Managing Director of Finance - Oregon Health & Science University Foundation; OHSUF

At a glance

Another Source is partnering with OHSU Foundation to recruit a Managing Director of Finance in Portland, Oregon. Join one of the largest public university foundations in the Northwest
, overseeing financial activity and reporting for $2B+ in invested assets while supporting OHSU’s impact across healthcare, education, research, and discovery. This senior leadership role offers the opportunity to influence financial strategy, endowment and trust administration, donor stewardship, and organizational decision-making.

Another Source's client,
OHSU Foundation
, is recruiting a
Managing Director of Finance
to join their team in Portland, Oregon.

Here’s a little about OHSU Foundation:

OHSU Foundation exists to advance the mission of Oregon Health & Science University by connecting the generosity of donors with opportunities to transform health, education, and discovery. Its financial enterprise reflects both the scale and complexity of that mission: the Foundation oversees financial activity andreportingfor more than$2 billionin invested assets
, including more than1,000 endowments, 40 trusts, and 150 annuities
.

Working at the intersection of philanthropy, healthcare, higher education, and finance, the Foundation partners closely with OHSU leaders, faculty, donors, trustees, and external advisors to ensure philanthropic resources are managed responsibly and positioned for long-term impact.

About this role:

The Managing Director of Finance is a senior financial leadership opportunity with broad influence acrossOHSUFoundation. Reporting to the CFO – VP of Finance & Administration, this leader will help shape and implement financial strategy while overseeing critical areas including financial reporting, fund and endowment accounting, trust administration, internal controls, audit, and financial policy.

Just as importantly, this is a highly collaborative role. You will serve as a strategic advisor to Foundation leadership, the Board of Trustees and its committees, and OHSU finance and faculty partners—translating complex financial information into insights that support decision-making, donor stewardship, and the effective use of philanthropic funds.

Scope & Impact

• Financial Reporting, Ledgers & Donor Fund Accounts – 40%:Lead financial reporting and accounting activities while ensuring compliance with appropriate GASBand regulatory requirements.

• Develop meaningful financial and operational information that gives Foundation leadership actionable insights and supports sound decision-making.

• Lead monthly and annual close processes and coordinate financial consolidation activities with OHSU.

• Co-lead the annual audit, partnering with the external audit team and OHSU financial partners to establish timelines, resolve issues, and successfully complete the process.

• Design, implement, and monitor internal controls over financial reporting while protecting the integrity of the Foundation's financial reporting systems.

• Evaluate and evolve accounting and reporting practices as contributions,funds under management, regulatory requirements, and gift complexity continue to grow.

• Partner with key OHSU faculty and finance leaders to provide strategic financial guidance and support the effective use of Foundation gift funds.

• Trust Administration & Endowment Accounting – 30%:Develop and implement approaches to assess and manage risk associated with charitable gift annuity agreements and provide regular updates to the Investment Committee.

• Collaborate with gift planning colleagues to optimize trust and annuity administration.

• Donor Strategy & Stewardship – 20%:Partner with Foundation and OHSU stakeholders to inform strategies for top donor relationships and strengthen financial stewardship.

• Develop sophisticated financial reporting and analysis to turn complex data into useful insights for strategic partners.

• Leadership, Management & Department Operations – 10%:Lead, coach, mentor, and evaluate Finance and Accounting staff while building the team's capabilities and ensuring critical responsibilities are effectively cross-trained.

• Develop and maintain accounting and finance policies and procedures and serve…