Director of Finance and Operations - Job Posting

Berrett-Koehler Publishers is a leading independent publisher that has been innovating for 25+ years.  We are headquartered in Oakland, California, and our books, audios, and other publications are sold all over the world.  We are dedicated to an ambitious mission: Connecting People and Ideas to Create a World That Works for All. Through our groundbreaking publications in business, management, current affairs, personal growth, self-help, and other areas, we strive to challenge conventional thinking, introduce new ideas, and foster positive change on individual, organizational, and societal levels. We offer a work environment that is participative, flexible, and creative. We seek staff members who bring cultural, ethnic, social, and intellectual diversity to Berrett-Koehler.  We are a Certified B Corp and a California Benefit Corp.  We are an Equal Opportunity Employer.

The director of finance and operations is department head for the finance and operations department, serves on the company’s management team, and supervises staff responsible for accounting, AR and AP, operations, information systems, inventory management, human resources, and facilities. This director provides financial and operational leadership to help BK analyze and track financial performance, meet financial targets, improve processes, and carry out growth strategies; help individual staff members identify individual and group performance needs, set performance expectations, develop needed competencies, and communicate results; make sure that all BK stakeholders are fairly compensated for their contributions; and help BK practice quality, stewardship, partnership, sustainability, and inclusion in all aspects of our business.

Please see a comprehensive job description, including job responsibilities below.

QUALIFICATIONS: 

Applicants must have extensive financial management, business, and accounting expertise that they have successfully applied in leading the financial management of business or nonprofit organizations. They must have extensive analytical expertise that they have applied in preparing financial analyses, models, projections, and budgets. And they must have experience leading teams to improve financial and operational processes. Also valuable are experience managing human resources, information systems, customer service, and other areas of operations. Experience in book publishing would be beneficial but is not required. 

  We seek applicants who have demonstrated a track record of success in accomplishing significant advances in complex and challenging environments. Among the factors to be considered in judging applicants, in addition to the qualifications named above, will be (1) applicants’ track record of proactively taking initiative to institute innovations and advances that addressed needs, solved problems, and exploited opportunities; (2) applicants’ history of performing responsibilities with accuracy, completeness, timeliness, and efficiency; (3) applicants’ history of making themselves accountable for performance and delivering on accountabilities; (4) applicants’ history of maintaining a positive, engaged, committed attitude, even in a challenging environment; (5) appli-cants’ history of continually advancing their own and others’ learning and development; and (6) applicants’ history of collaborating well with coworkers and being a supportive and responsible organizational citizen.

COMPENSATION:

Salary: $104,000 per year

Health insurance, dental insurance, disability insurance, and life insurance

Flexible Spending Account plan, 401K plan, HSA plan, and ESOP employee ownership plan

APPLICATION: 

To be considered, you must email to Steve Piersanti ([email protected]) your resume and a detailed cover letter (several pages long if necessary), stating why you are interested in the position, your qualifications (in relation to the desired qualifications detailed above), how you have been successful in similar work (please be specific about your accomplishments), and your personal qualities that account for your success.

Detailed Job Description:

REPORTS TO: president and CEO

SUPERVISES: several members of finance and operations department

LEVEL: 6A CLASSIFICATION: exempt, full-time

PURPOSE:

  • Provide financial and operational leadership to help BK achieve its mission of “Connecting People and Ideas to Create a World That Works for All”
  • Provide financial and operational leadership in helping BK track financial performance, meet financial targets, and carry out growth strategies 
  • Provide financial and operational leadership in making sure that all BK stakeholders are fairly compensated for their contributions to BK
  • Provide financial and operational leadership in helping BK practice quality, stewardship, partnership, sustainability, and diversity and inclusion in all aspects of its business
  • Provide financial and operational leadership in helping BK staff members identify individual and group performance needs, set performance expectations, develop needed competencies, and communicate results 
  • Be an example in daily actions of serving leadership, participative management, mission focus, quality, accountability, initiative, development, attitude, citizenship, and other qualities expected of all BK staff members
RESPONSIBILITIES:

  • Serve on the BK management team and provide team and company leadership as needed
  • Serve as department head for the finance and operations department and help individuals in the department and the department as a whole to succeed
  • Supervise staff members responsible for accounting, financial analysis, operations, information systems, and human resources and facilities
  • Provide overall leadership to the various department functions, including financial planning and analysis, financial management and reporting, human resource and facilities management, information systems management, inventory management, customer service and fulfillment, cash management, and capital development
  • Manage BK’s annual business planning and budgeting process and monthly reviews of progress in meeting plans and objectives
  • Lead in defining key financial performance indicators, developing systems to measure performance on these indicators, and educating staff and board members about them
  • Ensure timely and accurate preparation of monthly financial statements and monthly reporting of company performance on key performance indicators
  • Support and lead in developing action plans to improve company performance where needed on key performance indicators
  • Analyze and communicate financial, publication, and operational data in ways that help BK staff and stakeholders to identify patterns, understand opportunities and challenges, and measure and increase effectiveness
  • Oversee the company’s annual financial audit, line of credit renewal, and relationships with its auditor and bank
  • Lead company B Corp assessment and certification process; lead Benefit Corporation reporting; and lead development of policies, systems, and practices to increase company commitment to and performance on social, environmental, and other aspects of Benefit Corporation and B Corp status
  • Oversee the company’s annual ESOP valuation and stock buyback
  • Provide financial and operational analysis as needed of company business elements, new and proposed company initiatives, new company systems, and potential acquisitions, partnerships, and new business ventures
  • Provide leadership in establishing company policies and practices that help individuals and groups to develop the knowledge and competencies they need to succeed in their work and advance the company
  • Support the development of BK cultures and practices that foster serving leadership, participative management, stakeholder participation, employee engagement and development, teamwork, accountability, and initiative 
  • Lead and support in advancing quality, stewardship, partnership, sustainability, and diversity and inclusion in the company, as defined in the BK Constitution
  • Participate actively in exploring and developing new products, services, and partnerships that allow BK to grow its business and achieve its mission

ACCOUNTABILITY

  • Performance is measured by achievement of targets in company’s annual business plan and growth plans and by timely achievement of other responsibilities described above
  • Report regularly about key performance indicators to the board of directors, shareholders, management team, BK staff, and other stakeholders
  • Adhere to all of the same performance standards as the rest of the BK staff in quality, accountability, initiative, development, attitude, and citizenship

Organizational Citizenship (5%):

  • Participate in shareholders meetings and other special company meetings
  • Participate in staff meetings, management team meetings, and author days
  • Follow company policies regarding expense reporting, company travel, benefits, workplace rules, other human resource policies, etc.