Description
The Managing Director of Finance & Operations is the financial steward and operational partner for the California Association of Marriage & Family Therapists (CAMFT), CAMFT’s Education Board, and the CAMFT PAC. This role is essential to the organization’s long-term sustainability, transparency, compliance, and effectiveness by overseeing all accounting, financial planning, compliance, and operations for a state-wide nonprofit association with multiple revenue streams, including membership fees, events, educational programs, sponsorships, and foundation support.
Internal Relationships: This role will report to the Executive Director and work closely with the Leadership team, the Board of Directors, and the multi-functional team in accounting, human resources, and member services.
External Relationships: Serve as the primary point of contact for auditors, contractors, financial institutions, building management, and security systems.
Key Responsibilities
Strategic Financial Leadership
Provide strategic oversight of all financial functions, ensuring accuracy, integrity, and strong internal controls.
Translate financial data into insight to support organizational planning and decision-making.
Lead the annual budgeting process in partnership with leadership and department leads.
Oversee cash flow, reserves, investment, performance, and forecast trends in alignment with organizational policies.
Create and present financial reports, analysis, and recommendations to the Executive Director and Board.
Serve as the staff liaison on the Finance Committee alongside the Executive Director and the Board CFO.
Accounting Operations & Compliance
Supervise and support the Accounting Manager, who oversees the day-to-day accounting operations (A/P, A/R, general ledger entries).
Serve as a point of contact for external financial consultants, auditors, regulatory agencies, and vendors.
Review monthly financial statements, journal entries, and reconciliations for accuracy and completeness.
Oversee the work of the fractional accounting firm and staff.
Partner with internal stakeholders to align financial and operational standards.
Monitor preparation and transmittal of CAMFT-PAC reports to the PAC administrator in Sacramento.
Ensure accurate accounting and reconciliation of payroll, tax, and benefit-related expenses.
Organizational Operations & Infrastructure Management
Partner with the Executive Director and leadership team to align operations with strategic initiatives.
With the support of the Executive Director and leadership team, create CAMFT’s annual budget.
Oversee office operations, IT, and facilities management to ensure a safe, efficient, and well-maintained work environment.
Provide strategic oversight of core operational functions, ensuring systems, processes, procedures, and workflows that enable organizational effectiveness.
Oversee financial and operational aspects of contracts, procurement, and vendor relationships.
Negotiate and oversee position-related vendor agreements to ensure cost-effectiveness, quality, and reliable service. Ensure all contracts are reviewed in accordance with CAMFT’s financial levels of authority before the Executive Director’s signature.
Ensure appropriate internal controls, risk management practices, and business continuity planning are in place.
Partner with the Manager of People, Culture, and Governance to ensure policies and staff training are aligned with strategic initiatives.
Team & Cross-Functional Leadership
Manage and support teams across Membership Services, Member Programs, Accounting, and People & Culture (currently overseeing 11 direct and indirect reports).
Supervise, coach, and develop staff and department leads while fostering a high-performing, collaborative, and accountable work environment.
Oversee employee performance management, recruitment, employee relations, and disciplinary processes, including terminations when necessary.
Provide interim oversight of IT operations, AI initiatives, systems, vendors, and related processes, including VOIP and emerging LLM technologies.
Lead cross-functional coordination across operational departments to ensure alignment, efficiency, and continuity of organizational practices.
Facilitate monthly P&L management meetings and support operational decision-making through cross-department collaboration.
Serve as the primary liaison for external technology vendors, systems, and operational platforms.
Develop, implement, and maintain organizational policies and procedures related to operational and financial practices.
Serve as backup support for the Accounting Manager and the Manager of People, Culture, & Governance for essential operational functions, including vendor payments, membership payment processing, payroll, and benefits administration, while maintaining appropriate segregation of duties.
Perform additional duties and special projects assigned by the Executive Director.
Requirements
Minimum of 8–10 years of progressively responsible leadership experience in finance and operations, preferably within a nonprofit, association, or mission-driven organization.
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required; CPA certification and/or a combination of private and nonprofit sector experience strongly preferred.
Demonstrated success providing strategic financial oversight for annual budgets ranging from $5M–$15M, ideally within a statewide or similarly complex organization.
Proven experience overseeing accounting and operational functions through the management and development of direct reports and department leads.
Strong business and financial acumen, with the ability to analyze data, identify trends, and translate insights into strategic recommendations and operational decisions.
Exercises sound judgment, discretion, and professionalism while effectively collaborating across teams and communicating with clarity and influence in both written and verbal formats.
Exceptional leadership, stakeholder engagement, and relationship management skills, with the ability to build trust and alignment across diverse audiences.
Demonstrated experience supporting board relations, governance practices, organizational compliance, and executive-level operations.
Ability to operate effectively at both strategic and oversight levels while empowering teams to manage day-to-day execution.
Experience with financial, operational, and association management systems such as MIP, ClearVantage, or similar platforms preferred.
