Head of Finance, Payroll & Operations

The Director of Operations & Finance serves as the Executive Director's principal operational partner. This role provides leadership across financial management, administrative systems, and core operational departments, ensuring the effective day-to-day functioning of the retreat center.

The Director oversees finance, HR administration, IT coordination, hosted events, housekeeping, and kitchen operations. In the Executive Director's absence, this position provides organizational leadership and ensures continuity of decision-making and operations.
This role requires strong financial acumen, operational leadership experience, and a commitment to JRH's Catholic mission and Jesuit values.

Serve as senior operational leader and advisor to the Executive Director

• Participate in leadership team meetings and long-term strategic planning
• Attend Board meetings and serve as staff liaison to the Finance Committee
• Support capital planning, infrastructure improvements, and major initiatives

Financial Strategy & Stewardship

• Develop and manage annual operating and capital budgets
• Prepare accurate monthly, quarterly, and annual financial reports
• Provide financial analysis and recommendations to leadership and Board
• Monitor cash flow, reserves, and financial risk
• Oversee restricted funds and grant financial reporting
• Coordinate audits and financial reviews
• Manage relationships with auditors, banks, financial advisors, and insurance providers
• Ensure strong internal controls and compliance with nonprofit accounting standards
• Cross-trained on QuickBooks and other relevant applications to provide back-up and dual control

Operations & Department Oversight
• Provide direct leadership and supervision to:

• Bookkeeper / Payroll
• Housekeeping Department
• Kitchen / Food Services Department
• Supporting department leaders in budgeting, staffing, and performance management
• Ensuring quality standards across guest-facing operations
• Monitoring service delivery to ensure a welcoming, well-maintained, and well-managed retreat environment. Assist in reviewing and providing input on the annual Retreat schedule, communications promoting JRH, and the website

Administrative & Infrastructure Oversight

• Oversee payroll and benefits administration
• Ensure HR policies and employment practices are compliant and current (this includes VIRTUS compliance training, employee handbook, maintaining personnel files
• Provide oversight of IT systems, data security, and vendor contracts
• Support technology improvements and business systems implementation; this includes providing basic technical help to users
• Ensure continuity and redundancy in administrative processes

Bachelor's degree in Finance, Accounting, Business Administration, or related field required

• 5+ years of progressively responsible leadership experience in finance and operations
• Experience in nonprofit management preferred
• Strong financial analysis, budgeting, and internal controls expertise
• Proficiency with accounting systems and Microsoft Office
• Must be a practicing Catholic
• Bilingual (English/Spanish) a plus

This is an on-site leadership position based at Jesuit Retreat House in Oshkosh. Benefits include health, vision, and dental insurance, 403(b) retirement plan, complementary annual retreat, and professional development opportunities.