Financial & Operations Manager

North Bridge Academy; Mill Valley (CA); Hybrid; USD 75,000 - 86,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Retirement plan options (403b)

Paid holidays

Vacation and sick leave

Job summary

A nonprofit educational organization in Mill Valley seeks an Operations & Finance Manager to oversee financial operations, manage compliance, and support organizational sustainability. Candidates should have a Bachelor’s degree in Accounting or Finance and 3–5 years of management experience, preferably in nonprofit settings. The role reports to the Head of School and offers a hybrid work model within the Bay Area. Competitive salary and comprehensive benefits included.

Qualifications

• 3–5+ years of experience in financial management, preferably in nonprofit or educational contexts.
• Strong knowledge of GAAP accounting principles.
• Experience with payroll systems like Gusto or Paychex.

Responsibilities

• Oversee all accounting functions, including payroll, accounts payable, and general ledger.
• Manage cash flow and financial forecasting.
• Ensure compliance with nonprofit accounting standards.

Skills

Financial Management

Attention to Detail

GAAP Accounting

Payroll Systems

Communication Skills

Strategic Thinking

Education

Bachelor’s degree in Accounting, Finance or Business Administration

Tools

QuickBooks Online

Excel

Job description

Location: Mill Valley, CA (Hybrid eligible within The Bay Area)

Reports to: Head of School

Employment Type: Full-Time, Exempt

Salary Range: $75,000 – $86,000 (depending on experience)

Benefits: Medical, dental, vision, life insurance; retirement plan options (403b); paid holidays; vacation and sick leave

Position Overview

The Operations & Finance Manager is a key member of the leadership team, responsible for overseeing the organization’s financial operations, human resources processes, and overall business infrastructure. This role ensures fiscal integrity, regulatory compliance, and operational efficiency in alignment with organizational mission and values. The ideal candidate has strong experience in nonprofit or educational environments. They are a collaborative leader who can manage day‑to‑day financial operations while contributing to long‑term planning, sustainability, and organizational effectiveness. This role partners closely with the Head of School, Executive Director, Board Treasurer, Finance Committee, and leadership team to ensure transparent, compliant, and mission‑aligned operations.

Core Responsibilities

• Oversee all accounting functions, includingaccounts payable, accounts receivable, payroll, and general ledger
• Maintain accurate and timely financial records in accordance withGAAP standards
• Perform monthly reconciliations of bank, credit card, and other financial accounts
• Manage cash flow, reserves, and financial forecasting
• Monitor expenses against approved budgets and funding restrictions
• Prepare monthly, quarterly, and annual financial statements for leadership and Board review
• Maintain and continuously improve thechart of accountsand financial systems
• Oversee capital asset tracking and inventory

II. Budgeting, Forecasting & Reporting

• Collaborate with Finance Committee on annual budgeting processin collaboration with leadership and program directors
• Develop and monitorbudget-to-actual reportsby department
• Support financial planning, scenario modeling, and long‑term sustainability efforts
• Provide timely financial insights to support organizational decision‑making
• Present financial reports to the Board of Directors and Finance Committee

III. Compliance Management

• Ensure compliance withnonprofit accounting standards
• Maintain documentation for audits and regulatory reporting
• Coordinate and manage theannual financial auditand liaise with external auditors and CPA
• Oversee preparation and filing of required tax documents (e.g.,Form 990, RRF-1)
• Support development and implementation ofFiscal Policies & Proceduresand Allocation Plans

IV. Payroll & Human Resources Operations

• Processsemi‑monthly payroll, ensuring accuracy in wages, benefits, reimbursements, and deductions
• Administer payroll systems (e.g., Gusto, Paychex) and ensure compliance with California labor laws
• Serve as primary point of contact for staff HR‑related inquiries (payroll, benefits, leave)
• Manage onboarding and offboarding processes, employee records, and HRIS systems
• Track PTO, sick leave, and staff attendance in compliance with policies
• Coordinate benefits administration, including open enrollment and qualifying life events
• Ensure proper classification and documentation for employees, contractors (1099s), and W‑2 reporting

V. Systems, Operations & Internal Controls

• Continuously improve financial and operational systems, including digitization of records
• Monitor vendor contracts and support cost negotiations where appropriate
• Maintain banking relationships and oversee financial transactions and accounts
• Support cross‑functional collaboration across finance, HR, and program teams
• Participate in leadership meetings, Board Finance Committee meetings, and departmental planning
• Collaborate closely with:
• Head of School / Executive Director
• Board Treasurer and Finance Committee
• Program Directors and staff
• External consultants (HR, auditors, accountants, benefits providers)
• Supervise administrative or operations staff as assigned
• Contribute to a culture oftransparency, accountability, and inclusion

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• 3–5+ years of experience in financial management (nonprofit or school environment preferred)
• Strong knowledge ofGAAP accounting principles
• Experience with payroll systems (e.g., Gusto, Paychex)
• Working knowledge ofCalifornia employment and payroll regulations
• Proficiency inQuickBooks Online and Excel
• Strong organizational skills and attention to detail
• High level of integrity and ability to manage confidential information
• Strategic thinking with hands‑on execution ability
• Clear and effective communication skills
• Collaborative, solutions‑oriented leadership style
• Commitment to equity, inclusion, and mission‑driven work
• Hybrid work model (onsite + remote within The Bay Area)
• Ability to lift up to 25 lbs and perform standard office tasks
• Background check, TB clearance, and work authorization required

About the Organization

• We are a mission‑driven nonprofit organization dedicated to supporting children, families, and communities through education, social services, and advocacy. Our work focuses on fostering belonging, resilience, and opportunity—particularly for underserved populations.