Role Description Democrats for Education Reform (DFER) is seeking a Director of Finance & Operations to direct and oversee the integrated management of all organizational aspects related to the operational infrastructure, finance and accounting, and human resources functions for our multi-entity organization, which includes a 501(c)(3), 501(c)(4), and Political Action Committee (PAC). This role is a key strategic partner to the executive team, providing the financial insight necessary to advance the organization's mission. You will: - Lead efforts to manage the organization's financial resources, supporting its commitment to advancing its mission through strategic fiscal planning, strong financial reporting and analysis. - Sustain robust financial systems and internal controls to safeguard assets, ensure compliance, and provide accurate and timely financial data to support strategic decision-making. - Provide strategic financial guidance and support to the executive leadership team, department heads, and program staff on budgeting, forecasting, and fiscal management. - Lead the annual audit and 990 preparation process, serving as the primary liaison with external auditors. - Sustain organizational operations, including IT hardware and technology tools, along with contract management. - Lead all aspects of human resources, including benefits, compensation strategy, recruitment, hiring, onboarding, offboarding, investigations, maintaining and implementing policies. - Manage a team of staff and consultants: FT staff accountant (1), PT HR Director (1), PT HR Manager (1), along with various consultants (example: external auditors, IT consultant). Qualifications - Bachelor’s degree in Accounting, CPA certification desirable. - 5+ years of financial and/or operations leadership roles, with at least 2-4 years in a multi-entity nonprofit environment, managing budgets over $8 million, and extensive experience with intercompany transactions. - Must have direct, hands-on experience managing multiple organizational functions, including Operations (technology infrastructure, vendor management, facilities) and HR functions (benefits, compensation, employee relations, compliance). - An experienced people manager. - Proven experience leading annual audits. - Proficiency with NetSuite accounting software. - Proficiency with Paylocity HCM software. - Strong interpersonal skills and the ability to translate complex financial information for all levels of comprehension. - Commitment to Mission: A demonstrated commitment to advancing the mission of the organization. Requirements - Act as a strategic partner by developing and delivering forward-thinking, usable financial reporting and dashboards that translate complex data into actionable insights for program, development, and advocacy staff. - Continuously evaluate the status of short and long-term strategic financial objectives and provide advice on the financial implications of business activities. - Provide timely and accurate analysis of budgets, financial trends and forecasts. - Establish and maintain strong relationships with senior executives to identify their needs and provide responsive reporting and financial strategies. - Manage cash flow and forecasting; optimize the handling of banking relationships and initiate appropriate strategies to enhance cash positions. - Ensure that effective internal controls are in place and ensure safeguarding of assets, compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting. - Maintain a cost sharing allocation model to accurately distribute costs across the entities; ensure proper implementation of cost share and grant agreements; establish processes to monitor the program activity for compliance with grant agreements. - Maintain separate financial records for each entity while producing consolidated financial statements for organizational leadership and the Board. - Manage intercompany transactions, allocations, cash settlements and transfers, ensuring they are properly documented and comply with all legal restrictions. - Ensure the timely and accurate processing of accounts payable, accounts receivable, payroll, and support the Development team with grants administration. - Ensure cash flow is appropriate for the organization’s operations for national, the states and projects (including fiscal sponsors). - Partner with external auditors to execute the annual audit process and prepare and file all required regulatory reports, including Form 990, Form 990-T, Form 1120-POL, and state charity and PAC reports in a timely and accurate manner. - Evaluate, implement, and manage financial systems and software (such as Netsuite) to enhance operational efficiency. - Manage processes for financial forecasting, reporting, including leading the annual organization budgeting and planning process. - Prepare monthly financial statements, financial packages, and other informational reports/analysis. - Monitor financial performance against budget, analyze variances, and provide actionable insights to support national departments, state chapters, and special projects. - Provide financial data and analysis to support grant proposals and donor reports for the Development team and to ensure programmatic compliance. - Oversee the organization's IT infrastructure, including hardware, software, and cloud-based technology tools. - Manage business insurance, contracts, and other operational compliance requirements (office leases, co-working agreements, vendor contracts). - Ensure cross-functional collaboration by partnering closely with other departments to streamline processes, implement organization-wide best practices, and ensure operational support for mission delivery. - Lead all aspects of recruitment, hiring, onboarding, professional development, and offboarding processes. - Administer and continuously evaluate the employee benefits program, including its compensation strategy. - Maintain, update, and implement the Employee Handbook and all HR policies. Ensure policies are communicated effectively and applied consistently. - Serve as a trusted resource for staff and managers. Conduct confidential investigations when necessary and provide guidance on performance management and conflict resolution. - Ensure HR practices comply with all federal, state, and local employment laws. Benefits - Health, vision, and dental coverage. - Flexible spending plan. - Life insurance. - Short- and long-term disability insurance. - 401K plan with a match plan. - Flexible spending/benefits plan. - Paid family leave. - Paid time off (vacation, sick time, floating holidays, and all National holidays). Commitment to Diversity, Equity, and Inclusion Democrats for Education Reform welcomes applications from all, and strongly encourages women, people of color, people with disabilities, immigrants, refugees & LGBTQ people to apply for this position. We are committed to maximizing the diversity of our organization and recruiting a team that reflects the diversity of the students we serve. Please apply as soon as possible, even if you are not available to start immediately. References will be requested in a later stage of the selection process. Applicants must be legally authorized to work for any employer in the United States and will be required to submit proof of eligibility. We are unable to sponsor or take over sponsorship of an employment visa at this time.

• Engage with inbound leads - homeowners exploring an HEI - and guide them from initial inquiry through signed agreement. • Make a high volume of outbound calls daily to connect with prospective homeowners in your pipeline. • Educate homeowners on Truehold Financial's HEI product: how it works, how it compares to alternatives (HELOCs, cash-out refis), and why it may be the right fit for their situation. • Serve as a single point of contact throughout the process - own the homeowner relationship start to finish. • Manage your pipeline in Salesforce - document every activity, keep deal stages current, and flag stalled files proactively. • Provide regular, proactive status updates to homeowners via phone, email, and text: what's been completed, what's next, and what you need from them. • Coordinate with internal processors and underwriters to keep applications moving and resolve bottlenecks quickly. • Track and work toward monthly and quarterly sales targets; flag early if you're off pace. • Develop a thorough understanding of the HEI product, including underwriting guidelines, eligibility criteria, and common objection responses. • Stay current on the competitive landscape and know how to position Truehold Financial's offering. • Collaborate cross-functionally with originations, marketing, and legal to resolve questions and support a high-quality homeowner experience. • Contribute to team culture by sharing what's working: call techniques, objection handling, product positioning.

Role Description Help students navigate the financial aid process and reach their educational goals. Take students on a tour of their financial aid options. Guide them through the maze of rules, regulations and other challenges to help realize their educational goals. Explain funding options available to individuals as a financial aid advisor with American InterContinental University. Our team is committed to making a difference, one amazing student at a time. We invite you to do the same in this exciting role: Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for new students on their journey through the financial aid process. You will connect via phone, email, and messaging app to determine eligibility for Title IV and other aid sources, and ensure that students have a solid understanding of their document requirements, viable payment options and the borrowing process. What you'll do - Provide an overview of the financial aid process and available programs. - Offer assistance for paperwork, award information, and options available to cover educational expenses. - Evaluate submitted documentation and communicate any additional requirements. - Calculate tuition and financial aid awards based on student schedule and eligibility. - Deliver excellent service while meeting performance metrics. - Ensure compliance with Title IV, state, military, VA and institutional policies. - Review changes to financial aid eligibility throughout each student's degree program. Qualifications - Ability to understand and apply internal and government policies, procedures and guidelines. - Capacity to perform calculations, including gross and net amounts based on percentages. - Ability to simplify complex information, communicate options, and answer questions for students. - Proficiency in sorting, filtering, finding and adjusting data in spreadsheets and using web-based resources. - High school education or equivalent; associate's degree from an institution of higher learning accredited by an agency recognized by the U.S. Department of Education (or international equivalent) preferred. - Financial aid experience preferred. Company Description Founded in Europe in 1970, American InterContinental University offers a wide range of undergraduate and graduate degrees programs in areas of study such as business, information technology (IT), healthcare management, criminal justice, design and education. AIU operates ground campuses in Atlanta, Ga., and Houston, Texas, and an online campus headquartered in Chandler, Ariz. For more information about AIU, please visit http://www.aiuniv.edu .

**What You'll Be Working On** Financial Reporting & Analysis - Prepare and distribute recurring monthly and quarterly management reporting packages - Create and maintain financial reporting inventories and processes that support efficient decision-making - Perform ad hoc financial analyses related to profitability, expenses, cash flow, headcount, and other key business metrics - Synthesize findings into clear, actionable insights for business leaders and executives Performance Metrics & Business Insights - Develop and monitor KPIs that help measure company performance and operational effectiveness - Identify trends, risks, and opportunities through financial and operational data analysis - Support leadership teams with financial insights that inform strategic decision-making - Contribute to reporting that provides visibility into business performance across functions Planning & Forecasting - Support budgeting, forecasting, and broader financial planning activities - Assist with scenario modeling and analysis to evaluate business performance and growth opportunities - Partner with stakeholders to gather information, challenge assumptions, and improve planning processes Cross-Functional Partnership - Collaborate with teams across Sales, Services, Marketing, People & Culture, Finance, and Business Technology to gather information and improve reporting quality - Support operational efficiency initiatives through data analysis and financial insights - Contribute to monthly accounting close and reporting activities - Assist in the preparation of analyses and materials used for executive and board-level discussions **How We Work Together** We're a collaborative team that values curiosity, ownership, and continuous improvement. - Business Partnership: We work closely with teams across the company and believe the best financial insights come from understanding the business behind the numbers. - Ownership: We take pride in delivering accurate, meaningful analysis and following through on commitments. - Continuous Improvement: We're always looking for ways to simplify processes, improve reporting, and help the business make better decisions. - Growth Mindset: We value people who ask thoughtful questions, embrace new challenges, and are eager to learn.