Finance Coordinator

Senior Finance CoordinatorThe Cleveland Foundation, established in 1914 as the world's first community foundation, continues to shape the future of place-based philanthropy more than a century later. With $4.1 billion in assets and a legacy of bold leadership, we are driven by a commitment to improve the lives of everyone who calls Greater Cleveland home, today and for generations to come.Joining our team means becoming part of a culture that blends history-making impact with forward-looking innovation. Our vision is a vibrant Northeast Ohio where no Clevelander is left behind. Every team member plays a key role in advancing this vision by tackling Cleveland's most critical issues, championing opportunities for all, and helping unlock the full potential of our region.Our headquarters in the heart of MidTown places us at the center of a historic neighborhood and growing district, surrounded by partners, community leaders and residents who are reimagining what's possible for our city. Here, you'll work in a dynamic, collaborative environment designed to spark creativity, deepen relationships, and accelerate change.At the Cleveland Foundation, you can be part of building a stronger future for every Clevelander.The Senior Finance Coordinator provides high-level administrative and operational support to the Senior Vice President, Finance, Investments & Treasurer and senior finance leadership team. This role serves as a critical coordinator for executive priorities, committee governance, and financial operations, handling sensitive and confidential information with professionalism and sound judgment.A key focus of the role is ensuring the timely and accurate preparation of committee materials and financial documentation, supporting the Foundation's fiduciary, governance, and investment responsibilities. The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced, high-performance environment.Key ResponsibilitiesEnable the effectiveness of the Senior Vice President, Finance, Investments & Treasurer and finance leadership team by proactively coordinating priorities, workflows, projects schedules, meetings, travel, and administrative operations.Drive efficient execution of leadership commitments by managing competing demands, anticipating needs, and ensuring timely follow-through on key initiatives.Facilitate clear, professional communication with internal and external stakeholders through the preparation of correspondence, agendas, and presentation materials.Protect confidential and sensitive information while exercising sound judgment, discretion, and professionalism in all interactions.Lead the delivery of accurate, complete, and board-ready materials for Investment, Finance, Audit, and Social Impact Investment CommitteesCoordinate seamlessly across departments and external partners to ensure committee materials are prepared, reviewed, and distributed on schedule.Strengthen governance effectiveness by managing committee logistics, maintaining official records, and tracking decisions and follow-up actions.Maintain comprehensive historical documentation that supports compliance, governance, and audit requirements.Coordinate the preparation and execution of critical financial, investment, banking, and compliance documentation to support the Foundation's fiduciary responsibilities.Ensure financial and investment records remain organized, accurate, and audit-ready to support operational excellence and regulatory compliance.Facilitate timely completion of investment subscriptions, as well as other bank and financial documentation by partnering with finance, legal, investment staff, custodians, banks, and external advisors.Support audits and compliance reviews through the maintenance and retrieval of high-quality documentation and records.Monitor financial and investment shared mailboxes to ensure timely response to important and time-sensitive communications, documentation, and requestsServe as a trusted operational partner to finance leadership by ensuring the administrative, governance, and documentation infrastructure necessary for sound decision-making, stewardship, and organizational effectiveness.Contribute to the Foundation's mission and long-term success by supporting strong governance, financial integrity, investment oversight, and executive executionGeneral CompetenciesJudgmentCommunicationTeamwork & CollaborationAdaptabilityProblem-SolvingAttention to detailOrganizationProject ManagementFinancial and Administrative AcumenConfidentiality, Integrity & Professional JudgmentRequired QualificationsEducation: Bachelors' degreeExperience: 4 to 6 years of related experience, and ability to handle complex projects simultaneously and multiple clientsTechnical Skills: Microsoft Office, particularly Outlook, Word, PowerPoint, and Excel. Also experience with Canva is preferred.Work EnvironmentThe role is primarily office-based, involving frequent interaction with executives, and staff.The position may require prolonged periods of sitting, as well as occasional lifting of light office supplies and materials.Occasional extended hours to meet deadlines or support special events.Occasional travel may be required for meetings, events, or conferences.