San Francisco

Assistant to the Chief Financial Officer, San Francisco Foundation

The Organization

Founded in 1948, the San Francisco Foundation is one of the nation’s largest community foundations — a grantmaking public charity dedicated to improving life within a specific local region. We are committed to racial equity and economic inclusion so that all people in the San Francisco Bay Area are economically secure, rooted in vibrant communities, and engaged in civic life. Our mission is to mobilize resources and act as a catalyst for change to build strong communities, foster civic leadership, and promote philanthropy in the San Francisco Bay Area.

Position Overview

The Assistant to the CFO provides overall administrative, operational, and process support to the Chief Financial Officer.

Reports To: Chief Financial Officer


General Administrative Support

The Assistant provides full administrative support to the CFO and, as directed, may provide support to other members on the team including scheduling cross-department meetings on behalf of three Finance Directors.  Administrative support duties include:

  • Calendaring and scheduling, expense reporting, meeting preparation, and other administrative support services for the CFO.
  • Acts as a primary information contact responding to inter-office and public and requests for information and redirecting inquiries and requests as appropriate.
  • Drafts and edits presentations, correspondence, information and reports.  Coordinates “paperwork” flow (largely electronic), including establishing and maintaining filing systems, correspondence, mail, scanning, and inter-office communications.
  • Answers questions from other Assistants about accounts payable processes including where to find appropriate coding and financial forms.
  • Trains new team members on administrative procedures.
  • Provides back-up support to other Assistants, colleagues and reception staff as appropriate.

Board Committee Support

The Assistant provides administrative and logistical support to four Board Committees as well as the 401(k) Committee, and serves as the administrative liaison to Committee members. These responsibilities include:

  • Establishing relationships with Board committee members and their staffs, organizing meetings, including scheduling, preparing agendas and dockets on our BoardEffect platform, data gathering and maintaining records of all pertinent information in conformance with the Foundation’s record-retention policy.
  • Handling all logistical aspects of committee meetings including catering, technology and room set-up, after meeting clean up, and assisting meeting attendees with logistical support as requested.

Special Projects

Provides administrative and coordination of specific tasks as assigned by the supervisor for ongoing or time-limited projects. Recurring tasks include:

  • Coordinating movement of records to offsite storage or scheduling records for destruction in compliance with the records-retention policy.
  • Migrating from paper to electronic document storage.
  • Filing annual renewal of Statement of Information with the Secretary of State.
  • Assembling and coordinating annual mailing of trust tax returns;
  • Assisting the CFO or Controller with document prep and scheduling to have documents notarized or obtain medallion signature guarantees.

Meeting Support

Has primary responsibility for managing all logistical aspects of team meetings and retreats as requested by the CFO.  Tasks include but are not limited to: vendor negotiation, ongoing communication with speakers and attendees, day-of-meeting management, monitoring expenditures, and final payment of invoices.  The Assistant may also be required to take and publish meeting notes as well as follow up with attendees to ensure completion of action items. Creative contributions to planning celebratory events is also helpful.


Minimum three (3) years’ experience providing professional support to senior staff and working on a team.  Experience working with boards or other governing entities a strong plus. Demonstrated ability to work appropriately with highly confidential information.  Ability to effectively communicate both verbally and in writing. Demonstrated tact and diplomacy in interacting with others; produce quality work in a high production, multiple project environment, with strong computer/software skills, including Windows 365, Microsoft Word, PowerPoint, Excel, Teams, and Zoom.  Good decision making and time management skills.  Experience providing support to multiple individuals a plus.  College degree preferred.

Compensation:  Commensurate with background and experience in addition to a very competitive benefits package.

Remote Work Policy: The Foundation is adopting a long-term hybrid in-person and remote work policy. Dedicated to its employee health and safety, The Foundation will continue to make decisions in accordance with San Francisco County and California mandates. Employees must reside or plan to relocate to California if hired.

Requesting Accommodations: The Foundation is committed to the full inclusion of all qualified individuals. As part of this commitment, The Foundation will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

The San Francisco Foundation is an equal opportunity employer and encourages people of diverse backgrounds to apply. 

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