Category: Job Posting

The Organization

Deputy Director, Connecticut Opportunity Project, Dalio Education

Dalio Education seeks a dynamic Deputy Director for the Connecticut Opportunity Project (CTOP), a division of Dalio Education that advances a social investment strategy to strengthen youth-serving organizations in order to positively impact young people who are disengaged or disconnected from school, work, and/or pro-social institutions.  Dalio Education invested more than $6 million in CTOP in FY21, and plans to invest approximately $7 million in FY22, including investments in six grantee partners as well as costs for technical assistance and other capacity building supports.

Dalio Education is hiring for this newly created position for two primary reasons.  First, CTOP is expanding its scope of work and beginning to map out its future.  In addition to the Director and operational support provided by Dalio Education, CTOP’S current staff consists of three Portfolio Directors who take the lead in working with six grantee partners, helping them develop quarterly and annual milestones against which the arc of their progress – toward attaining the organizational and program capacities needed to produce positive youth outcomes reliably and sustainably – can be monitored and understood.  In addition to managing general operating support grants, the Portfolio Directors also bring technical assistance, consultation, and coaching to the grantees to assist them in their work.  The Portfolio Directors are led and supported by the CTOP Director, David Hunter, who is only able to work part-time and, as the CTOP portfolio of grantees grows, will not be able to continue to supervise and manage the day-to-day work of the initiative alone.

The second reason we have created the position of Deputy Director is that we need to begin now planning and taking concrete steps to assure CTOP’s sustainability for the foreseeable future.  As part of this process, David will lead a thoughtful succession planning effort to ensure that CTOP doesn’t lose momentum when he retires in the future.  As such, the Deputy Director will work very closely with David through a mentoring relationship.  Among many other contributions, David created the social investment program model for CTOP as well as the key performance indicators for the program.  David will help transfer this knowledge to the Deputy, with the goal of having the Deputy earn promotion to become Director by the spring of 2023.

Long-term sustainability will require not only developing new lines of work and planning for a successful leadership transition without losing momentum or focus, but also finding strategic partners who commit to supporting CTOP’s mission by investing in CTOP itself and/or in its grantee partners.  We need to build our capacity to develop, nurture, and maintain such relationships with external partners and stakeholders.  Over time, we expect the Deputy Director to take leadership in this line of work, among others.

The Deputy will help set priorities for CTOP, which includes supporting the work to plan for CTOP’s long-term sustainability, as well as helping develop strategies, manage the Portfolio Directors, and represent CTOP with external stakeholders.  The Deputy will also collaborate with Dalio Education leadership in creating and executing a long-term revenue diversification strategy that earns, raises, and aggregates capital for CTOP and its grantee partners. 

Organization Overview:

Dalio Philanthropies is the Dalio family’s philanthropic enterprise, furthering the philanthropic enthusiasms of family members.  Dalio Philanthropies operates with a lean team that enables family members to develop their philanthropic passions, to learn from their passions as they pursue them, and to achieve positive outcomes and impact in those areas.

Led by Barbara Dalio, Dalio Education operates as an entrepreneurial team within Dalio Philanthropies.  Dalio Education believes in the value that diversity, equity, and inclusion brings to a team and encourages each member of the team to embrace these values as intrinsic to their journey of personal growth and professional development.  And as noted above, CTOP currently operates as a division of Dalio Education.

Within a carefully developed social investment framework, CTOP’s mission is to find, invest in and help strengthen youth-serving organizations in Connecticut so they can work effectively, reliably, and sustainably with young people ages 14 to 22 who are disengaged or disconnected in order to help them re-engage in, and complete, secondary education (or its equivalent), then either pursue a pathway to employment or pursue post-secondary education such as a technical certification, military enlistment, or an academic degree – with the ultimate goal that all young people will achieve satisfying employment that supports their agency and self-sufficiency.  CTOP makes large, multi-year general operating support grants to nonprofit organizations that work with Connecticut’s most at-risk young people helping them improve their lives and prospects.  CTOP also invests in leaders who are developing organizations and who are dedicated to helping severely disconnected young people in their communities.

Position Summary:

Dalio Education seeks a highly motivated, talented, and dynamic individual to serve as CTOP’s Deputy Director to help CTOP achieve its mission.  We seek an accomplished leader who has a growth mindset, is excited about learning through mentorship and experience, and is passionate about helping leaders and organizations who serve young people who are disengaged or disconnected in Connecticut.

Working alongside the Director, the Deputy Director will help plan for and advance CTOP’s growth and sustainability, manage and support the Portfolio Directors’ front-line activities, serve as the initiative’s primary spokesperson, and support Dalio Education leadership in forming collaborations and maintaining excellent relationships with funders, community organizations, and public institutions central to CTOP’s mission.

This is an extraordinary opportunity for an individual who is passionate about CTOP’s mission; who thrives in a fast-paced environment and excels at leading through partnership; who is adaptable, comfortable with ambiguity, and excited about shaping CTOP’s future; and who can work within CTOP but also contribute to the success of Dalio Education’s other teams as the situation warrants.

Position Location: 

 Connecticut
Given the current state of the pandemic, this position will abide by the current work-from-home status of the organization, but when appropriate, based on public health guidelines, will work from the Sound View office in Greenwich several days a week and will require significant in-state travel and time in the field (60%).

Reports To:

Director, Connecticut Opportunity Project, David Hunter

Direct Reports:

Three Portfolio Directors (the Deputy Director will assume responsibility from the Director for supervising the Portfolio Directors at some point over the initial 6 to 12 months of the mentoring relationship).

Role Responsibilities:

Top priorities are subject to change and include, but are not limited to:

Learn from the Director and work alongside him in setting priorities, developing and implementing strategy, and managing the Portfolio Directors (50%):

·       Set annual goals and metrics aligned to CTOP’s multi-year social investment strategy;

·       Supervise the Portfolio Directors and support their performance, growth, and development;

·       Contribute to CTOP’s future growth and sustainability through participation in the Leadership Group (Barbara Dalio, Andrew Ferguson, and David Hunter) and Advisory Group (Gordon Berlin, Sam Cobbs, and Carol Thompson Cole);

·       Provide leadership, strategy, and thought partnership to advance efforts to shape CTOP’s future, including standing up and launching CTOP as an independent organization when and if specific milestones are achieved within the coming years;

·       Manage the CTOP budget, inclusive of grant-making and operating investments, and provide regular reports to Dalio Education leadership;

Lead CTOP’s external relations and strategic communications by working in close collaboration with Dalio Education leadership, the CTOP team, and CTOP grantee partners (30%):

·       Serve as CTOP’s spokesperson when appropriate;

·       Work closely with the CTOP team in developing and implementing a strategic communications strategy to establish and advance CTOP’s brand;

·       Represent CTOP with grantee partners, prospective grantees, and other external stakeholders, and regularly engage with leaders and organizations to form and maintain strong institutional relationships;

Lead CTOP’s efforts, and support Dalio Education leadership, in creating and executing a long-term revenue diversification strategy that earns, raises, and aggregates capital for CTOP and its grantee partners (20%):

·       Collaborate with the CTOP Director and Dalio Education leadership to map out strategic growth options and choose among them;

·       Track CTOP performance metrics to create an evidence-informed basis for understanding the social return on investment that investments in CTOP and its grantee partners will yield;

·       Execute ad hoc projects, research, and initiatives as necessary to advance CTOP’s mission; and

·       Other duties, as assigned.

Position Requirements: 

The ideal candidate will possess the following professional qualifications:

·       A bachelor’s degree at an accredited higher education institution required and a master’s degree strongly preferred;

·       At least 10 years of relevant work in one or more of the following:  leading a nonprofit organization or a major division of a very large nonprofit; leading or managing a major program at a foundation where data are used to inform its strategic and tactical decisions; leading or occupying a major role in a consultancy focused on nonprofit performance management and/or developing business plans; and/or leading a public agency or a major division of a local government that focuses on helping communities to reach and serve youth who are disengaged or disconnected; and

·       Experiences that show cultural competency to work with individuals, groups, and organizations representing diverse social, ethnic, and racial populations – and the ability to build excellent relationships with stakeholders from various walks of life (e.g., colleagues, partners, practitioners, advocates, and community members).

The ideal candidate will possess the following knowledge, skills, attributes, and values:

·       Integrity, transparency, honesty, compassion, and a strong ethical orientation;

·       Leadership orientation that values partnership and collaboration;

·       Growth mindset that values learning through mentorship and experience;

·       Strong judgment, emotional intelligence, creativity, and analytical skills;

·       Resiliency under pressure and the ability to thrive in a rapidly evolving and entrepreneurial organization;

·       Ability to manage multiple projects, prioritize, and deliver high‐quality work in a fast-paced environment where excellence is expected but periods of ambiguity are to likely;

·       Ability to make hard decisions and act on them, but also to reflect on them subsequently;

·       Excellent written and verbal communication and presentation skills; and

·       Highly proficient in Word, Excel, PowerPoint, and Google Applications.

Compensation, Benefits, and Relocation: 

Compensation for this role is competitive and commensurate with experience.  Dalio Philanthropies provides a full slate of employee benefits including, but not limited to, health, dental, life, vision, disability insurance, supplemental life insurance, subsidized childcare, and a 401(K) match program.  Dalio Philanthropies also offers competitive vacation and holiday policies, as well as competitive relocation packages if necessary.

Please note we do not provide immigration sponsorship for this position.  Dalio Philanthropies is an Equal Opportunity Employer, and does not discriminate against any employee or applicant for employment because of race, color, ethnicity, religion, gender, sexual orientation, national origin, disability, age, marital status, military status, pregnancy, or parenthood.

All employment at Dalio Philanthropies is subject to an extensive background check.

How To Apply
https://klbconsulting.applytojob.com/apply/WsOoPbQMtp/Deputy-Director-Connecticut-Opportunity-Project

The Organization

Philanthropy Ohio is a statewide membership association that leads and equips Ohio philanthropy to be effective partners for change in our communities.  Working towards a vision of a just and vibrant Ohio through impactful philanthropy, our dedicated staff helps members achieve their charitable goals by advocating, educating, convening and collaboration– all while centering equity.

Members are community and private foundations, corporate contributions programs, individuals, giving circles, government, federated funds including United Ways and other grantmaking organizations. Incorporated in 1984, Philanthropy Ohio is a 501(c) (3) organization headquartered in Columbus, Ohio, with a regional office (serving northern Ohio) located in Cleveland. Our 200+ member organizations have assets totaling nearly $64 billion and invest over $4 billion annually in addressing community needs. Philanthropy Ohio is a member of United Philanthropy Forum, the national umbrella organization for nearly 80 regional and national philanthropy-serving organizations (PSOs), representing 7,000 foundations and other funders, who work to make philanthropy better.

Position Overview

The Vice President, Public Policy, provides leadership, vision and oversight to all state and federal public policy activities; manages member-driven policy affinity groups; serves as the primary registered lobbyist for the organization; supervises staff and contractors supporting policy work; works with partner organizations to achieve common policy goals; and assumes responsibility for other Special Projects, as needed.This is a full-time exempt position that reports to the President & CEO and is based in the Columbus office.

Public Policy Responsibility

• Develops and implements an annual work plan and accompanying budget for public policy in accordance with the board-approved Strategic Framework

• Monitors and advocates for state and federal policy to assure the strength and vitality of the philanthropic sector

• Educates state and federal policymakers about the scope, impact and interests of Philanthropy Ohio and its members

• Staffs the Public Policy Committee

• Builds and strengthens relationships with key state and federal officials

• Develops and delivers programs on policy issues and advocacy

• Convenes and manages member affinity groups and initiatives seeking to impact state policy

• Lobbies on behalf of Philanthropy Ohio

• Hires and supervises work of outside contractors

• Develops and implements Philanthropy Ohio’s policy agenda

• Engages and partners with other key stakeholders to achieve policy goals (with Exec in Residence leading)

•  Supervises policy team members

Cross-departmental Collaboration

·  Coordinates with operations staff around fundraising for policy initiatives

·  Coordinates with Programs & Learning Team for policy-related programs and events, including conference sessions

·  Serves on Leadership Team

·  Works with communications staff to develop and disseminate policy materials & newsletters

Qualifications common to all positions

•  Good interpersonal skills with strong service orientation

•  Attention to detail, ability to produce high quality work products

•  Communicate effectively in a variety of settings and styles

•  Work collaboratively in a team environment

•  Experience with or interest in learning about organized philanthropy

•  Use time and resources well and display ability to manage multiple projects and shifting priorities

•  Approach responsibilities creatively and innovatively with the goal of continuous improvement

•  Proficient with Microsoft Office and Zoom for hosting meetings and learning programs

Preferred Qualifications for this position

•  Specific knowledge of public policy issues in Ohio (including health, education and housing) and US (including charitable giving and sector issues)

•  Experience lobbying and working with legislators

•  Experience in a membership association and/or philanthropy

•  Excellent organizational, planning and administrative skills

•  Ability to analyze information and communicate clearly and concisely

•  Technologically competent and willing to learn new technology

•  Supervisory experience

•  Strong work ethic and ability

•  Four-year college degree required, advanced degree preferred

•  Excellent oral and written communications skills

The salary range for this position is $95,000 – $115,000. In addition, Philanthropy Ohio offers a generous benefits package including medical, dental and vision insurance; 15 days paid vacation in the first year; paid sick leave; retirement benefits; and a collegial work environment.

Applicants must send cover letter, resume and salary requirements to employment@philanthropyohio.org

Read more about us at www.philanthropyohio.org.

Philanthropy Ohio is an equal opportunity employer. There shall be no discrimination of persons on the basis of race, age, sex, marital status, disability, citizenship, religion, national origin, sexual orientation, political affiliation or belief with regard to hiring, assignment, promotion or other conditions of staff employment.

How To Apply

Applicants must send cover letter, resume and salary requirements to employment@philanthropyohio.org

The Organization

The William and Flora Hewlett Foundation seeks a Program Associate for the Effective Philanthropy Group.

About the Foundation

The William and Flora Hewlett Foundation is a nonpartisan, private charitable foundation that advances ideas and supports institutions to promote a better world. For more than 50 years, it has supported efforts to advance education for all, preserve the environment, improve lives and livelihoods in developing countries, promote the health and economic well-being of women, support vibrant performing arts, and strengthen Bay Area communities. In addition, we also make grants for special projects and to address other timely problems, such as challenges related to cybersecurity. Our newest program focuses on strengthening U.S. democracy. In 2020, the foundation announced a new grantmaking commitment focused on racial justice. The Hewlett Foundation’s assets are more than $13 billion with annual awards of grants totaling more than $450 million. More information about the Hewlett Foundation is available at: www.hewlett.org.

Position Overview

About the Effective Philanthropy Group

As a member of the Effective Philanthropy Group (EPG), the Program Associate will provide administrative and project-related support for the Organizational Effectiveness and Philanthropy Grantmaking programs.

Philanthropy Grantmaking: With a $6 million budget, we build a stronger philanthropic sector by supporting two main strategies: Knowledge for Better Philanthropy and Fund for Shared Insight. We also manage a portfolio of membership grants to philanthropic sector infrastructure organizations on behalf of the foundation.

Organizational Effectiveness (OE): We believe that strong grantees are the engines that power the success of the foundation’s strategies. The OE program provides $8 million in targeted, capacity-building grants to organizations across the foundation’s programs for strategic planning, leadership development, and internal diversity, equity, and inclusion work, among other needs.

For more information on the Effective Philanthropy Group, please go to our web page, which includes a video about our team.

Main Responsibilities:

Philanthropy Grantmaking

• Manage grant records and grantee information in the foundation’s grants management system, including legal and foundation-required documents.
• Communicate regularly with and respond in a timely and courteous manner to all current and potential grantees (see Seven Habits of Excellent Work with Grantees).
• Serve as liaison to foundation grants management, finance, and accounting departments for grant processing, including reports and payment schedules, and tax information on grantees.
• Coordinate foundation-wide membership grants.

Organizational Effectiveness

• Manage the OE grants process, including reviewing proposals for completeness.
• Help train other staff on program guidelines and support staff on good OE grantmaking practices.
• Work collaboratively with OE liaisons from each program to stay informed of OE proposal pipeline and make potential mid-year budget reallocations.
• Provide OE-related resources to program staff across the foundation upon request.
• Conduct data analysis and research to support programs in their OE grantmaking.

General Administrative Support 

• Manage travel, conference registrations, and other arrangements as needed.
• Provide calendaring and scheduling support, including assistance setting up one-on-one and group meetings.
• Prepare consulting agreements and serve as a point of contact for consultants; provide guidance on billing and expenses, as needed.
• Prepare and submit program-related requests, subscriptions, reimbursements/expense reports, and other related internal documentation.
• Provide support for strategy reviews and evaluations of our work; participate in strategy refreshes, evaluations, and monitoring as needed.
• Serve as EPG’s board book coordinator and prepare docket memos and grant recommendations lists. Assist in reviewing and editing board memos.
• Provide other support, as needed, for priority projects. Lead ad hoc research and analysis projects.
• Occasional travel to conferences and grantee site visits.

Skills and Experience:

• Strong organization and project management skills, with a track record of consistently meeting deadlines. Keen attention to detail.
• Ability to work with multiple managers and handle multiple tasks independently.
• Strong interpersonal and collaborative skills, with a collegial spirit in sharing ideas and being willing to receive constructive feedback.
• Excellent written and oral communication skills.
• The highest level of personal and professional integrity and quality standards.
• Excellent judgment, flexibility, good humor, and initiative.
• Commitment to diversity, equity, and inclusion in the workplace, and in the nonprofit sector.
• Excellent computer skills and strong knowledge of Microsoft Office. Demonstrated ability to learn and understand new systems and processes quickly.
• Bachelor’s degree or equivalent combination of education and work experience, and a minimum of three to five years working in administrative or related functions.
• Interest in philanthropy, organizational development, and effective nonprofit practices; demonstrated experience in these areas a plus.

Physical Demands/Work Environment

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the employee is regularly required to sit for extended periods of time and to travel via various modes of transportation for extended periods of time. The foundation employees are currently working remotely at least through October 2021.

Effective September 13, 2021, the foundation will require all staff, vendors, and visitors accessing our office to be fully vaccinated against SARS-CoV-2, the virus that causes COVID-19.

How To Apply

Please apply online and submit a resume and cover letter explaining how your skills fit this position.

The William and Flora Hewlett Foundation embraces the importance of diversity, equity, and inclusion both internally, in our hiring process and organizational culture, and externally, in our grantmaking and related practices. We are an equal opportunity employer and welcome applications from people of all backgrounds, cultures, and experiences.

The Organization

Tiger Foundation is a private foundation established in 1990 by Julian H. Robertson, Jr., Chairman of Tiger Management, L.L.C. His goals in creating the Foundation were to support non-profit organizations in New York City working to break the cycle of poverty and to encourage active, informed philanthropy among the investment staff at the company. The Foundation’s board consists primarily of investment sector professionals who have previously been or currently are affiliated with Tiger Management. Board members not only commit their personal financial resources to the Foundation but are also actively engaged in the grantmaking process.
Since its inception, Tiger Foundation has provided $300M in grants to high-performing community-based organizations that serve individuals and families in New York City’s lowest-income communities (nearly $20M in funding was awarded in 2020). Tiger’s grantmaking is concentrated solely in the five boroughs of New York City and focuses on the areas of education, family support, youth services, employment, and criminal justice. For more information, please visit http://www.tigerfoundation.org.

Position Overview

Tiger Foundation is seeking a full-time Program Associate to work closely with our small program team. The Program Associate manages communications for senior leadership and with board members and assists with significant preparation of board-facing materials for ~18 board meetings per year across multiple portfolio committees. Successful management of those activities ensures that the team can effectively focus on grant reviews for our portfolio of 60-75 nonprofit partners. We seek a proactive individual who is well organized with very strong attention to detail and the ability to manage multiple time-sensitive projects simultaneously. While there are significant administrative aspects to this position, the Program Associate will also observe all stages of grantmaking and attend all board meetings (18 meetings/year, typically from 5-7pm on Tuesday evenings). It is an ideal opportunity for an individual open to learning the Foundation’s funding areas and grantmaking strategy.

Responsibilities

. Assist in preparation of materials for use at ~18 board meetings/year; includes writing guest speaker bios, managing meeting minutes, and preparing portfolio grant lists

• Manage the calendar of Tiger Foundation activities and schedule meetings for senior staff with prospective grant recipients and external partners
• Manage correspondence with board members around board meetings operations; includes regular uploads to online portal, email outreach to board committees, and organization of trustee responses to invitations and requests
• Compile and synthesize articles and reports relevant to Tiger Foundation’s portfolios to keep team informed
• Screen initial grant requests from organizations soliciting funds from Tiger Foundation
• Take notes at staff meetings and during meetings with potential grantees. Over time, help prepare meeting agendas and prepare team for meetings to increase productivity
• Assist with management of donations; includes annual appeal letter production and mailing and pledge recordkeeping
• Periodically update the foundation website with grantmaking activity and other updates
• Any other duties appropriate for the position that may be assigned from time to time by the Program Associate supervisor
Responsibilities may evolve over time. Potential additional activities include research projects, intern management, and creation of informative materials for board meetings such as PowerPoint decks that provide contextual information on Tiger’s funding areas and analytical tools which illustrate grantees’ outcomes or financial data.
Preferred Qualifications & Competencies
• A Bachelor’s degree with 1-2 years of prior work experience (full or part-time), or equivalent experience
• Proficiency in Microsoft Office Suite including Word and Excel
• Demonstrated interest and/or experience in mission-driven work
• Motivated by the opportunity to learn about the Foundation’s grantmaking approach and program areas (education, youth programs, workforce development, etc.)
• Highly organized with strong attention to detail; adheres to strict deadlines, but also flexible when timelines shift
• Ability to juggle multiple tasks with overlapping deadlines, prioritizing as needed
• Excellent written and communication skills
• Interest in collaboration; good listener with willingness to take direction
• Good research and analytical skills
• Ability to exercise discretion and handle confidential information sensitively

Compensation
• The position is full-time
• Base salary range is $55,000-60,000, with exact salary depending on experience
• Includes an excellent benefits package and investment in professional development opportunities

Commitment to DEI
Tiger Foundation is an Equal Opportunity Employer and encourages candidates of all backgrounds to apply for this position. Tiger approaches the hiring process with the understanding that incorporating diverse viewpoints into Tiger’s grantmaking approach and work environment strengthens the foundation’s ability to make impactful progress towards our mission. The foundation is committed to continual learning and reassessment of our strategy and operational processes in relation to Diversity, Equity, and Inclusion (DEI) practices, including through engagements with DEI-focused practitioners, learning from grantee partners, and internally conducted research and resource gathering.

Additional Information
Due to COVID-19, staff are currently temporarily working in a hybrid capacity (with some activities in person). Operations are expected to fully resume in person at Tiger Foundation’s office in Midtown Manhattan at an appropriate time.

How To Apply

If interested, please email a cover letter and resume to hr@tigerfoundation.org by Tuesday, November 9th, 2021.

The Organization

The Colorado Trust

The Colorado Trust is a grantmaking foundation dedicated to ensuring all Coloradans have the opportunity to thrive. When the nonprofit PSL Healthcare Corporation was sold to a for-profit organization in 1985, the proceeds of the sale were used to create The Colorado Trust. Since then, The Colorado Trust has provided funding and resources to people and organizations across Colorado that are working to make positive changes in their communities. We work side by side with Coloradans, including people who have been left out of decision-making and are directly impacted by hardships. The Colorado Trust also provides grants and support to organizations advocating for local and statewide policies that have a positive impact on people’s well-being.

The Colorado Trust strives to maintain a diverse workforce that reflects the communities we serve.

Position Overview
The vice president & chief financial officer has responsibility for The Colorado Trust’s overall financial management, including investments, budgets, audit matters, tax matters, risk management and information technology management functions. This position is operations-oriented and process- and transaction-focused, and also involves active participation in the planning, analysis, decision-making and performance evaluation of The Colorado Trust’s endowment. The vice president & chief financial officer serves as an employee at will of The Colorado Trust.

Responsibilities

• Oversee and lead all financial, investment, risk and insurance management, and information technology planning and operations
• Supervise and manage the preparation and maintenance of all financial records, reports and systems
• Supervise and manage the preparation of capital and operating budgets and the multiyear grantmaking budget
• Ensure the timely availability of funds for operations and grantmaking activities
• Track and reconcile operating and grantmaking budget expenditures
• Ensure a comprehensive system of internal controls, as well as compliance with such controls
• Ensure compliance by The Colorado Trust and The Colorado Trust’s managers with the Internal Revenue Code and regulations thereunder
• Supervise and manage the preparation and timely filing of reports and returns required by government agencies and other oversight entities, including those required under the provisions of the Internal Revenue Code and regulations thereunder, and pay any related taxes
• Supervise and manage the preparation for all activities related to the annual audit by the independent external accountants
• Actively monitor and evaluate the performance of The Colorado Trust’s investment portfolio and its investment managers
• Carry out and ensure compliance with The Colorado Trust’s investment policy
• Establish and maintain productive relationships with the investment consultant, the custodian of The Colorado Trust’s funds, its banker(s), auditors, consultants and attorneys
• Identify, present and, with approval, execute and monitor program-related investments as part of The Colorado Trust’s grantmaking strategies, when appropriate
• Convey timely and accurate information to the president & CEO and members of the The Colorado Trust Board of Trustees on all matters related to the financial management of The Colorado Trust
• Provide risk and insurance management activities that protect the resources of The Colorado Trust
• Provide leadership and supervision of the Finance & Operations staff
• Support and advance the professional development of the Finance & Operations staff
• Lead the strategic development and deployment of information technology at The Colorado Trust
• Actively contribute to the development and execution of the strategic vision and plan of The Colorado Trust
• Serve as primary staff representative to the Investment Committee, Audit Committee and Compensation Committee of The Colorado Trust Board of Trustees
• Respond to requests for information from board members
• Represent The Colorado Trust in a variety of settings, including as liaison to members of the business, financial and investment communities
• Represent The Colorado Trust in financial and investment matters to other members of the local, regional and national foundation and nonprofit communities
• Carry out such other duties as shall be assigned from time to time.

Supervisor Relationship
The person designated to provide supervision of this position and from whom the vice president & chief financial officer shall take direction in all matters relating to carrying out duties and responsibilities in this position description is the president & chief executive officer, for whom the vice president & chief financial officer is expected to be a key senior-level advisor.

Qualifications and Personal Attributes
The vice president & chief financial officer shall be a person who:

• Holds undergraduate and advanced degrees in accounting, finance and/or related fields from accredited colleges or universities
• Holds professional certification as a Certified Public Accountant (CPA) with an active license to practice from a state (preferably Colorado) of the United States of America; and/or as a Certified Financial Analyst (CFA); and/or significant professional experience at the senior executive level in these areas
• Has the ability to manage professional staff and to manage long-term and team projects in a multitasking environment
• Is a person able to maintain a cooperative, supportive and professional relationship with Colorado Trust staff
• Possesses a comprehensive understanding of The Colorado Trust’s legal environment and tax-exempt status
• Exhibits a facility for clear, concise, honest and forthright representation of The Colorado Trust through all forms of communication and in all forums, particular in communicating complex financial information
• Possesses a comprehensive understanding of The Colorado Trust’s organizational structure and the interaction of the separate departments of the foundation (i.e., Executive; Grants; Finance & Operations; Research, Evaluation & Strategic Learning; and Communications)
• Understands the public policy dimensions of The Colorado Trust’s work and can provide strong advocacy for The Colorado Trust’s interests
• Possesses demonstrated leadership skills so as to invite and sustain the confidence of the board and staff of The Colorado Trust, and to promote the credibility and public image of The Colorado Trust in the community at large
• Possesses firsthand knowledge of financial operations management at all levels, and extensive experience in the management and oversight of budget, audit, risk management, tax and reporting activities
• Possesses substantive knowledge of investment management, including the understanding of capital markets, asset allocation, and effective due-diligence strategies
• Possesses a comprehensive understanding of nonprofit accounting and tax-related laws
• Has knowledge of and experience in information systems and technology
• Has demonstrated experience in maintaining effective relationships with a wide variety of constituencies, including financial consultants and investment managers and advisors
• Has an appreciation for the “big picture” of the foundation’s work, including the ability to contribute to a vision for the future
• Maintains and protects the confidential nature of business affairs of The Colorado Trust and those with whom it has relationships
• Has an optimistic and energetic spirit, a strong work ethic and duty concept, and a substantial personal ethical base, coupled with the desire to contribute to the fulfillment of the mission as well as the financial advancement of The Colorado Trust
• Is committed to The Colorado Trust’s health equity vision and its mission of advancing the health and well-being of the people of Colorado
• Possesses a well-developed analysis around equity, inclusion, power and systems of oppression
• Will participate in staff trainings and other efforts intended to improve The Colorado Trust’s alignment with our values of diversity, equity and inclusion.

Note that proficiency in both English and Spanish is valued by The Colorado Trust.

Salary
$222,600-$310,000 annually. The Colorado Trust offers its employees a comprehensive and competitive benefits package, including medical and dental coverage, retirement plan, group life insurance and paid time off.

To Apply
Please apply online with Diverse Talent, the firm overseeing the candidate search for this position. Please select “VP & CFO” from the position dropdown menu at the link.

The deadline to apply for this position is 5 p.m. MST on Wednesday, Nov. 3, 2021.

The Colorado Trust seeks talented, team-oriented individuals, dedicated to our goal of advancing the health and well-being of the people of Colorado. Additionally, as an Equal Opportunity Employer, we welcome a diversity of perspectives and experiences among our staff. For more information, please visit www.coloradotrust.org.

The Organization

Position Announcement: Director of Finance and Operations – Voices Together

Located in: Chapel Hill, North Carolina

Ask yourself?

Do you see the innate potential in every individual? Do you believe music has the power to transform lives?

Are you eager to apply your financial management, human resources, and operations skills and experience to strengthen an organization committed to improving the communication and social/emotional learning for people on the Autism spectrum or who are otherwise neurodivergent?

Are you ready to be a part of something very special?

Why?

Voices Together, a non-profit organization that uses a proprietary, evidence-based music therapy intervention model to empower people on the Autism spectrum or who are otherwise neurodivergent to transform their own lives, is looking for a Director of Finance and Operations.

Voices Together offers its innovative model in schools and communities across the state, with a goal of expanding nationally in the next few years. The Director of Finance and Operations is a new position that will allow you to make your mark in this rapidly growing organization during an exciting and transformative time.

What will you do as Voices Together’s next Director of Finance and Operations?

Financial Management & Operations

(75% of your time)

●        Oversee all financial operations including donation, grant, and earned income processing; accounts payable and cash disbursements; payroll; tax filings; general ledger postings; monthly reconciliations and analyses; monthly financial reporting; budget monitoring; and external reporting.

●        Provide financial forecasting and fiscal analysis to support Voices Together’s strategic goals.

●        Establish and enforce compliance with financial policies, procedures, and internal controls, including proper separation of duties and adherence to Generally Accepted Accounting Principles (GAAP) and local, state, and federal regulations.

●        Lead the annual budgeting process, working with fellow Leadership Team members to prepare revenue projections, operating expenses, capital expenditures, and program and grant budgets.

●        Offer recommendations for areas of fiscal growth, reduction of expenses, and risk mitigation.

●        Serve as the liaison to vendors providing finance-related services including banking, bookkeeping, annual audit, tax preparation and filing, payroll, issuance of Forms 1099, and other tax reporting requirements.

●        In conjunction with the CEO, serve as a primary interface with the Board on financial matters.

●        Ensure the efficiency and effectiveness of Voices Together’s business operations. Offer recommendations for enhancing operations, improving vendor-provided services, and maximizing operational investments.

●        Manage building lease relationships and ensure office facilities are stocked and well-maintained.

Human Resources (HR)

(25% of your time)

●        Provide recommendations related to organizational needs and structure.

●        Serve as liaison to the outsourced HR vendor to implement and oversee HR policies and procedures that include hiring, onboarding, performance management, conflict resolution, employment practices, and termination.

●        Oversee the benefits programs.

●        Understand and apply applicable laws, policies, and workplace procedures to ensure timely, consistent, and accurate compliance.

Why Voices Together?

The mission of Voices Together is to empower people on the Autism spectrum or who are otherwise neurodivergent to transform their own lives. Voices Together offers a proprietary, evidence-based music therapy model – VOICSS® – developed by founder and CEO, Yasmine White. White founded the nonprofit Voices Together in 2007 to make this unique therapy widely available, particularly to children and young adults who are also economically disadvantaged. Research has confirmed that Voices Together’s evidence-based therapeutic intervention model enables significant improvement in social/emotional learning, communication, and self-advocacy in children, teens, and adults.

A seven-member board of directors represents and advocates for Voices Together in the larger community. Board members serve as fiduciaries of the organization and the mission is advanced effectively. A 13-member advisory council provides valuable insights, support and expertise that inform the growth and development of our programs.

Voices Together has a 25-person staff and a current budget of $2.7M and is expected to continue its trajectory of rapid. The organization engages and trains only board-certified music therapists, trained in its model, to deliver this unique and evidence-based therapeutic service. Since 2007, these talented individuals have used VOICSS® to improve the lives of approximately 6,000 neurodivergent children, teens, and adults.

Want to know more? Visit www.voicestogether.org.

Position Overview

Key lived experiences, attributes, and ought in the Director of Finance and Operations

●        Belief in Voices Together’s mission and keen interest and excitement in helping the organization grow

●        Formal training and prior leadership team experience in a finance, human resources, and operations role

●        Considerable knowledge of policies, procedures, principles, controls, methods, and techniques of financial management

●        Strong understanding of, and extensive professional experience, with:

• Accounting/GAAP principles
• Budgeting and forecasting
• Donation processing
• Grant reporting
• Financial analysis
• Financial statement preparation and reporting
• Cash flow management
• Account reconciliations
• Accounts payable
• Banking services

●        Experience managing vendors and negotiating contracts, especially in the areas of audit and tax, insurance, human resources, and benefits administration

●        Working knowledge of human resources functions with direct experience in structuring, hiring, onboarding, and continually building a team

●        Ability to take initiative and bring forward ideas and recommendations

●        Propensity to “think big” while still maintaining attention to detail and a willingness to be hands-on to achieve goals

●        Commitment to the principles and practices of diversity, equity and inclusion

●        High degree of self-motivation and flexibility, with the humility and attitude to work effectively in a team environment

●        Highly organized with the ability to manage multiple tasks and priorities in a fast-paced environment

●        An understanding of social entrepreneurship and the ways public and private organizations can work together

●       Excellent computer skills with proficiency in Microsoft Office and QuickBooks

How To Apply

Think you are the next Voices Together Director of Finance and Operations?

To apply, click on the link to the Director of Finance and Operations position profile at ArmstrongMcGuire.com/apply. You will see instructions for uploading your compelling cover letter, resume, salary requirements, and professional references.  Please provide all requested information to be considered. In case of any technical problems, contact april@armstrongmcguire.com. No phone calls, please, and no applications will be accepted by email or directly from third-party posting sites.

Review of candidates will begin in September 2021 and continue until the position is filled.

Salary is commensurate with candidate experience and begins in the $70K range. Benefits include medical and dental insurance with options for accident, life, and short-term disability insurance; 401K and Roth IRA plans; paid holidays; continuing education; and generous paid time off and sick time.

Voices Together actively seeks a diverse pool of candidates and is committed to a policy of equal employment opportunity without regard to race, color, national origin, religion, ability/disability, gender, gender identity, sexual orientation, or age.

The Organization

Operations Manager, Dalio Education

Dalio Education is seeking a Manager of Operations to support leadership in: (a) advancing grant-making, portfolio management, and budgeting activities; (b) managing special projects and initiatives, such as the Winter Coat Project; and (c) providing behind-the-scenes and ad hoc support to the Connecticut Opportunity Project (CTOP) team as they work to measure, evaluate, and report the impact of their social investing.

Organization Overview:

Dalio Philanthropies is the Dalio family’s philanthropic enterprise, furthering the philanthropic enthusiasms of family members.  Dalio Philanthropies operates with a lean team that enables family members to develop their philanthropic passions, to learn from their passions as they pursue them, and to achieve positive outcomes and impact in those passion areas.

Led by Barbara Dalio, Dalio Education operates as an entrepreneurial team within Dalio Philanthropies, working to strengthen public education in Connecticut by engaging with educators, community leaders, and young people to achieve positive outcomes and greater equity across the state.  Dalio Education leads a results-driven philanthropic platform that includes the Connecticut Opportunity Project (a division of Dalio Education) and the Connecticut RISE Network (an independent organization co-founded by Dalio Education), as well as several collaborations benefiting students, teachers and other educators, public schools, and communities in Connecticut through an approach that supports educators and emphasizes the development of the whole child.

Dalio Education believes in the value that diversity, equity, and inclusion brings to a team and empowers each member of the team to embrace these values along their personal journey of growth and professional development.

Position Overview

Position Summary:

Dalio Education seeks a highly motivated, talented, and dynamic individual to serve as the Manager of Operations to help the team achieve its mission.  The Manager of Operations will help the team to administer grant-making and portfolio management activities, including budgeting and reporting.  She or he will manage special projects and initiatives, such as the Winter Coat Project.  They will also support the team in developing and implementing operating systems, tools, and practices to measure and evaluate the impact of philanthropic initiatives.  This is an extraordinary opportunity for an individual who is passionate about Dalio Education’s mission; who is looking to acquire experience in social investing and philanthropy through a role that is more operational than programmatic; and who is able to work with and across multiple teams simultaneously.

A successful candidate must have strong analytical capabilities, passion for working in operations, superior organizational skills, and a growth mindset.  They will play an integral role on a small team, working hard to achieve a bold mission.  This role will require rolling up one’s sleeves in order to execute multiple tasks simultaneously and thrive in a fast-paced environment that is oftentimes ambiguous and fluid.

Position Location: 

Greenwich, Connecticut

Given the current state of the pandemic, this position will abide by the current work-from-home status of the organization, but when appropriate, based on public health guidelines, will work from the Sound View office in Greenwich.

Reports To: 

Chief Education Officer, Andrew Ferguson 

Role Responsibilities: 

Top priorities are subject to change and include, but are not limited to:

Advance portfolio management activities by working in close coordination with Dalio Education and Dalio Philanthropies teams (35%) 

• Serve as the Dalio Education team’s staff liaison between Dalio Philanthropies and the Dalio Family Office in order to promote strong collaboration and communication as well as excellent execution;
• Support Dalio Education leadership in setting annual budgets and advancing budget planning processes with relevant team members;
• Work closely with team members across the Dalio Enterprise to input budget data and ensure that budgeting systems operate effectively and accurately;
•  Track initiative budgets and provide regular budget updates and reports to Dalio Education leadership;
• Support Dalio Education leadership in setting goals and tracking and reporting progress;
• Conduct research to build a network of best-in-class prospective vendors aligned to team goals;
• Develop RFPs and RFIs and provide leverage for program leaders in engaging with prospective vendors;
• Support vendor management activities, including sourcing, contracting, and onboarding vendors;

 Support grant-making processes by collaborating with Dalio Education and Dalio Philanthropies teams (30%)

• Initiate grant processing and payments in the grants management system and oversee all activities throughout the grant lifecycle, in support of all Dalio Education grants;
• Perform research and due diligence on potential grants and grantees, in support of select Dalio Education grants;
• Assist in reviewing proposals and supporting program leaders in developing recommendations, in support of select Dalio Education grants;
• Work with program leaders to develop grant agreements with clear metrics and timelines, in support of select Dalio Education grants;

Help the CTOP team as they work to measure, evaluate, and report the impact and effectiveness of their social investing (20%)

•  Support the improvement of budget processes, operating systems, tools, and practices to enable data-informed decision-making;
• Provide behind-the-scenes support to the team in data input, systems implementation, and other activities necessary to maximize the social return on investment;
• Provide ad hoc support to the team for completing operational tasks necessary to develop, organize, and maintain CTOP’s digital library of research products and other artifacts;
• Assist the team in building and maintaining a system that tracks and reports yearly Key Performance Indicators;
• Assist the team in planning its annual budget, inputting budget data, tracking spend-to-date and grant investments, providing budget updates to Dalio Education leadership, and coordinating with relevant team members across the Dalio Enterprise;

Manage special projects and initiatives (15%)

•  Manage the Winter Coat Project, which entails coordinating with school district liaisons and overseeing a small team of consultants tasked with donating thousands of coats to children across Connecticut every fall, and other special projects and events as assigned;
• Execute ad hoc projects, research, and initiatives as necessary to advance the team’s mission;
• Collaborate with colleagues in furthering the team’s brand and communications strategy by, among other responsibilities, overseeing website vendor and social media vendors;
• Support the team in developing Annual Reports, Impact Reports, and Investment Prospectuses; and

Other duties, as assigned.

Position Requirements: 

The ideal candidate will possess the following professional qualifications: 

• At least five years of experience in philanthropic grant-making and/or data management and research experience with an interest in social investing, capacity building, and/or public education required;
• Bachelor’s degree at an accredited higher education institution required; and
• Experience successfully demonstrating the cultural competency to work across diverse populations and the ability to build excellent relationships with stakeholders from various walks of life (e.g. colleagues, partners, practitioners, and community members).

The ideal candidate will possess the following knowledge, skills, attributes, and values:

• Integrity, transparency, honesty, compassion, and strong ethical orientation;
• Emotional intelligence, creativity, analytical skills, and sound judgment;
• Takes great satisfaction in working on operational priorities and loves operating behind-the-scenes in support of a team;
• Resiliency under pressure and the ability to thrive in a rapidly evolving and entrepreneurial organization;
• Superior organizational skills with tremendous attention to detail;
• Ability to manage multiple projects, prioritize, and deliver high‐quality work in a fast-paced environment;
• Excellent written and verbal communication skills, including presentation skills;
• Self‐starter with a commitment to continuous learning and improvement;
• Capability to glean important points and patterns from data to make decisions and recommendations; and
• Highly proficient utilizing data systems and tools for data entry and analysis, and exceptionally skilled in SalesForce Foundation Connect, Word, Excel, PowerPoint, and Google Suite. 

Compensation, Benefits, and Relocation: 

Compensation for this role is competitive and commensurate with experience.  Dalio Philanthropies provides a full slate of employee benefits including, but not limited to, health, dental, life, vision, disability insurance, supplemental life insurance, subsidized childcare, and a 401(K) match program.  Dalio Philanthropies also offers competitive vacation and holiday policies, as well as competitive relocation packages if necessary.

Please note we do not provide immigration sponsorship for this position.  Dalio Philanthropies is an Equal Opportunity Employer, and does not discriminate against any employee or applicant for employment because of race, color, ethnicity, religion, gender, sexual orientation, national origin, disability, age, marital status, military status, pregnancy, or parenthood.

All employment at Dalio Philanthropies is subject to an extensive background check.

How To Apply

https://boards.greenhouse.io/dalioeducation/jobs/4149746004

The Organization

Mount Auburn Hospital, an award-winning regional teaching affiliate of Harvard Medical School, seeks a seasoned front-line fundraiser to champion gift strategies and programs in support of institutional priorities, including a $30 million comprehensive emergency department campaign. As a senior member of the philanthropy team, the Philanthropy Director will manage a portfolio of major and principal gift prospects and donors through strategic moves management, while helping to develop and strengthen a grateful patient program.

Founded in 1886 a half mile from the historic Harvard Square, the 217-bed, full-service Mount Auburn Hospital cares for patients and families of Cambridge, Belmont and surrounding towns at its main campus and at 37 off-site locations. Dedicated to delivering health care services in a personable, convenient and compassionate manner, the hospital also is committed to educating the caregivers of tomorrow and advancing research in numerous clinical areas.

Mount Auburn Hospital is a member of Beth Israel Lahey Health (BILH), a new, integrated health care system comprising academic medical centers and teaching hospitals, community and specialty hospitals, and more than 4,000 physicians and 35,000 employees. Guided by the motto “Working together, we can do more than we ever could on our own,” the BILH Philanthropy Team is actively engaged in a true partnership, advancing a collective mission that ensures affordable healthcare, improved patient outcomes, investments in research and education, and a healthier community – ultimately, measuring success by the difference made in people’s lives.

Position Overview

Reporting to the hospital’s Vice President of Philanthropy, the Director devises, implements and manages creative, effective and original strategies designed to interest, engage and secure a wide range of key prospects and donors; and develops plans for building a prospect pipeline through both traditional and non-traditional means. The Director manages a personal portfolio of major/principal gifts, prospects and donors ($100,000+), and establishes strong working relationships with department chairs, division chiefs, senior researchers, and others central to donor engagement in critical initiatives.

Qualifications:

The ideal candidate is a mission- and values-driven team player with authentic comfort in matrixed organizations, and a record of success raising significant and complex gifts. Entrepreneurial, highly motivated and organized, this individual must have the confidence and expertise to contribute to strategy and goal-setting, with a strong operational focus and bias for action. A superb communicator and consummate relationship manager, this person is adept at working with a wide range of individuals from administrative, clinical and lay leaders to sophisticated, affluent donors and grateful patients. Bachelor’s degree with 10+ years’ fundraising experience and success in major gift or related work.

EOE M/F/VET/DISABILITY/GENDER IDENTITY/SEXUAL ORIENTATION

How To Apply

This is a retained executive search of Exceptional Executive Search.

For more information, contact info@eesrecruit.com.

The Organization

If you want to make a meaningful difference in the health and lives of New Yorkers, the New York State Health Foundation (NYSHealth) may be the right place for you. The Program Officer position is an ideal fit for a candidate who is mission-oriented, strategic, creative, and collaborative, and who cares deeply about making the health care system work better for patients and their families. In this role, you will join our dedicated staff in a collegial atmosphere and work with grantees and partners to advance our work to empower health care consumers.

Background:

The New York State Health Foundation is a private foundation dedicated to improving the health of all New Yorkers, especially the most vulnerable. NYSHealth began operations in 2006; today, it has approximately $350 million in assets, as well as a $15 million annual grants and operations budget.

The Foundation is committed to making grants, but also to making a difference beyond grant dollars: informing health care policy and practice; spreading effective programs to improve the health system; serving as a convener of health leaders across the State; and providing technical assistance to grantees and partners. Today, the Foundation concentrates its initiatives in two strategic priority areas: Empowering Health Care Consumers and Healthy Food, Healthy Lives. NYSHealth also engages in responsive grantmaking through a Special Projects Fund and maintains a special interest in veterans’ health.

Launched in 2016, the Empowering Health Care Consumers priority area is focused on amplifying the voice of the health care consumer, as well as increasing the information and tools available so that patients are active participants in their own health and health care and have a seat at the table to help drive and inform decisions that affect health care. This priority area has two core strategies: (1) promoting information transparency and (2) engaging patients as partners in health care decision-making.

Position Overview

If you want to make a meaningful difference in the health and lives of New Yorkers, the New York State Health Foundation (NYSHealth) may be the right place for you. The Program Officer position is an ideal fit for a candidate who is mission-oriented, strategic, creative, and collaborative, and who cares deeply about making the health care system work better for patients and their families. In this role, you will join our dedicated staff in a collegial atmosphere and work with grantees and partners to advance our work to empower health care consumers.

Position Summary:

Supporting the Vice President for Programs, the Program Officer will work as part of a team with a primary focus on implementation of the Empowering Health Care Consumers priority area. This position is ideal for a creative and strategic thinker who can contribute to the refinement of this priority area and its potential evolution to address other health care and health system issues. The Program Officer will be responsible for managing programs and grants; reviewing proposals; and making grantmaking recommendations to the Vice President for Programs and other senior staff. The Program Officer will also be expected to represent the Foundation at meetings and conferences throughout New York State and nationally, as well as organize and facilitate NYSHealth convenings. The Program Officer will help develop external relationships that advance the portfolio’s work with thought leaders, key stakeholders, and policymakers.

Reports to: Vice President for Programs

Responsibilities:

• Support the Vice President for Programs and collaborate with the Empowering Health Care Consumers team and other Foundation teams in developing strategic grantmaking opportunities for the priority area and other high-priority health system areas.
• Develop, cultivate, and implement ideas for projects and initiatives.
• Contribute to the design and implementation of annual program goals and strategies.
• Lead and facilitate meetings with grantees, conduct site visits, review grantee submissions, and track grantee performance. Work with grantees to identify potential enhancements to project development and ensure that contractual objectives are met.
• Work with grantees to identify and lead efforts to help leverage the Foundation’s resources and develop opportunities to partner with other private and public funders.
• Prepare and present written proposal summaries for various levels of the grant review process and provide recommendations to senior staff and review panels.
• Respond to public inquiries about priority areas and the application process. Work to disseminate and communicate the Foundation’s goals and objectives and its grantmaking results.
• Develop and maintain productive working relationships with stakeholders, policymakers, community members, researchers, and others to support program development and implementation.
• Convene grantees, stakeholders, and policymakers to advance program development and implementation, as appropriate.
• Contribute to quality improvement and learning within the Foundation, including facilitating internal communication and evaluation to inform future program development and grantmaking.
• Participate in conferences, seminars, and other professional development activities to maintain and enhance expertise and professional status.
• Contribute to the NYSHealth website by identifying relevant grantee materials to be posted to the site.
• Complete special projects as assigned.

The Program Officer will work collaboratively across the Foundation’s program areas to advance shared goals and will play a key role in strategic thinking, generating project ideas/initiatives and partnership development. The Program Officer is also expected to coordinate with the Foundation’s communications, policy and research, and grants management staff.

Required Experience and Qualifications: The Program Officer must have a graduate degree in health, public health, public policy, or a relevant discipline.

Other qualifications include:

• Superb project management and organizational skills. Fine attention to detail and follow-through, including time management and document flow.
• Excellent written and oral communication skills.
• Excellent analytic abilities, including clear judgment and creative thinking.
• Excellent interpersonal skills: collegial; energetic; and able to develop productive relationships with colleagues, grantees, consultants, and others who contribute to program development and management. Works well with and welcomes opportunities to work across diverse cultures.
• Demonstrated maturity and seasoned judgment. Ability to make decisions, justify recommendations, and be responsive and clear with Foundation applicants.
• Experience with engaging and collaborating with health care, business, and community leaders and other partners in program work.
• Experience in applying for, receiving, and managing grants and/or foundation and grantmaking experience is highly desirable.
• Ability to travel for site visits and to represent the Foundation at outside meetings.  (Note: NYSHealth travel is currently suspended in most cases because of the ongoing pandemic. When travel restrictions are lifted and it is safe to do so, travel will resume.)

Preferred Qualifications: Preference will be given to candidates with content knowledge and experience in the health care policy and health system operations areas, with a focus on consumer empowerment and patient engagement. For example:

• Direct experience in the health care, health policy, and/or consumer advocacy settings, including partnerships between health care and community-based sectors (e.g., hospital, primary care, behavioral health, and community-based organizations).
• Knowledge of patient/consumer engagement, as well as person-centered care frameworks, policies, and interventions.
• Understanding of policies and best practices regarding issues such as price and quality transparency and shared decision-making.
• Working knowledge of (and/or connections with) New York State and/or national patient-centered care/consumer advocacy organizations.

How To Apply

Application Process: Candidates are encouraged to describe their skill sets and experience in light of the above qualifications.

NYSHealth offers a competitive package of benefits, including employer-paid health insurance; dental, vision, and life insurance; and employer contribution to a 403b retirement account.

The salary range for this position is $100,000–$125,000, depending on experience and qualifications.

This position will be based at the Foundation’s New York City office, although all staff are currently working remotely. Proof of vaccination is required.

Send résumé and statement of interest to HR@nyshealth.org and include “Program Officer” in the subject line. 

The New York State Health Foundation welcomes applications from people of all cultures, backgrounds, and experiences, and values having a diverse staff. Employment opportunities are based upon individual capabilities and qualifications without regard to race, gender, religion, sexual orientation, age, national origin, disability, veteran status, or any other protected characteristic as established under law.

The Organization

The Fidelity Foundations are a group of private foundations that fund a diverse set of programs on a national scale. In addition, the Foundations fund non-profit organizations that strengthen the communities in which Fidelity Investments employees live and work. Our values of integrity, compassion, innovation, and expertise guide our investments in education, arts and culture, health, conservation, and economic opportunity.

ABOUT US:

Today, the Foundations are at an important and exciting stage in our organizational history having grown and evolved in recent years under new leadership. As our strategies and organization continue to develop, we are seeking individuals with skills and expertise that support the advancement and execution of a long-term portfolio of philanthropic investments.

As a capacity-building funder, the Foundations seek to make catalytic, impactful, and lasting investments in non-profits at strategic inflection points and support projects that substantially enhance their impact and sustainability. Many projects involve planning, infrastructure (e.g., capital, and technology), training, and other improvements to increase effectiveness. Grantmaking is executed through quiet giving, and most grants are awarded anonymously.

Learn more about one of our Foundations at: www.fidelityfoundation.org.

POSITION SUMMARY:
The Senior Executive Assistant is a member of the operations team, provisioning administrative support to program staff to advance grantmaking, project execution, and internal communications. The position reports to the VP of Operations, directly supports several program leaders and their teams, and intersects with all staff members at the Foundations. Primarily focused on supporting program staff members across portfolios, duties include managing individual and team-based calendars, data entry, and project management in support of grant execution, and assisting on special projects and general operations.

Additional responsibilities include, but are not limited to the following:

Program Support: Individuals (~60 % of time)

• Manage administrative needs of multiple individuals across program portfolios; includes travel and conference coordination, managing expense reports, meeting scheduling and set-up, troubleshooting information technology and system access needs, greeting guests, calendar oversight, and time management
• Conduct data entry and assist with documentation in support of grantmaking and reporting
• Draft written communications to share with potential and existing grantees and field telephone calls
• Support management of timelines and deliverables through the development and maintenance of project planning and tracking tools
• Act as liaison with the Grants Management team to support smooth execution of grantmaking workflows and processes
• Conduct background research and draft written summaries for program staff

Program Support: Cross-team (~30% of time)

• Create, review, and/or edit engaging and well-formatted reports, presentations, figures, board books, and other communications for staff, senior management, and Trustees
• Support weekly Program Team meetings, including scheduling, note-taking, and follow up as necessary
• Track, research, and summarize timely news items related to Foundations interests and create communications for staff, senior management, and Trustees
• Assist with other projects that align with the Program Team as needed

General Operations (~10% of time)

• Collaborate with operations team to support cross-organization needs and initiatives; includes greeting guests, managing space and supplies, fielding calls, executing meetings, and organizing events
• Back-up other Foundations executive assistants as needed
• Assist with other projects, tasks, and processes as required

CANDIDATE REQUIREMENTS:

It is critically important that the Executive Assistant be a highly collaborative team player, with a service- oriented attitude, who listens and communicates well. In addition, the successful candidate will need to undergo a comprehensive background check.

To be considered, candidates will possess a majority of the following professional and personal attributes and competencies:

• Minimum of five years of related work experience in a professional environment; experience in the non- profit sector or philanthropy valued but is not required
• Strong commitment to fostering an inclusive culture
• Flexible team player who is service-oriented and collaborative, with high-level interpersonal skills
• Experience in a fast-paced environment preferred
• High levels of organization, detail-orientation, and proactiveness in supporting others including effective planning and time management
• Advanced computer skills, including proficiency with MS Office and strong aptitude to learn other software systems
• Excellent written and verbal communication, including phone and editing skills
• Ability to effectively interact and collaborate with all levels of co-workers, including assistants, program officers and directors, and senior management
• Sound judgment, integrity, and respect for confidentiality

How To Apply

LOCATION & REMOTE WORK:
This position is based in downtown Boston, MA. Due to the COVID-19 pandemic, the Fidelity Foundations staff currently work in a predominately remote environment and will move to hybrid as conditions change. Decisions regarding work environment relate to public health considerations and business needs.

APPLY TO JOIN OUR TEAM: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=827b4c34-c253-4cd2-a670-ecc675a74001&ccId=2640974896_2964&jobId=411575&lang=en_US&source=CC4

COMPENSATION AND BENEFITS:
The Fidelity Foundations offers a competitive salary commensurate with experience, an annual performance- based bonus, and a comprehensive benefits package.

The Fidelity Foundations are committed to creating an equitable and inclusive professional environment. We encourage applications from candidates with a diversity of backgrounds, experiences, and perspectives.

Important COVID-19 Information
The Fidelity Foundations are committed to safeguarding the health and well-being of our employees, grantees, and candidates. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications; we may request an in-person conversation for finalists. Note that we currently require COVID-19 vaccination attestation for in-person interactions. We are committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time.