Trust Manager - Operations jobs in Santa Cruz, CA
Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Trust Manager - Operations jobs
Director of Financial Operations
- Community Health Trust of Pajaro Valley
-
Watsonville, CA
FULL_TIME
-
*PLEASE FILL OUT JOB APPLICATION HERE: https://pvhealthtrust.org/employment-application/ **
Job Title: Director of Financial Operations.
FLSA Classification: Exempt.
Department: Administration.
Compensation: $105,000 - $ 125,000.
Reports to: Executive Director.
Summary:
The Director of Financial Operations is a member of CHT's leadership team responsible for business and operational planning. Working closely with the Executive Director, the Director of Financial Operations formulates and implements policies, practices, and plans to meet the organization’s short- and long-term business objectives. Provides leadership, direction, and day-to-day management of key functions including finance, accounting, auditing, budgeting, internal controls, and general financial operations. Provides input on a broad range of strategic, operational, and financial issues. Ensures the financial well-being of the organization, monitoring and managing to a sustainable business plan, managing organizational risk, and supporting the Board, Executive Committee, Finance Committee, Audit Committees and Executive Director to ensure legal compliance and appropriate reporting to oversight entities on the organization’s operations.
Essential Duties and Responsibilities:- Ensure that the investment portfolio is administered consistent with the Board- approved investment/endowment policy; monitor investment/endowment policies and conduct periodic reviews of investment and endowment fund managers.
- Work closely with business partners to help make investment prioritizations trade-off decisions. Ensuring to align financial policies and procedures with company objectives.
- Develop and execute strategies that ensure continuous improvement of finance processes and systems.
- Provide strong financial oversight practices, internal knowledge management practices, and control systems, including for banking, investments, expense reimbursement, administration, program funding, risk management and annual financial audits, tax returns and various corporate filings.
- Implement/Develop department-level budgeting and financial reporting to support a program team implementing direct services and disbursing grants to qualified 501(3) organizations.
- Utilize a strong accounting background and knowledge of Generally Approved Accounting Principles (GAAP) to develop policies and procedures to receive, track and report on the use of a variety of donors’ funds, including government and foundation grants and major donor contributions, and both restricted and unrestricted funds. With the development of individual grant budgets using cost allocation for multi-year grants.
- Develop systems of accounting and financial reporting to the Finance Committee, Executive Committee, Audit Committee, Board of Directors, and Executive Director. Conduct Form 5500 pension plan review. Coordinate annual audit and tax return and all applicable corporate filings.
- Work with insurance providers (Workers Compensation, Fire, Liability, Auto, D&O, etc.), monitoring coverage and risk to ensure adequate and current coverage.
- Participate in the selection and administration of employee benefit- (health, life, vision, dental, and retirement) programs.
- Participate in bid out, vet, and select of consultant services, negotiate vendor service agreements, and monitor day to day contractor and vendor performance to assure full compliance with standards established within the service agreement.
- Prepare monthly, quarterly, and annual financial reports as requested by the board, executive- finance- audit committees, management, foundations, donors, and government agencies.
- Work with development and program to ensure grant compliance and correct balances to the monthly program budget to actual reports. And that expenditures are consistently aligned with grant objectives, milestones, and program budget.
- Attend and participate in assigned team and staff meetings and activities, including Board of Directors, Executive-Finance- Audit Committees meetings and special events.
- Goal oriented highly motivated and able to work in a cross- functional environment at detailed level while taking account of independencies at higher levels.
- Ability to support and drive business prioritization for short, medium, and long-term planning horizons, then translate into work plan. Monitor & measure project/program progress and adjust as needed.
- Develop and maintain standards of excellence for staff productivity and team culture that help motivate and retain staff, with an emphasis on exemplary customer service, teamwork, and adherence to the organization’s mission and vision.
- Represent the organization to peer nonprofits, funders, public agencies, and the community.
- Complete other tasks and duties as assigned in support of the Community Health Trust’s mission.
Supervisory Responsibilities:- The Director of Financial Operations leads and supervises a staff team of up to 3 employees, reports directly to the Executive Director, and works closely with Board and Committee Members.
Knowledge, Skills and Experience:- Bachelor’s or Graduate degree with a Business Administration, Accounting or Finance concentration, MBA Preferred.
- 5-10 years senior leadership position in accounting or finance, including 2-3 years in investments and IT management.
- Significant experience in or knowledge of nonprofit accounting, including fund and grant accounting, compliance, and reporting.
- Strong leadership skills and the ability to work well independently or within a team environment.
- Excellent analytical writing/communication skills.
- Excellent interpersonal and relationship building skills.
- Demonstrated time management skills and problem-solving skills, as well as ability to manage multiple deadline-driven projects simultaneously.
- Strong attention to detail.
- Computer experience in Microsoft Office, donor database systems, Electronic Medical Records; and familiarity with SAGE non-profit accounting preferred.
- Naturally friendly, punctual, professional self- starter who enjoys being part of a team that thrives on helping others to achieve good health and quality of life.
Physical Demands and Use of Machines, Tools and Equipment:- Seldom (1-5%): reach above shoulders.
- Occasionally (6-33%): bend, twist, push, pull, climb, squat, crawl, kneel; use copier and filing cabinet drawers & locks.
- Frequently (34-66%): sit, reach with hands and arms; climb or balance; stand and walk; grasp with hands and fingers; use telephone.
- Continuously (67-100%): use hands to finger, handle or feel objects, tools, or controls; see (including close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus), hear and speak; key (i.e., computer, calculator, telephone); and lift (up to 5 lbs); use writing instruments, computer.
Work Environment:- Approximately 80% of the time performing job duties is spent indoors, within a standard office or clinic environment.
- Approximately 30%-50% of the time is spent on the computer.
- Approximately 50%-70% of the time is spent interacting with colleagues and members of the community.
- Noise level in the work environment is usually moderate.
- The temperature of the work environment is moderate, and ranges from 65 - 80 degrees.
Travel Requirements:- This job requires occasional local travel (10 -30%).
- 20 Days Ago
Service Manager
- TX06 Bridgestone Retail Operations, LLC.
-
Watsonville, CA
FULL_TIME
- Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including ...
- 1 Month Ago
Store Manager CA - 007110
- TX06 Bridgestone Retail Operations, LLC.
-
Watsonville, CA
FULL_TIME
- Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including ...
- 1 Month Ago
Operations Manager
- Mount Madonna Center
-
Watsonville, CA
FULL_TIME
- Operations Manager Experience creative self-expression and rich connections in an environment where heart and meaning are a part of everyday life! Mount Madonna Center is offering a unique opportunity...
- 1 Day Ago
OPERATIONS ASSISTANT MANAGER
- Dollar Tree
-
Santa Cruz, CA
FULL_TIME
- Work where you love to shop! Dollar Tree is hiring in your neighborhood. Avoid long commutes and set your own course to success by applying today.We offer generous benefits, flexible work schedules an...
- 22 Days Ago
PPD Operations and Facilities Manager
- University of California Santa Cruz
-
Santa Cruz, CA
FULL_TIME
- PPD Operations and Facilities Manager Location: Santa Cruz Job ID: 46783 JOB POSTING For full consideration, applicants must submit a diversity statement with their application. NOTE: it is highly rec...
- 22 Days Ago
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0 Trust Manager - Operations jobs found in Santa Cruz, CA area
Seed Operation Manager
- Experis
-
Salinas, CA
- Our client is seeking an Operations Manager to join their team. Job Summary: The Operations Manager is responsible for o...
- 4/24/2024 12:00:00 AM
Operations Manager
- Cvs Health
-
Santa Cruz, CA
- CVS Health Operations Manager Santa Cruz , California Apply Now Bring your heart to CVS Health. Every one of us at CVS H...
- 4/24/2024 12:00:00 AM
Operations Manager
- Cvs Health
-
Scotts Valley, CA
- CVS Health Operations Manager Scotts Valley , California Apply Now Bring your heart to CVS Health. Every one of us at CV...
- 4/24/2024 12:00:00 AM
Operations Manager
- GAT Airline Ground Support
-
San Jose, CA
- GAT Airline Ground Support, a fast-growing airline service company, is actively seeking experienced Senior Manager. If y...
- 4/23/2024 12:00:00 AM
Operations Management Trainee
- Ryder System
-
San Jose, CA
- Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
- 4/23/2024 12:00:00 AM
Operations Manager
- Petco Animal Supplies Inc
-
Los Gatos, CA
- Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an e...
- 4/23/2024 12:00:00 AM
Operations Manager
- Haus
-
Mountain View, CA
- About Haus Haus is a first of its kind decision science platform for the new digital privacy paradigm where data sharing...
- 4/23/2024 12:00:00 AM
Operations Manager
- eTeam
-
Cupertino, CA
- Title: Operations Program Management (OPM) Location: Cupertino, CA, 95014 (Hybrid) Duration: 1 Year Contract Job Descrip...
- 4/22/2024 12:00:00 AM
About Santa Cruz, California
Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864.
Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area.
Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$118,792 to $172,773
Santa Cruz, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
What does a Trust Manager - Operations do?
Trust Manager - Operations in Port Arthur, TX
Five or more years related experience and/or training working in the trust operations environment.
December 24, 2019
See the Future Outlook and Educational Requirements for "TRUST OPERATIONS ASSISTANT".
December 25, 2019
Trust Manager - Operations in Bloomington, IN
Banks engaged in trust operations are subject to the rules, policies, and procedures applicable to recordkeeping and confirmation requirements.
December 08, 2019
Trust Manager - Operations in Lexington, KY
“Accountability and transparency are crucial to running a public utility that Angelenos can count on and trust,” Los Angeles Mayor Garcetti said.
January 19, 2020