Chief Financial Officer

This is a fully remote position, open to applicants in New York.

📋 Description

• Act as Chief Financial Officer and strategic financial leader for WES, a nonprofit social enterprise dedicated to supporting immigrants, refugees, and international students.

• Supervise administrative, financial, investment, and risk management operations across WES entities.

• Create and integrate financial and operational strategies, control systems, processes, and performance metrics.

• Provide advice and collaborate with the CEO, Executive Leadership Team, Board of Trustees, department leaders, and staff.

• Formulate M&A strategy, assess inorganic growth opportunities, and set valuation parameters.

• Direct long-term financial forecasting, budgeting, annual planning, and financial status reporting.

• Supply financial insights, data analysis, and recommendations through the FP&A team.

• Oversee fiscal and fiduciary responsibilities, activities within the Finance organization, workforce planning, initiatives, and projects.

• Lead financial and tax due diligence, financial modeling, accounting-system integration, cost-synergy tracking, and post-close ROI monitoring for M&A transactions.

• Provide guidance on M&A deal terms, purchase agreements, escrow arrangements, earn-outs, and transaction financing.

• Organize real estate and facilities capital requirements and secure debt financing as needed.

• Supervise pension fund investment options and the annual audit process.

• Manage and mitigate financial and compliance risks across U.S., Canadian, and Indian entities.

• Establish financial and operational systems, standard operating procedures, accounting controls, and GAAP-compliant reporting.

• Negotiate and finalize contracts, maintain trademarks, and oversee vendor and partner frameworks.

• Provide executive oversight of the investment portfolio and the Investment team.

• Formulate investment policies, procedures, controls, and reports for the Board.

• Lead organization-wide and cross-functional challenges to resolution.

• Convey critical financial matters to senior leadership, Board Committees, and the entire Board of Trustees.

• Manage, mentor, and develop Finance and Investment teams.

• Advocate for DEIB and operationalize WES's commitments to diversity, equity, inclusion, and belonging.

⛳️ Requirements

• Bachelor's degree and/or relevant experience demonstrating outstanding strategic and financial acumen.

• At least 10+ years of financial and operations management experience with a significant company, large corporate division, or nonprofit organization.

• Minimum 5+ years of increasing senior responsibility in developing and building financial reporting structures.

• Proven experience as a trusted member of an organization’s senior leadership team.

• Experience collaborating with an executive team and engaging with a Board.

• Knowledge of financial planning and management systems.

• Experience managing an investment portfolio and liaising with external investment providers.

• Familiarity with grants and funding regulations, impact investment, structured finance, or tax-credit finance, such as New Markets Tax Credits.

• Demonstrated ability to build and lead effective teams and foster outcomes/data-driven team cultures.

• Exceptional communication and relationship-building skills; ability to prioritize, negotiate, and engage with diverse stakeholders.

• Integrity, honesty, credibility, commitment to quality, and dedication to WES's mission.

• Capability to influence a diverse range of individuals and collaborate with cross-cultural teams.

• Willingness to travel domestically and internationally as necessary.

• Preferred: MBA, MPA, or MS in Accounting or Finance.

• Preferred: CPA or Certified Management Accountant designation.

• Preferred: multisector experience across public, nonprofit, or for-profit organizations.

• Preferred: experience managing across multiple geographies, including regions outside North America.

🏝️ Benefits

• Remote work options.

• Flexible scheduling.

• Generous time-off policies.

• Comprehensive wellness programs.

• Extensive benefits.

• Competitive compensation.

• Tangible rewards and recognition.

• Opportunities for learning.

• Pathways for personal and professional development.

• Opportunities for career advancement.

• Comprehensive training programs.

• Tuition reimbursement opportunities.

• Employee-led resource groups.

• Town halls.

• Collaborative team events.

• Meaningful volunteer opportunities.

• Inclusive, mission-driven culture.

• Accessibility accommodations during recruitment.