Oregon Community Foundation (OCF), the nation’s seventh largest community foundation by asset size, seeks a CFO and COO to report to the CEO and President. As the principal financial and operations officer, the CFO/COO directs OCF’s investment activities, leads and manages Accounting and Finance and Fund Services while ensuring the highest level of stewardship of the foundation’s assets. Managing operations will include oversight of Human Resources, Marketing & Communications, IT, and Administration as well as facilities. Under the broad goal of supporting a culture of learning and collaboration, OCF specifically commits to advancing equity, diversity and inclusion through programs and initiatives. To be successful, the incoming CFO/COO must champion a supportive, adaptable, productive workplace culture that values talented staff. Additionally, the CFO/COO is a member of the executive leadership team, serves as an internal resource for strategy development, and will collaborate on strategies that will support OCF’s full scope of programs, services, and communications, thus improving statewide accessibility.
The CFO/COO is responsible for ensuring prudent investment of OCF’s endowment for perpetual support of Oregon’s communities and people. They work closely with OCF’s Investment Committee and board of directors. They help to lead OCF’s emerging strategy in nontraditional areas of investment activity including the Oregon Impact Fund and OCF’s local economic vitality initiatives. The successful oversight of investment performance and endowment growth is central to OCF’s capacity for philanthropic leadership in the state. Internally, the CFO/COO supervises and mentors a 12-member highly skilled financial and fund services staff, an operations staff of 6, and supervises the VP of People and Culture and VP of Marketing and Communications. The CFO/COO participates as a collaborative colleague in OCF’s executive management team of seven members.
Only those who possess the highest level of personal and professional integrity will be considered. Compensation will be competitive and commensurate with the successful candidate’s experience; excellent benefits. OCF is committed to building a diverse workforce to broaden and deepen its effectiveness. We strongly urge candidates from communities of color, rural, disability, LGBTQ+, linguistically diverse populations and the growing diversity of Oregon to apply.
OCF has exclusively retained MS&S Search to assist with this search. Please visit https://www.oregoncf.org/explore-ocf/careers to review the complete position description, which includes detailed application instructions. Earlier applicants may receive priority consideration. To be considered, MS&S Search encourages all interested candidates to submit their applications promptly.
Master's Degree in business, accounting or related field or equivalent education and experience
Minimum of ten years senior-level experience demonstrating senior level leadership and management practice, especially within corporate finance and/or accounting departments; philanthropy or non-profit experience a plus
Strategic vision for short and long-term goals for the Foundation
Management experience successfully leading a complex organization and the abilities to carry out the planning, directing and administrative responsibilities of the Foundation
Minimum of five years of experience in the investment or retirement fund/endowment sector, including work with investment consultants, engagement in asset allocation and manager selections and working with legal counsel on matters related to investment manager relationships; an ideal candidate will have experience working with an investment committee and providing members with appropriate information and frameworks for decisions to ensure excellence in endowment stewardship
Knowledge of diversified investment vehicles
Demonstrated, extensive knowledge of financial strategy, trends and reports, accounting processes and systems
Knowledge of generally accepted accounting principles (GAAP) for nonprofit ?organizations and basic understanding of tax and other state and federal laws pertinent to nonprofit organizations
CPA and/or CFA certification desirable
Knowledge of computer systems; experience with network applications and their environments and integrated accounting systems; excellent working knowledge of Windows, MS Excel, MS Word, Internet; and experience working in a network environment with an integrated database
Model and instill an internal service orientation that inspires an experienced, professional staff, emphasizing collaborative teamwork and nurturing an evolving, healthy culture
Ability to effectively and persuasively communicate with all levels of the organization and external contacts
Ability to lead, develop and mentor staff in an inclusive intercultural environment where staff of all backgrounds and abilities can thrive
Embody cultural values to support OCF’s mission: communicate effectively, value one another, demonstrate accountability, embrace possibility, address conflict, take action
Willingness to travel as needed to OCF’s statewide offices and conferences
Demonstrated exposure or interest in philanthropy and in serving community
About Oregon Community Foundation
The Oregon Community Foundation (OCF) is the largest charitable foundation in Oregon and
the nation’s seventh largest community foundation by asset size. It serves diverse urban and rural families, businesses and organizations to support community causes. Funds are established through gifts and bequests of varied sizes. OCF makes grants or other distributions from the funds to other qualified charitable organizations principally in the state of Oregon. With a staff of about 100 employees, OCF currently manages over 2,000 charitable funds with total assets of over $2.3 billion and makes annual awards of over $100 million in grants and scholarships. In 2018 the foundation received over $196 million in new gifts to expand philanthropy in Oregon. The foundation maintains its headquarters in Portland with regional offices in Bend, Eugene, Salem and Medford, Oregon. Since 1973 The Oregon Community Foundation has pursued a mission to improve life for all Oregonians through the power of philanthropy.