Managing Director for Finance and Operations

Jobgether · Remote, United States

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Managing Director for Finance and Operations based remotely in the United States, United Kingdom, or Kenya.

Lead the financial strategy and operational infrastructure of a mission-driven organization supporting entrepreneurs and managing impact investments. In this senior leadership role, you will oversee financial planning, investment administration, compliance, and organizational operations while working closely with the CEO and senior leadership team. You will help evolve a complex business model that combines grant funding, blended finance, and investment activities to support long-term financial sustainability. By strengthening financial systems, diversifying revenue streams, and improving operational efficiency, you will enable informed decision-making and sustainable organizational growth. You will also build high-performing finance and human resources teams while supporting governance, risk management, and board-level financial oversight. This is an opportunity to combine strategic financial leadership with hands-on operational management in a global, purpose-driven environment.
\As Managing Director for Finance and Operations, you will guide the organizations financial health, investment operations, and internal infrastructure, ensuring that financial and operational strategies support its mission and long-term sustainability.

Financial strategy and reporting:

Develop and implement strategies for automated financial data collection, analysis, and reporting. Oversee monthly and annual financial statements, dashboards, forecasts, and financial projections to support executive and board decision-making.
Budgeting, audits, and tax compliance:

Lead annual budgeting, financial planning, year-end closing, board approval processes, and budget variance analysis. Oversee annual audits, tax filings, including Form 990 where applicable, and program-specific audits, ensuring timely completion and strong audit outcomes.
Cash and asset management:

Develop and manage cash strategies to optimize financial runway, oversee restricted and unrestricted funds, and maintain required cash and net asset reserves.
Grant and funding administration:

Oversee fiscal sponsorships, re-grants, pass-through funding, and investment and grant funding pipeline data, ensuring accurate tracking and compliance with reporting requirements.
Financial modeling and business development:

Design and update financial models, pricing strategies, and budgets for products and services. Partner with the CEO and Business Development team to evolve the business model and diversify revenue streams.
Investment operations:

Build and oversee an integrated back-office function supporting program-related re-grants, direct investments, and investment structures. Strengthen accounting and administration for liquid and non-liquid assets.
Investment strategy support:

Work with the Managing Director of Impact Investments to develop investment vehicles, manage fund administration, and coordinate investment, finance, operations, and data analytics functions.
Internal controls and risk management:

Maintain effective financial controls, regulatory compliance, and risk management processes. Assess financial and tax implications of investment holdings and provide guidance on agreements and contracts.
Corporate and regulatory administration:

Oversee contract reviews, external legal services, recordkeeping, incorporation filings, and applicable regulatory filings, including FINRA and SEC requirements.
Human resources and employment compliance:

Lead HR operations and support an adaptable hybrid organizational model. Ensure compliance with employment laws and statutory requirements across operating countries, including international payroll, GEO/PEO relationships, and entity-level employment obligations.
Manage the organizational IT strategy, annual technology budget, and technology personnel, including contractors and employees as needed.
Operational and administrative management:

Oversee banking operations, credit cards, petty cash, bookkeeping, accounts payable and receivable, financial software, and third-party service providers.
Manage procurement and contracting for external services, coordinate policies across finance, operations, and grant management, and ensure accurate documentation and consistent recordkeeping.
Work closely with the CEO and Board Treasurer, serve on and co-lead the Board Finance Committee, and prepare and present financial reports, dashboards, and meeting materials for quarterly board and finance committee meetings.
Revenue diversification and business model innovation:

Develop sustainable revenue strategies, explore complementary products and services, and strengthen multi-stakeholder business models that create financial and social value.
Build and supervise high-performing finance, fund administration, and human resources teams. The ideal candidate is an experienced financial and operational leader with strong investment management expertise, strategic business acumen, and the ability to manage complex funding structures across an international organization.

Bachelors degree in Finance, Accounting, Business Administration, or a related field. A CPA, CFA, or MBA is preferred.
At least 7–10 years of financial management experience, including experience with investment management and organizations operating with diversified revenue streams.
Two to three years or more in a senior managerial role, including supervision of teams and third-party service providers.
Strong knowledge of Generally Accepted Accounting Principles (GAAP), financial reporting, accounting practices, and regulatory compliance.
Demonstrated expertise in financial planning, budgeting, cash management, financial modeling, and forward-looking projections.
Experience with investment management, fund administration, investment facilities, and blended finance structures.
Understanding of multi-currency transactions, debt and alternative investments, and the accounting and financial modeling required to manage complex investment portfolios.
Proven ability to develop and implement financial systems that improve efficiency, integrate operational processes, and strengthen grant and investment reporting.
Experience designing business models and revenue diversification strategies; a track record in fundraising and managing complex external stakeholder relationships is preferred.
Familiarity with regenerative and sustainable business models, systems-change approaches, and community-centered decision-making.
Strong analytical and problem-solving skills, with the ability to translate financial information into practical strategic recommendations.
Proficiency with financial software, technology systems, and data management tools.
Working knowledge of human resources operations, organizational development, compensation structures, performance management, and employment compliance.
Excellent communication and presentation skills, with the ability to explain complex financial and operational matters to technical and non-technical audiences, executives, and board members.
Willingness to critically evaluate appropriate AI use cases and limitations and contribute to the development of organization-wide AI policies.
Ability to work effectively across international teams, diverse stakeholder groups, and multiple operational jurisdictions.
160,000–$185,000, or the equivalent in local currency, depending on skills and experience. Fully remote work arrangement for candidates based in the United States, United Kingdom, or Kenya.
Flexible paid time off (PTO).
Remote work stipend.
Monthly reimbursement for cell phone and internet expenses.
Medical, dental, vision, and life insurance, plus a 401(k) plan with an employer match of up to 3%.
Opportunity to contribute to an organization supporting early-stage entrepreneurs and businesses addressing social, economic, and environmental challenges.
We use an

AI-powered matching process

to ensure your application is reviewed quickly, objectively, and fairly against the roles core requirements. The final decision and next steps (interviews, assessments) are managed by their internal team.
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