The Chief of Staff and Operations Chief Financial Officer (COS/OCFO) is a senior level role that reports to the Chief Financial Officer (CFO) and provides strategic advice to the Finance Leadership Team to ensure efficient and effective operations in support of the foundation’s mission. The role will lead finance and planning for the operating functions at the foundation including operating and capital planning coordination in close collaboration with the operating units and the Enterprise Business Management Team. This senior leadership role does not have any direct reports and is expected to work collaboratively with leaders and executives across the foundation.
Strategic Advisor (40%):
- Serves in the advisory role for the Finance Leadership team to establish goals and related structures, processes and projects to ensure success
- Leads strategic projects in support of the Finance Leadership team, Operations team or foundation-wide
- Serves as a representative for finance and foundation wide initiatives, projects and on-going activities and represent the division at meetings and events when appropriate
- Provides strategic insight to policies and planning that are proposed to the Executive Leadership Team
Operating Chief Financial Officer (40%):
- Lead and manage foundation-wide operating and budget planning processes and facilitate proposals for the attention of Operating Chiefs group
- Develop and financial topics for the Operating Chiefs in close collaboration with the Chiefs of Staff in Business Operations and Human Resources
- Lead analytical reviews of key operating financial topics and issues
- Provide mentorship and consulting services on operating and capital related issues
Organizational Effectiveness (20%):
- Serves as part of CFO office team to lead division communications, functions and development
- Prepare CFO presentations or documents
- Develop departmental and organization-wide communication on behalf of the CFO and Finance & Strategy department
- Act as the primary liaison with internal and external parties on the Executive Leadership Team’s behalf
- Support the workload and prioritization of time, develops annual plans, manages information flow, resolves issues and provides analysis and advice on key issues
- A minimum of ten years of experience including direct operating experience of a complex entity, preferably with international reach or impact
- A depth of experience in organizational budgeting and planning in a large, complex, matrixed organization with broad exposure to multiple divisions or operating units
- Excellent communication skills, as well as the ability to facilitate meetings, change and process improvement initiatives
- Demonstrated collaborator who works well with leaders across all organizational functions
- Intellectual curiosity
- Financially astute with strong analytical skills
- Demonstrated organizational project management strengths, with the ability to manage multiple and competing demands
- Results driven with a keen sense of people and mission-centered processes
- A leader who is aligned with the foundation’s values and passionate about our mission