Chief of Staff, Finance

Responsibilities In close collaboration with the CFO, spearhead development, execution, and monitoring of the Finance Division strategy and annual operating roadmap, ensuring alignment with enterprise priorities and mission outcomes. Serve as a trusted strategic advisor to the CFO and Finance leadership, synthesizing complex inputs into clear recommendations on operating risks, tradeoffs, and opportunities. Represent Finance leadership in key internal and external engagements, ensuring consistent messaging, strategic positioning, and stakeholder confidence. Represent the Finance division in cross-agency projects, enabling the CFO to delegate leadership and decision‑making responsibilities where appropriate. Collaborate with divisional leaders to gather and socialize feedback across teams. Establish and maintain performance management routines (e.g., monthly operating reviews, KPI dashboards, issue/risk logs) that translate strategy into measurable outcomes and actionable insights. Drive prioritization and delegation across the CFO portfolio—balancing urgent operational needs with strategic initiatives (e.g., financial transformation, planning modernization, controls uplift, reporting enhancements). Deliver timely and proactive status updates to the CFO; escalated risks and remove blockers to maintain momentum and decision velocity. Lead and oversee integrated executive operations across the Finance Division, including strategic planning, project governance, internal communications, and leadership cadence. Design and implement scalable systems and tools that drive operational efficiency, knowledge sharing, and change adoption—leveraging technology and disciplined program management. Identify and recommend innovative business practices and performance monitoring approaches; champion the use of emerging technologies to enhance efficiency and knowledge management across all fundraising streams. Create and manage governance structures for cross-cutting initiatives (e.g., transformation programs, policy rollouts, planning cycles), ensuring clear decision rights, timelines and accountability. Partner with Finance leaders to strengthen end‑to‑end operating rhythms (e.g., financial close calendar, planning calendar, committee calendars) and ensure transparent stakeholder communications. Identify and recommend innovative business practices and performance monitoring approaches to enhance service quality, compliance and staff experience. Partner with the CFO in preparing materials for the Board of Trustees. Identify and operationalize cross‑functional opportunities that align Finance priorities with enterprise needs, reducing siloing and improving shared accountability. Facilitate partnerships across divisions and “extended finance” stakeholders to improve financial decision support, clarity of roles, and consistent practices. Represent the CFO/Finance Division in cross-agency initiatives and governance forums, enabling effective delegation of leadership and decision‑making where appropriate. Participate in cross‑functional Chiefs of Staff team to raise enterprise risks and issues early, support strategic alignment, and enable effective coordination across senior leadership. Support change management efforts that improve adoption of Finance policies, processes and systems—ensuring communications are clear, timely, and actionable. Oversee executive operations for the CFO, including strategic scheduling, meeting preparation, briefing materials, prioritization, and follow‑through—ensuring leadership focus is on the highest‑impact outcomes. Partner with the CFO and Finance leadership to develop high‑quality executive communications and materials (agendas, briefings, governance proposals, presentations) for senior leadership and Board committees. Support Finance’s role as staff liaison to Board committees (e.g., Finance, Audit, Risk Management, Investment) by coordinating agendas/materials, tracking actions and supporting execution of decisions and resolutions. Lead planning and coordination of leadership retreats, strategic exercises, and key all‑staff engagements to drive alignment and a culture of continuous improvement. As necessary, supervise, coach and develop staff; foster a high‑performing culture grounded in accountability, ethical standards and staff well‑being. Partner closely with the CFO’s Executive Assistant to strategically manage the leader’s time, calendar and commitments. Requirements Minimum of a bachelor’s degree or equivalent experience, plus at least 7 years of relevant experience Ability to understand and engage effectively in complex financial discussions, including budgets, resource allocation, forecasting, and organizational financial priorities. Ability to translate complex finance information into accessible formats and communicate to audiences with varying levels of financial literacy. Proven success in strategic planning, project management, change management and operational leadership across complex organizations – with analytical, conceptual thinking and strategic planning skills. Experience leading/participating in enterprise‑wide systems transitions and implementation. Demonstrated ability to advise and influence senior leadership, and use discretion with sensitive information. Experience working in complex, collaborative, matrixed non‑profit or mission‑driven environments with shifting priorities. Excellent written and verbal communication skills, including experience drafting executive briefings, board materials and strategic messaging. Strong facilitation and presentation skills, with the ability to engage diverse audiences. Professional proficiency in MS Office suite, experience with Microsoft Power BI preferred. #J-18808-Ljbffr Jobtailor