Foundation VP & CFO
Responsible for overall fiscal management of Valencia Foundation, including managing external auditors and investment portfolio advisers. Oversees and directs the finance team, in addition to assisting with overall foundation staff leadership, policy development and board relationships, including finance committee management and engagement.
1. Directs and administers all financial planning for the foundation.
2. Oversees the foundation's business policies and accounting practices.
3. Leads and supports annual operating budget processes.
4. Reviews and analyzes financial reports to ensure that relevant data is presented to the foundation President and those charged with governance.
5. Informs the foundation President and senior leaders of critical issues and provides support for major decisions.
6. Assists the foundation President and board in the development of foundation's strategic plan, including goals and objectives.
7. Leads and supports annual audit processes.
8. Leads and manages the foundation’s finance, accounting and investment functions along with fund disbursement processes for scholarships, endowed chairs, programs and facilities.
9. Establishes and monitors staff performance and developmental goals, assigns accountabilities, sets objectives, establishes priorities and conducts annual performance appraisals.
10. Implements organizational policies and procedures to carry out the foundation's strategic plan.
11. Provides direction and support to various college departments that receive funding from the foundation.
12. Monitors and ensures the foundation's compliance with all applicable local, state and federal laws.
13. Provides leadership to organize the work of the foundation finance committee and serves as the key contact for external auditors, foundation investment advisers and other finance contractors.
14. Represents the foundation as needed.
15. Performs other duties as assigned.
1. A Master's degree from a regionally accredited institution or equivalent combination of education and experience.
2. Significant experience in finance, accounting or investment management with progressive succession at a non-profit organization.
3. A demonstrated commitment to equity and inclusion.
4. Must be able to perform all of the essential functions of the job with or without reasonable accommodation.
1. Demonstrated experience in financial planning for a non-profit organization.
2. Hands on experience in overseeing investment advisers to manage endowed funds of at least $50 million.
1. Knowledge of laws and regulations regarding fund development, nonprofit accounting and taxes, 501(c) (3) organizations, audits, structured gifts, and deferred giving vehicles.
2. Donor prospecting, cultivation, and stewardship.
3. Knowledge of fundraising philosophies and techniques for capital campaigns, annual giving, direct mail, major gifts and planned giving.
4. Adherence to the ethical code of fund raising through the Association of Fundraising Professionals (AFP).
5. Staff leadership, fiscal management, investment management, marketing, special events, board experience and strategic planning.
6. Ability to work effectively in a diverse community and meet the needs of diverse student populations.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.
While performing the duties of this job, the employee is frequently required to sit and reach with hands and arms. The employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; type/keyboard; and talk or hear. The employee is occasionally required to stand and walk. Employee must on occasion lift/move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and the ability to adjust focus.