Chief Financial Officer

The Chief Financial Officer (CFO) is responsible for the organization's financial strategy, stewardship, integrity, & long-term sustainability. The CFO provides enterprise-wide leadership across accounting, financial planning & analysis, treasury, investments, capital structure, loan portfolio finance, tax & regulatory reporting, internal controls, audit, & financial risk management.

The CFO serves as a strategic partner to the President & CEO, COO, Board of Directors (BOD), & management team translating complex financial, portfolio, & market information into decisions regarding resource allocation, pricing, liquidity, reserves, capital deployment, investments & organizational risk. The CFO leads budgeting and multi-year financial planning, financial reporting, BOD & committee governance & financial controls, while overseeing the performance & sustainability of INvest

Ed’s lending & refinancing activities, including portfolio analytics, credit performance, loan loss reserves, funding structures, servicing economics & new products & partnerships.

This role requires technical depth, executive judgment, a collaborative leadership style, & an authentic commitment to INvest

Ed's mission & statewide impact.

• Develop & execute INvest
  
  Ed’s long-term financial strategy, advising the President & CEO, COO, BOD, & management team on financial sustainability, capital structure, resource allocation, pricing, investment priorities & enterprise risk
• Lead financial modeling and scenario planning for strategic initiatives, partnerships, new loan products, mission programs, acquisitions, and asset transactions translating financial & market data into clear recommendations for executive & BOD decision-making
• Partner with executive leadership to incorporate financial considerations into organizational planning & major decisions, including assessing the impact of economic & capital-market conditions, interest rates, credit cycles on INvest
  
  Ed’s balance sheet, loan portfolio, & long-term financial plan

• Oversee accounting, financial reporting, budgeting, forecasting, cash management, & financial administration including the annual operating & capital budget process, rolling forecasts, & multi-year financial plans
• Ensure timely & accurate financial reporting & maintain strong internal controls, financial policies, approval authorities, & documentation; oversee annual independent audit, tax & regulatory filings, coordination with external auditors, advisors, & service providers
• Drive continuous improvement & appropriate automation across finance processes, systems, data architecture, & reporting tools to strengthen efficiency, accuracy & financial oversight

• Evaluate the financial impact & risk of new products, underwriting changes, servicing arrangements, capital sources, lending partnerships, collaborating across internal teams & external service providers to support responsible lending & accurate financial execution

• Lead treasury strategy, cash forecasting, liquidity management, reserve policy, investment oversight & the prudent deployment of organizational assets, including compliance with investment policies, debt covenants, reserve requirements & restrictions on designated or restricted funds
• Assess & manage interest-rate, liquidity, counter party, market, & funding risks, & support debt issuance, refinancing, credit facilities, securitization, structured funding, & other capital transactions aligned with INvest
  
  Ed’s strategy
• Manage relationships with banks, trustees, investment managers, rating agencies, lenders, capital providers & other financial counter parties
• Serve as the primary finance liaison to the BOD & relevant committees, providing clear financial reporting, forecasts, portfolio & liquidity trends, risk analysis & recommendations to support informed governance & strategic decision-making
• Partner with the COO & other leaders to maintain an integrated enterprise risk framework addressing financial, credit, operational,…