Chief Operating Officer

The Chief Operating Officer is responsible for ensuring the organization’s financial and operational infrastructure is efficient, effective, and aligned with strategic priorities. This role integrates financial management, administrative leadership, and operational execution to support sustainable growth and organizational performance.

The Chief Operating Officer partners with the Chief Executive Officer and Chief Strategy Officer on long-term strategy and annual operating plans by establishing budgets and performance metrics, optimizing internal processes, and ensuring cross-functional alignment. A key responsibility is maintaining strong financial health through sound fiscal management, accurate reporting, and long-term planning.

The Chief Operating Officer will oversee all financial, administrative, and operational functions, as well as the Business Ownership Initiative team (BOI) to ensure the organization operates with excellence, compliance, and efficiency.

• Partner with the President/CEO and leadership team to develop and implement strategic and annual operating plans.
• Establish measurable goals, KPIs, and tracking systems to monitor progress against organizational objectives.
• Ensure operational policies, processes, and procedures align with and support organizational goals.
• Provide operational insight, problem-solving support, and implementation leadership across departments.
• Lead all financial functions including accounting, budgeting, forecasting, reporting, and treasury management.
• Develop long-range financial models and scenarios to support revenue growth and expense management.
• Ensure timely and accurate financial reporting in accordance with GAAP and provide analysis to leadership and Board.
• Oversee audits, tax filings, regulatory reporting, and compliance requirements ensuring BOI compliance with all relevant laws and regulations (state and federal) governing Community Development Financial Institutions (CDFIs).
• Overwatch financial, compliance, regulatory, and legal matters relating to the participation in Chamber Care (a multi-employer welfare agreement), including service as the representative on the Chamber Care Trust.
• Oversight for grants, supporting successful grant applications, effective grants management, and timely reporting.
• Manage banking relationships, cash flow, investments, and reserves.
• Support Board, Treasurer, and Finance Committee reporting and engagement.
• Oversee HR functions including hiring, performance management, compensation strategy, and compliance.
• Ensure HR policies, procedures, and the employee handbook are applied consistently and mitigate organizational risk.
• Oversee IT systems, technology strategy, and operational tools to ensure efficiency and security.
• Direct facilities management, space planning, and office operations to support productivity and employee satisfaction.
• Ensure effective management of administrative services.
• Ensure appropriate insurance coverage and risk mitigation strategies are in place.
• Oversee legal review of contracts and organizational obligations.
• Ensure compliance with bylaws, regulatory requirements, and governance standards.
• Serve as fiduciary oversight for benefit programs and ensure proper governance.

• Drive organizational performance through data analysis, reporting, and continuous improvement initiatives.
• Develop and enhance performance evaluation systems and incentive alignment.
• Strengthen employee engagement, retention, and organizational culture.
• Optimize budgeting, billing, and collections processes to improve financial performance.

• Support revenue-generating teams with financial analysis, metrics, and performance insights.
• Lead or support key organizational initiatives (including BOI and other assigned priorities).
• Assist the President/CEO with special projects and organizational priorities as needed.
• Strong financial acumen and ability to interpret financial statements and trends.
• Expertise in strategic planning, budgeting, and operational execution.
• Excellent leadership, team building, and performance management skills.
• Strong analytical, problem-solving, and decision-making capabilities.
• Effective communication and stakeholder engagement skills.
• Ability to manage multiple priorities and drive results in a complex organization.

• Bachelor’s degree in business, accounting, finance, public administration, or related field (Master’s degree preferred).
• Strong financial management background strongly preferred.
• 10+ years of progressive leadership experience with operational and financial oversight.
• Experience managing cross-functional teams and administrative functions.