Description:

Position: Operations and Finance Manager

Job Overview: The Operations and Finance Manager is responsible for overseeing and optimizing the operational and financial aspects of the organization. This role involves a combination of skills in operations management, financial analysis, database management and strategic planning. The primary goal is to ensure the efficient and effective functioning of the organization while also maintaining financial stability and growth.

About Technion Canada:  Technion Canada is a national organization dedicated to raising support and awareness for Technion-Israel Institute of Technology.  For more than 70 years, our supporters have funded Technion scholarships, research, labs and facilities that deliver world-changing impact and advance the State of Israel and the global good. https://www.technioncanada.org/

Roles and Responsibilities:

1. Strategic Planning:

• Collaborate with the executive team to develop and execute strategic plans that align with the company’s goals and objectives.
• Identify opportunities for operational and financial improvements to drive growth, profitability, and sustainability.

2. Financial Management:

• Financial Planning and Analysis: Develop and manage budgets, forecasts, and financial models to guide decision-making and resource allocation.
• Financial Reporting: Prepare and present accurate financial statements, reports, and analysis to management, stakeholders, and regulatory bodies.
• Cash Flow Management: Monitor and manage cash flow to ensure liquidity, timely payments, and optimal utilization of funds.
• Cost Management: Identify cost-saving opportunities, analyze cost structures, and implement strategies to reduce expenses.
• Financial Strategy: Contribute to the development of financial strategies aligned with the organization’s overall goals and growth objectives.
• Investment and Financing: Evaluate investment opportunities, manage financing options, and make recommendations for capital allocation.
• Risk Assessment: Assess financial risks and develop risk management strategies to safeguard the organization’s financial health.

3. Operations Management:

• Streamline and optimize operational processes to enhance efficiency and productivity.
• Ensure smooth day-to-day operations across various departments and functions.
• Implement best practices to improve overall operational performance.

4. Team Leadership:

• Foster a collaborative and innovative work environment to encourage team growth and development.

5. Compliance and Risk Management:

• Ensure compliance with financial regulations, industry standards, and internal policies.
• Identify and mitigate financial and operational risks through effective risk management strategies.

6. Technology and Systems:

• Responsible for overseeing and managing all aspects of the DonorPerfect fundraising software, ensuring its efficient utilization and optimization to support the organization’s fundraising efforts.
• System Administration:
  • Manage and maintain the DonorPerfect fundraising software, ensuring data accuracy, integrity, and security.
  • Perform routine database maintenance tasks, including data cleaning, deduplication, and regular updates.
  • Troubleshoot and resolve technical issues related to the software’s functionality, integration, and performance.
• Data Management and Reporting:
  • Develop and generate accurate and insightful reports to support decision-making and fundraising analysis.
  • Regularly assess the quality of donor data, implement data hygiene practices, and ensure data compliance with relevant regulations.
  • Identify trends and opportunities within the donor database through data analysis and reporting.
• Training and Support:
  • Train staff members on how to effectively use DonorPerfect, including data entry, reporting, and donor engagement.
  • Conduct workshops or training sessions to enhance the team’s proficiency with the software.
• Integration and Collaboration:
  • Work closely with fundraising and development teams to align software usage with campaign goals and strategies.
  • Stay informed about industry trends and new features in donor management software to suggest improvements and enhancements.
• Security and Compliance:
  • Regularly update and review security protocols, permissions, and access controls within the system.
  • Evaluate and implement appropriate technology solutions to support financial and operational processes.