Director of Operations
Foundation for Financial Planning, Washington, District of Columbia, United States
Foundation for Financial Planning (FFP) is seeking a Director of Operations to play a central role in the organization’s day-to-day operations and continued growth.
This is a highly visible, cross‑functional role in a lean, national nonprofit organization. The Director of Operations serves as the operational backbone of FFP, overseeing financial management, systems and data infrastructure, and day‑to‑day organizational operations. This role works closely with the CEO and senior team to ensure the organization runs efficiently and remains financially strong.
FFP is entering an important period of operational transformation, including an upcoming transition from DonorPerfect to Salesforce. The Director of Operations will lead this effort and play a key role in streamlining and integrating systems and strengthening data management across the organization.
This role is ideal for someone who is both strategic and hands‑on—someone who can manage critical systems, data, and processes while also stepping in wherever needed to keep a small organization running smoothly.
Key Responsibilities Operations & Organizational Management
Serve as the operational backbone of the organization, managing core systems, processes, and day‑to‑day operations
Oversee day‑to‑day business operations, including administrative processes, vendor management, and organizational infrastructure
Identify and implement process improvements to increase efficiency and reduce friction across the organization
Financial Management & Compliance
Manage day‑to‑day financial operations in partnership with external accountants and investment managers
Support development of the annual budget, ongoing financial tracking, and reporting
Ensure compliance with nonprofit financial, legal, and regulatory requirements, including audit and 990 processes
Provide financial reporting and insights to support organizational decision‑making
Systems, CRM & Data Strategy
Serve as the internal lead for FFP’s CRM (currently DonorPerfect), including data integrity, reporting, and user support
Lead the organization’s transition to Salesforce, including data migration, process design, and internal adoption
Oversee data management practices across the organization, ensuring accuracy, consistency, and usability of data
Develop and maintain reporting and dashboards that support fundraising, programmatic, and organizational decision‑making
Evaluate and streamline systems across development, programs, and communications to improve integration and efficiency
Serve as the primary liaison to external technology partners, including the organization’s IT vendor and web developer, and oversee the functionality and maintenance of core systems, including the website and IT infrastructure
Oversee ongoing enhancements and functionality of FFP’s volunteer platform, ProBonoPlannerMatch.Org, working with internal stakeholders and external partners to improve user experience and drive engagement
Cross‑Functional & Administrative Support
Provide operational support across development, programs, communications, and governance, helping teams execute efficiently
Support board and governance processes, including meeting logistics and materials
Oversee key administrative functions such as contracts, insurance, HR processes, and vendor relationships
Support key organizational projects as needed
Qualifications
8–12+ years of experience in operations, business management, or a related role
Strong systems orientation, with hands‑on experience managing CRM platforms (Salesforce experience strongly preferred; DonorPerfect or similar systems a plus)
Experience managing or supporting financial operations, including working with external accounting partners
Demonstrated experience managing data systems and using data to inform decision‑making
Demonstrated ability to manage complex projects, including systems implementations or organizational change efforts
Excellent attention to detail and strong data instincts
Highly organized, proactive, and comfortable operating in a fast‑paced, evolving environment
Experience in a small organization or nonprofit setting is a plus
About the Foundation for Financial Planning Foundation for Financial Planning (FFP) is the nation’s leading charity dedicated to advancing pro‑bono financial planning for at‑risk populations, including active military members and wounded veterans, people with cancer and other serious illness, seniors and family caregivers, low‑income individuals and families, domestic violence survivors and many more. Over its 30 years, FFP has provided more than $10 million in grants to national and community‑based pro‑bono programs; worked with partners to activate more than 30,000 financial planners to volunteer their time and talents; reached almost 800,000 people in crisis or need; and acted as a leader and catalyst to foster a rich tradition of pro‑bono service across the financial planning profession.
Through our volunteer platform, ProBonoPlannerMatch.Org, FFP connects CERTIFIED FINANCIAL PLANNER® professionals nationwide with high‑quality pro‑bono opportunities, making it easier than ever for families in need to access free, objective financial advice.
Why This Role This is an opportunity to play a central role in a growing national organization at an inflection point. The Director of Operations will help modernize FFP’s systems and data infrastructure, strengthen its operational foundation, and enable the team to scale its impact more effectively in the years ahead.
Competitive salary and benefits include:
Beginning base salary range of $90K — $110K, plus eligibility for up to a 10% annual performance bonus
Generous PTO
Health, dental, and vision insurance
401(k) with employer match
Employer‑paid disability coverage
Hybrid schedule (currently up to three remote days/week)
Early close Fridays at 3 PM
#J-18808-Ljbffr
This is a highly visible, cross‑functional role in a lean, national nonprofit organization. The Director of Operations serves as the operational backbone of FFP, overseeing financial management, systems and data infrastructure, and day‑to‑day organizational operations. This role works closely with the CEO and senior team to ensure the organization runs efficiently and remains financially strong.
FFP is entering an important period of operational transformation, including an upcoming transition from DonorPerfect to Salesforce. The Director of Operations will lead this effort and play a key role in streamlining and integrating systems and strengthening data management across the organization.
This role is ideal for someone who is both strategic and hands‑on—someone who can manage critical systems, data, and processes while also stepping in wherever needed to keep a small organization running smoothly.
Key Responsibilities Operations & Organizational Management
Serve as the operational backbone of the organization, managing core systems, processes, and day‑to‑day operations
Oversee day‑to‑day business operations, including administrative processes, vendor management, and organizational infrastructure
Identify and implement process improvements to increase efficiency and reduce friction across the organization
Financial Management & Compliance
Manage day‑to‑day financial operations in partnership with external accountants and investment managers
Support development of the annual budget, ongoing financial tracking, and reporting
Ensure compliance with nonprofit financial, legal, and regulatory requirements, including audit and 990 processes
Provide financial reporting and insights to support organizational decision‑making
Systems, CRM & Data Strategy
Serve as the internal lead for FFP’s CRM (currently DonorPerfect), including data integrity, reporting, and user support
Lead the organization’s transition to Salesforce, including data migration, process design, and internal adoption
Oversee data management practices across the organization, ensuring accuracy, consistency, and usability of data
Develop and maintain reporting and dashboards that support fundraising, programmatic, and organizational decision‑making
Evaluate and streamline systems across development, programs, and communications to improve integration and efficiency
Serve as the primary liaison to external technology partners, including the organization’s IT vendor and web developer, and oversee the functionality and maintenance of core systems, including the website and IT infrastructure
Oversee ongoing enhancements and functionality of FFP’s volunteer platform, ProBonoPlannerMatch.Org, working with internal stakeholders and external partners to improve user experience and drive engagement
Cross‑Functional & Administrative Support
Provide operational support across development, programs, communications, and governance, helping teams execute efficiently
Support board and governance processes, including meeting logistics and materials
Oversee key administrative functions such as contracts, insurance, HR processes, and vendor relationships
Support key organizational projects as needed
Qualifications
8–12+ years of experience in operations, business management, or a related role
Strong systems orientation, with hands‑on experience managing CRM platforms (Salesforce experience strongly preferred; DonorPerfect or similar systems a plus)
Experience managing or supporting financial operations, including working with external accounting partners
Demonstrated experience managing data systems and using data to inform decision‑making
Demonstrated ability to manage complex projects, including systems implementations or organizational change efforts
Excellent attention to detail and strong data instincts
Highly organized, proactive, and comfortable operating in a fast‑paced, evolving environment
Experience in a small organization or nonprofit setting is a plus
About the Foundation for Financial Planning Foundation for Financial Planning (FFP) is the nation’s leading charity dedicated to advancing pro‑bono financial planning for at‑risk populations, including active military members and wounded veterans, people with cancer and other serious illness, seniors and family caregivers, low‑income individuals and families, domestic violence survivors and many more. Over its 30 years, FFP has provided more than $10 million in grants to national and community‑based pro‑bono programs; worked with partners to activate more than 30,000 financial planners to volunteer their time and talents; reached almost 800,000 people in crisis or need; and acted as a leader and catalyst to foster a rich tradition of pro‑bono service across the financial planning profession.
Through our volunteer platform, ProBonoPlannerMatch.Org, FFP connects CERTIFIED FINANCIAL PLANNER® professionals nationwide with high‑quality pro‑bono opportunities, making it easier than ever for families in need to access free, objective financial advice.
Why This Role This is an opportunity to play a central role in a growing national organization at an inflection point. The Director of Operations will help modernize FFP’s systems and data infrastructure, strengthen its operational foundation, and enable the team to scale its impact more effectively in the years ahead.
Competitive salary and benefits include:
Beginning base salary range of $90K — $110K, plus eligibility for up to a 10% annual performance bonus
Generous PTO
Health, dental, and vision insurance
401(k) with employer match
Employer‑paid disability coverage
Hybrid schedule (currently up to three remote days/week)
Early close Fridays at 3 PM
#J-18808-Ljbffr