- Financial Planning & Analysis
- Lead the annual budgeting process and multi-year financial forecasting.
- Build and maintain robust, flexible financial models to support strategic planning and scenario analysis.
- Provide actionable insights and recommendations through in-depth financial analysis of programs, initiatives, and investment outcomes.
- Reporting & Dashboards
- Design, develop, and maintain internal reporting systems and financial dashboards, including the selection and implementation of tools and technologies..
- Ensure timely and accurate internal and external financial reporting.
- Translate financial data into clear, accessible formats for a range of audiences.
- Strategic Initiatives & Special Projects
- Partner with the CFO on special projects, such as technology upgrades, impact measurement, and risk assessment.
- Support cross-departmental strategic initiatives with financial insights and custom-built models tailored to diverse operational needs.
- Collaboration & Leadership
- Serve as a strategic advisor to the CFO on matters of financial planning, reporting, and analytics.
- Partner closely with the Director of Financial Operations to ensure integration of accounting and financial reporting functions.
- Advise Foundation staff as needed; foster a culture of collaboration, continuous improvement, and excellence.
- Partner with internal teams to refine key metrics to monitor financial performance and organizational effectiveness.
Core & Leadership Competencies:
Core Competencies:
- Customer Focus: Every role must prioritize understanding and addressing the needs and expectations of our community and stakeholders. This involves active listening, empathy, and a commitment to providing exceptional service.
- Plans and Aligns: Invests time in planning, discovery, and reflection. Engages in active mindfulness to identify and adjust mental shortcuts. Seeks out the perspectives and experiences of others to test assumptions. Proactively anticipates and plans for the reactions of others, multiple outcomes, potential issues, and industry trends.
- Collaborative: Works well with others both on the team and cross-functionally to achieve individual, team, department, or organizational goals. Values diverse input and working with others as a way to achieve the best output possible.
- Decision Making & Problem Solving: Simplifies complex problems by using critical thinking to evaluate problems, gathering information, incorporating multiple perspectives, understanding causes, and identifying best-possible solutions. Invests time in planning, discovery, and reflection to drive better decisions and more efficient implementations. Adopts an audience-centric approach, understanding the needs of the audience and incorporating them, as appropriate, into the decision.
Leadership Competencies:
- Interpersonal Savvy: Relates well to all kinds of people up, down, across, inside and outside the organization; builds appropriate rapport with peers and leaders; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
- Leadership Professionalism: Exercises good judgement of what should be said to whom, where, and how. Maintains confidentiality. Stamps out rumor mills. Contributes to constructive solutions. Encourages peers and staff to deal with challenges and opportunities head-on. Models the behavior we expect. Expresses views in the right rooms with the right people, avoids undermining decisions of others with words, actions, or body language.
- Managerial Courage: Provides current, direct, complete and actionable feedback to others; Adroitly diagnoses people, process, practice, policy issues, and exercises good judgement in owning and addressing each in the right place and time.
- Building Effective Teams: Blends people into teams where needed, irrespective of reporting lines; creates strong morale and spirit within and across teams; shares wins and successes; creates a feeling of belonging; Presses in to understand the 'why' of decisions, then helps craft and own go-forward plans.
How to Apply
This position is being recruited on an expedited timeline. Applications will be reviewed on a rolling basis, and early submission is strongly encouraged. To apply, visit www.cfsem.org/careers and look for "Current Opportunities". Submit your application online through the portal.
To provide equal employment opportunities to all individuals, employment decisions will be based on merit, qualifications and abilities without regard to race, religion, creed, color, national origin, age, gender, marital status, sexual orientation, gender identity, height, weight, political or union affiliation, disability or any factor prohibited by law.