Finance and Strategic Initiatives Manager

We are seeking a highly motivated and detail-oriented Finance and Strategic Initiatives Manager to join our dynamic organization serving as a key advisor and support to the Chief Financial Officer in driving financial and operational strategies across the organization. In this pivotal role, you will be responsible for ensuring seamless execution of departmental goals, facilitating high-level financial analysis, and managing communications and presentations for key stakeholders, including the Board, Finance, and Audit Committees.

The ideal candidate will not only have a solid foundation in financial management but will also possess the ability to think strategically about how our financial decisions align with our overarching goals and initiatives and possess strong analytical skills. By providing actionable insights and facilitating effective financial practices, you will help our organization navigate challenges and seize opportunities for growth and sustainability. This role also ensures the CFO is well-prepared for field and local council engagements, strengthening the financial leadership of the enterprise. The Finance and Strategic Initiatives Manager reports to the Executive Vice President, Chief Financial Office.

Qualifications

• Minimum of ten (10) years of experience in ­­financial analysis, strategic planning, or nonprofit financial management.
• Experience working with executive leadership and Boards in a nonprofit or corporate environment.
• Strong background in financial reporting and presentation development.
• Must pass a criminal history background check.

Responsibilities

• Develops and refines key financial and operational presentations for internal and external stakeholders, including the Executive Team and Board Committees.
• Creates clear, data-driven reports that communicate financial insights and strategic priorities effectively.
• Manages and streamlines communications within the Finance department, ensuring alignment of key priorities and initiatives.
• Develops executive summaries, reports, and strategic updates on behalf of the CFO.
• Tracks progress on key departmental initiatives, ensuring timely execution and alignment with organizational priorities.
• Supports cross-functional collaboration to achieve financial and operational objectives.
• Manages and coordinates updates for Quarterly Board and Board Committee meetings.
• Prepares materials and reports for the CFO’s presentations to the Board, Finance, and Audit Committees.
• Handles ad-hoc requests from Board members and Committees, ensuring accurate and timely responses.
• Ensures the CFO is fully prepared for engagements with field offices and local councils, providing relevant financial data and insights, including coordination of travel and meetings.
• Develops briefing documents and key talking points for CFO-led meetings and presentations.
• Conducts ad-hoc financial analysis to support strategic decision-making.
• Provides insights and recommendations based on financial trends, risks, and opportunities.
• Performs other job-related duties as assigned.

Competencies

• Knowledge of: Nonprofit financial management, including Board governance and committee operations; financial reporting, budgeting, and forecasting in a complex organizational structure; strategic financial planning and performance measurement.
• Skill in: Developing and delivering high-quality financial presentations and reports; project management and execution of key departmental initiatives; effective communication with executive leadership and Board members.
• Ability to: Synthesize complex financial data into actionable insights; manage multiple priorities and deadlines in a fast-paced environment; influence and coordinate cross-functional teams to achieve strategic goals.