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.