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Chief Finance and Operations Officer

San Jose, CA, USA | Non Profit Organization

  • Industry:
    Non-Profit / Social Enterprise
  • Position Type:
  • Functions:
    Accounting / Control
    Finance (Internal)
    General Management
  • Experience:
    10-12 years
Job Description:
102 people have viewed this job

As part of a top-notch leadership team, the new CFOO will play a key role in solidifying and innovating programs, internal support systems, and organizational infrastructure in order to scale up Pivotal’s influence, knowledge, and programs. Immediately and continuing over the next three years and beyond, the CFOO will be entrusted to:

·Establish a robust, reliable accounting and financial management engine to steward significant growth in revenue and handle the complexity that comes with a wider array of financial resources and requirements. Pivotal has a well-thought-out growth strategy that will drive significant growth in revenue from a wide array of sources including government, education entities, private companies, philanthropies, and private donors. The new CFOO will partner closely with the CEO and other members of the executive leadership team to ensure that strong systems, skillsets and capabilities, processes and procedures are in place to forecast, plan, budget, and steward Pivotal’s financial resources with a high degree of integrity, transparency, and auditable excellence. In partnership with the CEO, the CFOO will serve as the go-to voice with the Board of Directors, internal staff, and external stakeholders on all matters relating to the financial health and integrity of the organization.

·Ensure best-in-class support and administrative processes and systems are established and linked seamlessly to support evolving programs for youth outcomes. The CFOO will guide and oversee the solidification and enhancement of finance and operational support systems, transactions and services connected with Pivotal’s coaching, enrichment, and access programs and the dynamic array of youths, services providers, partners, volunteers, interns and staff involved in these programs. As Pivotal continues to grow in terms of reach, depth and impact, the COO will provide strategic vision and operational expertise on how these service capabilities will also scale and continually improve to keep pace.

·Steward a coherent evaluation and learning strategy and related capacity to generate data-driven evidence and insight surrounding Pivotal’s programs and innovations. Working with the Director for Evaluation and Learning, the CFOO will deliver the recommended vision and strategy for programmatic learning, impact measurement, and knowledge sharing in support the organization’s strategic goals and metrics. S/he/they will create a strong evaluation and learning function and the enabling environment to help Pivotal become an evidence-based, data-driven learning organization. S/he/they will ensure the tracking and management of accurate and current data, knowledge, and insight regarding Pivotal’s programmatic impacts and outcomes, as well as learnings that can be shared with funders, investors, and community stakeholders. In partnership with the Pivotal executive leadership team, the CFOO will serve as an ambassador in communicating internally and externally programmatic lessons learned, evidence of impact, and actionable insights.

·Nurture and build a diverse, values-driven, competent workforce to support Pivotal’s growth. The CFOO will steward the development of the talent strategy to support Pivotal’s growth. S/he/they will ensure the ongoing recruitment, development, and human-resource management required to build and support a diverse, mission-oriented, innovative and high performing workforce and culture. This will require establishing a strong talent and human resource management function and related infrastructure as one of the functional pillars under the CFOO’s responsibilities. In alignment with Pivotal’s core values, the CFOO will also guide the organization’s diversity, equity and inclusion strategies and practices as part of Pivotal’s organizational maturity and success.

·Provide thoughtful leadership and guidance to complete the journey of merging two established organizations into one Pivotal family. Organizational change is difficult and ultimately very human. While the merger has occurred with great success, a year later work remains to be done to further integrate and harmonize the two organizational cultures and ways of working into one unified culture and operational system. In partnership with the CEO and executive leadership team, the CFOO will take a highly visible leadership role to offer an inclusive approach and respectful process for bringing the organization together quickly and effectively to learn, reflect, and co-create its desired operating environment. This effort must be undertaken quickly, with care, in concert all the other expectations.


While no one candidate will embody all the qualifications enumerated below, the ideal candidate will possess many of the following professional and personal abilities, attributes and experiences:

·Sophisticated leadership skills and presence developed through a minimum of ten years of progressive strategic leadership in a high-growth, best-in-class organization, ideally in a social sector or cross sector context; Demonstrated experience and success in building or scaling a complex organization, with an eye towards sustainability;

· Clear record of achievement in financial management and experience with the intersection of finance, development, and program management for effective stewardship of resources;

·Demonstrated resourcefulness in setting priorities, change management, proposing new ways of creating efficiencies, and guiding investment in people and systems; A strategic, comprehensive, and critical approach to planning, problem solving, and decision making;

·An unwavering commitment to quality programs and excellence in strategic, organizational, and budget management; Experience in building efficient, data-informed, cost-effective programs and leveraging data for planning and managing organizational change;

·A strong, intuitive communicator, skillful at managing through influence with humility; Demonstrated ability to connect and inspire across stakeholder groups;

·A high tolerance for ambiguity and the ability to adapt quickly to change; Demonstrated ability to anticipate and manage potential impacts of change;

·An optimistic outlook and the natural tendency to forego individual promotion in the interest of mission; Humor, integrity, charisma, patience, and a natural learning posture; A servant-leader orientation and the emotional intelligence necessary to know when to lead and when to follow;

·A demonstrated passion for Pivotal’s mission and commitment to helping guide foster youth towards academic and employment success; and

·Bachelor's degree required with an advanced degree in a related field strongly preferred.

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