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KZCF offers a competitive benefits package; team-oriented, performance excellence culture; and unlimited opportunities to make life in Kalamazoo County better for everyone.

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Position Title: Vice President, Finance & Investment
Reports To:
President/CEO
Pay Grade I:
$123,807 - $151,664 Hiring Range
Position Status:
Full Time
Posting Dates:
Open until filled

Position Summary:

Responsible for managing and leading the financial aspects of the Community Foundation to ensure the organization’s ability to provide programs that are equity minded and beneficial to the community. Provides overall leadership, direction and responsibility for the Community Foundation’s invested assets and supports its mission driven deployment of assets with an equity minded lens. Performs as a key member of the Leadership Team.

Essential Duties & Responsibilities:

Position Functions:

  • Finance Oversight:
    • Manages and leads all financial services of the Community Foundation with an equity minded lens.
    • Oversees policies and procedures in order to minimize errors and maximize our community’s perceptions of the Community Foundation.
    • Oversees preparation of annual spendable calculations and unrestrcited grant budget calculation.
    • Manages and oversees the annual financial statement and internal controls audits and implements recommended changes as directed by the Audit Committee.
    • Coordinates and staffs the Audit Committee and oversees the execution of the Financial Accountability policy.
    • Reviews and signs all grant checks and administrative checks.
    • Manages and oversees preparation and ongoing evaluation of the annual and forecasted Integrated Budget.
  • Investment
    • Leads, manages, and develops recommendation for changes to the Investment Policy.
    • Provides staff leadership to the Financial Investment Committee in supporting its core asset investment responsibilities.
    • Conducts due diligence of noncore investment managers and makes changes as necessary in consultation with VP, Donor Relations and CEO.
    • Provides guidance for interim liquidity and/or major asset liquidations or investments.
    • In partnership with the VP, Grants/Community Investment supports Impact Investing Committee in developing policy and procedures for impact investments
    • Conducts due diligence for impact investments in coordination with CI team and makes recommendations to Impact Investment Committee and Board.
  • Spending
    • Leads, manages, and develops the unrestricted and restricted Spending and Ceiling/floor policies for Board approval.
    • Develops Spending Policy Analysis and provides leadership and oversight for underlying expected return studies and supporting data.
    • Interprets, develops, and makes recommendations for spending policy changes as needed.
  • Gift Acceptance and Expectancy Management
    • Serves as a member of the Gift Acceptance committee
    • Review paperwork for matured expectancies and provide expertise to donor relations
    • Analyze fair market value of expectancies for the annual audit.
  • Supervision of staff
    • Supervises finance and investment staff. In doing so, assigns, plans, and reviews work; establishes priorities; instructs and trains employees; supervises projects; conducts performance evaluations and corrective action or job counseling; and participates in hiring and terminations.
  • Other
    • Participates in local, regional, and national projects that contribute to the advancement of the Community Foundation and the field in general.
    • Conducts other activities as assigned by the President/CEO.

Knowledge, Skills & Abilities:

Required:

  • Bachelor’s degree in business or a related field with specialized understanding of Accounting, Investments, and Finance or an equivalent combination of training and relevant work experience.
  • In-depth knowledge/understanding of computers including general business software (i.e., Word & Excel) and
  • Minimum six to eight years progressively more responsible experience in the following areas:
    • Accounting (i.e. complex general ledger with one thousand funds, complex budgeting, forecasting, etc.)
    • Investments (i.e. part of a financial investment team, investment manager, nonprofit foundation with endowments setting policies and philosophies.)
    • Supervision, strategic leadership and emotional intelligence to motivate and manage people and manage conflicts.
  • Strong leadership skills and a personal commitment to Anti-Racism / Racial Equity
  • Ability to set strategy and make and defend recommendations to the Board of Directors.
  • Excellent communication skills, both written and oral, and interpersonal relations skills are a must.
  • Developing recommendations based on organizational mission and values.
  • Demonstrated ability to effectively interact, communicate, and collaborate with people from all cultural backgrounds.
  • Must have the ability, judgement, poise, and personal capabilities to build and maintain trust.
  • Strong emotional intelligence and conflict resolution skills and strengths.
  • Ability to work & navigate emotionally taxing conversations/contexts related to power, privilege, racism, oppression with diverse stakeholder groups.
  • High personal resiliency skills and tools.
  • Deep personal commitment to addressing racism with an orientation toward the Kalamazoo community.
  • Experience representing organizational positions within community settings.
  • Ability to work both independently, as a team member, and with a broad range of constituencies.
  • Ability to prioritize multiple projects and work under pressure.
  • Willingness to learn and be adaptive to support a complex and evolving body of work.

Preferred:

  • Certification as a Public Accountant.
  • Thorough knowledge of income and estate issues of charitable planning.
  • Understanding of industry specific software (i.e., Financial Edge).
  • Income and estate tax planning for charitable giving.
  • Ability to apply a racial equity analysis.


How to apply: Please send resume and cover letter to recruiting@thehrshop.com with the role you are applying for in the subject line.