Director of Operations

Director of Operations

Job Summary

The Director of Operations leads key financial functions, including P&L review, budget analysis, and expense management. This role manages external vendors (accountants, insurance broker, building management) and serves as the primary point of contact for external inquiries. The Director also coordinates logistics for events, travel, and office operations, including inventory management and purchasing. They will report directly to the Chief Operating Officer.

Responsibilities

• Weekly review of P&L to monitor income, expenditures, and chart of accounts.
• Complete monthly review of Budget vs. Actual spending.
• Coordinate weekly billing for new contracts and other ad-hoc sales with the External Client Services department.
• Manage external Accountants and CPAs in conjunction with the Chief Operating Officer.
• Review and address all employee expense reports, including monitoring T&E costs and raising issues to the Chief Operating Officer where appropriate.
• Book company travel for all employees where necessary.
• Communicate with Data Trust’s Board of Directors, including the coordination of our annual Board meeting and other such notices.
• Work in conjunction with the Chief Operating Officer to review and complete all necessary insurance documentation with our insurance broker.
• Be responsive as our first point of contact for all external inquiries.
• Directly interface with building management on all office work orders.
• Monitor inventory levels of supplies, merch, and gift orders, and secure all purchases.
• Coordinate logistics of conferences and events, including shipping and delivery of company collateral.
• Plan all employee events, such as remote staff fly-ins and company-catered meals, in conjunction with Human Resources where appropriate.

Skills

• Excellent attention to detail.
• Excellent verbal and written communication skills.
• Ability to be a team player, supporting a wide range of functions for our medium-sized company.
• Organization and time management skills to handle multiple competing deadlines.

Qualifications

• Experience using QuickBooks in a business operations role.
• Experience managing a company budget.
• Bachelor’s Degree in a business-related field preferred.
• Strong Excel and Microsoft Office skills.
• Familiarity with collaborative GSuite applications.

Salary

Based on experience.