Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Finance and Operations Manager image - Rise Careers
Job details

Finance and Operations Manager

Job Title: Finance and Operations Manager (Exempt, Full-Time)
Reports To: Executive Director

Location: Oakland
Schedule: Monday - Friday, 9:00 AM - 5:00 PM (In-Person)

About Tech Exchange: Tech Exchange is a nonprofit organization committed to advancing digital equity by refurbishing and distributing technology, offering digital skills training, and supporting broadband adoption in underserved communities. Through our ITAD (IT Asset Disposition) social enterprise, we repurpose donated technology to fund our mission-driven programs while reducing e-waste.

About the Role:
The Tech Exchange Finance and Operations Manager reports directly to the Executive Director and plays a critical role in managing the organization’s finances and day-to-day operations. This position ensures the effective management of monthly cash flows, expense tracking, invoicing, and timely bill payments. The Finance and Operations Manager will ensure compliance with IRS regulations and other government agencies, process employee reimbursements, and oversee expenses such as rent, insurance, and general overhead. Regular financial analysis and reporting will be conducted to identify cost savings and ensure sustainable growth.

Essential Functions:

  • Develop and distribute monthly financial analysis reports in collaboration with the Executive Director and finance consultants. Ensure reports reflect accurate expenses and revenue, making corrections as necessary.
  • Maintain and manage the organization’s financial records, budgets, and supporting documentation to ensure accuracy and compliance.
  • Lead the preparation of monthly cash flow reports and budget updates. Ensure grants and contracts remain current on payments.
  • Manage budget planning and tracking processes, including developing the annual budget, producing budget vs. actual reports, and advising the Executive Director and leadership team.
  • Oversee Accounts Receivable, issuing monthly and quarterly invoices for services rendered in coordination with program, development, and partnership teams. Ensure all invoices are collected promptly.
  • Manage Accounts Payable, ensuring all bills, including rent, utilities, and insurance, are paid accurately and on time. Negotiate with service providers to secure cost-effective services.
  • Oversee employee reimbursements and expense tracking, ensuring timely processing and reporting.
  • Ensure the organization remains compliant with IRS filings and all government regulations. Assist in the preparation and review of documents for audits or financial reviews.
  • Oversee cash and check deposits from Tech Hub and other sources, ensuring timely and accurate processing.
  • Analyze expenses regularly, identifying opportunities for cost savings and enhancing financial efficiency. Provide strategic advice to strengthen organizational finances.
  • Collaborate with the Executive Director on the development of the organization’s strategic financial plans to support long-term growth and sustainability.
  • Support payroll processing in coordination with finance consultants.
  • Perform other duties as assigned.

Equal Employment Opportunity at Tech Exchange
Tech Exchange is committed to creating a diverse and inclusive environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, identity, national origin, disability, or veteran status.

Application Information

To apply, please submit your professional resume and a cover letter that conveys your interest and alignment with the position to jobs@techexchange.org. After a preliminary screening, candidates will be asked to provide a sample of a successful grant application and/or other materials to demonstrate their expertise.

Required Qualifications:

  • 1-2 years of accounting/bookkeeping experience, preferably with a nonprofit or small business.
  • Bachelor’s degree in accounting, finance, or related field preferred.
  • Experience developing budgets, profit/loss reports, and financial statements.
  • Proficiency in QuickBooks or similar accounting software.
  • Experience managing accounts payable and receivable processes.
  • Strong analytical skills with the ability to produce financial reports and track expenses.
  • Proficiency in Excel, Google Workspace, and MS Office.
  • Exceptional attention to detail and time management skills.
  • Ability to manage multiple projects in a fast-paced environment.
  • Strong verbal and written communication skills.
  • Proven ability to problem-solve and prioritize in dynamic settings.
  • Authorized to work in the U.S. 
  • Ability to pass a criminal background check and tuberculosis test.
  • Must reside in the SF-Oakland Bay Area

Preferred Qualifications:

  • Experience supporting HR, legal, and administrative functions.
  • Familiarity with Salesforce or similar CRMs.
  • Experience in a nonprofit social enterprise.
  • Demonstrated ability to execute projects and meet deadlines.
  • Strong track record of contributing to strategic planning and financial sustainability efforts.

Benefits:

  • Competitive salary and benefits package.
  • Opportunity to make a tangible impact on underserved communities.
  • Professional development and growth within a mission-driven organization.

Average salary estimate

$62500 / YEARLY (est.)
min
max
$55000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Finance and Operations Manager, Tech Exchange

Are you ready to take the next step in your career? Join Tech Exchange as our new Finance and Operations Manager! At Tech Exchange, we’re all about advancing digital equity by refurbishing technology and providing vital digital skills training to underserved communities. As a Finance and Operations Manager, you’ll work closely with our Executive Director and play a key role in optimizing our financial processes and ensuring the smooth running of our day-to-day operations. You’ll engage in a variety of tasks such as managing monthly cash flows, tracking expenses, and guaranteeing timely invoicing and bill payments. This position is perfect for someone who loves detail-oriented work and has a passion for making a difference. Your expertise will not only help us stay compliant with IRS regulations but also allow you to dive into financial analysis to pinpoint cost-saving opportunities. We need a candidate who can develop monthly financial reports, maintain accurate budgets, and even collaborate with our team on strategic financial plans for our growth. A strong background in accounting or bookkeeping, preferably within a nonprofit sector, would set you up for success. Plus, having experience with QuickBooks and a knack for the latest tech tools will be a big advantage. If you're looking to make a real impact while enhancing your career in a supportive and diverse environment, Tech Exchange is the place for you!

Frequently Asked Questions (FAQs) for Finance and Operations Manager Role at Tech Exchange
What are the main responsibilities of the Finance and Operations Manager at Tech Exchange?

The Finance and Operations Manager at Tech Exchange is responsible for overseeing the organization's finances, managing cash flows, expense tracking, invoicing, and ensuring compliance with IRS regulations. You'll develop monthly financial reports, maintain accurate financial records, and coordinate with the Executive Director on strategic plans. Additionally, managing accounts payable and receivable processes, ensuring timely bill payments, and analyzing expenses for cost-saving opportunities are vital parts of the role.

Join Rise to see the full answer
What qualifications do I need to apply for the Finance and Operations Manager position at Tech Exchange?

To apply for the Finance and Operations Manager role at Tech Exchange, candidates ideally need 1-2 years of accounting or bookkeeping experience, preferably in the nonprofit sector. A bachelor's degree in accounting or finance is preferred, along with proficiency in QuickBooks or similar software, strong analytical skills, and a keen attention to detail. Familiarity with Excel, Google Workspace, and MS Office is also important for success in this position.

Join Rise to see the full answer
How can I contribute to Treasury and Financial Planning as a Finance and Operations Manager at Tech Exchange?

As the Finance and Operations Manager at Tech Exchange, you will contribute significantly to Treasury and Financial Planning through budget preparation, cash flow management, and financial reporting. You'll analyze data regularly to identify trends, support sustainable financial growth, and collaborate with leadership on strategic financial initiatives. Your insights will be critical in guiding Tech Exchange's financial decisions and maximizing our impact on underserved communities.

Join Rise to see the full answer
What types of software will I need to be proficient in as a Finance and Operations Manager at Tech Exchange?

In the Finance and Operations Manager position at Tech Exchange, proficiency in QuickBooks or similar accounting software is essential. Additionally, strong skills in Excel, Google Workspace, and MS Office are necessary, as you'll be using these tools for budget planning, expense tracking, and generating financial reports. Being tech-savvy will help maximize your efficiency and effectiveness in this role.

Join Rise to see the full answer
What benefits can I expect as a Finance and Operations Manager at Tech Exchange?

As a Finance and Operations Manager at Tech Exchange, you can look forward to a competitive salary and benefits package that reflects our commitment to our employees. Moreover, you will have the opportunity to make a tangible impact in underserved communities, and enjoy professional development and growth within a mission-driven organization. We pride ourselves on fostering a supportive and inclusive work environment.

Join Rise to see the full answer
Common Interview Questions for Finance and Operations Manager
What attracted you to the Finance and Operations Manager position at Tech Exchange?

This question allows you to express your passion for nonprofit work and digital equity, highlighting how your values align with Tech Exchange's mission. Emphasize your desire to use your financial acumen to support an organization that makes a real difference in the community.

Join Rise to see the full answer
Can you describe your experience managing budgets and financial reports?

When answering, detail your past experiences with budget creation, monitoring, and reporting. Discuss specific instances where your analysis led to significant improvements or cost savings, emphasizing your ability to provide valuable insights to leadership.

Join Rise to see the full answer
How do you ensure compliance with financial regulations and standards?

Explain your familiarity with IRS regulations and the audits process, and describe how you stay updated on changes in compliance requirements. Share your strategies for maintaining accurate financial records and how you prepare for audits.

Join Rise to see the full answer
Describe a time you identified a financial problem and how you addressed it.

Share a specific example where your analytical skills helped you uncover a financial issue. Focus on the steps you took to analyze the situation, the solutions you proposed, and the outcomes of your interventions.

Join Rise to see the full answer
How do you prioritize multiple projects in a fast-paced environment?

Discuss your prioritization strategies, focusing on time management techniques you use to ensure deadlines are met without sacrificing quality. Mention how you assess project urgency and importance to effectively allocate your time.

Join Rise to see the full answer
What strategies do you use for optimizing expense tracking?

Talk about tools and processes you’ve implemented in the past for accurate expense tracking. Highlight any software you’ve used and discuss how these practices ensured that budgets were adhered to and cost savings were achieved.

Join Rise to see the full answer
How would you handle a disagreement with a team member regarding budget priorities?

Emphasize your approach to resolving conflicts through open communication and collaborative problem-solving. Discuss how you ensure all stakeholders are heard and work together to find a compromise that aligns with the organization’s goals.

Join Rise to see the full answer
What role does analytical thinking play in your job as a Finance and Operations Manager?

Explain how analytical thinking is integral to tasks such as budgeting, reporting, and strategic financial planning. Provide examples of how your analytical skills have led to informed decision-making and increased efficiency in past roles.

Join Rise to see the full answer
How do you ensure the accuracy of financial reports?

Describe your attention to detail and the processes you follow to verify the accuracy of financial reports. Talk about how you cross-check data, maintain comprehensive records, and use accounting software to minimize errors.

Join Rise to see the full answer
What are some financial software tools you have used and your level of expertise with them?

List the financial software tools you’ve used, like QuickBooks, and elaborate on your level of proficiency with each. Explain how you’ve utilized these tools to optimize financial processes and ensure reporting accuracy.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 9 hours ago
Posted 2 days ago
Photo of the Rise User
commercetools Remote Munich, Germany (Hybrid)
Posted 6 days ago
Dental Insurance
Disability Insurance
Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Performance Bonus
Family Medical Leave
Paid Holidays
Photo of the Rise User
Posted 11 days ago
Photo of the Rise User
Posted 4 days ago
Photo of the Rise User
Posted 5 hours ago
Inclusive & Diverse
Collaboration over Competition
Fast-Paced
Growth & Learning
Empathetic
Photo of the Rise User
Zapier Remote No location specified
Posted yesterday
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Photo of the Rise User
Onera Health Remote No location specified
Posted 15 hours ago
MATCH
Calculating your matching score...
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
January 11, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!