financial Planning (Hard Skills)
  • Strategic Financial Analysis (Hard Skills)
  • Financial Reporting (Hard Skills)
  • Internal Controls (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Team Leadership (Soft Skills)
  • Organizational Culture (Soft Skills) 

6. Director of Finance and Operations, Evergreen Solutions, Seattle, WA

Job Summary:

  • Help develop strategies for building a financially solvent and sustainable organization so MoveOn can carry out its mission
  • Ensure that MoveOn organizations comply with generally accepted accounting principles
  • Model best practices for fiscal management and systems aimed at building financial stewardship and accountability
  • Lead annual strategic planning and budget development process, working closely with the COO, Executive Director, Chief of Staff, managers and staff
  • Manage the output of the external finance and accounting firm, which includes the roles of Accountant, Senior Accountant, Controller and Outsourced CFO
  • Lead monthly budget meetings, routinely review and analyze the general ledger and budget vs actuals and provide budgetary support for budget managers, the COO, and Executive Directors
  • Manage organizational cash flow and forecasting
  • Maintain compliance with accounting policies and procedures manual, monitor financial risks and ensure best practices around financial controls
  • Manage accounts payable and staff expenses using online systems
  • Process payroll, working with the HR administrators and the finance and accounting vendors
  • Collaborate closely with MoveOn’s fundraising team to help ensure that the organizations meet income goals, model best practices for donor stewardship and efficiently execute revenue strategies
  • Develop budgets and financial reports for foundations and major donors, working closely with the fundraising team
  • Ensure that MoveOn leadership has accurate, timely, and appropriately detailed financial information to inform decision-making
  • Responsible for producing monthly soft and hard close financial reporting, working closely with external finance and accounting firm
  • Manage annual audit process for three organizations, including all material that is provided by client to the external auditors


Skills on Resume:

  • Financial Strategy Development (Hard Skills)
  • Accounting Compliance (Hard Skills)
  • Fiscal Management Best Practices (Hard Skills)
  • Budget Development (Hard Skills)
  • Cash Flow Management (Hard Skills)
  • Fundraising Collaboration (Soft Skills)
  • Financial Reporting (Hard Skills)
  • Audit Management (Hard Skills) 

7. Director of Finance and Operations, OceanView International, Miami, FL

Job Summary:

  • Manage the annual filing of the IRS Form 990, RRF-1, CA 199, 1120-Pol, Form 5500 and state charitable registrations
  • Support filing of grassroots lobbying reports and lobbyist registrations
  • Support the organization’s Federal Election Commission (FEC) and independent expenditure reporting process
  • Support the in-house Senior Legal Counsel to ensure that all organizational activities comply with requirements for quality management, legal stipulations, and general duty of care
  • Help manage board documents and approval process, working with outside legal counsel
  • Work with legal counsel to prepare and review contracts, grant agreements, and policies
  • Support trademark renewals process
  • Organizational insurance renewals (GL, E&O, umbrella, D&O, EPL, fiduciary and workers compensation)
  • Work closely with the COO, Executive Director, and Chief of Staff to assess risk management and recommend risk mitigation strategies
  • Operations support for MoveOn campaign activities
  • Support HR administration and tech security
  • Supervise two operations team staff such as the Finance and Contracts Manager, responsible for contracting, budget management support, RFPs, accounts payable, expense/credit card management, and other operations duties, and the Finance Coordinator, responsible for supporting accounts payable, internal controls and contract support.
  • Lead the creation and implementation of the Operations Team objectives and work plan
  • Represent the organization with allies and in varied public venues


Skills on Resume:

  • Tax Filing Management (Hard Skills)
  • Legal Compliance (Hard Skills)
  • Contract and Grant Review (Hard Skills)
  • Risk Management (Hard Skills)
  • Insurance Management (Hard Skills)
  • Operations Support (Soft Skills)
  • Team Leadership (Soft Skills)
  • Public Representation (Soft Skills) 

8. Director of Finance and Operations, Summit Capital Advisors, Nashville, TN

Job Summary:

  • Manage and mentor Accounting Associates
  • Oversee weekly project-based reporting and cash flow reporting
  • Execute month-end and year-end close
  • Set up financial controls and auditing procedures
  • Build and optimize financial models to provide recommendations and strategic insights to the President
  • Ensure accuracy of financial statements
  • Manage banking and credit card accounts
  • Provide cash flow and other financial forecasts
  • Provide tax analysis and planning (possibly leveraging an outside tax consultant).
  • Oversee payroll and benefits administration across multiple states, including unemployment insurance, workers compensation, health/dental/vision/life insurance, and 401k plan (leveraging benefits/payroll platform, Gusto)
  • Set up overseas subsidiaries (possibly leveraging outside consultants)
  • Manage the onboarding and termination of employees
  • Leveraging external consultants, provide guidance on compensation for internal hires
  • Maintain the company org chart and oversee A/R and A/P
  • Work with manager on day to day, strategizing inventory movements to meet supply timeline in most cost efficient ways possible.
  • Review and approver for POs, MDF, customer pricing, bill payments, sales contracts, credits, service and financial contracts, tax returns, and on
  • Company ERP administrator. Develop, implement and control all accounting system and interface to ensure record accuracy and compliance.


Skills on Resume: 

  • Team Management (Soft Skills)
  • Financial Reporting (Hard Skills)
  • Financial Controls (Hard Skills)
  • Financial Modeling (Hard Skills)
  • Tax Planning (Hard Skills)
  • Payroll and Benefits Administration (Hard Skills)
  • Inventory Management (Hard Skills)
  • ERP System Management (Hard Skills)

9. Director of Finance and Operations, HarborEdge Innovations, Boston, MA

Job Summary:

  • Oversee employee engagement and company philanthropy programs
  • Help with contract negotiations and reviews for new clients and vendors.
  • Manage and mentor the operational staff of two.
  • Support and/or manage recruiting efforts for internal hires, and oversee an internal recruiting team of 3+ recruiters.
  • Lead the operations team with regard to Systems implementations, SOP development and implementation, Allocation of team members to projects, Metrics reporting and dashboard development.
  • Help lead strategic planning efforts on a quarterly and annual basis
  • Help set and measure achievable company goals for team satisfaction, client satisfaction, efficiency, efficacy, revenue, profitability, etc.
  • Leverage expertise in accounting, finance, operations and IT to suggest new initiatives that will support the company’s ability to achieve its goals.
  • Support, develop, and work in partnership with the Executive Director to execute key strategies and initiatives
  • Lead the development and enhancement of key administrative systems, including people operations, professional development, and financial management
  • Work closely with the Executive Director and senior staff in the creation and monitoring of annual operating budget, with timely month-to-year closings, and annual and long-term budgeting
  • Oversee function and integrity of financial systems and records
  • Responsible for month-end and year-end financial closing reports
  • Provide forecast, budget, plans, cash flow report and financial analysis for head office
  • Review/plan/approve Inventory demand and capital investment on inventory.
  • Oversees supplier’s deliverables, stock flow and logistics operations to ensure supply


Skills on Resume:

  • Employee Engagement (Soft Skills)
  • Contract Negotiation (Hard Skills)
  • Team Leadership (Soft Skills)
  • Recruitment Management (Soft Skills)
  • Operations Management (Hard Skills)
  • Strategic Planning (Soft Skills)
  • Financial Management (Hard Skills)
  • Supply Chain Management (Hard Skills) 

10. Director of Finance and Operations, Skyline Management Partners, Charlotte, NC

Job Summary:

  • Oversee all aspects of financial operations including budgeting, donation and other revenue processing, ReStore activities, financial statement preparation and reporting, cash flow management, account reconciliation, grant allocations and reporting, banking services, mortgage operations, land and property acquisition, and purchasing.
  • Work closely with the Treasurer and Finance Committee to advise organizational leadership on fiscal operations, reporting, compliance, and strategy.
  • Prepare and present a monthly Board finance package including a dashboard report of key financial metrics and cash flow analysis/projection.
  • Facilitate the annual organizational budget process, working with team members to prepare revenue projections, operating expenses, and program and grant budgets, and monitor ongoing budget performance.
  • Update and ensure compliance with all financial policies, procedures, and internal controls.
  • Support the Grants Manager in developing, tracking, and reporting on grant budgets.
  • Support the Construction Director in developing, tracking, and reporting on project budgets for new builds and repairs.
  • Prepare for and facilitate the annual financial audit, serving as point person for the external auditor.
  • Work closely with legal services providers and officers to execute real estate transactions.
  • Prepare monthly account reconciliations of key general ledger accounts.
  • Ensure proper records and fund management in accordance with affiliate requirements, grant restrictions, nonprofit law, nonprofit best practices, and organizational strategy.
  • Conduct the month-end closing process, restricted fund accounting and analysis, and cash flow analysis and budgeting.
  • Ensure timely submission of operational filings such as charitable solicitation licenses, reporting on lobbying activities, and more.
  • Manage annual insurance policies.


Skills on Resume: 

  • Financial Operations (Hard Skills)
  • Fiscal Strategy (Soft Skills)
  • Financial Reporting (Hard Skills)
  • Budget Management (Hard Skills)
  • Compliance (Hard Skills)
  • Grant Management (Hard Skills)
  • Real Estate Coordination (Hard Skills)
  • Audit Management (Hard Skills)

11. Director of Finance and Operations, IronPeak Construction, Chicago, IL

Job Summary:

  • Manage the ongoing needs of NAFSCE’s Finance Committee including meeting agendas, necessary reports and documents to meet governance responsibilities.
  • Develop and monitor all grant, program and organizational budgets and associated financial reports
  • Develop monthly financial statements, including cash flow, profit and loss statements, budget-to-actuals and balance sheets
  • Work closely with NAFSCE’s accounting firm who will review all monthly and annual reporting, as well as provide support for grant management and other strategic financial issues
  • Conduct annual audit preparation and activities as directed by NAFSCE’s accounting firm, auditor and Executive Director
  • Work with audit and accounting firms to prepare tax-related and 501c3 related documents
  • Manage all banking-related duties including the banking relationship, reviewing all banking, credit card and investment accounts and conducting bank deposits.
  • Manage invoicing process including payables and receivables for all contracts and vendors, utilizing the bill platform
  • Manage and review monthly staff expense report process, including advances, cash requests, vouchers, and reimbursements
  • Advise and provide feedback to Executive Director and the accounting firm on strategic operational opportunities for organizational growth and efficiency
  • Manage relationship with NAFSCE’s PEO who provides staff benefits, payroll and HR consulting needs
  • Develop and manage organizational policies and procedures
  • Manage on-boarding and orientation of new staff
  • Manage staff benefits process


Skills on Resume:

  • Governance Support (Soft Skills)
  • Budget Development (Hard Skills)
  • Financial Reporting (Hard Skills)
  • Audit Preparation (Hard Skills)
  • Tax Document Management (Hard Skills)
  • Banking Management (Hard Skills)
  • Invoice and Expense Management (Hard Skills)
  • Staff and HR Management (Soft Skills)

12. Director of Finance and Operations, Riverstone Systems Inc., Portland, OR

Job Summary:

  • Maintain NAFSCE Human Resource and Benefits Handbook
  • Recommend organizational development opportunities
  • Manage staff time-tracking process and review
  • Support development and monitoring of operational goals and objectives.
  • Assist in staff recruitment efforts and exit procedures
  • Oversee membership registration and renewal process
  • Oversee management of IT needs through consulting relationships
  • Manage, monitor, and advise related to NAFSCE’s goals and objectives process
  • Manage office needs, including the relationship with NAFSCE’s office landlord
  • Ensure compliance with relevant laws and regulations, organizational bylaws and policies, financial procedures and internal controls, Generally Accepted Accounting Principles (GAAP), and nonprofit best practices.
  • Oversee administrative staff in monitoring independent contractors, managing vendor relationships, and negotiating contracts.
  • Oversee HR functions, including direct supervision of the Office Manager.
  • Oversee HR personnel in processing payroll, evaluating, administering, and tracking benefits maintaining appropriate records completing appropriate filings and ensuring compliance with employment law, organizational policies, and nonprofit best practices.
  • Oversee the development and implementation of internal employment policies, including facilitating review of the Employee Handbook, ensuring alignment with relevant laws and best practices, and enforcing policies with staff members.


Skills on Resume:

  • HR Policy Management (Hard Skills)
  • Organizational Development (Soft Skills)
  • Staff Recruitment and Retention (Soft Skills)
  • Operational Goal Setting (Hard Skills)
  • IT Management (Hard Skills)
  • Compliance Management (Hard Skills)
  • Contract and Vendor Management (Hard Skills)
  • Payroll and Benefits Administration (Hard Skills)

13. Director of Finance and Operations, HorizonX Global, Minneapolis, MN

Job Summary:

  • Perform a key strategic role on the leadership team in finance and associated operations, contributing to the development and execution of business plans and strategies that advance priorities and deliver the intended impact.
  • Provide decision-making support to the o-founders and Directors across thematics areas.
  • Model ingenuity, transparency and integrity in leading the evaluation and development of forecasts, cost management, effective and efficient systems, and processes.
  • Mentor and coach direct reports, delegating work streams effectively and holding team members to a high standard of excellence.
  • Lead the design and assessment of financial strategy and financial plans, KPIs and metrics. 
  • Drive performance as it relates to managing against the annual budget and long-term goals while fostering organizational effectiveness and sustainability.
  • Lead the timely and accurate development of budgets, financial reports, and models that will support and inform co-founders, and other senior managers in making informed program strategy, resource allocation, and investment decisions.
  • Implement investment portfolio and cash management policies in line with governing instruments and other legal requirements.
  • Lead the Finance and IT for the organization, as part of the senior leadership team
  • Overall financial management including support of the organisation's strategy and annual budget setting
  • Lead the year-end process and work closely with the auditors
  • Lead IT development for the organization
  • Deliver strong budgeting and forecasting across the organization, working closely with nonfinance
  • Work with external funders and donors, supporting bids and pricing
  • Oversee computer operations of the organization (back-ups, trouble-shooting, maintenance).
  • Review and implement technology, facility systems, and organizational equipment.


Skills on Resume:

  • Strategic Leadership (Soft Skills)
  • Decision Support (Soft Skills)
  • Financial Forecasting (Hard Skills)
  • Team Management (Soft Skills)
  • Financial Strategy (Hard Skills)
  • Budget Management (Hard Skills)
  • Investment Management (Hard Skills)
  • IT Management (Hard Skills)