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Description
The Community Foundation is seeking an accomplished finance executive who is eager to
leverage their expertise to create meaningful social impact. The ideal candidate combines
strategic financial acumen with a deep commitment to community transformation, uniting
visionary ideas with practical operational experience. They excel at building high-performing
teams, fostering collaboration, and driving alignment around shared organizational goals. This
leader embodies integrity, innovation, and a results-oriented approach to philanthropy, and is
motivated by the opportunity to shape the future of community giving while upholding the highest
standards of professional accountability and ethical stewardship
The CFO will be a compelling, advanced practitioner with significant financial leadership
experience in a complex organization with excellent communication skills. This role balances
high-level strategic oversight with hands-on operational management, requiring expertise in
philanthropic accounting, investment management, donor relations and financial stewardship
within the distinctive context of a community foundation. The successful candidate will understand and navigate the unique complexities inherent in
community foundation operations, including:
- Asset Management Complexity: Oversight of substantial endowments and diverse
investment portfolios, requiring sophisticated investment knowledge, committee
collaboration, and vendor relationship management. - Complex Charitable Gift Administration: Management of hundreds of individual funds and
sophisticated gift types—including donor-directed gifts, private foundations, charitable trusts,
and other specialized vehicles—each with unique accounting, reporting, and distribution
requirements. - Regulatory Environment: Compliance with complex federal and state regulations, including
charitable gift regulations, spending requirements, IRS filings, and audit obligations. - Stakeholder Diversity: Engagement with multiple constituencies—including donors, board
members, community leaders, and professional advisors—with varying levels of financial
sophistication and diverse communication needs. - Revenue Variability: Stewardship of income streams subject to market performance
fluctuations and economic cycles, requiring advanced scenario planning and financial
modeling.
This position is full-time, exempt and requires a minimum of four days per week on-site in
downtown Toledo.
Requirements
- Proven experience as CFO or senior financial executive.
- 10+ years of progressive finance, accounting or wealth management leadership with budget
oversight, analysis, risk management, and reporting experience. - Minimum seven years of supervisory experience developing and motivating high-performing
teams. - Demonstrated expertise in accounting, institutional investment management, wealth
management and tax implications of charitable giving. - Bachelor’s degree in finance, accounting, or related field required.
MBA or equivalent advanced degree strongly preferred.
- Exceptional relationship-building and communication skills with ability to connect
authentically with diverse stakeholders. - Strong diplomatic skills and high emotional intelligence, enabling thoughtful navigation of
sensitive issues, complex relationships, and competing priorities. - Unquestioned integrity and sound judgment, with a demonstrated track record of ethical
leadership, transparency, and trust-building in fiduciary environments. - Exceptional attention to detail and an unwavering commitment to accuracy, accountability,
and operational excellence. - An innovative, entrepreneurial mindset, with the ability to identify opportunities for continuous
improvement, modernize financial systems and processes, and support creative approaches
to philanthropy and community investment. - Comfort operating in both strategic and hands-on capacities, with the agility to adapt in a
dynamic, mission-driven organization. - A collaborative leadership style that fosters trust, curiosity and shared problem-solving
across functions. - Previous foundation or similar philanthropic finance experience.
- Knowledge of local philanthropic landscape and key community stakeholders.