Finance & Technology
Operations Manager – Finance & Technology
Racial injustice, inequity, and the systems designed to perpetuate them have defined our nation’s history. In the 1954 Brown v. Board of Education ruling, the Supreme Court stated “…it is doubtful that any child may reasonably be expected to succeed in life if he is denied the opportunity of an education. Such an opportunity…is a right which must be made available to all on equal terms.”
We believe the spirit of this decision was a promise to decouple race from access and, more broadly, to break the predictive links between identity and outcomes overall. We also believe that as a society, we have yet to deliver on that promise; nearly seven decades later, institutionalized oppression, micro-aggressions, discrimination, inequity, and violence still obstruct the path to self-determination and a life trajectory full of choices for people from involuntarily marginalized communities. So, in 2017 and with the Brown ruling in mind, we founded Promise54 determined to help deliver on the promise of equity.
Specifically, we partner with social impact organizations working to address society’s most complex challenges, which often disproportionately impact historically marginalized groups. Our research indicates that too often within these organizations, the dissonance between stated values and lived staff experience results in cultures, policies, and practices which reinforce the very inequities that organizations are working to end. This, in turn, creates additional pain and hinders impact.
We envision a day when social impact organizations can create a more just world because they have diverse teams of people thriving in roles that activate their unique gifts and talents; foster inclusive and antiracist cultures; and have equitable practices, policies, and structures. With this vision in mind, we are ~20 passionate individuals who leverage our collective advising, coaching, systems design, and facilitation experience to help create the conditions for people to thrive and do their best work.
At Promise54, one of our most sacred guiding principles is Radical Humanity. Both internally and with our client partners, we’re focused on authentic relationships and deep engagement.
Endeavoring to operate in this way requires that we believe in the innate brilliance of each human. We assume imperfection is the norm and extend the grace of second chances to each other knowing that lifelong learning is not only inevitable but it fuels experimentation, risk-taking, growth, and innovation. We believe that process is as important as outcomes, and that good intentions don’t trump painful impact. Qualitative life experience is acknowledged as valid and real data. And, perhaps most importantly, we are working to slow down and bring intentionality, planfulness, care, compassion, humor, joy, and love into our work.
In service to these commitments, our team is committed to the following core values which guide our work together:
- Champion Justice: We acknowledge the impact of systematic oppression and are committed to pursuing justice. We help to create the conditions to interrogate and shift mindsets, behaviors, and structures, while examining ourselves in the process. We act boldly in our pursuit of diverse, inclusive, equitable, and antiracist workplaces by challenging the status quo, spotting and dismantling inequities, sharing power, and elevating and centering historically silenced voices.
- Embrace Possibility: We approach our work with a sense of possibility, adaptability, and optimism. We invest time in new ideas, engage in thoughtful problem solving, and explore innovative ways to team with each other and with our client partners.
- Be Well: We know that to do our best work, we must accept and support each other in all of our humanity. We have fun, laugh out loud, find joy in our work together, celebrate each other’s life milestones, and live unapologetically in our own skin. We practice flexibility related to where and how we get our work done, respecting each other’s professional preferences and life priorities. We carve out time to relax, recharge, and refuel individually and as a team.
- Pursue Impact: We are committed to helping people thrive so they can bring the full weight of their talent and passion to the communities they serve. To do so, we pursue transformational outcomes with our client partners and, in the process, we choose courage over comfort. We strive to deliver excellent work and an unparalleled client partner experience to inspire effective action, advance equity, and help our client partners realize their missions.
- Practice Curiosity: We don’t have all of the answers, so we listen closely to our colleagues, our client partners, our schools, and our communities, as they tell us what’s working and what’s not. We embrace those who push our thinking while helping us make progress. This learning makes us and our work better.
How We Partner:
At Promise54, we’re obsessed with the interconnectedness and complexities of relationships between people, their work, and their organizations.
We bring that passion into our partnerships along with humility, care, humor, and intentionality. Because we believe transformative change begins with the individual, we support our client partners to bring a Radically Human lens to interrogating the ways in which their own behaviors and habits contribute to maintaining or dismantling systems of inequity.
We support our client partners to foster spaces where the voices and experiences of those who have been historically silenced can be shared and centered and where staff find connection across lines of difference, learn from one another, and bridge perspectives. We do all of our work with an emphasis on race while honoring, supporting, and leveraging intersecting identities.
Promise54 provides services and supports at several levels:
- Individuals and Teams: We support leaders and teams to thrive through executive, group and career coaching, cohort-based learning and convenings, and curated retreats designed to create community, connection and dedicated spaces for reflection and growth.
- Organizations: Through tailored advising partnerships coupled with proprietary tools and powerful benchmarking, we equip organizations with an understanding of their assets and challenge areas at the intersection of talent systems, culture, and DEI. We focus on supporting and enhancing organizational effectiveness, inclusive cultures, and equitable systems. Our executive search practice centers equity, deepens inclusion, and interrupts bias throughout the hiring process to help organizations realize the potential for radical impact presented by executive transitions and expansion.
- The Field: We conduct field-level research, mine for insights, and disseminate our findings widely to support leaders in their work to build thriving organizational environments where truly effective DEI practices drive stronger outcomes. Our research products include quantitative and qualitative reports such as 2017’s Unrealized Impact (with which we launched our organization), a set of radically vulnerable case studieswhich delve deeply into the experiences of three client partner organizations as they initiate and navigate new DEI initiatives, and most recently, our 2021 release of Unrealized Impact 2.0 – The Hard Truth About Where We Are and Ways To Move Forward.
Hallmarks of our approach include rigorous data-driven assessments and insights, thought leadership, tailored strategic support, attentive project management, and expert facilitation – all informed by our own expertise, research, and lived experiences. All of our work is infused with a deep focus on DEI and antiracism.
To accomplish all of this and live up to our aspirations, Operations Managers at Promise54 play an integral, behind-the-scenes role in building and maintaining our organizational health, ensuring smooth operations, and creating the conditions for our team members and organization to thrive. Specifically, the primary responsibilities and duties of the Operations Manager – Finance & Technology are:
- Managing the relationship with our outsourced accounting firm including, reviewing monthly financial data for accuracy; ensuring timely invoicing of and payment from client partners; overseeing vendor and bill payment; supporting the completion of our annual tax filing, audit, and state filings; and continuously evaluating the partnership
- Leading annual budget development in partnership with the CEO, including determining the timeline and process, creating financial projections, and ensuring timely board approval
- Providing regular updates to the CEO, Partner Team, full organization, and Board on progress toward annual revenue and spending targets and any risks to hitting goals
- Supporting our fundraising efforts by developing budgets for proposals, completing financial reporting requirements, and tracking restrictions (in partnership with our accounting firm) for existing grants
- Leading all financial compliance efforts, including managing (and developing and evolving, as needed) our internal controls, policies, and processes
- Reviewing and approving timesheets and expense reports, training staff on related systems and policies, and ensuring team member compliance with related policies
- Monitoring all Promise54 financial accounts regularly to ensure financial security and collaborate with Promise54’s accounting firm to resolve any issues
- Identifying, recommending, and implementing changes to our financial processes and policies to improve organizational efficiency and financial health
- Managing the relationship with our outsourced IT provider, including partnering with them to purchase, set up, and maintain laptops; troubleshoot issues as they come up; and to ensure policies and practices are in place to promote organizational IT security
- Monitoring our software needs and maintaining and continuously evaluating our accounts (e.g. Zoom, Salesforce, Slack, Google Workspace, Adobe, Qualtrics, Mailchimp, etc.)
- Leading efforts to optimize our utilization of Salesforce, including training/onboarding staff members, developing and implementing processes for consistently updating data, and facilitating integration with other systems
- Considering strategic choices around technology solutions to ensure our team has what they need to do their work effectively alongside cost implications to ensure financial sustainability
- Partnering with marketing function lead to manage our website and ensure technology needs are met
- Leading the contracting process for client partners, subcontractors, and vendors, including generating, reviewing, and negotiating terms (in partnership with outside counsel, as needed)
- Managing our business insurance and the lease of our shared office space, including renewal and completing any required compliance activities
- Collaborating with the Operations and/or Partner Team ongoing and as needed for special projects and tasks in support of the entire organization. For example, modeling out cost implications of potential new organizational policies (e.g. travel, benefits, compensation)
- Supporting the onboarding of new team members in partnership with the other Operations Managers
- Participating in internal organization working groups/task forces as an Operations representative
Operations Coordinator Team and Culture
- Participating in planning weekly Operations team calls and quarterly Operations team retreats to facilitate progress toward Operations Team goals, create opportunities for ongoing professional development and build and maintain a strong culture
- Managing / acting as the development lead for Operations Coordinators / act as point of contact for outsourced admin support to ensure strong administrative / technical support for team members
- Supporting Operations Coordinators to be successful in their roles, including allocating and helping to manage their workload
First and foremost, the Operations Manager – Finance & Technology must embrace Promise54’s vision of a day when social impact organizations can create a more just world because they have diverse teams thriving in roles that activate their unique gifts and talents; foster inclusive and antiracist cultures; and have equitable practices, policies, and structures. Additionally, to perform the job successfully, the Operations Manager – Finance & Technology will need to demonstrate the following competencies:
- Equity Focus: You use an equity-conscious lens, language, and tools to drive our work internally and externally. You understand how identity, power, white conditioning and privilege impacts lived experiences of an individual (including yourself), structures, and institutions. You possess the courage, inclination, AND skill-set to speak up/interrupt oppressive situations/structures/power dynamics moments because you recognize inequity and act accordingly. You take on a heavier burden of speaking up when your identity is in the mainstream.
- Results-Driven: You are focused on outcomes (both quantitative and qualitative). You hold yourself and others to agreed-upon standards and you clearly define what it is you are trying to accomplish with a deliverable or contribution to the work/project. You develop and execute a strategic pathway forward so that you can deliver high-quality short-term results/deliverables and build capacity for longer term results.
- Culture Keeper: You build relationships with colleagues demonstrating curiosity about others’ background and perspectives. You express interest in the team’s well-being and care. You leverage and celebrate differences. People who know you and work with you feel valued and respected. You accept and support your teammates in all of their humanity. You strive for the collective best, you see yourself as part of a team and recognize your impact on that team with a sense of possibility, adaptability, and optimism, as well as with responsibility. You feel a degree of ownership for the success of the team and the organization, and not just for your own success.
- Feedback: You bring a growth mindset and curiosity to giving and receiving feedback. You offer honest, actionable and timely feedback through the appropriate channels specific to the work or deliverable expectations using an equity conscious lens. You strive to internalize and incorporate developmental feedback and ask questions to seek clarity when needed. You actively seek out and receive feedback from others when appropriate with the intent of growing professionally and enhancing work products.
- Adaptability: You approach new ideas, changes in work, or challenges with a sense of possibility and solutions-based attitude. You have the ability to adapt to various working and management styles. You have the ability to tailor approaches to client partner projects across multiple types of natural tensions, including: speed vs. quality, repeat/copy-paste vs. customization, physical deliverable vs facilitation. You develop innovative solutions when challenges arise.
- Self-Awareness: You know where your skills are strong, where you need resources and support, and you actively seek to understand these things. You possess awareness of your own feelings, thoughts and behaviors and their impact on others and work to positively impact others/mitigate harmful impact. You know where the boundaries of your experiences and vantage points are and you acknowledge that you have limits to what you can see. You know when to pull back vs. lean in in various settings. You demonstrate humility. You have the ability to both voice and navigate tensions with colleagues related to things like bandwidth, availability, and accessibility.
- Communication: You communicate in a way that is accessible. You differentiate your communication style based on the audience and situation to have the greatest impact. You are able to distill and communicate complex information in a way that moves the work and/or team forward. You are able to clearly, proactively, and consistently articulate your ideas and document them when necessary.
Our experience suggests that the following types of professional experiences lend themselves to this work:
- At least 4 – 8 years of finance/operations/technology management experience; at least one (1) year of nonprofit finance management experience preferred
- Experience managing people or teams
- Confidence in high-level interactions with senior leadership
- Demonstrated experience creating systems for improved efficiency and effectiveness and implementing innovative and creative solutions to management processes
- Experience working independently and virtually in a continuously evolving environment, meeting multiple concurrent deadlines, organizing time and priorities effectively as a member of a team
- An Associate’s or Bachelor’s degree, preferably in Accounting or Finance.
Our experience suggests that the following types of skills lend themselves well to this work:
- The ability to deliver timely, relevant information in a clear and concise manner
- The ability to build and maintain relationships
- The ability to learn quickly, be flexible, and take an optimistic approach to work
- Strong organizational and written and oral communications skills
- Experience working with, and reporting from, modern accounting and database management systems (e.g. Sage Intacct, Salesforce)
- Proficiency in Microsoft Excel, PowerPoint, Word, and Google Workspace
Finally, candidates should demonstrate the following personal characteristics:
- A tested and high level of integrity, trust, accountability, and ability to maintain confidentiality
- Alignment with our core mission, embodying an equity focus
- Sound discernment and judgment
- Attention to detail and effective follow-through to ensure tasks are completed
- Motivation for being the behind-the-scenes glue for our team
- Comfort working autonomously as well as taking direction as needed
Our work is national in scope, and our team is virtual with small clusters of team members located in the Atlanta, Chicago, Baltimore and Los Angeles metro areas. The location for this role is flexible. Additionally, the Operations Manager – Finance & Technology should possess the willingness and availability to travel approximately ~8 times/year, for 1-3 day trips for team retreats and other critical in-person meetings once we have resumed travel.
The range for the starting base salary for this role is $70,000 – $85,700, with annual bonus potential ranging from 3% – 4% of the base salary (total potential compensation of $72,100 – $89,100). We anticipate most people who are new to Promise54 would enter the role in the range listed above. While it is not guaranteed, in the past three years, we have met our goals and fulfilled bonuses for all staff.
Promise54 offers a 401(k) retirement plan and match as well as benefits including (but not limited to) medical, dental, vision, and short and long-term disability. We also offer reimbursements to support your ability to work remotely, specifically: for home office set-up costs, up to $50/month for home internet, and $162/month for a cell phone used for work. In addition, we provide a $100 monthly reimbursement for co-working space or other expenses to make working remotely more comfortable and reimburse up to $500/year for wellness-related expenses to support our team members’ ability to live into our Be Well core value. Click here to learn more.
As soon as possible, ideally by October 2022.
The review of applications is underway and will continue until the position is filled.
Please follow these steps:
- Visit the Opportunities section on our website and find the “Operations Manager – Finance & Technology” role
- Answer a brief set of questions about you
- Below the questions, you’ll be able to upload your current resume as well as a cover letter, one in which we encourage you to address the following questions in whatever format suits you:
- Why are you interested in this specific role or roles?
- Why are you interested in Promise54?
- What previous experience do you think positions you to be successful in this role?
- Finally, if you encounter any technical difficulties, please contact: email@example.com.
Note: We are only considering applicants who are legally authorized to work in the United States.
Promise54 is a 501(c)3 organization deeply committed to providing equal opportunities. We are a diverse organization serving other diverse organizations and we are committed to non-discrimination.
It is our policy to ensure that all individuals with whom we are in contact are treated equally without regard to race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
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