Chief Financial Officer

About Us

Social Finance is a national nonprofit and a registered investment advisor (SF Advisors, LLC). We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized over $350 million in new investments designed to help people and communities realize improved outcomes in workforce and economic mobility, health, and housing.

We are driven by the belief that social and economic systems should enable all people to thrive, and the conviction that we can create the most meaningful and measurable change in our communities when governments and markets work together. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion.

Our work spans four areas: Impact-first Investing, Economic Mobility, Impact Advisory, and the Social Finance Institute. Our Impact-first Investment team designs, launches, and manages investments that provide solutions for effectively deploying impact capital across a range of social outcomes. Our Economic Mobility team designs, launches and manages financial solutions focused on addressing workforce challenges, including skills acquisition and training access. Our Advisory team partners with government and philanthropy leaders to implement data-driven programs for advancing social impact. And through the Social Finance Institute, we aim to build the field and change systems through actionable research, communities of practice, and educational outreach.

The Opportunity

Social Finance is seeking an energized and deeply strategic leader with significant experience leading complex financial and/or operational functions to serve as its Chief Financial Officer. The position will be a member of our senior executive team, reporting to the President & COO, Kirstin Hill, and partnering closely with firm leadership and the Board of Directors to define our organization's broader vision for success and build a comprehensive financial and operational strategy to support it. This role will oversee our finance function, including both our corporate finance and impact finance and operations work, managing a team of eight employees. This role will also oversee our internal technology and office facilities functions, overseeing two additional team members. The CFO will be one of the critical central leaders of the organization, partnering closely with our President & COO and collaborating with internal stakeholders to define the essential goals to our success, generate insights that drive decision-making, secure a path to enduring financial sustainability, and lead transformational change that maximizes our mission and impact.

Responsibilities will include, but are not limited to, the following:
Strategic Leadership: Serve on senior executive team as critical leader of the organization, defining our strategic plan and leading teams and functions to achieve it. Collaborate closely with executive team and firm leaders to set a clear vision for the firm's impact and financial position, defining a financial plan and revenue model that supports firm growth while addressing sustainability and increasing self-sufficiency. Work closely with business leaders to integrate and execute the plan with an emphasis on collaboration, increasing clarity and access to information, enabling insights and driving business enablement to achieve our goals. Corporate Finance, Impact Investing, and Operations management: Oversee impact investing operations and lead all corporate financial matters. On the impact investing side, create and oversee best-in-class deal operations systems for Social Finance's suite of impact investing vehicles, collaborating with leadership and legal teams to ensure design of optimal deal structures. Additionally, oversee and guide corporate financial management, including annual and multi-year budgeting, financial reporting, accounting, audit and tax reporting, grant management, and investment portfolio management, working closely with the Board's finance committee to align on strategic decisions. Finally, oversee IT and physical office space operations, managing the budgets, ensuring compliance, and serving as strategic leader. Team leadership and management: Serve as critical visible cultural leader for the firm, modeling firm values and supporting team culture. Lead and develop the finance, IT and facilities teams, fostering a collaborative, innovative, results-oriented and inclusive environment and supporting professional development. Qualifications

The CFO will leverage deep strategic experience within complex financial environments to define and execute organizational-wide transformations for Social Finance. As an experienced leader of people and teams, the CFO will be passionate about enhancing accountability, collaboration, and communication within our finance and operations teams and across the organization. This individual's expertise includes clarifying complex data or financials, and designing and implementing reporting practices that highlight critical insights to drive decision-making for a diverse range of stakeholders. On a personal level, the CFO will bring their curiosity and intrinsic motivation to explore and lead change initiatives, approach complex challenges with creative solutions, listen to understand and build trust-based relationships with colleagues, and make significant impact aligned with our mission. 15+ years of increasing responsibility and experience as either a CFO or finance leader with experience setting the strategic direction of a finance function in complex environments (such as financial services, investments, CDFIs, consulting, etc.) Education in accounting, finance, or a relevant field; MBA and/or CPA preferred. Extensive financial experience across accounting, budgeting, tax, treasury, and risk management, including deep knowledge of advanced financial reporting mechanisms. Ability to serve as a thought leader and strategic partner to leaders and boards, identifying solutions for business needs and growth initiatives and leading teams to execution. Highly skilled in people and team management; Experience collaboratively driving change across multiple teams and stakeholders at all levels, and coaching managers to lead change and drive teams' professional growth. Superior written and oral communication skills, with the ability to present to and persuade executive and board-level stakeholders. Comfort with both strategic and tactical aspects, including a willingness to dive into details alongside the team. Systems-oriented mindset and fluency in using various data platforms Dedication to fostering a team culture of inclusion, belonging, and equity The following qualifications are not required, but would be considered a plus for candidacy: Experience overseeing investment accounting and operations Experience structuring and managing innovative investment management products (including fund of funds) Experience overseeing IT and/or facilities teams Familiarity with the systems we seek to impact Benefits

At Social Finance, we strive to deliver a benefits program that will enhance our overall value proposition to employees. Our current benefit offerings include: Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; Employee Healthy Actions programs and more Retirement savings plan with employer contribution Short-term, long-term and life insurance policies Commuter benefits and cell phone reimbursements Hybrid work model (in office a minimum of two days per week and on an ad-hoc basis as needed) Dedicated budgets for team building and employee recognition Annual budget for external professional development opportunities Mentorship and onboarding programs Collaborative and energizing workspaces in downtown Boston, San Francisco, Austin and Washington, D.C.; New York, NY Paid vacation and paid holidays (with 12/24-1/1 off every year) Paid parental leave A truly stellar team of high performing, values-driven and fun (!) professionals Salary

Salary will be commensurate with the candidate's experience and aligned with our organizational compensation framework. As a member of the senior executive team, the board will further consider an annual bonus dependent on both organizational and individual performance.

Review of applications will begin immediately. No phone calls, please.

Applicants must be permanently authorized to work in the United States on a full-time basis.

Please note that, at this time, to be in-person at a Social Finance office, client location or Social Finance-sponsored event, you must be fully vaccinated against COVID-19, including receiving a booster shot.

Social Finance, Inc. is an equal opportunity employer, and all qualified applicants will be afforded equal employment opportunities without discrimination because of actual or perceived race, color, national origin, sex, age, religion, creed, disability, marital status, citizenship, ancestry, personal appearance, sexual orientation, gender identity or expression, political affiliation, military status, status as a protected veteran, genetic information or any other legally protected status.

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