POSITION: CFO/COO - CHIEF FINANCIAL AND OPERATIONS OFFICER 

LOCATION:  WASHINGTON, D.C., NEW YORK CITY, CHICAGO, OR LA STRONGLY PREFERRED; REMOTE UNTIL HYBRID RE-ENTRY PLAN ESTIMATED FOR JANUARY

REPORTS TO:  CHIEF EXECUTIVE OFFICER 

SUPERVISES:  FINANCE AND ACCOUNTING DIRECTOR/TALENT & HR DIRECTOR/IT DIRECTOR 

FLSA STATUS:  EXEMPT 

ABOUT OUR ORGANIZATION 
LIFT is a national nonprofit whose mission is to invest in families to break the cycle of poverty. We connect hardworking parents and caregivers of young children to the people, tools, and resources they need to reach economic stability and mobility. We help them build the personal well-being, social connections, and financial strength to secure basic needs and achieve long-term goals and aspirations, like a safe home, living wages or a better education. LIFT operates in Chicago, Los Angeles, New York and Washington, D.C., communities with some of the highest rates of concentrated poverty. To learn more, visit www.whywelift.org. 

LIFT is at an exciting moment in its organizational trajectory having recently launched a new four-year strategic plan for scale through influencing systems and policy change in addition to continuous improvements to our direct service model. We are looking for entrepreneurial, results-driven, relationship builders who are committed to LIFT’s mission and values of diversity, operating with excellence, equity, relationships, and hope. 

POSITION OVERVIEW 

This is an outstanding opportunity for a seasoned leader with expertise with overall business strategy to bring true operational excellence to a mission-driven organization. The CFO/COO - Chief Financial and Operations Officer (CFOO) is an experienced executive who can create the functions, systems, and processes that enable a high-growth organization to operate seamlessly.  

The CFOO is a critical member of LIFT’s Executive Team who will shape and lead LIFT’s finance strategy in addition to overseeing LIFT’s talent, operations, and technology functions across our nationwide network. They will lead on growth strategy financial modeling to ensure we are hitting our targets with sufficient resources and capacity to achieve sustained growth. They must be also committed to driving REI (race equity and inclusion) within decision-making across the organization. 

The CFOO will report to the CEO and the following roles will report to the CFOO: Director of Finance & Accounting, Director of Talent & HR, Director of Technology. 

 
AS CHIEF FINANCIAL AND OPERATIONS OFFICER, YOU WILL: 

Lead fiscal responsibility and sustainability. 

  • Advise the CEO and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters 
  • Lend financial perspective to the evaluation of key strategic initiatives and relationships 
  • Serve as the management liaison to the Board Audit and Finance Committee 
  • Maintain internal controls and safeguards and lead all audit activities 
  • Lead the annual budgeting process in conjunction with cross-functional annual planning 
  • Work with Director of Finance and Accounting to  
  • Oversee the work of the Finance team and contracted vendors, including P&L, balance sheet, financial statements, cash management, tax planning strategies, and banking relationships 
  • Implement and/or upgrade an appropriate system of policies, internal controls, accounting standards, and procedures 
  • Improve administrative and operational accounting services such as treasury management, grants payment processing, integration with Salesforce, payroll, accounts payable, and purchasing 
  • Direct grant management, tracking, and reporting to support regions 
  • Oversee accounting, AP, timesheet, and payroll system transitions 

Work with the Director of Talent & HR to promote a culture of high employee engagement, excellence in performance across the organization and continuous improvement that values learning and a commitment to equity. 

  • Ensure that the Talent team is at the forefront of promoting our priority to center REI into LIFT’s org-wide decision-making & operations including establishing policies and processes that have an eye toward diversity, equity and belonging 
  • Guide and support improving organizational processes for capacity to scale and talent practices to set staff up for success such as with building out tools, skills, systems, and structures to support our growth 
  • Work with Talent Team to promote a culture where staff have resources, skills, and capacity to do their work well and love what they do 

Work with Director of Technology to oversee strategic operations of the technology department 

  • Direct an in-house technology team and contracted vendors to foster a culture of innovation 
  • Oversee and help guide IT projects that promote efficiency and effectiveness in process across the organization 
  • Work closely with the Tech Team to ensure smooth transitions to new systems and support investments in new systems to best position the organization for growth/sustainability 
  • Collaborate with other department leads to leverage IT technologies to advance LIFT’s mission 
  • Ensure organization has fiscally prepared for asset management 

OUR IDEAL CANDIDATE: 

  • Commitment to LIFT’s mission and core values (Equity, Diversity, Relationships, Excellence, and Hope). At the center of this is focus on Racial Equity and Inclusion (REI) in all our functions, from member-facing policies, pay equity, retirement equity/education, competitive benefits structures for staff/families, and securing vendors
  • 10+ years of finance experience. At least 3 years leading a finance function within a non-profit with multiple sites and funding sources including individual, government, and institutional funding, both restricted and unrestricted is strongly preferred  
  • Master’s in Finance and/or CPA and/or MBA preferred with strong understanding of Finances and Operations
  • MS Dynamics Business Central 365 Accounting software and change management experience a plus
  • Proven track record of exceeding goals and a bottom-line orientation
  • Commitment to recruiting, mentoring, training, and retaining a diverse team
  • Superior written and verbal communication skills with an ability to articulate a clear and compelling vision and lead others to implement it
  • Commitment to positively contributing to our culture; must be a relationship-builder, team player, and able to work collaboratively across functions 
  • The CFOO can be located in any of the 4 offices where LIFT is present: LA, Chicago, New York City, and Washington DC. Note that during COVID-19, LIFT has transitioned to working and providing services remotely and is committed to the safety of its staff, coaches, and members. When the organization moves forward with its hybrid re-entry plan estimated for Jan 1, this position will require 10-20% travel to our offices. This position will serve as a thought partner to the re-entry plan
  •  This role will be responsible for providing thought partnership and oversee executing the plan

Don’t think you have everything for this role but are still very interested? Please don’t hesitate to apply. We’d love to hear from you! 

LIFT believes that diversity in all dimensions of the organization supports and bolsters the innovative thinking essential to its success and is committed to providing equal employment opportunity to all qualified applicants. LIFT’s goal is for our people to reflect the communities in which we live and serve and to ensure representation of people of color, women, veterans, and individuals with disabilities in our organization. 

WHAT WE OFFER:

In addition to a competitive salary, LIFT provides an attractive benefits package that includes employer-paid health care coverage, a 403(b) retirement plan including an employer match contribution, partial cell phone coverage, and pre-tax accounts for transit, health, and childcare benefits. LIFT also provides a generous paid-time-off policy, including a one-week company-wide vacation over the winter holidays and a one-week company-wide vacation over the summer fiscal year transition. 

TO APPLY:

Qualified individuals, please submit a resume and thoughtful cover letter.

Apply for this Job

* Required
  
  


U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at LIFT are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.


Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

1Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.