Managing Director for Finance and Operations

Accountabilities:

As Managing Director for Finance and Operations, you will guide the organization's financial health, investment operations, and internal infrastructure, ensuring that financial and operational strategies support its mission and long-term sustainability.

• Financial strategy and reporting: Develop and implement strategies for automated financial data collection, analysis, and reporting. Oversee monthly and annual financial statements, dashboards, forecasts, and financial projections to support executive and board decision-making.

• Budgeting, audits, and tax compliance: Lead annual budgeting, financial planning, year-end closing, board approval processes, and budget variance analysis. Oversee annual audits, tax filings, including Form 990 where applicable, and program-specific audits, ensuring timely completion and strong audit outcomes.

• Cash and asset management: Develop and manage cash strategies to optimize financial runway, oversee restricted and unrestricted funds, and maintain required cash and net asset reserves.

• Grant and funding administration: Oversee fiscal sponsorships, re-grants, pass-through funding, and investment and grant funding pipeline data, ensuring accurate tracking and compliance with reporting requirements.

• Financial modeling and business development: Design and update financial models, pricing strategies, and budgets for products and services. Partner with the CEO and Business Development team to evolve the business model and diversify revenue streams.

• Investment operations: Build and oversee an integrated back-office function supporting program-related re-grants, direct investments, and investment structures. Strengthen accounting and administration for liquid and non-liquid assets.

• Investment strategy support: Work with the Managing Director of Impact Investments to develop investment vehicles, manage fund administration, and coordinate investment, finance, operations, and data analytics functions.

• Internal controls and risk management: Maintain effective financial controls, regulatory compliance, and risk management processes. Assess financial and tax implications of investment holdings and provide guidance on agreements and contracts.

• Corporate and regulatory administration: Oversee contract reviews, external legal services, recordkeeping, incorporation filings, and applicable regulatory filings, including FINRA and SEC requirements.

• Human resources and employment compliance: Lead HR operations and support an adaptable hybrid organizational model. Ensure compliance with employment laws and statutory requirements across operating countries, including international payroll, GEO/PEO relationships, and entity-level employment obligations.

• Technology and IT oversight: Manage the organizational IT strategy, annual technology budget, and technology personnel, including contractors and employees as needed.

• Operational and administrative management: Oversee banking operations, credit cards, petty cash, bookkeeping, accounts payable and receivable, financial software, and third-party service providers.

• Procurement and organizational systems: Manage procurement and contracting for external services, coordinate policies across finance, operations, and grant management, and ensure accurate documentation and consistent recordkeeping.

• Board and committee engagement: Work closely with the CEO and Board Treasurer, serve on and co-lead the Board Finance Committee, and prepare and present financial reports, dashboards, and meeting materials for quarterly board and finance committee meetings.

• Revenue diversification and business model innovation: Develop sustainable revenue strategies, explore complementary products and services, and strengthen multi-stakeholder business models that create financial and social value.

• Team leadership and culture: Build and supervise high-performing finance, fund administration, and human resources teams. Promote cross-functional communication, collaboration, accountability, and a supportive organizational culture.

Requirements:

The ideal candidate is an experienced financial and operational leader with strong investment management expertise, strategic business acumen, and the ability to manage complex funding structures across an international organization.

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. A CPA, CFA, or MBA is preferred.

• At least 7–10 years of financial management experience, including experience with investment management and organizations operating with diversified revenue streams.

• Two to three years or more in a senior managerial role, including supervision of teams and third-party service providers.

• Strong knowledge of Generally Accepted Accounting Principles (GAAP), financial reporting, accounting practices, and regulatory compliance.

• Demonstrated expertise in financial planning, budgeting, cash management, financial modeling, and forward-looking projections.

• Experience with investment management, fund administration, investment facilities, and blended finance structures.

• Understanding of multi-currency transactions, debt and alternative investments, and the accounting and financial modeling required to manage complex investment portfolios.

• Proven ability to develop and implement financial systems that improve efficiency, integrate operational processes, and strengthen grant and investment reporting.

• Experience designing business models and revenue diversification strategies; a track record in fundraising and managing complex external stakeholder relationships is preferred.

• Experience supporting fundraising rounds, including pre-seed, seed, or Series A, is welcomed.

• Ability to develop products and services that create complementary value across organizational activities and stakeholder groups.

• Familiarity with regenerative and sustainable business models, systems-change approaches, and community-centered decision-making.

• Strong analytical and problem-solving skills, with the ability to translate financial information into practical strategic recommendations.

• Proficiency with financial software, technology systems, and data management tools.

• Working knowledge of human resources operations, organizational development, compensation structures, performance management, and employment compliance.

• Excellent communication and presentation skills, with the ability to explain complex financial and operational matters to technical and non-technical audiences, executives, and board members.

• Demonstrated leadership, collaboration, and team development skills, with the ability to build a positive and accountable organizational culture.

• Willingness to critically evaluate appropriate AI use cases and limitations and contribute to the development of organization-wide AI policies.

• Ability to work effectively across international teams, diverse stakeholder groups, and multiple operational jurisdictions.

Benefits:

• Annual base salary: $160,000–$185,000, or the equivalent in local currency, depending on skills and experience. The source posting also lists compensation of $165,000–$180,000; the applicable range should be confirmed during recruitment.

• Fully remote work arrangement for candidates based in the United States, United Kingdom, or Kenya.

• Flexible paid time off (PTO).

• Annual professional development allowance.

• Annual wellness allowance.

• Remote work stipend.

• Monthly reimbursement for cell phone and internet expenses.

• For U.S.-based employees: Medical, dental, vision, and life insurance, plus a 401(k) plan with an employer match of up to 3%.

• For employees based in the United Kingdom and Kenya: Monthly health allowance.

• Opportunity to contribute to an organization supporting early-stage entrepreneurs and businesses addressing social, economic, and environmental challenges.

• Inclusive and equitable working environment that values diverse backgrounds, identities, and experiences.