Chief Financial and Administrative Officer

$250,000 - $275,000/Yr

Global Impact Investing Network - Portland, OR

Full-time - Senior

Portland, OR

11-50 employees

Funds, Trusts, and Other Financial Vehicles

About the position

The Chief Financial & Administrative Officer (CFAO) will lead and manage all financial, administrative, and operational aspects of The Lemelson Foundation. This role involves partnering closely with the Executive Director to leverage effective finance and data systems, conduct finance and operations analysis, and help sustain a high-performing, collaborative, and values-driven culture across the Foundation. The CFAO will oversee the Foundation's financial practices, ensuring efficiency and alignment with its mission, while managing a cross-cutting team that includes IT, human resources, and communications.

Responsibilities

• Lead, develop, and manage a high-performing cross-cutting team that supports the programmatic work of the Foundation.
• Serve as part of the senior executive leadership team to align strategic priorities and business operations.
• Oversee budgeting, fiscal compliance, records management, corporate governance, and HR processes.
• Present financial matters to the Board, ensuring alignment with best practices for private foundations.
• Collaborate with the Executive Director to foster a positive organizational culture that reflects the Foundation's values.
• Represent the Foundation in public forums, including conferences and committees.
• Oversee accounting, auditing, budgeting, and financial reporting for all Foundation activities.
• Ensure compliance with industry practices and regulations, coordinating tax return preparation with staff and legal counsel.
• Lead the development of financial planning, including budgets and forecasts, ensuring alignment with the Foundation's grant payout requirement.
• Manage investment documentation, tax treatment, and compliance with policies.
• Provide oversight of grants management operations and supervise the Grants Manager.
• Lead the Foundation's Program-Related Investment (PRI) process, ensuring compliance with international investment policies.
• Lead the strategic vision, planning, and development of all IT systems and applications.
• Lead all HR functions, including hiring and performance management.
• Oversee office lease agreements and facility-related communications.
• Supervise and guide the Learning Officer to develop evaluation frameworks that align with the Foundation's mission.
• Supervise the Communications Officer to ensure alignment with the Foundation's communications strategy.

Requirements

• Strong business acumen and analytical skills; demonstrated experience analyzing financial and operational data.
• Deep knowledge of not-for-profit and/or foundation accounting.
• Highly advanced critical thinking and expert problem-solving skills.
• Demonstrated knowledge of best practices employed in finance, HR, and office operations.
• Knowledgeable in compliance requirements for international investments and tax management.
• Experience identifying and implementing new systems, platforms, and processes that result in greater efficiency and innovation.
• Proficiency with financial management software.
• Superior organizational skills with the ability to work independently and meet deadlines.
• Ability to think strategically and manage multiple projects from inception to completion.
• Experience providing direct support and presentations to a Board of Directors.
• Advanced leadership skills in a small organization context.
• Proven people manager with a strong track record of coaching and developing staff.
• Exceptional interpersonal communication and presentation skills.

Nice-to-haves

• CPA preferred but not required.

Benefits

• Fully paid healthcare coverage for employees and dependents.
• 401(k) plan with a generous employer match.
• 20 paid vacation days per calendar year during the first year of employment, increasing over time.
• Relocation assistance for candidates outside the Portland, Oregon area.