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.