Assistant Director

Administration and Financial Management (40%)

• Manage and supervise PLT’s administrative, fundraising, outreach, and recreation staff, currently four employees: Donor Relations Director, Community Engagement Manager, Recreation Manager, and Office Manager.
• Manage PLT’s Certified Public Accountant (an independent contractor), including working in person with the CPA one half-day per week at the PLT office to manage accounts payable/receivable.
• Perform or oversee the following financial duties effectively and efficiently: o Supervise the management of PLT’s finances and bookkeeping, including daily and weekly accounts payable and accounts receivable; weekly and monthly tracking, allocation and reconciliation of expenses and revenue; and monthly and quarterly financial reporting to the Board.  o With the ED, lead the process to develop annual plans and budgets that reflect organizational goals and staff/team needs. Assist the ED in long-range budgeting. o Manage the organizational and team budgets; review budget-to-actual performance quarterly.   o Ensure staff are managing programs and projects efficiently and within budget and provide any necessary assistance to ensure compliance with all grants, contracts, obligations, and other agreements. o Oversee the annual financial audit and the annual tax report. o Assist the ED in seeking improvements in PLT’s fiscal and health and accountability.
• Oversee and implement with the help of Office Manager the following administrative duties effectively and efficiently: o Manage and renew essential qualifications and services, such as accreditation, insurance, welfare tax exemptions, office lease, and membership in beneficial professional associations. o Manage and evaluate essential support service providers (financial service providers including investments and banking, payroll, health insurance, retirement, building maintenance). Secure new providers, as necessary. o Ensure that complete electronic and hardcopy records of all financial transactions and property records, are kept, maintained, and filed accurately. • Work with the ED and the Board to lead the implementation of the PLT Strategic Plan, including forward planning for sustainable organizational success.
• Support the incorporation of IDEAL goals in PLT’s operations, people, and practices.

Proactively suggest improvements to PLT operations, programs, processes, and sustainability.  Human Resources (20%)

• With the help of Office Manager, oversee and implement the following duties related to human resource management effectively and efficiently: o Assist the ED in keeping up with relevant laws and best practices through research and recommended training. o Ensure compliance with PLT’s Governance & Personnel Policy. Ensure all employees and volunteers know and adhere to all relevant policies and procedures. o Review all PLT policies on an annual basis, and work with ED on updating existing policies or developing new policies as needed, including ensuring compliance with state law and all applicable standards and practices. o Work with the ED to evaluate and improve staff performance on an ongoing basis, including but not limited to assessing and supporting the performance of AD’s direct reports.  o Lead in updating and improving PLT’s personnel processes, including but not limited to recruiting and hiring processes, performance reviews, job descriptions, compensation packages and review, and succession planning. o Ensure the prudent investment in training and professional development of all staff.  o Ensure the organization has a safe, healthy, and professional work environment, with adequate technology, supplies and other resources for staff to perform their duties.
• Supervise and provide guidance to staff to expand human resource capacity through volunteer management and partnership development.

Fund & Membership Development (25%)

• Oversee and implement with the help of staff as applicable the following duties related to fundraising effectively and efficiently: o Co-lead with the Donor Relations Director an active planned giving program to significantly increase planned giving to PLT over time.
• Oversee the application and receipt of increased unrestricted or operations-restricted grant funding for PLT.
• Provide strategic direction to and assist in annual giving, major donations, events, sponsorships, and other unrestricted and restricted fundraising, notably including cultivation, solicitation, and stewardship of donors.
• Ensure PLT always exhibits exemplary donor and community relations, including data management and member communications.
• Work with the ED in obtaining, managing, and building long-term funds and endowments. o Assess the ongoing implementation of fundraising and marketing plans and ensure the successful implementation of these plans.  o Provide guidance to communication strategies and materials, including print and digital publications, website, social media, marketing collateral, and others.
• Provide leadership, support, and participation at annual fundraising events. • Provide guidance and oversight to staff and plans to support member recruitment and engagement, including recreational programming and outreach activities.
• With the help of the Community Engagement Manager, cultivate, develop, steward, and enhance relationships with conservation and community partners (public agencies, NGOs, etc.).

Other Leadership Duties (15%)

• Provide support to the Board of Directors:  o Serve on Budget & Finance Committee; support the Audit Committee and the IDEAL Committee. o Contribute to Board development. o Attend monthly Board of Directors meetings at the ED’s direction.
• Represent PLT in various groups and settings at the ED’s discretion. • Serve as acting ED in their absence.
• Assist the ED in providing support for certain aspects of land acquisition and stewardship projects.
• Plan and lead the annual Staff Retreat.
• Be flexible to changing needs and responsive to other duties as assigned by the ED.