Finance and Operations Director, Business Technology

Company: American Heart Association
Location: San Francisco
Posted on: February 18, 2025

Job Description:

Finance and Operations Director, Business Technology San Francisco, California Role posted within several U.S. cities - 2025-15326OverviewSince our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.The American Heart Association is seeking a Finance and Operations Director, Business Technology.The Finance and Operations Director, Business Technology is responsible for developing and ensuring effective business operations management for the Office of Business Technology including departmental budgeting and technical policy management. Responsible for oversight of operational support functions in collaboration with Finance and Procurement, and other departments as needed. Responsible for consulting, advising and providing approaches as a trusted colleague to BT staff. Responsible for leading and ensuring processes and deliverables of the operations team meet the needs of Business Technology. Also, responsible for collaborating with American Heart Association BT leadership on financial management related to American Heart Association technical project initiatives.Responsibilities

• Technology Budget Management:

• Facilitates and handles the Business Technology budgets in coordination with Business Technology Leadership Team with the appropriate guidance from the Finance Team.
• Prepares annual budget instructions and templates, facilitates budget training and communication, and collaborates with Financial Reporting team on revisions to ensure accuracy.
• Provides budget management support to BT leadership and BT managers for annual salary, operational and capital budgets; works with BT leadership and American Heart Association Finance to guide them through the annual budget approval processes.
• Develops and implements new processes to provide consistent monthly departmental budget reporting.
• Financial Modeling and Analysis of Technology Spend:
  • Performs financial modeling and analysis for Technology budgets and projected spend to validate effective and efficient use of technology budget.
  • Coordinates and facilitates a monthly BT operational/capital budget review and forecasts to ensure visibility into annual budget state.
  • Analyze Business Technology financial activities on a monthly basis; prepares qualitative analysis of technology spend against budget for review by the EVP Technology and Business Technology Leadership Team with recommendation to reflect effective and efficient use of available budget.
  • Assists in management of the Technology Project Fund project list and quarterly review/approval processes with American Heart Association C-level executive management.
  • Technology Business Operations:
    • Maintains awareness of contract renewals and other deadlines for standard vendor-required documents, such as Certificate of Insurance and assists BT managers as needed with document handling.
    • Assists BT budget owners in researching budget, payments and/or other related issues or questions and works with appropriate American Heart Association finance or procurement staff to clarify or correct if needed.
    • Liaises with Procurement as necessary to ensure efficient contract processing and completion.
    • Leads the Technology Operations Support team to ensure responsibilities are timely and accurately performed to include contract facilitation, purchase order generation, invoice payment and other operational efforts.
    • Handles the tracking and reporting for: Business Technology Assets (in conjunction with Finance requirements), Business Technology Service Level Agreements, and Business Technology contractors.
    • Technology Process Management:
      • Provides regular updates to the American Heart Association BT Policy Library (Policies, Procedures, Processes and Support & Operations documents) working in coordination with policy owners.
      • Facilitates identification of end of life or newly needed policies.
      • Partners with Audit as needed to facilitate proper policy coverage.
      • Maintains BT Service Catalog for American Heart Association staff in partnership with BT Services teams.
      • Develops continuous process improvement strategies to achieve efficiencies and/or cost savings, and performs other duties as required or assigned which are reasonably within the scope and responsibility of the job level.Qualifications
      • 5 years minimum of relevant experience (7 years preferred)
      • Experience in the principles and practices of accounting, financial reporting, analysis and budgeting and general business administration.
      • Experience with principles and practices of planning, budgeting, projecting, month-end close and variance analysis.
      • Experienced in interpreting accounting rules and applying the rules to American Heart Association's business practices and documenting results accordingly.
      • Experience with continuous process improvement.
      • Experience with vendor negotiations and management.
      • Effective time management and organization skills.
      • Advanced MS Excel Experience to include Pivot Tables.
      • Skilled in use of automated accounting packages.
      • Ability to analyze financial data and interpret into narrative form.
      • Excellent in oral and written communications. Ability to communicate with all levels of American Heart Association staff. Ability to communicate to technology and non-technology staff.Preferred Qualifications
      • Experience supporting operations for Information Technology department.
      • Experience with developing and managing process (and process change) documentation.
      • Experience working in a fast paced, dynamic environment. Excellent in working against deadlines to provide end product.Compensation - Our goal is to ensure you have a competitive base salary. That's why we regularly review the market value of jobs and make adjustments, as needed.Performance and Recognition - You are rewarded for achieving success by merit increases and incentive programs, based on the type of position.Benefits - We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.Professional Development - You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association's national online university, with more than 100,000 resources designed to meet your needs and busy schedule.Work-Life Harmonization - The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.At American Heart Association - American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities. We're committed to ensuring our workforce, workplace culture and mission have a shared impact across a diverse set of backgrounds.
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Keywords: American Heart Association, San Francisco , Finance and Operations Director, Business Technology, IT / Software / Systems , San Francisco, California