Job Description

US SIF: The Forum for Sustainable and Responsible Investment seeks a Manager of Finance and Membership who is interested in sustainable, responsible and impact investing and/or corporate social responsibility.  The Manager of Finance and Membership is a full-time position.  The primary responsibilities are to manage and implement our internal systems and infrastructure, including finance, human resources, IT, database management, and other administrative functions.  This position is also responsible for managing the organization’s membership services, including membership renewals and recruitment as well as providing support to the US SIF and US SIF Foundation’s Board of Directors.   She or he supervises the Administrative and Operations Coordinator.

The candidate has excellent financial management skills, good knowledge of Microsoft Office suite, is detail oriented and has exceptional communication skills.  The candidate is a self-starter with strong organizational skills, and ideally previous experience in managing and maintaining membership renewals.  The candidate should bring creative energy to US SIF, be self-motivated and a team player.

• We are looking for a person who understands financial planning and human resource development as essential to advancing our mission and strategy.
• We want someone who is eager to identify, plan, and execute the necessary administrative systems to ensure we maintain high standards of accountability, productivity and effectiveness in our work.
• We need someone who is outgoing and willing to interact with current and potential members, and is equally comfortable interacting with board members.
• We need a person who is excited about surfacing and solving problems, loves designing and implementing processes, and takes pride in keeping information and systems organized and running smoothly.

Reports to:  This position reports to the CEO.  She or he will supervise administrative staff and work with other staff as necessary.  The position is full time and based in Washington, DC.

RESPONSIBILITIES:

US SIF’s Manager of Finance and Membership is responsible for specific duties that include, but are not limited to the following: 

Finance, Operations and Human Resources (40%):

• Work with the CEO, other staff and the Board Treasurer to arrive at the draft annual budget and narrative for the Board of Directors.
• Coordinate financial audits and prepare required schedules.
• Oversee financial systems and accounts. Ensure strong financial controls and thorough documentation. Sign off on check requests, and occasionally checks, monitor entries in QuickBooks, as well as year-to-date revenues and expenses against board-approved budget.
• Serve as primary staff liaison and supervisor to bookkeeping consultant and accounting firm.
• Prepare regular financial reports for the Board and CEO.
• Prepare, track and reconcile the conference budget and expenses with the conference consultant, CEO and Director of Policy & Programs
• Monitor employee pay and benefit information; work with benefits firm on changes/recommendations on benefits for upcoming year.
• Process payroll via Paychex and assist independent broker with benefits enrollments.
• Process 401K contributions and support compliance efforts for the plan.
• Assist with membership, governance and financial sections of the Annual Report.
• Manage process for recruiting staff and onboarding procedures.
• Work with the CEO to oversee overall organizational development, including planning for and managing continued staff growth and ensuring appropriate infrastructure to keep pace with program growth.  Evaluate, plan and prepare for all technological improvements, including infrastructure, hardware and software requirements. Supervise set up of new computers and users.
• Supervise website, database development, backups and server maintenance.
• Ensure timeliness of routine filings, registrations, insurance policy renewals, etc.
• Manage organizational relationships with payroll firm, banks, and other vendors, including IT consultant, pro-bono attorney and other consultants as appropriate.
• Administer staff hiring and termination processes. Manage staff orientation.
• Administer employee policies and procedures; update employee handbook as needed; maintain personnel files.

Membership (35%): 

• Oversee the retention of existing members through timely management of the quarterly renewal process and through regular outreach to selected members.
• Support board membership recruitment campaign.
• Take a lead role in managing member receptions, including supervising event logistics, invitations, registration and staffing the event.
• Support the planning and execution of the annual conference.

Board Support (15%)

• Draft agenda for quarterly board meetings.  Together with the Research Director, ensure materials are created for meetings. Together with the Administrative and Operations Coordinator, support board meetings and manage logistics of board meetings.
• Serve on and manage the Membership Committee, the Nominations Committee, and the Audit Committee, communicating with Chairs and members, setting up meetings and ensuring follow up from meetings.
• Coordinate the board nominations process.

 Other (10%)

• Supervise Administrative and Operations Coordinator.
• Other duties as assigned.

QUALIFICATIONS:

The ideal candidate will have the following traits and qualifications:

• Bachelor’s degree required.
• Minimum of 5 years of experience financial management and operations required; membership experience preferred but not required.
• Knowledge of sustainable, responsible and impact investing (SRI) or corporate social responsibility.
• Strategic, critical thinking and problem solving abilities; outstanding interpersonal communication skills; strong networking skills.
• Experience with QuickBooks. Proficient in Microsoft Office programs including Outlook, Excel, PowerPoint and Word. Knowledge of Timberlake a plus.
• Demonstrated ability to organize and track multiple projects and work under pressure to meet deadlines in a fast-paced environment. Must have superb organizational skills and meticulous attention to detail.
• Disciplined, focused, systems thinker. Demonstrated ability to anticipate, troubleshoot, problem-solve and create/implement systems that contribute to a smart, efficient working environment.
• Strong skills in financial analysis and forecasting, organizational development, and nonprofit administration.
• Experience with human resources management preferred.
• Ability to work independently and as part of a team.
• Entrepreneurial spirit, sense of humor and a positive attitude.

BENEFITS:

• 15 days of paid vacation, plus two personal days.
• 401K plan with employer contributions.
• Employer-subsidized health, dental insurance and disability insurance.
• Able to participate in metro smart benefits program and flexible spending account.
• Three-week sabbatical program after five years of employment.

Salary range is commensurate with experience and non-profit pay scales.

How to Apply

Please send a letter of application, resume and salary requirements to: [email protected]. Use subject line “Manager of Finance and Membership.”  No phone calls please! Deadline: Applications will be reviewed on December 7th.

Job Categories: Sustainability. Job Types: Full-Time.

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