Team Lead overseeing financial reporting for mutual funds and insurance products at Ameriprise India LLP. Supervising team performance and ensuring regulatory compliance in reporting processes.
About the role
- Finance & Administration Lead overseeing grantmaking governance and financial management for CHS Foundation. Ensuring compliance and optimizing financial processes for a $8M annual operating portfolio.
Responsibilities
- Serve as functional financial authority for all CHS Foundation and Community Giving grantmaking activity, ensuring compliance with IRS regulations, GAAP, and internal controls.
- Lead annual budget development, forecasting, and multi-year financial modeling for payout, commitments, and program strategies.
- Develop and manage cash flow forecasting for Foundation liquidity, endowment payouts, and multi-year grant liabilities.
- Collaborate with Accounting, Tax, Treasury, and external auditors to ensure accurate financial reporting and regulatory compliance.
- Interpret financial statements, endowment performance data, and fund restrictions to provide strategic recommendations to Stewardship leadership.
- Own system architecture, coding structures, permissions, and workflow configuration.
- Design and maintain application, reporting, and payment workflows; optimize user experience.
- Maintain data governance standards and produce complex portfolio and financial reporting for leadership and boards.
- Lead annual external audit preparation, coordinating documentation, evidence, and corrective actions.
- Ensure compliance with IRS regulations, including 501(c)(3) verification, private foundation rules, and expenditure responsibility.
- Maintain internal policies and implement updates required by regulatory or operational changes.
- Supervise, coach, and develop the Grants Specialist; oversee workload, performance, and skill development.
- Define and continuously improve standard operating procedures, RACIs, and service-level expectations.
- Manage select Foundation program portfolios including strategy implementation, partner engagement, and outcome measurement.
- Conduct site visits, relationship management, funding recommendations, and final reporting for assigned portfolio.
- Develop KPIs, logic models, and annual program performance insights.
- Lead the development of Stewardship’s contribution to the CHS Sustainability Report, ensuring grantmaking, volunteerism, and community impact data are accurate, compelling, and aligned to enterprise reporting frameworks.
- Synthesize quantitative and qualitative impact data (e.g., outcomes, KPIs, stories, multi‑year trends) into clear narratives and metrics.
- Translate financial, operational, and program data into insights to support strategic planning and board decision-making.
- Support cross-enterprise initiatives including Spirit of Service Days, Giving Campaign, and volunteer engagement.
Requirements
- 7+ years of progressive experience in grants finance, foundation financial management, nonprofit accounting, or philanthropic operations.
- Advanced financial acumen, including experience with foundation budgeting, multi-year grant liabilities, endowment spending policies, and financial reporting.
- Demonstrated expertise with grants management systems (Blackbaud preferred) and internal control frameworks.
- Experience translating grantmaking outcomes and community impact data into narratives and metrics for corporate sustainability, ESG, or annual social impact reports.
- History of supervising staff and leading complex cross-functional projects and processes.
- Strong analytical, organizational, and communication skills with the ability to translate financial concepts for non-financial audiences.
Benefits
- medical
- dental
- vision
- wellness programs
- life insurance
- health and dependent care spending accounts
- paid time off
- 401(k)
- pension
- profit sharing
- short- and long-term disability
- tuition reimbursement
- adoption assistance
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