Chief Financial Officer

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee administrative, financial, investment, and risk management functions for WES's global social enterprise.

• Formulate and execute financial and operational strategies, control frameworks, processes, and performance metrics.

• Offer strategic advice to the CEO and collaborate closely with the Executive Leadership Team, Board of Trustees, department heads, and staff.

• Direct financial strategy, management, planning, forecasting, budgeting, and annual planning activities.

• Establish M&A strategy, assess inorganic growth opportunities, set valuation guidelines, and lead financial and tax due diligence efforts.

• Supervise Finance operations, including accounting, controllership, financial planning & analysis (FP&A), mission-driven investment management, procurement, and vendor management.

• Manage fiscal and fiduciary duties, audits, external auditor interactions, and relationships with the Audit Committee.

• Identify and mitigate financial and compliance risks across WES entities.

• Create and maintain financial and operational systems, standard operating procedures, accounting, and reporting controls in compliance with GAAP and relevant regulations.

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

• Provide executive leadership for the investment portfolio along with investment policies, procedures, controls, and reporting.

• Lead and nurture Finance and Investment teams.

• Present financial updates to senior leadership, Board Committees, and the Board of Trustees.

• Propel organization-wide strategy, cross-functional issue resolution, DEIB initiatives, and foster a healthy organizational culture.

⛳️ Requirements

• Bachelor's degree or equivalent experience showcasing outstanding strategic and financial expertise.

• At least 10 years of experience in financial and operations management within a major corporation, large division, or non-profit organization.

• A minimum of 5 years in progressively senior roles building and developing financial reporting frameworks.

• Proven experience as a trusted member of a senior leadership team.

• Demonstrated experience collaborating with an executive team and engaging with a Board.

• Proficient understanding of financial planning and management systems.

• Experience in managing an investment portfolio and interacting with external investment providers.

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

• Proven ability to build and lead effective teams while fostering an outcomes/data-driven culture.

• Strong communication and relationship-building capabilities; adept at prioritizing, negotiating, and collaborating with diverse stakeholders.

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

• Ability to influence a diverse range of individuals and work with cross-cultural teams.

• Willingness to travel domestically and internationally as needed.

• Preferred qualifications include an MBA, MPA, or MS in Accounting or Finance.

• CPA or Certified Management Accountant designation is highly desirable.

• Experience across multiple sectors, including public, nonprofit, or for-profit organizations.

• Experience managing operations across various geographies, including regions outside North America.

🏝️ Benefits

• Options for remote work.

• Flexible work schedules.

• Generous leave policies.

• Comprehensive wellness programs.

• Extensive benefits package.

• Competitive salary.

• Tangible rewards and recognition.

• Opportunities for learning and development.

• Personal and professional growth.

• Career advancement opportunities.

• In-depth training programs.

• Tuition reimbursement options.

• Employee-led resource groups.

• Town hall meetings.

• Collaborative team-building events.

• Meaningful volunteer opportunities.

• An inclusive, mission-driven culture.

• Support for reasonable accommodations.