Chief Financial Officer

Reporting to the President and CEO, the Chief Financial Officer (CFO) is responsible for the Foundation’s financial policies and direction while also being an active participant in the organization’s overall strategy and strategic objectives. The CFO will lead all financial functions including accounting, budgeting, financial planning & analysis, grants administration/compliance, reporting, risk management and sourcing which will allow the Foundation to continue to grow and fulfill its mission.  The CFO is a member of CEO cabinet and is expected to develop and maintain good working relationships with each member of the cabinet, Board of Trustees and Audit Committee.  We are seeking a CFO with significant leadership experience, business acumen and a collaborative mindset to facilitate work across the entire Foundation. 

Specific Responsibilities Include:

Strategy and Planning

• Oversee annual and long-term budgetary planning and stewardship in alignment with the Foundation’s strategic plan.
• Partner with the CEO on strategic issues as they arise; provide strategic recommendations based on financial analysis and projections.
• Participate in the ongoing process of strategic review and long-term planning.
• Serve as a strategic thought partner to the CEO’s cabinet, collaborating to create the business case or business plans for new initiatives.
• Engage the board audit committee around issues, trends, and changes in operations.

Finance & Accounting

• Provide strategic financial leadership for the Foundation’s operations, ensuring stewardship and protection of the annual operating budget. This includes overall accountability for accounting, custodial relationships, enterprise risk management, financial systems, reporting, and a robust framework of internal controls.
• Oversee and continuously improve financial systems and processes, reviewing all formal finance-related procedures and recommending enhancements to ensure operational efficiency and integrity.
• Collaborate with the Cabinet level leaders to guide budgeting and long-term financial planning; track progress and commitments and regularly report updates to executive leadership and the board.
• Ensure the finance team upholds the integrity of financial reporting systems in compliance with the Foundation’s policies and provide oversight of the use and monitoring of all funds.
• Supervise all finance-related activities, including preparation of financial reports, cash flow management, forecasting, audits, tax filings, payroll, and custodial functions.
• Lead the Enterprise Risk Management (ERM) process, partnering with the CEO’s Cabinet and reporting progress and risk mitigation efforts to executive leadership and the board’s audit committee.
• Serve on the Foundation’s Retirement Plan Committee, contributing to fiduciary oversight and strategic planning.
• Provide relevant financial insights and reporting to the CEO, the CEO’s Cabinet, and the Board of Directors, supporting informed decision-making across the organization.
• Review and approve all financial and regulatory filings, including the Foundation’s annual tax return and reports to external authorities.
• Serve as Treasurer of the Foundation, acting as the management liaison to the Audit Committee and, when appropriate, to the Board Investment Committee.
• Monitor Foundation expenditures to ensure full compliance with applicable tax laws and IRS requirements.
• Oversee financial reporting and policy implementation for all Foundation affiliates, including Real World Learning Initiatives; serve as Treasurer for these affiliated entities.

Grants Administration

• Provide oversight of the Foundation’s grant management processes, procedures, documentation, and compliance to ensure the effective, efficient, and timely distribution of grants in alignment with the Foundation’s strategic vision and mission.
• Collaborate with Cabinet-level leaders to align the grants management strategy with evolving grantee and Foundation needs, fostering continuous improvement and mutual accountability.Work with grant management and research to identify measurable outcomes based on the strategic objectives

Sourcing & Vendor Management

• Oversee the Sourcing and Vendor Management function to ensure vendor partnerships reflect the Foundation’s values and business needs.
• Support teams in securing high-quality partners that align with the Foundation’s mission by providing expertise in sourcing strategies, vendor relationships, and procurement processes that strengthen operational capacity and cross-functional effectiveness.