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Chief Financial Officer About The ASPCA® The ASPCA believes every animal deserves to live a life free from suffering. For more than 150 years, we've been on the frontlines to save, transform, and protect millions of lives in the fight against animal cruelty, revolutionizing the way society cares for animals. As the nation's first and leading animal welfare organization, we surround the most critical issues from every angle including tackling the most challenging cases in the most challenging places. Our teams of experts work tirelessly to develop innovative solutions that improve the welfare of animals big and small. Through our hands-on work and in collaboration with local partners nationwide, our collective impact is multiplied to give as many vulnerable animals as possible the second chance they deserve. We are the voice for millions of animals across the country and our commitment to eliminating animal cruelty is unwavering. Until we create the permanent change that ensures all animals are treated with respect and kindness, our work to protect them will never stop. Learn more about the ASPCA at <a href="http://www.aspca.org" target="_blank">www.aspca.org</a>. The Opportunity The ASPCA seeks a mission-driven Chief Financial Officer (CFO) to lead its enterprise- wide financial strategy, investment oversight, and real estate functions. Reporting to the President &amp; CEO and serving as a key member of the Executive Leadership Team, the CFO will provide strategic and operational leadership to ensure strong financial management, organizational agility, and mission impact at scale . The Finance division includes Financial Control, Financial Planning &amp; Analysis (FP&amp;A), Procurement and Real Estate &amp; Capital Projects. These teams maximize donor dollars where they are needed the most to advance our lifesaving work for animals in an efficient and cost-effective manner and bring meaningful insights to decision-making to benefit the animals we serve. The CFO will lead these teams to deliver financial stewardship, capital management, and operational excellence across the ASPCA's national footprint. This is a rare opportunity for a seasoned leader to oversee and sustain a complex portfolio while ensuring the continued financial strength of the ASPCA—one of the nation's most visible and impactful nonprofits. Key Responsibilities The CFO reports directly to the President &amp; CEO and has five direct reports. Core responsibilities include: Drive Organizational Leadership &amp; Strategy 
<ul>
<li>Set the ASPCA's integrated financial and real estate strategies to support the organization's short-, and long-term goals. </li>
<li>Serve as a trusted advisor to the President &amp; CEO and ELT; engage actively in cross-functional leadership and decision-making. </li>
<li>Present timely, accurate, and actionable financial information to the CEO, Board of Directors, and Finance and Audit Committees. </li>
<li>Elevate the role of finance as a strategic partner to teams across the ASPCA. </li>
<li>Foster a culture of financial accountability and literacy; empower leaders to manage contracts, budgets, and resources with confidence and transparency. </li>
<li>Provide strategic thought partnership on the ASPCA's national footprint and capital deployment. </li>
<li>Collaborate closely with the Executive Leadership Team (ELT) and the Senior Leadership Team (SLT) to align financial strategy with organizational priorities across functions. </li>
<li>Partner closely with the Development division and Chief Development Officer to support fundraising efforts central to the ASPCA's financial sustainability.</li>
</ul>
 Provide Team Leadership &amp; Stakeholder Engagement 
<ul>
<li>Manage a robust finance team, including 5 direct reports, by setting clear expectations, providing opportunities for development, and building trust. </li>
<li>Support direct reports through regular feedback, career development, performance evaluations, and ongoing check-ins. </li>
<li>Build strong partnerships across the organization to ensure finance and real estate are seen as responsive, collaborative, and value-added. </li>
<li>Support leadership development within the Finance division. </li>
<li>Partner with leaders across the organization to understand and support varied cross-functional needs.</li>
</ul>
 Manage Finance &amp; Real Estate Functions 
<ul>
<li>Oversee all core financial operations: accounting, FP&amp;A, treasury, payroll, procurement, and travel and expense functions. </li>
<li>Partner with the CEO and CLO in Audit Committee engagement, and partner with the CEO and CDO in Finance Committee engagement. </li>
<li>Partner with ASPCA's external investment advisor, in conjunction with the head of FP&amp;A, to manage a$450M+ reserve portfolio in accordance with Board-approved policies and long-term objectives. </li>
<li>Manage the annual audit process and preparation of IRS Form 990, in collaboration with the Controller and external audit firm. </li>
<li>Oversee relationships with the ASPCA's banking partners, managing a $25M line of credit and term loan funding with sound debt and liquidity planning. </li>
<li>Oversee the real estate function to deliver facility renovations, and new facilities as needed, on time and on budget, in compliance with regulations, aligned with strategic priorities, and in partnership with the Facilities Department. </li>
<li>Manage capital projects, acquisitions, and leases to ensure alignment with programmatic and operational needs. </li>
<li>Engage internal stakeholders and external vendors to deliver cost-effective, high-impact financial and real estate outcomes. </li>
<li>Collaborate with Legal on negotiation and execution of major property transactions. </li>
<li>Drive continuous improvement of financial systems and processes, leveraging the Workday platform for accurate, timely, and actionable reporting with strong internal controls. </li>
<li>Ensure regulatory compliance and timely completion of required filings in collaboration with Legal.</li>
</ul>
 Candidate Profile We recognize that there is a spectrum of lived and professional experience that will set candidates up for success in this role. While no one candidate will have every experience outlined in the position description, ideal candidates will display the following professional and personal qualities, skills and characteristics: Commitment to Mission &amp; Core Values The ASPCA seeks a leader who demonstrates a genuine connection to its mission to provide effective means for the prevention of cruelty to animals throughout the United States, and its core values of commitment, ownership, team, elevate and impact. Whether you already work in animal welfare, have volunteered, or are eager to make a shift to support this important work, you bring authentic resonance with our cause and a clear desire to advance the well-being of animals and the people who care for them. A seasoned leader and fiscal steward, you are steady, humble, and resilient, modeling accountability and inclusivity in your leadership. Hands-on and approachable, you integrate seamlessly with a high-functioning executive team and a CEO with strong operational rhythm, blending seasoned perspective with innovative thinking. Respected by teams for your adaptability and commitment to fostering an inclusive culture, you are inspired by the chance to align financial leadership with purpose, ensuring that every decision is made in service of animals, people, and communities. Strategic Financial &amp; Asset Stewardship The ASPCA's financial structure is both significant in scale and unique in its complexity, spanning mass marketing, philanthropy, investments, earned income, grants, and a national footprint of programs and facilities. This is an opportunity for an accomplished financial leader to apply their expertise to stewarding a diverse set of resources and assets, including major capital initiatives, real estate portfolios, facilities, and endowments. With sound judgment and adaptability, you will align financial planning with ambitious organizational goals, viewing reserves not only as safeguards but as levers for mission advancement. Energized by the ASPCA's scope and scale, you will provide disciplined stewardship that sustains growth and strengthens transparency, accountability, and confidence—while contributing to its mission to provide effective means for the prevention of cruelty to animals throughout the United States, and its core values. Operational Discipline &amp; Risk Management You bring operational rigor and a continuous improvement mindset, with a track record of strengthening systems, streamlining processes, and ensuring accuracy and efficiency in budgeting, forecasting, and compliance. You are proactive in assessing and managing enterprise risks—financial, operational, and reputational—and bring clarity and confidence to leadership and the Board, even in moments of ambiguity. You bring deep understanding of real estate strategy and accounting, investment and endowment management, and enterprise technology platforms (e.g., Workday, Salesforce). You know how to leverage systems to drive both efficiency and innovation, modernizing financial processes while maintaining strong internal controls. Collaborative Leadership &amp; Communication You are a highly collaborative leader who thrives in team-oriented environments and understands that finance succeeds only when it is visible, accessible, and trusted. With high self-awareness, empathy, and humility, you foster cross-functional partnerships and maintain fiscal discipline with a service- oriented, non-controlling leadership style. Skilled at translating complex financial information into clear and inclusive communication, you ensure colleagues at all levels and teams can engage confidently with financial insights. At the ASPCA, you will elevate the finance team's profile, invest in its development, and strengthen a culture of shared accountability. You see communication not just as a skill but as a leadership practice that builds trust, breaks down silos, and deepens ASPCA's collaborative spirit. In addition, strong candidates will offer: 
<ul>
<li>Experience leading finance in a complex organization—nonprofit, corporate, or mission-driven enterprise—with diverse revenue streams and regulatory requirements. </li>
<li>A track record of managing capital projects and real estate portfolios with transparency, accountability, and long-term sustainability. </li>
<li>Proven ability to engage a financially sophisticated Board, serving as a trusted advisor and thought partner in moments of both opportunity and ambiguity.</li>
</ul>
 Qualifications 
<ul>
<li>Minimum 20 years of progressive financial leadership experience, including at least 10 years in CFO or senior finance roles within large, complex organizations. </li>
<li>A blend of nonprofit and for-profit experience strongly preferred, reflecting an ability to apply best practices from both sectors in support of a mission-driven enterprise. </li>
<li>Demonstrated success managing $200M+ budgets, with deep experience in financial planning, analysis, accounting operations, and investment oversight. </li>
<li>Skilled at building trust-based relationships with executive peers, board committees, external advisors, and financial institutions. </li>
<li>Proven ability to translate strategy into operational execution through systems, people, and process leadership. </li>
<li>Experience overseeing large-scale capital projects and real estate transactions, including site acquisition, construction, and regulatory compliance. </li>
<li>Familiarity with nonprofit fiduciary responsibilities and regulatory frameworks, including UPMIFA and Form 990 requirements. </li>
<li>Experience with complex financial and non-financial systems, such as Workday, including financials, payroll, and procurement modules, as well as systems implementation experience. </li>
<li>Proven team leader and coach, with a strong bias for action and a solutions-oriented mindset.</li>
</ul>
 Location &amp; Travel This position is based at the ASPCA's 8th Avenue office in New York, NY. The CFO will be expected onsite at least two days per week, with flexibility to work remotely on other days. The position also requires the ability and willingness to travel up to 20% annually, as needed. Compensation &amp; Benefits ASPCA offers compensation that is competitive with comparable senior finance roles in the nonprofit and mission-driven sectors. The anticipated salary range is $400,000–$450,000, with final salary determined based on skills, experience, and internal equity. ASPCA is deeply committed to supporting the wellbeing, growth, and flexibility of its employees. The organization offers a comprehensive benefits package designed to ensure that staff can thrive both personally and professionally, including: 
<ul>
<li>Comprehensive health coverage: Affordable medical insurance, employer-paid dental, and optional vision coverage. </li>
<li>Generous time off: Vacation, sick leave, bereavement, parental leave, 10 company holidays, and additional personal days for flexibility. </li>
<li>Retirement savings with a strong employer commitment:401(k) plan with dollar-for-dollar matching up to 4%, plus an additional 4% employer contribution annually after one year of service. Additionally, an employer-funded 457(b) deferred compensation plan, with participation by select leadership employees designated by the CEO. </li>
<li>Investment in professional growth: Robust learning and development opportunities, including training, coaching, mentorship, and internal mobility. </li>
<li>Opportunities for mission engagement: Unique chances to support ASPCA's field and programmatic work, connecting your leadership directly to lifesaving impact.</li>
</ul>
 For more information on our benefits offerings, visit our <a href="https://apptrkr.com/get_redirect.php?id=6616573&amp;targetURL=https://careers.aspca.org/" target="_blank">website.</a> Contact DSG | Koya has been exclusively retained for this engagement, which is being led by Molly Brennan, Erin Reedy, and Tyler Ridgeway. Express interest in this role by <a href="https://apptrkr.com/6616573" target="_blank">filling out our Talent Profile</a> or emailing the search team directly at <a href="https://apptrkr.com/get_redirect.php?id=6616573&amp;targetURL=mailto:ASPCA@koyapartners.com" target="_blank">ASPCA@koyapartners.com</a>. All inquiries are strictly confidential. DSG | Koya is committed to providing reasonable accommodation to individuals living with disabilities. If you are a qualified individual living with a disability and need assistance expressing interest online, please email <a href="https://apptrkr.com/get_redirect.php?id=6616573&amp;targetURL=mailto:NonprofitSearchOps@divsearch.com" target="_blank">NonprofitSearchOps@divsearch.com</a>. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process. The ASPCA is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, national origin, ancestry, gender, gender identity or expression, age, marital or domestic partner status, citizenship status, sexual orientation, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state or local laws, regulations or ordinances. ASPCA is an Equal Opportunity Employer (M/F/D/V). About DSG | Koya DSG | Koya, a DSG Global company, is the nation's premier search firm dedicated to mission-driven leadership. Since its founding in 2004, DSG | Koya has had an exclusive focus on mission-driven clients and was founded on the belief that the right leader can transform an organization and have a deep and measurable impact on our world. DSG | Koya works with nonprofits &amp; NGOs, responsible businesses, and social enterprises in local communities and around the world. DSG Global is consistently recognized by Forbes on its top 10 list of "America's Best Executive Recruiting Firms" and is an industry leader in recruiting transformational leaders for a changing world. The firm is deliberately different in its approach, with best-in-class teams who have decades of experience in cultivating inclusive leaders, understanding the dimensions of diversity, and building equitable teams. Learn more about DSG | Koya via the firm's <a href="https://apptrkr.com/get_redirect.php?id=6616573&amp;targetURL=https://www.dsgco.com/industry/nonprofit-and-social-impact/" target="_blank">website.</a> To apply, visit: <a href="https://apptrkr.com/6616573" target="_blank">https://talent-profile.dsgco.com/search/v2/22524</a> Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-d3cd12dd6d23724e8bc9386524b848e1

Chief Financial Officer

Director Premium Billing and Member Enrollment (Director II) CalOptima Join Us - Where Your Talent Meets Opportunity. We're Better Together The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Director Premium Billing and Member Enrollment (Director II) and help shape the future of healthcare where you'll be an integral part of our Operations Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. CalOptima Health is looking for a strategic thinker with a proven track record of leading a high-performing team to establish and manage the Enrollment and Billing function related to Health Insurance Exchange/Marketplace/Covered California product operations. As the Director, you'll serve in a leadership role to define and scale up their own team, roadmap, implement, and manage operationalization of this capability at CalOptima Health, and drive closing the people, process, and technological gaps between current state and future state operations to support enrollment and billing capabilities for the Covered California line of business. This role will be critical in standing up and continuing to successfully execute seamless enrollment, accurate billing, and regulatory compliance for the product line expansion. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 
<ul>
<li>45% - Leadership Functions
<ul>
<li>Cultivates and promotes a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Directs and assists the team in carrying out department responsibilities and collaborates with the leadership team and staff to support short- and long-term goals/priorities for the department.</li>
<li>Directs, hires and trains department managers and staff.</li>
<li>Reviews and develops the performance of department staff and sets monthly or quarterly goals.</li>
<li>Serves as the key point of contact and advisor for executive leadership when making strategic decisions impacting the operations of the Enrollment and Billing function at CalOptima Health.</li>
<li>Develops and executes the 12-18-month roadmap to operationalize Enrollment and Billing capabilities for Covered California line of business - integrating with existing Medi-Cal workflows (where applicable), defining new operational processes, and configuring existing and/or new systems to support Covered California line of business.</li>
<li>Builds out and leads Enrollment and Billing function at CalOptima Health (i.e., recruiting, coaching, and retaining team, setting up governance structure, collaborating cross-functionally with other CalOptima Health functions to identify teams' dependencies, etc.).</li>
<li>Oversees the timely and accurate completion of Covered California enrollment capabilities inclusive of ingestion and processing of 834 enrollment files, plan changes, cancellations, and grace-period management per Covered California rules. </li>
</ul>
</li>
<li>50% - Program Oversight
<ul>
<li>Implements and oversees end-to-end premium billing capability -including invoice generation, member payments, financial reconciliation (including subsidies) and refunds-ensuring regulatory compliance.</li>
<li>Reconciles membership and premium data with Covered California and internally at CalOptima Health to support regulatory requirements and data accuracy internally on a cyclical basis.</li>
<li>Manages the end-to-end enrollment and billing processing and reconciliation for the off-exchange population.</li>
<li>Oversees integration and management of the enrollment and billing capabilities that third party vendors and delegated health network are responsible and accountable for.</li>
<li>Leads vendor and technology selection for vended capabilities and oversees implementation and integration with the organization's processes and technologies.</li>
<li>Leads the development of processes and configuration of core admin system to support implementation and ongoing optimization of the premium billing capability at CalOptima - inclusive of partnering with CalOptima Health's Information Technology teams (and potentially vendor teams), overseeing system and data integrations, etc.</li>
<li>Develops and manages the annual departmental budget. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned.</li>
</ul>
</li>
</ul>
 Do You Have What the Role Requires? 
<ul>
<li>Bachelor's degree in business, health administration, finance, or related field PLUS 7 years in health-plan operations with at least 5 years in health insurance exchange/marketplace and/or commercial Individual and Family Plan (IFP) enrollment and billing required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. </li>
<li>3 years of progressive management/leadership experience required.</li>
</ul>
 You'll Stand Out More If You Possess the Following: 
<ul>
<li>Knowledge and prior experience at a health plan leading enrollment and billing functions for an exchange or commercial product. </li>
<li>Specific experience with Covered California.</li>
</ul>
 What the Regulatory Agencies Need You to Possess? 
<ul>
<li>N/A</li>
</ul>
 Your Knowledge &amp; Abilities to Bring to this Role: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Your Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Ways We Are Here For You 
<ul>
<li>You'll enjoy competitive compensation for this role.
<ul>
<li>Our current hiring range is: Pay Grade: 321 - $181,257 - $290,011 ($87.14 - $139.4282). 
<ul>
<li>The base pay offered will take into account internal equity and also may vary depending on the candidate's job-related knowledge, skills, and experience among other factors. </li>
</ul>
</li>
</ul>
</li>
<li>This position is approved for Full Office </li>
</ul>
 A <a href="https://apptrkr.com/get_redirect.php?id=6613595&amp;targetURL=https://www.caloptima.org/en/careers#benefits" target="_blank">comprehensive benefits package</a> 
<ul>
<li>CalPERS pension program and additional retirement packages. </li>
<li>Additional benefits and perks including:
<ul>
<li>A generous PTO program</li>
<li>A quality work life balance</li>
<li>Various wellness programs</li>
<li>Tuition Reimbursement</li>
<li>Professional development opportunities</li>
<li>Career development opportunities</li>
<li>Flexible scheduling</li>
<li>And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.</li>
</ul>
</li>
</ul>
 Our Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is October 13, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6613595" target="_blank">https://jobs.caloptima.org/jobs/director-premium-billing-and-member-enrollment-director-ii-505-city-parkway-west-california-united-states-eec0bbc1-1619-4a08-8efb-318193291fd1</a> Copyright 2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-41d7497581cd514e83ea35c74140e0da

Director Premium Billing and Member Enrollment (Director II)

Under the general direction of the Executive Director, the Director of Finance at Associated Students, Inc. (ASI) has oversight of the financial, risk management and information technology operations of the organization. In collaboration with the Executive Director, the Director of Finance is delegated a high degree of responsibility to recommend and implement fiscal policies and procedures in partnership with university colleagues to ensure that ASI operates appropriately within the financial policies of the California State University (CSU) Board of Trustees and the University, while sustaining sound business practices, and strengthening the financial health of ASI.
The Director of Finance will sit as a non-voting member and serve as an advisor to the ASI Student Board of Directors, which doubles as the Sacramento State Student Government. &nbsp;&nbsp;
The ASI Director of Finance serves as ASI administrator in charge in the absence of the Executive Director.&nbsp;
ESSENTIAL DUTIES AND RESPONSIBILITIES: 
Accounting 
<ul>
<li>Oversees the supervision and management of all aspects of the functional areas of the Accounting Services department, including but not limited to accounts receivable, accounts payable, cashiering, fixed asset management, internal controls, policy development and implementation, legal, and audit compliance as well as maintenance of the general ledger.</li>
<li>Provides insight and education regarding ASI and CSU Sacramento budget and financial operations to the ASI Student Board of Directors, full-time staff, student-staff, campus partners and the student community at a level of their understanding.</li>
<li>Oversees the preparation of the annual financial statements and 990 for ASI and the Union WELL.</li>
<li>Facilitates implementation of quality standards and priority criteria for service processes.</li>
<li>Ensures a high level of customer satisfaction through assessment, staff training, and resource development. Ensures compliance with state and federal tax laws and reporting requirements.</li>
<li>Ensures compliance with all internal controls and identifies potential improvements to increase efficiency of operations and security of company assets.</li>
<li>Evaluates changes in policies, laws, and available resources for impacts and adjustments to related policies, procedures, and staff responsibilities.</li>
<li>Coordinates plans for testing, training, and implementing new and upgraded financial systems.</li>
<li>Manages corporate response to auditors during the annual external audit, CSU audits, and other agency audits.</li>
<li>Prepares reports and supporting documentation for year-end financial statements and state and federal income tax filings.</li>
<li>Reviews and approves internal audits of petty cash, change funds, and inventories of assets and resale products.</li>
<li>Responsible for all cash management activity within the organization to meet short and long-term financial requirements.&nbsp;</li>
<li>Examines and translates financial information related to specific business decisions, reports on operating results, cash flow, financial forecasts, restricted fund activities, investments and related issues.</li>
<li>Examines investments and consults with appropriate staff and investment managers regarding investment needs and maximization of investment income.&nbsp; Makes investment recommendations to the Executive Director.</li>
<li>Provides on-site accounting support for departmental special events (i.e. regattas, ski swap, etc.) as required.</li>
</ul>
Long Term Financial Planning, and Forecasting
<ul>
<li>Develops financial forecasts to determine necessary funding levels for ASI regarding distribution/allocation of fiscal resources.</li>
<li>Monitors the use of student fee revenue and recommends timing and levels of necessary fee increases.</li>
<li>Develops long-term capital funding plans and budgets including maintaining appropriate reserve increases.</li>
<li>Manages investment and banking operations.&nbsp;</li>
<li>Advises Executive Director on all financial matters.</li>
</ul>
Fiscal Services
<ul>
<li>Serves as an advisor to the ASI Student Board of Directors. Provides guidance and support to all elected ASI student officers, especially the ASI Student Vice President of Finance, in the fulfillment of their responsibilities, and to student club and organization officers on the use of ASI funds.</li>
<li>Organizes, directs and supervises the preparation of ASl's annual budget in accordance with the guidelines provided by the ASI Finance and Budget Committee.</li>
<li>Implements the approved budget, and works with ASI department directors to ensure that operations remain within the scope of the approved budget.</li>
<li>Coordinates with the ASI Student Vice President of Finance in the annual budget review process.</li>
<li>Develops and presents ASI budget to the ASI Student Board of Directors and reports on budget status throughout the year to the Student Board of Directors.</li>
<li>Oversees the management of corporate bank accounts.</li>
<li>Oversees internal audit plan; acts as liaison to external audit firm.</li>
<li>Monitors gifts and donations, sales tax liability, fixed asset management and inventory, insurance coverage, and contractual agreements that bind ASI.</li>
<li>Serves as a key resource to ASI Student Government/ASI Student Board of Directors regarding fiscal policies, procedures, and processes.</li>
<li>Fulfills ASl's responsibilities as fiscal agent for the State Hornet Newspaper and Union WELL.</li>
<li>Manages services as agreed upon in the Memorandums of Understanding, including completing and overseeing the financial transactions, record keeping, account collections and financial statements.</li>
<li>Maintains and update the Financial Policy Manual.</li>
</ul>
Committees
<ul>
<li>Serves as a member of the ASI Management Work Team</li>
<li>Serves as a non-voting member of the ASI Finance and Budget Committee</li>
<li>Serves as a non-voting member of the ASI Student Board of Directors</li>
<li>Serves as a member of the AOA Business and Financial Services Committee</li>
<li>Serves as a member of the Student Affairs Manager Group; attends all meetings</li>
</ul>
ADMINISTRATION
<ul>
<li>Ensures effective day-to-day oversight of central corporate functions, including strategic planning, organizational effectiveness, risk management, corporate records, and infrastructure.</li>
<li>Complies with ASI policies, practices and procedures in leading, supervising and managing the ASI Accounting Services department.</li>
<li>Increases the operational strength of the organization through supporting staff professional development.</li>
<li>Supervises the Information Technology team to deliver technical support, network administration, information security, and procurement.&nbsp; Recommends technology strategies and solutions by evaluating organization needs, identifying problems, evaluating trends, and anticipating requirements.</li>
<li>Follows all relevant university policies, procedures, and guidelines including, but not limited to, safety, civility, information security, and non-discrimination policies and procedures.</li>
</ul>
Assessment
<ul>
<li>Develop and execute assessment of programs and/or services for areas of responsibility including, but not limited to, setting and implementing goals, evaluating outcomes and ongoing enhancement.&nbsp;</li>
<li>Participate in the overall ASI assessment planning and goal setting.</li>
</ul>
CORE COMPETENCIES 
<ul>
<li>Leading the Department: Manages and supports organizational transformation; aligns department initiatives with ASI’s mission and vision.</li>
<li>Leading Self: Adheres to the highest standards of ethics, is open to new ideas and approaches; and exhibits leadership behaviors.</li>
<li>Leading Others: Manages effective teams and work groups effectively; builds and maintains relationships.</li>
<li>Effective Communicator: Demonstrates open, honest and respectful written and verbal communication. Communicates effectively both verbally and in writing with staff, employees and public.</li>
<li>Flexible/Adaptable: Maintains effectiveness in varying work environments where circumstances and priorities are changing.</li>
<li>Resilient: Maintains high performance and composure under pressure, opposition or criticism.</li>
<li>Creativity/Innovation: Encourages new ideas and innovations in programming; questions conventional approaches.</li>
<li>Financial Management: Prepares, justifies and administers the program budget. Monitors expenditures and uses cost benefit thinking to set department priorities.</li>
<li>Policies, Process and Procedures: Acts in accordance with established guidelines; communicates and enforces Associated Students Inc. policies and procedures.</li>
<li>Partnership: Works effectively and collaboratively with campus constituencies to serve a diverse customer population.</li>
<li>Customer-Focused: proactively seeks and finds ways to provide the highest standards of service. </li>
<li>Problem-Solver: Demonstrates broad ways to analyze and handle complex problems and situations.&nbsp;</li>
<li>Cooperation: Works effectively with others in order to achieve a shared goal; follows instructions.</li>
</ul>
Minimum Qualifications
<ul>
<li>Ability to manage the quality and content of organizational finance and accounting, typically demonstrated by eight (8) years of experience managing the fiscal and administrative functions of a complex business unit or a large non-profit and/or the possession of a bachelor’s degree in accounting, finance, business administration or a related field. Relevant work experience may be substitute for required education.</li>
<li>Minimum five (5) years of experience compiling, developing, preparing and publishing comprehensive financial statements in a FASB and/or GASB environment.</li>
<li>Ability to analyze data, develop, and maintain complex statistical and management reports.</li>
<li>Ability to effectively communicate financial concepts to audiences with varying degrees of financial aptitude.</li>
<li>Supervisory experience required.</li>
</ul>
PREFERRED Qualifications
<ul>
<li>Advanced degree in accounting, finance, business administration or related field, from an accredited university. Certified Public Accountant (CPA).</li>
<li>Financial management experience in higher education or with a non-­ profit 501(c)(3) organization.</li>
<li>Demonstrated success in establishing and maintaining collegial professional relationships, and delivering first-rate customer service during their most recent five years’ work experience.</li>
<li>Experience working with a Board of Directors, preferably related to a non-profit 501(c)(3) or higher education organization.</li>
<li>Experience supervising a segment of a large information technology operation or all aspects of a small information technology operation.</li>
<li>Experience supervising a major segment of a large accounting operation, or all aspects of a small accounting operation.</li>
<li>Experience in strategic planning for an organization with a variety of departments.</li>
<li>Experience working with external auditors and resolving identified audit findings.</li>
</ul>
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand, walk, use hands to fingers, handle, feel, reach with hands and arms, talk and hear. The employee must:
<ul>
<li>Occasionally lift and/or move up to 50 pounds.</li>
<li>Must be able to climb, kneel, squat, reach overhead</li>
</ul>
WORK ENVIRONMENT 
<ul>
<li>Office setting</li>
</ul>

Director of Finance

The Shippensburg University Foundation invitesapplications and nominations for the position of Vice President&amp; Chief Development Officer.
The Vice President &amp; Chief Development Officer (VP/CDO) forthe Shippensburg University Foundation is responsible for thestrategic leadership and management of the Foundation’s major giftfundraising, planned giving, corporate and foundation, and annualfund initiatives. This individual will play a crucial role insecuring significant financial resources to support theUniversity’s mission and goals. The VP/CDO will lead a team ofdedicated fundraising professionals.
The success of the vice president &amp; chief developmentofficer will be driven by their collaborative approach and abilityto implement new and innovative ideas to increase giving to theShippensburg University Foundation for the benefit of students,programs, faculty, and facilities at Shippensburg University.
Responsibilities
<ul>
<li>Support the President &amp; CEO as their chief fundraiser,serving as an advisor and co-strategist in cultivating prospectivedonors and soliciting major, principal and transformativegifts.</li>
<li>Maintain an actively managed personal prospect pool of not lessthan 100 principal and transformative donor prospects.</li>
<li>In consultation with the President &amp; CEO, assess the growthpotential and effectiveness of the SU Foundation’s fundraisingprogram; direct the fundraising program, including budgetmanagement, fundraising personal supervision, planning, staffdevelopment, and evaluation.</li>
<li>Serve as a member of the President &amp; CEO’s management teamand participate in formulating and administering SU Foundationpolicies. Develop and execute fundraising policies, structure, anda personnel plan to accomplish mutually agreed philanthropicobjectives in coordination with the University.</li>
<li>Enhance the culture of philanthropy and substantially increasephilanthropic support and engagement.</li>
<li>Utilize best practices and professional organizationalguidelines to accomplish strategic fundraising initiatives, e.g.annual giving programs, planning giving techniques, capital, andcomprehensive campaign strategies.</li>
<li>Cultivate a strong working relationship with universityadministrators, faculty, and staff.</li>
</ul>
 Requirements:
<ul>
<li>Credibility and sound judgment required to effectively engageand leverage major donors, volunteers, and other key constituentsin the cultivation, solicitation, and stewardship of key prospectsand donors.</li>
<li>Strong leadership and team management skills.</li>
<li>Excellent interpersonal and communication skills, both writtenand verbal.</li>
<li>Ability to work effectively with a wide range of stakeholders,including donors, board members, and University and Foundationstaff.</li>
<li>High level of integrity, professionalism, and commitment to theShippensburg University and the Shippensburg UniversityFoundation’s mission.</li>
</ul>
Education and Experience: Master’s Degree required. Seven or more years of progressivelyresponsible fundraising and high-level leadership experience in ahigher education or nonprofit development role. Experience leadingfundraising campaigns.
Additional Details: Job Type: Full-time, Monday to Friday and Weekends as needed The SU Foundation offers a competitive salary and benefits package(including healthcare and TIAA-CREF retirement plan)
TO APPLY: Send cover letter, resume, three references, and salaryrequirements to the attention Dr. Leslie Folmer Clinton, 500Newburg Road, Shippensburg, PA 17257 or apply by email to Dr.Clinton at <a href="mailto:LFClin@SUFoundation.org" target="_blank">LFClin@SUFoundation.org</a>. Applications willbe considered until the position is filled.
 About the SU Foundation: The ShippensburgUniversity Foundation, a 501 (c) (3) nonprofit organization, wascreated in 1977 and serves to seek financial resources and provideservices to support and enhance Shippensburg University’s missionof student learning and personal development through highlyeffective and innovative teaching, complemented by a wide varietyof out-of-class experiences. Today, the SU Foundation’s endowmenttotals $57 million and the SU Foundation administers and managesover $100 million in assets and programs.
About Shippensburg University: Since itsfounding in 1871, Shippensburg University, one of 14 institutionsin the Pennsylvania State System of Higher Education, has been aleader in public higher education. Long recognized for its academicrigor and its proactive approach to maintaining its leadershipposition as higher education has evolved, “Ship” now offers a fullarray of over 100 undergraduate and over 50 graduate programs onits attractive 200-acre campus. The University recently announcedthe establishment of a School of Engineering to house the fiveengineering programs and the establishment of an Honors College. Tolearn more about the University, please visit SHIP.edu
Location: Shippensburg lies in theCumberland Valley, 40 miles southwest of the state Capitol ofHarrisburg, and is part of the Harrisburg–Carlisle MetropolitanStatistical Area, with a population approaching 700,000. Nationalfirms, either headquartered or with major operations, in the regioninclude Ahold USA, Deloitte, Capital Blue Cross, Highmark, HP, IBM,Hershey Foods, Harsco Corporation, Proctor and Gamble, Rite AidCorporation, Tyco Electronics, and Volvo ConstructionEquipment.

Vice President & Chief Development Officer, University Foundation

The College of Science is seeking a Program Coordinator. This is a full-time (1.0 FTE), 12-month, professional faculty position. The Research Development Unit (RDU) within the College of Science is focused on accelerating research growth by leveraging college resources to encourage faculty to address grand societal research challenges and target funding opportunities to increase the size and number of competitive research grants in alignment with the Oregon State University’s <a href="https://leadership.oregonstate.edu/strategic-plan" target="_blank">Strategic Plan SP4.0</a>, the college’s diversity action plan, <a href="https://science.oregonstate.edu/diversity-plan" target="_blank">Embedding Equity, Access and Inclusion</a>, and the College of Science’s <a href="https://science.oregonstate.edu/our-college/strategic-plan-2015-to-2020" target="_blank">Strategic Plan.</a> The RDU designs and implements services, using an equity, access and inclusion (EAI) lens to help faculty, staff and student investigators succeed in obtaining and maintaining intramural funding within Oregon State University (OSU), and extramural funding from federal agencies and foundation grants. &nbsp; The Program Coordinator is a member of the Research Development Unit working on complex projects, collaborating with faculty, staff, and researchers across the college and university. The Coordinator will report to the Associate Dean for Research and Graduate Studies (Associate Dean) and collaborate with the Associate Dean and Director of Research Development (Director) to manage, administer and grow the programs within the Unit. The Coordinator will collaborate on activities across the unit and provide strategic input in several areas to increase the success of our research enterprise. Responsibilities include providing leadership and oversight within the Research Development Unit to manage projects, track and report research activities, develop and maintain databases of college proposal submissions and awards, provide data analysis and prepare quarterly reports of proposal submission and award progress in collaboration with the Associate Dean and Director. The Coordinator will collaboratively and independently design and implement workshops and other events and projects to support and enhance our research enterprise and portfolio. The Coordinator will work collaboratively with the Associate Dean and Director to develop metrics, including EAI metrics to assess our research, innovation seed-funding and outreach activities. The Coordinator will also develop tools and assist researchers in identifying and applying for external and internal funding opportunities and assist researchers with the grant submission process and provide proposal support to researchers submitting proposals as needed. &nbsp; OSU has a land grant mission and an institution-wide commitment to diversity, multiculturalism, and community. We actively engage in recruiting and retaining a diverse workforce and a student body that includes members of historically underrepresented groups. We strive to build and sustain a welcoming and supportive campus environment. OSU provides leadership opportunities for people interested in promoting and enhancing diversity, nurturing creativity, and building community. All employees are responsible for helping to maintain and enhance OSU’s collaborative and inclusive community that strives for equity and equal opportunity. &nbsp; The College of Science promotes an inclusive and collaborative, interdisciplinary research environment to inspire discovery and foster innovation. Science faculty and students pursue both fundamental and applied research in over 100 labs across campus. We bring unique talent and capabilities to four key areas of interdisciplinary research with global distinction: Marine Science, Biomedical Science, Materials Science and Data Science. These areas represent our global impact in research vital to human and animal life health, the sustainability of our planet, and a strong economy with start-ups, innovative market solutions, and scientific discoveries that solve our most pressing problems in these areas. The College includes seven academic departments and key Research Centers and Facilities that span research across a variety of disciplines. &nbsp; Key Responsibilities: All College of Science employees are expected to demonstrate a commitment to diversity and inclusion, including efforts promoting equitable outcomes among colleagues of diverse and underrepresented identity groups. For further explanation of OSU’s vision and principles, please see information on the OSU Institutional Diversity page, specifically the goals captured in the Strategic Plan detailed here: <a href="https://diversity.oregonstate.edu/innovate-integrate-plan-inclusive-excellence" target="_blank">https://diversity.oregonstate.edu/innovate-integrate-plan-inclusive-excellence</a>. &nbsp; 65% Program and Project Coordination Create and maintain databases of proposal submissions and awards and analyze the data based on metrics in collaboration with the Research Development Unit (RDU) staff and/or the College of Science Financial Planning Manager. &nbsp; Provides reports of Research Development activities, which includes data analytics, in consultation and collaboration with the Associate Dean. &nbsp; Assists the Associate Dean and Director in searching for funding opportunities for researchers. Works with the Associate Dean and Director to bring research teams together for large funding proposal and supports the proposal submission in coordination with the proposal support staff. &nbsp; Leads, designs and collaborates with the Associate Dean and Director in creating professional development opportunities for faculty, graduate students, postdocs and other researchers in the College for example, grant writing workshops, open forums, and seminars with program managers across pertinent funding agencies. &nbsp; Coordinates the annual spring OSU-OMSI Science Communication Fellowship Outreach Program and other activities with other college staff. &nbsp; Collaborates with the Associate Dean and graduate advisors in leading the selection committee and processes for graduate student scholarships, fellowships and research awards, faculty &amp; staff awards, and related activities. &nbsp; Updates, designs, and implements online templates using the OSU online portal, InfoReady for the college funding and award opportunities, such as the internal funding program, the Graduate student Fellowship/ scholarship application submission process, the faculty/researcher awards nominations, and other applicable opportunities. &nbsp; Supports the administration of small to medium sized research projects across the college and may collaborate and/or participate in the administration of large research projects in the College. &nbsp; 25% Proposal Support Exercises independent judgement and knowledge of best practices in research development and administration. &nbsp; Coordinates with the proposal support staff in assisting researchers with grant applications. Serves as backup to the proposal support staff and provides mentorship and guidance as needed. This includes assisting faculty with proposal preparation and submission from inception to submission. During busy times, the coordinator will work with the proposal support staff to assist faculty with proposal submissions, including but not limited to budget review/development, budget justification review/development, review of logistical pieces of proposal submission. &nbsp; Assists proposal leads with editing/writing proposals for clarity or offer guidance on strengthening the project description. &nbsp; Revises proposal budgets if requested upon award as needed as a backup to the proposal support staff. &nbsp; Collaborates with the Associate Dean and Director on updating procedures for managing cost share requests. &nbsp; Serves as a backup for the proposal internal review and approval process for proposals submitted to the OSRAA through Cayuse. &nbsp; Collaborates with other units on campus to maintain current information on proposal and award process and policies at the institutional, college and agency level. &nbsp; 10% Professional Development &amp; Other Activities Participates in training and professional development opportunities pertinent to the position, in consultation with and approval by the Associate Dean. &nbsp; Participates in equity, access, and inclusion learning opportunities. &nbsp; Other duties as needed.

Program Coordinator

The Residential College in the College of Literature, Science, and the Arts at the University of Michigan <a href="http://www.rc.lsa.umich.edu/" target="_blank">http://www.rc.lsa.umich.edu/</a> is seeking applicants for a full-time Lecturer III to teach courses in the Drama Program and to serve as the head of this program. This is a full time, non-tenure track position with a university-year appointment period beginning January 1, 2024. The Residential College (RC) Drama Program (<a href="https://lsa.umich.edu/rc/current-students/curriculum/drama.html" target="_blank">https://lsa.umich.edu/rc/current-students/curriculum/drama.html</a>) offers introductory and advanced courses in the history, theory, and practice of theatre. The program offers a major and a minor, in which students learn about and practice many aspects of play production from devising and design to acting and directing. Class sizes tend to be small. The successful candidate will serve as head of this program and faculty advisor to the Drama major and teach five courses throughout the academic year (fall and winter terms). These courses will contribute primarily to the Drama Program but could also contribute to other RC programs, such as the Arts and Ideas Program (the RC humanities major) or the First-year Seminar Program (intensive writing courses that satisfy the first-year writing requirement). Additional duties include participation in college- and program-wide activities. The RC Drama Program differs from other performance programs on campus in its commitment to socially engaged theatre, social justice, and community engagement. Some courses enable students to explore theatre in collaboration with local schools, prisons, or public-housing communities. RC Drama courses often integrate textual analysis and performance practices and teach theatre history by staging previously written texts and exploring applied theatre by devising original performances. Candidates in all areas of performance research or practical theatre are welcome to apply. We strongly encourage those with expertise in African American, Native American, Arab American or Muslim performance and those with ties to theatre makers in Detroit or other nearby Midwestern communities to apply. Administrative Responsibilities The responsibilities of the program head for the Drama Program are listed below; these extend throughout the academic year. - Hold regular meetings of the faculty in the program to review and revise the Drama major and minor. - Oversee the course offerings and curriculum management of the program each year, including review of syllabi and course descriptions. - Provide academic advising to students enrolled in the Drama major and minor. - Interact with the RC Academic Services office to coordinate advising of students in the RC Drama Program. - Advise the RC Administrative team and Executive Committee on program needs and accomplishments. - Attend meetings of the RC Curriculum Planning Committee as a representative of the Drama Program. - Serve as faculty mentor to the student organization, RC Players. Expectations The successful candidate will have expertise and background in theater performance, including acting and/or directing. Established expertise in academic disciplines and performance appropriate to the years in the candidate’s field is expected, as well as expertise and background in teaching undergraduates in a wide range of dramatic literature. Requirements Minimum: MFA in a theatre or performance field; MA in Drama, Performance Studies or Theatre Studies, or advanced degree in an interdisciplinary arts program relevant to theatre. Additional experience in directing, acting, playwriting, design or dramaturgy is preferred. Union Affiliation This position is covered under the collective bargaining agreement between the U-M and the Lecturers Employee Organization, AFL-CIO, which contains and settles all matters with respect to wages, benefits, hours and other terms and conditions of employment. Background Screening The University of Michigan conducts background checks on all job candidates upon acceptance of a contingent offer and may use a third-party administrator to conduct background checks. Background checks will be performed in compliance with the Fair Credit Reporting Act. This should not exclude people with criminal records from applying. How to Apply Applicants are required to submit their materials electronically via Interfolio at (<a href="http://apply.interfolio.com/128632" target="_blank">http://apply.interfolio.com/128632</a>)&nbsp;
Applications should include the following: a cover letter, curriculum vitae, statement of teaching philosophy, evidence of teaching excellence, and contact information for three references. Additionally, please provide a diversity statement that describes your demonstrated commitment to diversity, equity, and inclusion through teaching/mentoring, and/or service/engagement. There may be some overlap with your teaching statement. The application deadline is September 15, and we anticipate notifying the successful candidate by November 3. Contact Information
For questions, email <a href="mailto:rcpositions@umich.edu" target="_blank">rcpositions@umich.edu</a>
 U-M EEO/AA Statement The University of Michigan is an equal opportunity/affirmative action employer. Women and minorities are encouraged to apply.

Theatre/Drama Program Head - University of Michigan Residential College

Leadership Opportunity
Human Resources Director
Mary McDowell Friends School
Brooklyn, NY
For Immediate Hire
Mary McDowell Friends School (MMFS), a Quaker, coeducational, K-12 college preparatory program dedicated to the success of students with learning disabilities, seeks a mission-driven Director of Human Resources to begin immediately. Reporting to the Chief Financial Officer, the Director of Human Resources will be a key member of the school’s leadership team and will develop, implement and administer human resource strategy in support of the mission of the School and reflective of its anti-racist, equitable and inclusive commitments. The Director will provide strategic direction for the organization, specifically in the areas of talent and performance management, employee relations, orientation,&nbsp; training and development, and compensation analysis. The Director of Human Resources will also provide direct support to the senior administration team on all HR matters and help to create and develop policies that attract, support, and retain excellent personnel.&nbsp;
This newly created position reflects the needs of a school that has grown in program, students and employees. In this stage of its development, MMFS seeks an experienced human resource professional who can strategically assess, evolve and create systems to support this growth. Positioning the school to stay up to date with and nimbly respond to changing HR laws and practices while also building the department’s capacity to address employee concerns effectively and efficiently is increasingly important.&nbsp;
Strategic Priorities/Opportunities:
<ul>
<li>Strategic partnership with school leaders to develop HR policies and practices and establish clear structures of reporting</li>
<li>Assessing HR technology and information systems to identify areas for improvement and efficiencies</li>
<li>Developing effective hiring and onboarding processes to achieve institutional goals around diversity and equity and employee engagement</li>
</ul>
THE POSITION
As part of the leadership team, this position is critical in helping to develop a culture that provides opportunities for all employees to grow and learn. The Director will help support the school's diversity and equity initiatives through its HR practices and policies. By examining identity, equity, and privilege in their own practice, the position will serve as a model and help sustain a school culture where all social identities feel welcomed.
Essential Functions:
■&nbsp; &nbsp; &nbsp; Establish and implement HR strategies that effectively communicate and support the School’s mission, strategic vision, and overall business operations objectives
■&nbsp; &nbsp; &nbsp; Function as an advisor to the senior administration and guide division heads/administration regarding critical organizational and management-related issues
■&nbsp; &nbsp; &nbsp; Develop comprehensive strategic recruiting and retention plans using a DEIJB lens to meet the needs of the School
■&nbsp; &nbsp; &nbsp; Provide leadership and guidance by overseeing talent acquisition, career development, retention, training, and leadership development
■&nbsp; &nbsp; &nbsp; Advise leadership on disciplinary issues that arise and possible legal implications with consultation of the school’s attorney
■&nbsp; &nbsp; &nbsp; Help the school manage its benefits program, host open enrollment events, and make recommendations to school leadership regarding benefit changes. Additionally, the Director of HR, in conjunction with the CFO and school leadership team, will meet with the school’s health insurance broker to review health benefits, recommend modifications to the benefits lineup and funding strategies as necessary
■&nbsp; &nbsp; &nbsp; Work in partnership with the CFO, Head of School, and Associate Head to develop and implement comprehensive compensation and benefits plans that are competitive within the marketplace&nbsp;
■&nbsp; &nbsp; &nbsp; Consistently review employment practices and ensure that the school complies with them, as well as analyze the school’s existing policies and procedures to propose improvements and/or issue new policies when needed&nbsp;
■&nbsp; &nbsp; &nbsp; Help oversee the maintenance of employment manuals, ensure all policies continue to meet the school's needs, and update the manuals as new protocols and policies are established by external agencies such as State and Federal governments. These protocols and policies include the following but are not limited to:&nbsp;
○&nbsp; &nbsp; &nbsp; Harassment policy, sexual abuse, document retention&nbsp;
○&nbsp; &nbsp; &nbsp; Faculty and staff handbooks&nbsp;
■&nbsp; &nbsp; &nbsp; Manage employee separation process for both voluntary and involuntary terminations, and conduct exit interviews as necessary&nbsp;
■&nbsp; &nbsp; &nbsp; Act as a liaison between employees and senior school administrators concerning employees’ personnel matters, including grievances, demands, accommodations, and leaves of absence
■&nbsp; &nbsp; &nbsp; Work with the CFO to oversee and manage the school’s retirement plans to ensure compliance with sections 402(g) and 415 and ERISA regulations&nbsp;
■&nbsp; &nbsp; &nbsp; Participates in the school’s risk management program and works proactively to mitigate risk in the human resources area
Qualities of the next Director of Human Resources
The new Director of Human Resources will be an experienced professional who has demonstrated success in all aspects of human resources. MMFS is a close-knit community deeply dedicated to the work of the school. The Director must demonstrate a practice of collaboration, strategic thinking,&nbsp; problem-solving and decisiveness guided by compassion and understanding. In addition, the Director must have know-how and expertise in the recruitment, development and retention of an excellent and diverse staff. As the HR functions continue to grow and mature, a Director with a coach mindset to develop leaders in this work will be essential. The Director will have a successful history of building a warm and supportive culture.
Required Skills/Abilities:
■&nbsp; &nbsp; &nbsp; Excellent verbal and written communication skills
■&nbsp; &nbsp; &nbsp; Excellent interpersonal and conflict resolution skills
■&nbsp; &nbsp; &nbsp; Excellent organizational skills and attention to detail
■&nbsp; &nbsp; &nbsp; Strong analytical and problem-solving skills
■&nbsp; &nbsp; &nbsp; Strong supervisory and leadership skills
■&nbsp; &nbsp; &nbsp; Strong knowledge of employment laws and practices, including EEO, ERISA, FLSA, ADA, Workers’ compensation, FMLA, FLA, PFL, Pregnancy Disability, HIPAA, and OSHA regulations&nbsp;
■&nbsp; &nbsp; &nbsp; Thorough knowledge of employment-related laws and regulations
■&nbsp; &nbsp; &nbsp; Proven working knowledge of human resources concepts, practices, and procedures
■&nbsp; &nbsp; &nbsp; Knowledge of and experience with varied human resource information systems
■&nbsp; &nbsp; &nbsp; Proficient in analyzing data related to human resources
■&nbsp; &nbsp; &nbsp; Ability to build trust, respect, and credibility with senior leaders, faculty, and staff, serving as a valued resource
■&nbsp; &nbsp; &nbsp; Ability to utilize resources to make recommendations to effectively resolve problems or issues by using judgment that is consistent with school culture, standards, practices, policies, procedures, and/or government law&nbsp;
Education and Experience:
●&nbsp; &nbsp; &nbsp; MBA or MA/MS in Human Resources or related field preferred
●&nbsp; &nbsp; &nbsp; A minimum of five years of executive HR experience
●&nbsp; &nbsp; &nbsp; SHRM Senior Certified Professional (SHRM-SCP) or SHRM Certified Professional (SHRM-CP) certification is preferred
Physical Requirements:
■&nbsp; &nbsp; &nbsp; Prolonged periods of sitting at a desk and working on a computer
■&nbsp; &nbsp; &nbsp; Must be able to lift up to 15 pounds at times
THE SCHOOL
Mary McDowell Friends School is a K–12 college preparatory program dedicated to the success of students with learning disabilities. Grounded in the Quaker values of equality, integrity, and social responsibility, the school cultivates a diverse and anti-racist community in which all students can reach their full potential. Their specialized teaching methodologies and challenging curricula empower students to become academic achievers, creative thinkers, advocates for equity, and contributing members of a global society.
Established in 1984 with a class of five students as the Mary McDowell Center for Learning at the Brooklyn Meeting House, the school now occupies three campuses for its lower, middle and upper schools, serving more than 400 students. Students come to MMFS with their own skills, talents, and abilities. Through differentiated instruction, the commitment of our highly skilled teachers and support staff, and the rigorous academics offered, their students succeed in school.&nbsp;
At MMFS, every learner shines. The school supports its students to grow and to find their innate gifts and “inner light.” The faculty and staff provide students with opportunities to reach their full potential by understanding how they learn, drawing on their strengths, and encouraging them to meet their challenges. The students work hard at academics, the arts, and athletics so their many talents can emerge.&nbsp;
The school equips students with the tools they need to thrive. MMFS graduates succeed at some of the nation’s top colleges and universities. Others forge fulfilling career paths through hands-on programs that provide important life skills. The MMFS experience empowers students to take an active role in learning at every level—elementary, middle, and high school, college and beyond. Students build a foundation at MMFS that will support them long after they have graduated.&nbsp;
Procedure to Apply
To view the full opportunity statement and learn how to apply, please click the below link:
<a href="https://www.strategenius.org/opportunity-mary-mcdowell-friends-school-human-resources-director" target="_blank">Leadership Opportunity: Mary McDowell Friends School — StratéGenius (strategenius.org)</a>

Director of Human Resources

Vice President -- New York, NY - Work with secondaries PE investment team to evaluate, manage PE secondaries transactions. Responsible for detailed financial analysis, modeling, assisting with due diligence to facilitate successful business investment execution. Collaborate with investment team members to execute secondary transactions. Build detailed financial models to evaluate investment opps. Perform rigorous financial due diligence on portfolio companies and secondary opps. Contribute to deal structuring, legal doc, coordination w/external advisors. Project manage investment recs and materials for internal committee. Evaluate potential transactions using qualitative &amp; quantitative methods. Perform financial modelling. Review of various structures for investment arrangement to determine optimal approach. Coordinate all investment execution workstreams. Assist with transaction closing process. Monitor and track portfolio performance and address any specific requests for action or approval. Prepare returns forecasts, commentary, and other investment information for internal monitoring purposes. Source opportunities by leveraging and building relationships with the PE area including institutional pension fund investors, consultants and advisers. Participate in targeted marketing strategies focused on a specific geographic areas, industry sectors or transaction type. Reqs: Bachelors degree in Finance, Mathematics, Economics or related field of study.+ 6 years exp in any job title/occupation/ position supporting financial transactions for investment banking and private equity. Experience specified must include 6 years of experience with at least one of the following: initial public offerings (IPOs); follow-on equity offerings; convertible and equity-linked securities offerings; debt financings (both Investment Grade and High Yield); or public company take private or carve-out / divestitures transaction types. Experience specified must also include 6 years of experience with: supporting domestic and cross-border buyside and sell side mergers and acquisitions (M&amp;A) and Leveraged Buyouts (LBOs); directing deal execution and investment diligence process, including working with accountants on Quality of Earnings report, consultants on commercial market study report, and lawyers on legal diligence reports; drafting and negotiating legal contracts, including non-disclosure agreements (NDAs), joinders, non-reliance letters (NRLs), Merger Agreements, Credit Agreements and Engagement Letters; building financial and business models including analysis of company performance indicators, key industry trends and competitive dynamics utilizing financial databases including Bloomberg, CapitalIQ, Thompson Reuters and FactSet; and performing financial modelling including company valuation analysis, private equity fund analysis and transaction structure modelling. Telecommuting permitted up to 1 day per week. Salary: 205,000 - $205,000 per year. Send CV to Coller Capital at HumanResourcesUS@Collercapital. com.

Vice President

<h3>Job Description</h3>
Job Description
Job Title: Financial Advisor Locations: York, Lancaster, and Mechanicsburg, PA (Headquartered in York) Company: Wellington Adams Financial Group
Position Overview:
Are you ready to elevate your career with a dynamic and growing financial advisory firm? Wellington Adams Financial Group is seeking a motivated and detail-oriented Financial Advisor to join our team. This is an exciting opportunity to grow with a company that values personalized service, expertise, and a collaborative environment. If you're looking for a career with independent opportunities and room for advancement, we want to hear from you!
About Us:
Wellington Adams is a boutique financial planning and investment advisory firm dedicated to helping clients achieve their financial goals. We pride ourselves on providing tailored advice and fostering lasting relationships. As we continue to grow, we are seeking a dedicated professional who shares our commitment to excellence and client-centered service.
Why Join Us?
<ul>
<li>Career Growth: There is significant potential for career advancement, including the opportunity to take over an existing book of business.</li>
<li>Collaborative Environment: Join a supportive team where your input matters and you'll have the chance to learn and collaborate with experienced professionals.</li>
<li>Visibility &amp; Recognition: Unique visibility opportunities, including publishing a book, contributing to national publications, and radio appearances.</li>
<li>Competitive Compensation: Enjoy a competitive base salary plus a lucrative variable compensation model that rewards your success.</li>
<li>Comprehensive Support: You’ll receive robust support including a dedicated administrative team and a marketing budget, allowing you to focus on serving clients.</li>
<li>Work Flexibility: Take advantage of the ability to work in multiple office locations in the York, Lancaster, and Mechanicsburg areas.</li>
</ul>
Our Investment in You:
<ul>
<li>Paid Time Off (PTO) for work-life balance.</li>
<li>SIMPLE IRA with employer contribution.</li>
<li>Paid holidays and half-day Fridays to help you recharge.</li>
<li>Continuous support for your professional development.</li>
</ul>
Key Responsibilities:
<ul>
<li>Financial Planning: Prepare comprehensive financial plans, analyzing data and developing projections to meet client objectives.</li>
<li>Client Relations: Conduct client and prospective client meetings to provide guidance, answer questions, and follow up on action items.</li>
<li>Relationship Building: Build and maintain strong client relationships using multiple communication channels.</li>
<li>Collaboration: Work alongside the advisory team to create and implement personalized investment strategies.</li>
<li>Business Growth: Assist in growing the firm’s client base through outreach efforts and company-funded marketing campaigns.</li>
<li>Support Marketing Initiatives: Contribute to business development and marketing efforts, including vendor research.</li>
<li>Industry Expertise: Stay up to date on financial trends, products, and regulatory changes.</li>
<li>Client Support: Provide ongoing service to existing clients, handling inquiries and performing account-related tasks.</li>
</ul>
Qualifications:
<ul>
<li>Licensure: Series 65 or equivalent (required)</li>
<li>Insurance License: Life &amp; Health (preferred)</li>
<li>Experience: 3+ years in financial planning or investment advisory (preferred)</li>
<li>Education: High school diploma (required)</li>
<li>Professionalism: Demonstrated client service focus and high integrity (required)</li>
</ul>
Salary: $55,000 - $65,000 with a commission/fee structure
Check us out: <a href="https://www.wellingtonadams.com/" target="_blank">https://www.wellingtonadams.com/</a>
Ready to make a meaningful impact in clients’ financial lives? Apply now and take the next step in your advisory career with Wellington Adams Financial Group.
Company DescriptionWellington Adams Investment Advisory, LLC (Wellington Adams) is an independent financial services firm serving the South Central Pennsylvania area. Our mission is to provide the families and businesses we serve with innovative planning solutions that promote security and an improved quality of life in retirement. We serve our clients as educators, providing an understanding of prudent financial strategies to assist them in avoiding the pitfalls that hinder so many retirement plans. 
<h3>Company Description</h3>
Wellington Adams Investment Advisory, LLC (Wellington Adams) is an independent financial services firm serving the South Central Pennsylvania area. Our mission is to provide the families and businesses we serve with innovative planning solutions that promote security and an improved quality of life in retirement. We serve our clients as educators, providing an understanding of prudent financial strategies to assist them in avoiding the pitfalls that hinder so many retirement plans.

Financial Advisor

<h3>Job Description</h3>
Job DescriptionDescription:
About Us&nbsp;
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Advisor to join our growing St. Louis, MO office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.&nbsp;
 
About the Role&nbsp;
As a Financial Advisor, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.&nbsp;
Requirements:
&nbsp;What You’ll Do&nbsp;
<ul>
<li>Prepare for and lead client meetings&nbsp;</li>
<li>Collect and organize client data to build financial plans&nbsp;</li>
<li>Construct insurance illustrations and financial scenarios&nbsp;</li>
<li>Communicate investment recommendations in collaboration with the advisory team&nbsp;</li>
<li>Track planning process milestones and follow up on action items&nbsp;</li>
<li>Deliver proactive, high-quality service to retain top clients&nbsp;</li>
<li>Maintain accurate data in CRM and financial planning software&nbsp;</li>
<li>Create thoughtful client "touches" to cultivate referrals&nbsp;</li>
<li>Manage onboarding and ongoing client service processes&nbsp;</li>
<li>Resolve client inquiries and provide trusted support&nbsp;</li>
</ul>
Qualifications&nbsp;
<ul>
<li>Minimum 2 years of experience in financial planning or a related field&nbsp;</li>
<li>Series 7 and 66 licenses required&nbsp;</li>
<li>CFP designation is a plus&nbsp;</li>
<li>Bachelor’s degree or equivalent work experience&nbsp;</li>
<li>Familiarity with the insurance and financial services industry&nbsp;</li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)&nbsp;</li>
</ul>
Skills &amp; Attributes&nbsp;
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone&nbsp;</li>
<li>Strong written and verbal communication skills with high attention to detail&nbsp;</li>
<li>Proficiency in Microsoft Office and Outlook&nbsp;</li>
<li>Professionalism in appearance, attitude, and work ethic&nbsp;</li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment&nbsp;</li>
<li>Strong organizational skills with the ability to prioritize and follow through&nbsp;</li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards&nbsp;</li>
</ul>
Why Join Larson Financial Group?&nbsp;
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:&nbsp;
<ul>
<li>Profit Sharing Bonus Program&nbsp;</li>
<li>401(k) with Employer Match (up to 4%)&nbsp;</li>
<li>Comprehensive Medical, Dental, and Vision Insurance&nbsp;</li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP&nbsp;</li>
<li>Voluntary Short-term Disability and Supplemental Insurance&nbsp;</li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays&nbsp;</li>
<li>Training, Development, and Educational Opportunities&nbsp;</li>
<li>Company Events, Recognition Awards, and Team Activities&nbsp;</li>
</ul>
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships.&nbsp;
 
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