Organizational Leadership
• Serve on the organization’s leadership team, helping to develop and execute multi-year business plans and strategies that advance our priorities and intended impact.
• Provide financial analysis and decision-making support for to the CEO, the Leadership Team and project leads, the Washington STEM Board of Directors, the Washington State Opportunity Scholarship Board of Directors, and the Finance Committees. Participate in and staff the Board and Finance Committee meetings for both organizations.
• Mentor and coach direct reports, delegating work streams effectively and holding team members to a high standard of excellence.
• Model ingenuity in leading the evaluation and development of cost-effective and efficient systems, processes and contract relationships to maximize return on investment, staff success and impact.
Financial Strategy and Management
• Lead the design and assessment of financial strategy and performance as it relates to managing against the annual budget and long-term goals while fostering organizational effectiveness and sustainability.
• Responsible for grants and contracts management, including designing program budgets for proposals and business plans, negotiating contracts and awards, forecasting spending and providing decision support to program management, and ensuring compliance with donor and contractor requirements.
• Oversee the timely and accurate development of budgets, financial reports, and models that will assist the CEO, Board, and other senior managers in making informed program strategy, resource allocation, and investment decisions.
• Oversee investment portfolio and cash management and policies for Washington STEM and WSOS (with combined assets totaling over $100M) as allowable under federal and state laws and regulations.
• Review and manage (and establish as needed) internal systems, controls, processes, and procedures to ensure the integrity, accuracy, compliance, and usefulness of financial information and reporting.
• Oversee successful completion of annual audits, IRS filings, and other mandated reporting for our 501(c)(3) nonprofit organization. Partner with and manage tax accountants in managing required IRS returns.
• Partner with resource development, CEO, and project leads to develop successful proposals and other resource acquisition strategies, while establishing systems and processes to help steward donor/client intent in the management and reporting of funds.
• Oversee day-to-day finance and accounting operations including general ledger, accounts payable and receivable, fixed assets, prepaids, credit card expense reporting, payroll processing, monthly reconciliation, and monthly and year-end close.
Legal Affairs, Grants and Contract Management
• Coordinate matters with legal counsel, including contracts, intellectual property, grant agreements, and other matters as appropriate.
• Maintain the integrity and compliance of corporate governance policies and related documents.
• Create and sustain productive vendor, banking and contractual relationships and serve as primary liaison with related third parties.
• Evaluate and oversee risk management and insurance issues.
• Partner with CEO and team to foster organizational, culture, and values focused on equity, results, learning, and improvement.
• Oversee human capital strategy and human resources activities, including hiring, professional development, performance management, salary administration, and benefits administration.
• Lead and manage technology investments, policies, and contract vendors. Assess, create and implement streamlined solutions to support operational effectiveness and provide timely and accurate reporting, reimbursements, etc.