Kalamazoo, MI

About Kalamazoo Community Foundation (KZCF):

KZCF, established in 1925, has the vision of Kalamazoo County being the most equitable place to live, with the mission to mobilize people, resources, and expertise and to advance racial, social, and economic justice. Learn more at kalfound.org.

Core Values:

• Center Anti-Racism and Equity
• Advance Racial Justice
• Nurture Healing and Love
• Cultivate Transformative Relationships
• Serve the Greater Good
• Learn and Grow
• Embrace Joy

Position Summary:

Responsible for providing senior level management support for organizing, planning, directing, and evaluating the Community Foundation’s financial functions.  Oversees management of investments.  Responsible for reporting financial condition to the Finance Committee and the Board of Directors. Serves as a key member of the Strategy & Leadership Team.

Essential Duties & Responsibilities:

Finance Oversight

• Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

Investment

• Leads, manages, and develops recommendation for changes to the Investment Policy
• Provides staff leadership to the Financial Investment Committee in supporting its core asset investment responsibilities
• Conducts due diligence of noncore investment managers and makes changes as necessary in consultation with VP, Donor Relations and CEO
• Provides guidance for interim liquidity and/or major asset liquidations or investments
• In partnership with the VP, Grants/Community Investment supports Impact Investing Committee in developing policy and procedures for impact investments.
• Conducts due diligence for impact investments in coordination with CI team and makes recommendations to Impact Investment Committee and Board

Spending

• Leads, manages, and develops the unrestricted and restricted Spending and Ceiling/floor policies for Board approval
• Develops Spending Policy Analysis and provides leadership and oversight for underlying expected return studies and supporting data.
• Interprets, develops, and makes recommendations for spending policy changes as needed
• Gift Acceptance and Expectancy Management
• Serves as a member of the Gift Acceptance committee
• Review paperwork for matured expectancies and provide expertise to donor relations
• Analyze fair market value of expectancies for the annual audit

Supervision of staff

• Supervises finance and investment staff. In doing so, assigns, plans, and reviews work; establishes priorities; provides context for how day-to day-work connects with and supports KZCF’s mission; instructs and trains employees; supervises projects; conducts performance evaluations and corrective action or job counseling; and participates in hiring and terminations

Other

• Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

Diversity, Inclusion, Equity, and Anti-Racism:

• Apply an equitable and anti-racist analysis to all functions to achieve organizational goals.
• Embrace, support, and integrate Community Foundation philosophies related to diversity, inclusiveness, and anti-racism with a willingness to acknowledge and address other forms of bias.
• Ability to confront personal, individual, and internal systemic bias regarding race, age, gender, gender- identity, sexual orientation, ability, etc., which will require sharing and discussing personal identities related to the work environment.
• Ability to work and navigate emotionally taxing conversations related to power, privilege, racism, and oppression on a regular basis.
• Must have strong emotional intelligence and resiliency skills to lead and/or actively participate in advancing our work relative to racial, social, and economic justice.

Professionalism:

• Support the mission, vision, and strategic goals, as a part of the Performance Excellence Model of the Community Foundation, to serve both internal and external customers.
• Follow and support Community Foundation policies and procedures.
• Evaluate own performance and assumes responsibility for professional development.
• Embrace philosophy of one actively engaged in lifelong learning.
• Demonstrate and models Process documentation for clarity and consistency.
• Maintain current knowledge of all changes affecting area of work.
• Conduct self in a professional manner and follows and support the core values, commitments, and behaviors.
• Maintain appropriate professional appearance and confidentiality.

Engagement/Participation:

• Actively represents KZCF at community-based meetings and events which may require evening and weekend engagement throughout the year
• Actively participate in meetings, committees, and volunteer opportunities within the organization
• Apply an anti-racism analysis and engage with others in support of learning ways to advance collective DEI understanding and skills.
• Participate as a team member utilizing a collaborative style to achieve mutual goals.
• Provide proactive, creative cross-functional thinking and ideas to enhance services to customers.
• Demonstrate ability to work effectively with others.
• Knowledge, Skills & Abilities:

Required:

• A minimum of a bachelor’s degree with specialized understanding of Accounting, Investments, and/or Finance; or an equivalent combination of training and relevant work experience
• Minimum six to eight years progressively more responsible experience in the following areas:
• Accounting (i.e., complex general ledger with one thousand funds, complex budgeting, forecasting, etc.)
• Investments (i.e., part of a financial investment team, investment manager, nonprofit foundation with endowments setting policies and philosophies)
• Supervision, strategic leadership, and emotional intelligence to motivate and manage people and manage conflicts.
• Knowledge of nonprofit, multi-fund accounting
• A personal commitment to Anti-Racism / Racial Equity
• Ability to set strategy and make recommendations to the Board of Trustees
• Strong leadership skills and demonstrated ability to effectively interact, communicate, and collaborate with people from all cultural backgrounds
• Must have the ability, judgement, poise, and personal capabilities to build and maintain trust
• Strong emotional intelligence and conflict resolution skills and strengths
• Ability to work & navigate emotionally taxing conversations/contexts related to power, privilege, racism, oppression with diverse stakeholder groups
• High personal resiliency skills and tools
• Experience representing organizational positions within community settings
• Ability to work both independently, as a team member, and with a broad range of constituencies
• Ability to prioritize multiple projects and work under pressure
• Willingness to learn and be adaptive to support a complex and evolving body of work

Preferred:

• Master’s degree in Finance, Accounting, or related field; Certification as a Public Accountant
• Thorough knowledge of income and estate issues of charitable planning
• Understanding of industry specific software (i.e., Financial Edge)
• Income and estate tax planning for charitable giving
• Ability to apply a racial equity analysis to the financial sector

Physical/Mental Requirements:

• While working virtually, must ensure remote environment has consistent access to high-speed internet, generally free from distractions.
• Work in well-lit, pleasant, smoke-free office.
• Must be able to sit for long periods of time.
• Frequent requirement to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms
• Frequently involves extended workdays and periodically involves irregular work hours.
• Regular group and public speaking.
• Occasional travel and/or overnight work schedules.
• Requires attention to detail and ability to concentrate on figures, paperwork, data, etc.
• Frequent pressures related to meeting deadlines and fulfilling scheduling requirements.
• Frequent distracting influences such as people, phone calls, noise and so forth.
• Frequent simultaneous handling of multiple tasks and intermittent or cyclical work pressures.
• Occasionally requires on-call availability to handle work problems, emergencies/crisis situations etc.
• Occasional work at multiple sites or travel.

Additional Eligibility Qualifications

The Kalamazoo Community Foundation shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations.  These activities include hiring and termination of staff, selecting volunteers, selecting vendors, and providing services.

How To Apply

In order to be considered for this position, please apply directly through the following application link, https://www.kalfound.org/about/careers?gnk=job&gni=8a7883ac879c5eca0187c959d73e30c6&gns=ABFE