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    vice president, finance and administration - San Francisco, United States - Stuart Foundation

    Stuart Foundation
    Stuart Foundation San Francisco, United States

    4 weeks ago

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    Full time
    Description

    The Stuart Foundation seeks a strategic, effective, and
    knowledgeable multidisciplinary leader as Vice President, Finance
    and Administration – reporting to the President, sitting on the
    Senior Leadership Team, and directly supervising three team members
    – to oversee and enhance finance, operations, and board relations
    in alignment with the Foundation's mission, values, goals, and
    strategies.

    ABOUT THE STUART FOUNDATION

    The Stuart Foundation is a family foundation dedicated to
    transforming life outcomes for young people through public
    education. For nearly four decades, the Foundation has cultivated
    the conditions for adolescents to thrive in California and
    Washington state. Established as an independent family foundation
    in 1985, the Foundation has been committed to transforming systems
    to realize sustained change from its beginning.

    Young people thrive when they can bring their full selves into
    the world and are engaged and supported as learners and change
    makers. Three interconnected commitments guide our work: supporting
    adolescent thriving, advancing equity, and reaffirming the purpose
    of public education.

    We believe that well-resourced and inclusive public education
    systems underpin vibrant communities, inclusive economies, and a
    functioning democracy. Public schools should be joyful places where
    young people are seen, safe, and supported as learners and leaders
    across all types of difference, including race, class, gender,
    sexual orientation, immigration status, language, and ability. The
    conditions of young people's lives – immigration status, zip code,
    income, or system involvement – should not determine their
    trajectory or define how they experience school.

    To achieve this vision, we must transform our current system to
    equitably provide engaging and empowering learning opportunities
    and school environments that center belonging and respect. This
    kind of public education system is only realized with the shared
    leadership and authentic engagement of everyone in our education
    systems and communities, especially young people themselves.

    The Stuart Foundation engages with people, programs, systems,
    and ideas. We leverage our financial resources and social capital
    to advance a vibrant and just public education system in California
    that supports all young people to thrive. In addition to
    grantmaking, we engage in knowledge sharing, narrative change, and
    relationship building. The Foundation has an asset base of
    approximately $554 million and annual charitable expenditures of
    approximately $27 million.

    ABOUT THE POSITION

    The Vice President, Finance and Administration (VPFA) is
    responsible for aligning finance and administrative functions to
    program strategy and strengthening internal operations so that the
    Foundation has the internal infrastructure and culture in place to
    achieve its goals. The VPFA reports to the President and is equal
    parts strategist and operator, helping the programmatic vision come
    to life through sound internal systems and practices. Serving as a
    strategic thought partner to the President, the Board, and staff
    across the organization, the VPFA will be a key member of the
    Senior Leadership Team. The VPFA will provide leadership beyond the
    Foundation's finances to include overall organizational operations,
    design, risk management, and effectiveness as well as board
    management, learning, and efficacy. The VPFA will proactively
    design internal operations that are aligned with and in support of
    the Foundation's programmatic strategies, creating impact on the
    external work. This is an exciting opportunity to co-create a
    vision of success for running the organization that inspires the
    Board and staff and creates holistic, adaptive systems to support
    the organization's mission and values.

    KEY RESPONSIBILITIES

    Strategy and Leadership

    As a key member of the Senior Leadership Team, the VPFA helps
    shape organizational strategy and policy.

  • Develops and implements strategies to optimize the Foundation's
    finances and operations in service of its mission and goal,
    including partnering closely with the Strategy, Partnership and
    Learning (SPL) team to ensure that financial and operational
    systems support programmatic goals.
  • Serves as a creative financial thought partner to the SPL team
    on funding models for grantee partners, contract design, and more
    in support of programmatic strategies.
  • Supports the President with managing the Board of Directors,
    including developing short- and long-term meeting objectives;
    quarterly docket planning; developing meeting content with input
    from the President and all departments; supporting meeting minutes;
    managing items that require follow-up; and continually revising and
    updating the Board communication plan, according to Board and
    organizational needs.
  • Develops and maintains a Board Handbook and works with the
    President to ensure the board members are trained and up-to-date on
    their legal responsibilities.
  • Serves as the point person to the Board on financial,
    investment, and operational matters, presenting at Board meetings;
    serving on the Investment, Finance, and Audit Committees;
    responding to related Board inquiries; and identifying and
    supporting related learning and development needs.

    Organizational Effectiveness and Team
    Building

    In partnership with the President and Vice President, SPL, leads
    workforce planning and design, ensuring capacity is aligned with
    strategy and goals.

  • Fosters a workplace culture that allows a talented and diverse
    group of employees to feel valued and engaged which includes
    supporting the design and execution of staff meetings and events
    that cultivate positive culture and other organizational activities
    aimed at enhancing a culture of trust, collaboration, and
    belonging.
  • Oversees all-staff and Senior Leadership Team meetings,
    including agendas and facilitation. In close partnership with the
    Director of Operations and Technology, designs and implements
    internal organizational policies and procedures across finance,
    accounting, human resources, and operations ensuring they are
    equitable, inclusive, and aligned with the values and mission of
    the Foundation.
  • Ensures there is communication and transparency across all
    departments on organizational decisions and processes.

  • Works in partnership with outside HR consultants to design and
    oversee values-aligned processes and approaches to performance
    management, professional development, and employee relations.

  • Supports the Director of Operations and Technology in
    development and execution of hiring, onboarding, and training
    practices to ensure they are thorough, welcoming, and
    inclusive.

  • Leads annual compensation and performance review processes with
    support from HR consultants, as needed.

    Finance and Investment Management

    Oversees the finance functions of the Foundation – inclusive of
    budgeting, forecasting, financial reporting, and investments – with
    strategy, integrity, and accountability.

  • Directly supervises the Controller and a Senior Accountant who
    are responsible for day-to-day accounting and finance activities,
    including tax reporting and the annual financial audit
    process.
  • Reviews and approves all internal financial reporting materials
    and routinely communicates short- and long-term financial
    information to the President and the Board, providing insight and
    recommendations on financial decisions.
  • Oversees the budget development and monitoring process, in
    partnership with the President and the SPL team to ensure budgets
    and forecasts are aligned with the strategic programmatic
    goals.

  • Oversees the investment assets of the Foundation, in partnership
    with/overseeing the external investment advisor, and is responsible
    for Investment Committee meetings.

  • Ensures the investment portfolio supports the mission and
    trajectory of the Foundation, recognizing any potential investments
    that run counter to the Foundation's programmatic
    strategies.

  • Manages cash flow and forecasting, in partnership with external
    investment advisors, ensuring there is sufficient liquidity to meet
    the operational needs of the Foundation.

    Office Management

    Directly supervises the Office Coordinator who is responsible
    for the day-to-day office management, facilities, and internal
    meeting support.

  • Manages the current San Francisco office lease serving as the
    landlord's main contact.
  • Leads strategic deliberation, decision making, and
    implementation related to the future of the Foundation's office
    space and work culture given the upcoming lease termination in
    October of 2026.

    Legal-Risk Management

    Works cross-functionally with the SPL, grants management and
    operations, and finance teams to ensure the Foundation operates
    within all legal requirements and to best practice standards.

  • Keeps abreast of laws and regulations relevant to private
    foundations to ensure regulatory compliance and timely filing of
    required reports.
  • Serves as a resource to senior leadership for problem solving
    related to legal compliance on all operational activities and works
    with outside counsel to resolve more complex issues or questions
    that arise.

  • Responsible for maintaining and updating organizational
    corporate documents and board adopted policies (Bylaws, Spending
    Authorization Policy, Conflicts of Interest Policy, etc).

  • Ensures the Foundation is adequately insured to safeguard the
    investment assets of the Foundation, staff, and board members.

    KEY QUALIFICATIONS

    The ideal VPFA will bring many of the following experiences,
    characteristics, and abilities – among other related/transferable
    skills – to the Foundation:

  • Commitment to the mission and values with a passion for
    transforming life outcomes for young people; lived or professional
    experience related to the Foundation's work is a plus.
  • Progressively responsible senior leadership experience in
    financial and administrative organizational leadership ideally
    inclusive of overseeing finance, operations, human resources,
    and/or legal/risk management functions.
  • Experience leading budgeting, financial forecasting, and
    reporting along with a record of success implementing strategic
    goals and priorities across an organization.

  • Demonstrated experience managing high-performing teams and
    supporting healthy organizational culture, smooth operations, and
    complex budgets with competence and ease.

  • A connector who builds strong, trust-based relationships with
    others and demonstrates a high degree of emotional intelligence,
    accountability, and discretion in handling sensitive personnel or
    other matters.
  • Experience and comfort building relationships with, presenting
    to, and helping to develop and support the efficacy and development
    of a Board of Directors.
  • Working knowledge of philanthropy, or nonprofit management, is
    strongly preferred, including knowledge of related best practices
    in the field.
  • Commitment to diversity, equity, and inclusion with a
    thoughtful approach to culture development and supervision that
    creates a sense of welcoming and belonging for all staff.
  • Excellent written and verbal communication skills with an
    ability to communicate clearly and persuasively translating complex
    technical information in creative, easily digestible ways to a
    diverse set of audiences leveraging numbers and data to support
    strategic storytelling and recommendations leading to effective
    decision-making.
  • Experience operationalizing and implementing bold vision and
    ideas supported creatively leveraging systems, policies, and/or
    procedures to meet organizational goals.
  • Highly organized and methodical with great attention to detail
    and the ability to multitask and manage complex projects, both
    independently and collaboratively.
  • Extensive experience in Microsoft Office applications
    (particularly Excel) with a familiarity with or comfort learning
    how to identify and/or better leverage key CRM, accounting, HR, and
    other systems such as Salesforce, ADP, Quickbooks, Paylocity,
    and/or Sage Intacct.
  • Bachelor's degree in accounting, finance, or a related business
    discipline with an MBA and/or CPA preferred or equivalent degree or
    experience.

    COMPENSATION & BENEFITS

    The Stuart Foundation provides a competitive salary and a
    comprehensive benefit package. The annual salary range for Vice
    President, Finance and Administration is $260,000 to $312,000 with
    an anticipated starting salary of $290,000, commensurate with
    experience. Benefits offered include health, dental, and vision
    plans with full coverage for domestic partners and dependents; a
    403(b)-retirement savings plan (15% of salary contribution with no
    match required); tuition/student loan reimbursement; generous
    vacation and sick time; and more.

    ABOUT THE APPLICATION PROCESS

    The Stuart Foundation is partnering with Walker and
    Associates Consulting – a BIPOC- and woman-owned
    equity-centered strategic management consulting and search firm –
    to facilitate this search. To apply, email a cover letter, resume,
    and list of three references (references will not be contacted
    without your advance notice) to
    by Friday, May 10, 2024 at
    5:00 pm PT. Use the subject line: VPFA Application. Please submit
    PDF or Microsoft Word files only, preferably with all materials in
    one combined file. Resume review begins immediately. Questions or
    Nominations? Contact Jeannine N. Walker at

    The Stuart Foundation team is composed of compassionate,
    committed individuals working to make meaningful impact. The Stuart
    Foundation as an employer is committed to diversity, equity and
    inclusion. We value differences among individuals across multiple
    dimensions and we work to build an organizational culture where
    each staff person feels they belong. The Stuart Foundation believes
    that all persons are entitled to equal employment opportunity and
    does not discriminate against nor favor any applicant because of
    race, ethnicity, age, gender, sexual orientation, gender identity
    and expression, physical ability, religion and socioeconomic
    status. Stuart Foundation welcomes applicants of all backgrounds
    and abilities. If you need a reasonable accommodation in order to
    participate in our application process, please let us know.

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