Saint Paul & Minnesota Foundation
Director, Financial Reporting & Analysis
Saint Paul & Minnesota Foundation, Saint Paul, Minnesota, United States, 55199
Saint Paul & Minnesota Foundation: Where GivingGrows
Saint Paul & Minnesota Foundation (“the Foundation”)believes strong communities are built through knowledge andempowerment. With roots in Saint Paul since 1940 and partnersacross the state, the Foundation represents Minnesota’s largestcommunity foundation and the partner of choice for thousands ofdonors, nonprofits and community organizations that are working toaddress some of the biggest problems facing Minnesotacommunities . In 2023, the Foundation and its partners F. R.Bigelow Foundation and Mardag Foundation granted over$100MM
to nonprofits who are working to meet the diversecommunity needs and making lasting impact across the East Metro andMinnesota. The Foundation is resolutely focused on its strategicgoals to inspire generosity, advocate for equity and invest incommunity-led solutions to make Minnesota better for all who callit home. The Foundation employs approximately 70 staff and theassets under management total $1.8B.
The Foundation’s collaborative, innovative and equity-drivenculture empowers staff to grow through individual developmentopportunities, team retreats and cross-departmental partnerships.The culture continues to evolve by attracting and retaining newtalent with valuable experiences and insight. The Foundation’svalues include:
We Listen
We Innovate and Learn
Community is our Compass
We Commit to Equity
We Nurture Philanthropy
Position Summary
The Director, Financial Reporting and Analysis (FR&A)reports to the Chief Financial Officer of the Foundation. In thisnew role, the Director, FR&A serves as an integral member ofthe Finance and Operations Leadership Team and is responsible forsupporting the Foundation and its client foundations, the F.R.Bigelow Foundation and the Mardag Foundation, with financialanalysis, budgeting, planning and innovation, as well as financialreporting, training and communicating the work of the Foundationsboth internally and externally. The Director, FR&A will promotethe culture of collaboration between the Finance and OperationsDepartment and other departments at the Foundation by demonstratingthe Finance and Operations Department’s core values of stewardshipin service to stakeholders, proactive business partnership throughcritical analysis and process solutions, and providing clear,concise and compelling information to provide insights intofinancial and operating information and to inform strategicdecisions.
Reports to:
Chief Financial Officer
Direct Reports:
Finance Operations Lead
Other key relationships:
Associate Vice President of Finance/Controller
Director of Information Technology
Director of Operations
Director of Investments
Finance & Accounting Lead
Investments Senior Analyst
Investments AnalystTeam
PositionLocation:
St. Paul, Minnesota; all employees are expected to livewithin a commutable driving distance to the office. The hybridworking model provides flexibility for staff to work from thelocation that fits them best. In-office days for ELT membersinclude quarterly all-staff meetings and other collaborativebusiness planning, ELT, board, committee and
ad hocmeetings.
Compensation:
$166,000 annual full-time exempt (no variable component).
Excellent benefits including generous retirement contributions,professional development, PTO/holidays and more.
Periodic travel to attend conferences and participate inorganizational off-site meetings.
Key Responsibilities
Financial Analysis, Planning, andInnovation
Lead development of all organizational and client budgets,overseeing forecasts and reporting of actual results against Boardapproved targets.
Provide timely and insightful information to executives, boardmembers and department heads, accurately measuring operatingresults, enabling them to evaluate progress and make decisionseffectively and efficiently.
Develop, monitor and socialize financial metrics that informthe Foundation’s performance against its budgets and strategicplan.
Perform scenario analyses to inform strategic priorities anddecision making across the Foundation.
Participate in the Foundation’s Collaborative BusinessPlanning, informing this process about financial opportunities,risks or constraints.
Financial Reporting
Generate timely, accurate and engaging financial reportsutilized to evaluate and monitor the Foundation's performanceagainst industry benchmarks and internal measures of success.
Identify and update key dashboard measures, compilinginformation in an accurate, informative and timely manner.
Develop and facilitate reporting for audit and tax reportingpurposes.
Oversee available to grant calculations and analysis for allpermanent funds.
Maintain key metrics for the Foundation, completing externalsurveys in accordance with requested due dates.
Financial Storytelling and Training
Empower other departments with financial information andcontext to inform their work and optimize their resources andoutcomes.
Lead the development and rollout of data visualization toolsacross the Foundation, in close partnership with the ITdepartment.
Ensure accuracy and relevance of dashboards and datavisualizations used by Foundation staff.
Help Foundation staff, board members, and other constituentsunderstand the Foundation’s finances and assist with thecontextualization of the Foundation’s business model.
Make financial information accessible and transparent to allFoundation staff.
Partner with marketing and communications and other departmentson opportunities for external financial storytelling, asappropriate.
Team Leadership and Employee Development
Exercise a leadership style which promotes team effectivenessand creates individual growth opportunities.
Ensure individual goals and development plans are thoughtfullyand jointly established and monitored, and performance is carefullyand thoroughly evaluated in all cases.
Ensure employees are aware of department and organizationalobjectives and priorities and they remain challenged and dedicatedto high performance and personal and professional growth.
Demonstrate the ability to effectively and proactivelyinteract, communicate and collaborate on multidisciplinary teamsand with people from cultural backgrounds other than your own.
Coach, mentor, and support direct reports and others to fosterpersonal and professional growth, enthusiasm, pursuit of excellenceand team unity.
Ideal Candidate Profile
The Foundation is seeking a financial leader who believes in thepower of philanthropy to transform communities and is compelled bythe mission and purpose of the Foundation. The ideal candidate willbe energized by the opportunity to lead several key financialprocesses and develop innovative and engaging approaches toreporting financial information for both internal and externalpurposes. They will be an effective leader of people, with theability to develop others, generate enthusiasm for new reportingmethods, tools and deliverables, and work collaboratively withcolleagues across the Foundation.
Skills, Experience andQualifications
Bachelor's degree or equivalent in finance or accounting
Successful experience in a finance role, including five or moreyears of financial planning, reporting and/or analysis
Five or more years of experience in a supervisory role,including success and interest in providing development andmentorship to staff
Demonstrated knowledge and experience with financial dashboardsand evaluation of financial performance against strategicgoals
Demonstrated knowledge, skill, interest and ability in currentoffice technology and related computer programs, includingexpert-level experience with Excel and one or more datavisualization tools such as PowerBI
Strong project management skills
Strong analytical and problem-solving skills
The ability to prioritize work, meet deadlines and effectivelylead assigned personnel under minimal supervision
Advanced verbal and written communication skills, including theability to clearly communicate complex matters to all levels of theorganization, including executives and board members
Demonstrated ability to effectively and proactively interact,communicate, and collaborate across functional areas within andoutside of finance
Demonstrated ability to work on multidisciplinary teams andwith people from cultural backgrounds other than your own
Workstyle
Humble and empathetic with high emotional intelligence
Excellent communicator, presents ideas effectively bothverbally and in writing
Self-starter with effective management, organizational and timemanagement skills.
Ability to work with some degree of ambiguity as role isintegrated into the Foundation’s business operations
Demonstration of the Foundation’s core organizational values inperforming all duties. A strong work ethic, clear demonstration ofhonesty and integrity, and the highest ethical standards areassumed
The Foundation’s DEI Commitment
The Foundation consistently works to make the community astronger, more equitable place. To fulfill the mission, theFoundation understands that employing a diverse team ofknowledgeable, passionate individuals who reflect our community isvital. To that end, the Foundation’s staff consistently works toensure that recruiting activities and hiring plans align with theircommitment to equitable hiring practices.
To Apply
The Foundation has partnered with Doran Leadership Partners tolead this search. Please send your resume and cover letter tokelly.dettmann@doranleadership.com .Review of applications willbegin immediately.
#J-18808-Ljbffr
Saint Paul & Minnesota Foundation (“the Foundation”)believes strong communities are built through knowledge andempowerment. With roots in Saint Paul since 1940 and partnersacross the state, the Foundation represents Minnesota’s largestcommunity foundation and the partner of choice for thousands ofdonors, nonprofits and community organizations that are working toaddress some of the biggest problems facing Minnesotacommunities . In 2023, the Foundation and its partners F. R.Bigelow Foundation and Mardag Foundation granted over$100MM
to nonprofits who are working to meet the diversecommunity needs and making lasting impact across the East Metro andMinnesota. The Foundation is resolutely focused on its strategicgoals to inspire generosity, advocate for equity and invest incommunity-led solutions to make Minnesota better for all who callit home. The Foundation employs approximately 70 staff and theassets under management total $1.8B.
The Foundation’s collaborative, innovative and equity-drivenculture empowers staff to grow through individual developmentopportunities, team retreats and cross-departmental partnerships.The culture continues to evolve by attracting and retaining newtalent with valuable experiences and insight. The Foundation’svalues include:
We Listen
We Innovate and Learn
Community is our Compass
We Commit to Equity
We Nurture Philanthropy
Position Summary
The Director, Financial Reporting and Analysis (FR&A)reports to the Chief Financial Officer of the Foundation. In thisnew role, the Director, FR&A serves as an integral member ofthe Finance and Operations Leadership Team and is responsible forsupporting the Foundation and its client foundations, the F.R.Bigelow Foundation and the Mardag Foundation, with financialanalysis, budgeting, planning and innovation, as well as financialreporting, training and communicating the work of the Foundationsboth internally and externally. The Director, FR&A will promotethe culture of collaboration between the Finance and OperationsDepartment and other departments at the Foundation by demonstratingthe Finance and Operations Department’s core values of stewardshipin service to stakeholders, proactive business partnership throughcritical analysis and process solutions, and providing clear,concise and compelling information to provide insights intofinancial and operating information and to inform strategicdecisions.
Reports to:
Chief Financial Officer
Direct Reports:
Finance Operations Lead
Other key relationships:
Associate Vice President of Finance/Controller
Director of Information Technology
Director of Operations
Director of Investments
Finance & Accounting Lead
Investments Senior Analyst
Investments AnalystTeam
PositionLocation:
St. Paul, Minnesota; all employees are expected to livewithin a commutable driving distance to the office. The hybridworking model provides flexibility for staff to work from thelocation that fits them best. In-office days for ELT membersinclude quarterly all-staff meetings and other collaborativebusiness planning, ELT, board, committee and
ad hocmeetings.
Compensation:
$166,000 annual full-time exempt (no variable component).
Excellent benefits including generous retirement contributions,professional development, PTO/holidays and more.
Periodic travel to attend conferences and participate inorganizational off-site meetings.
Key Responsibilities
Financial Analysis, Planning, andInnovation
Lead development of all organizational and client budgets,overseeing forecasts and reporting of actual results against Boardapproved targets.
Provide timely and insightful information to executives, boardmembers and department heads, accurately measuring operatingresults, enabling them to evaluate progress and make decisionseffectively and efficiently.
Develop, monitor and socialize financial metrics that informthe Foundation’s performance against its budgets and strategicplan.
Perform scenario analyses to inform strategic priorities anddecision making across the Foundation.
Participate in the Foundation’s Collaborative BusinessPlanning, informing this process about financial opportunities,risks or constraints.
Financial Reporting
Generate timely, accurate and engaging financial reportsutilized to evaluate and monitor the Foundation's performanceagainst industry benchmarks and internal measures of success.
Identify and update key dashboard measures, compilinginformation in an accurate, informative and timely manner.
Develop and facilitate reporting for audit and tax reportingpurposes.
Oversee available to grant calculations and analysis for allpermanent funds.
Maintain key metrics for the Foundation, completing externalsurveys in accordance with requested due dates.
Financial Storytelling and Training
Empower other departments with financial information andcontext to inform their work and optimize their resources andoutcomes.
Lead the development and rollout of data visualization toolsacross the Foundation, in close partnership with the ITdepartment.
Ensure accuracy and relevance of dashboards and datavisualizations used by Foundation staff.
Help Foundation staff, board members, and other constituentsunderstand the Foundation’s finances and assist with thecontextualization of the Foundation’s business model.
Make financial information accessible and transparent to allFoundation staff.
Partner with marketing and communications and other departmentson opportunities for external financial storytelling, asappropriate.
Team Leadership and Employee Development
Exercise a leadership style which promotes team effectivenessand creates individual growth opportunities.
Ensure individual goals and development plans are thoughtfullyand jointly established and monitored, and performance is carefullyand thoroughly evaluated in all cases.
Ensure employees are aware of department and organizationalobjectives and priorities and they remain challenged and dedicatedto high performance and personal and professional growth.
Demonstrate the ability to effectively and proactivelyinteract, communicate and collaborate on multidisciplinary teamsand with people from cultural backgrounds other than your own.
Coach, mentor, and support direct reports and others to fosterpersonal and professional growth, enthusiasm, pursuit of excellenceand team unity.
Ideal Candidate Profile
The Foundation is seeking a financial leader who believes in thepower of philanthropy to transform communities and is compelled bythe mission and purpose of the Foundation. The ideal candidate willbe energized by the opportunity to lead several key financialprocesses and develop innovative and engaging approaches toreporting financial information for both internal and externalpurposes. They will be an effective leader of people, with theability to develop others, generate enthusiasm for new reportingmethods, tools and deliverables, and work collaboratively withcolleagues across the Foundation.
Skills, Experience andQualifications
Bachelor's degree or equivalent in finance or accounting
Successful experience in a finance role, including five or moreyears of financial planning, reporting and/or analysis
Five or more years of experience in a supervisory role,including success and interest in providing development andmentorship to staff
Demonstrated knowledge and experience with financial dashboardsand evaluation of financial performance against strategicgoals
Demonstrated knowledge, skill, interest and ability in currentoffice technology and related computer programs, includingexpert-level experience with Excel and one or more datavisualization tools such as PowerBI
Strong project management skills
Strong analytical and problem-solving skills
The ability to prioritize work, meet deadlines and effectivelylead assigned personnel under minimal supervision
Advanced verbal and written communication skills, including theability to clearly communicate complex matters to all levels of theorganization, including executives and board members
Demonstrated ability to effectively and proactively interact,communicate, and collaborate across functional areas within andoutside of finance
Demonstrated ability to work on multidisciplinary teams andwith people from cultural backgrounds other than your own
Workstyle
Humble and empathetic with high emotional intelligence
Excellent communicator, presents ideas effectively bothverbally and in writing
Self-starter with effective management, organizational and timemanagement skills.
Ability to work with some degree of ambiguity as role isintegrated into the Foundation’s business operations
Demonstration of the Foundation’s core organizational values inperforming all duties. A strong work ethic, clear demonstration ofhonesty and integrity, and the highest ethical standards areassumed
The Foundation’s DEI Commitment
The Foundation consistently works to make the community astronger, more equitable place. To fulfill the mission, theFoundation understands that employing a diverse team ofknowledgeable, passionate individuals who reflect our community isvital. To that end, the Foundation’s staff consistently works toensure that recruiting activities and hiring plans align with theircommitment to equitable hiring practices.
To Apply
The Foundation has partnered with Doran Leadership Partners tolead this search. Please send your resume and cover letter tokelly.dettmann@doranleadership.com .Review of applications willbegin immediately.
#J-18808-Ljbffr