Director of Finance and Administration

ABOUT NGPF

Next Gen Personal Finance (NGPF) is a national 501(c)(3) nonprofit on a mission to ensure that every high school student takes a semester-long personal finance course before graduation. We provide a no-cost, best-in-class personal finance curriculum and teacher professional development, reaching more than 140,000 educators and approximately 5 million students annually.

Thirty states now guarantee a standalone personal finance course for their students, and NGPF has played a central role in that movement.

NGPF is well funded, with clean audits and a small, senior team of about 25 working from our Burlingame headquarters and remotely across the country. Our next chapter depends on the finance and administrative side of the organization running as well as our programs do.

ABOUT THE ROLE

You will run the finance, people, and administrative side of NGPF. This is not a bookkeeping job. An outside accounting firm has kept our books for years and does it well. Your job is to manage that relationship, make sure the numbers are right and on time, and be the person our auditors, lawyers, board committees, and staff come to with anything involving money, compliance, or HR.

You will be the first person in this role. Most of these responsibilities currently sit with the CEO and are ready for a dedicated owner. You will take them on, put good routines in place, and give the leadership team more room to focus on the mission.

WHAT YOU'LL DO

Finance (about 60%)

• Manage our outside accounting firm and make sure the monthly close happens on time and the books are clean
• Lead our annual audit and Form 990; you are the auditors' main contact and you get them what they need
• Build the annual budget with the CEO, keep the forecast current, and prepare monthly financials with a short plain-English summary for leadership and the board Finance Committee
• Keep track of restricted grants so that every funder report ties to our books
• Handle bank and investment account reporting and cash planning with the CEO and Finance Committee
• Oversee the books and filings for our small affiliated advocacy organization, the NGPF Mission 2030 Fund
• Support the board's Finance Committee and Audit and Compliance Committee with agendas, materials, and follow-up

People and HR administration (about 25%)

• Run payroll and benefits through our PEO (TriNet), including new hire setup, departures, pay changes, and open enrollment
• Administer our 401(k) plan and answer employee questions about it
• Keep our annual performance review and compensation cycle on schedule
• Keep the employee handbook current and be the first call for staff questions about pay, benefits, leave, and policy
• Support hiring with offer letters, background checks, and a smooth first week for new team members

Compliance and administration (about 15%)

• Keep us in good standing: state fundraising registrations, lobbying registrations, insurance renewals, and the board policies that need an annual look
• Manage vendor contracts, software subscriptions, and renewals, and keep our administrative logins organized and secure
• Oversee the Burlingame office, working with our office coordinator on the day to day
• Be the internal point of contact for our outside lawyers on routine contracts and questions

WHO YOU'LL WORK WITH

• You will report to: The CEO
• You will collaborate with: The board's Finance Committee and Audit and Compliance Committee, our outside accounting firm and auditors, outside counsel, the office coordinator, and staff across the organization

WHO YOU ARE

• Seven or more years in nonprofit finance and operations, including several years as the person responsible for the annual audit
• You have managed an outside accountant or a small finance team, and you know the difference between doing the books and being responsible for them
• Experience running payroll and benefits through a PEO such as TriNet, Justworks, or Gusto
• Comfortable tracking restricted grants and reporting to multiple funders
• You like building good systems. You have set up or cleaned up tools like Ramp, QuickBooks Online, or an HR platform, and you already use AI tools in your daily work
• You notice when a number looks wrong and you do not move on until you understand why
• Direct, organized, and happy in a small team where you sometimes roll up your sleeves
• A CPA, CNAP, or MBA is a plus, not a requirement
• Passion for NGPF's mission of financial education for all students

WHY THIS ROLE

This is a chance to own the finance and administrative foundation of the organization leading the personal finance education movement. You will work directly with the CEO and board, build the routines a well-funded nonprofit should run on, and see the impact of your work in every classroom we reach. As NGPF grows, so does this role.

JOB DETAILS

• Salary: $115,000 - $135,000, commensurate with experience
• Benefits: A comprehensive benefits package includes, but is not limited to: health insurance, 401(k) matching contribution, 18 paid vacation days (on top of 12 company-wide holidays), 12 weeks of paid parental leave, and various additional benefits.
• Job location: This role can be hybrid, based in our Burlingame, CA office, or fully remote within the U.S.
• Reports to: CEO
• Target start date: November 15, 2026

HOW TO APPLY

Send a resume and a short note on a finance or operations process you built or fixed that made an organization run better to jobs@nextgenpersonalfinance.org. Applications are due September 30, 2026 and will be reviewed on a rolling basis.

NGPF is an equal opportunity employer and encourages candidates of all backgrounds to apply.