City of Hope

Vice President, Philanthropy Business Solutions

3+ months agoDuarte, CA

About City of Hope

City of Hope, an innovative biomedical research, treatment and educational institution with over 6,000 employees, is dedicated to the prevention and cure of cancer and other life-threatening diseases and guided by a compassionate, patient-centered philosophy.

Founded in 1913 and headquartered in Duarte, California, City of Hope is a remarkable non-profit institution, where compassion and advanced care go hand-in-hand with excellence in clinical and scientific research. City of Hope is a National Cancer Institute designated Comprehensive Cancer Center and a founding member of the National Comprehensive Cancer Network, an alliance of the nation's leading cancer centers that develops and institutes standards of care for cancer treatment.

Position Summary

Under the direction of the Senior Vice President, Chief of Philanthropy Operations ("SVP"), the Vice President, Philanthropy Business Solutions ("VP") is responsible for supporting the SVP to ensure strong fiscal management, financial and operational planning, and operational effectiveness and efficiency (operational excellence) within the Office of Philanthropy by leading the key areas of: 1) Finance & Resource Management; 2) Operational Excellence / Strategy / Project Management; and 3) Revenue & Gift Processing. This position specifically supervises the 1) Senior Director of Finance & Resource Management; 2) Associate Vice President, Philanthropy Operational Excellence; and 3) Senior Director of Revenue & Gift Processing; overall staffing comprised of 30-40 FTEs; additional departments/groups may be assigned by the SVP. This position is accountable for all matters pertaining to office-wide project management support including oversight of the development and implementation of a multi-year Philanthropy Strategic Plan, updates to Strategic Plans and various Philanthropy Work Plans, budget development and oversight, financial reporting and audits. This position also leads all financial analysis and forecasting for the Office of Philanthropy. The VP will build and manage sustainable analytics functions to support reporting, forecasting, and benchmarking. The VP will ensure that all gifts are recorded and reported appropriately, and that all financial records are maintained with the highest integrity and accuracy. The VP executes financial aspects of Donor Relations and Stewardship and partners effectively with Office of Philanthropy teams and colleagues regarding financial service functions, information, and reporting. The VP oversees all business operations and practices for the Office of Philanthropy, including contract management, office space allocations, telecommunication, technology infrastructure, office equipment, and supplies. The VP develops, recommends, implements, and maintains office-wide policies and procedures that support best-in-industry practices within the philanthropic financial and operational arena.

Key Responsibilities include:

  • Budgetary and Financial Accountabilities
  • Oversee and direct all matters pertaining to budget, financials, and finance operations for the Office of Philanthropy. Comprised of a $50M operation.
  • Oversee and direct annual operating and capital expenditures budgets, budget development and control, financial analysis, cost recovery analysis, profit and loss, cash flow forecasting, financial statements monitoring income to expense ratios, and other complex financials.
  • Enhance OoP's financial management, operations and forecasting capacity with effective application of analytics.
  • Oversee and lead annual budget processes.
  • Establish budget methodologies, templates, and schedules to meet deadlines.
  • Lead the annual budget process for the Office of Philanthropy.
  • Communicate budget process and requirements to staff; provide associated training as required.
  • Manage exception and budget reporting, expense reduction and cost recovery.
  • Establish departmental budgets for each VP area within the Office of Philanthropy; meet with each VP monthly to provide budget-to-actual analysis and provide recommendations as appropriate.
  • Similarly coordinate multi-year and campaign budget processes as needed.
  • Provide leadership support for all financial aspects of mergers and acquisitions, or subordinate operations or operating foundations, as needed.
  • Under the direction of the SSLT enforce the financial aspects of all Gift Acceptance Policies.
  • Oversee central finance files and data.
  • Ensure compliance with audit requirement and confidentiality expectations.
  • Oversee repository and maintenance of gift agreements.
  • Regulatory, Tax, Audit and Insurance Accountabilities
  • Oversee all regulatory, tax audit, and insurance matters for the Office of Philanthropy.
  • In coordination with COH Corporate Accounting, maintain State and Federal legal requirements for non-profit corporations by ensuring timing filing of appropriate tax forms, State filings, maintenance of Articles of Incorporation bylaws, minutes, accounting records, etc.
  • Ensure adherence with GAAP and CASE reporting standards, including necessary manual adjustments between the two.
  • Oversee all audit matters for the Office of Philanthropy.
  • Oversee internal audit activities, working closely with Director of Internal Audit and COH staff auditors and/or external audit team members to design and implement all internal audits when needed.
  • Oversee audit team including selection of appropriate managers and staff to serve on team. Serve as audit team member as needed.
  • Oversee implementation and completion of all audit "action plans" identified in the Final Audit reports to correct deficiencies and business practices within the specified timeframe and deadline. Ensure recommended changes in business practice(s) are communicated to staff. Monitor results.
  • Report audit findings, business change process and implementation to supervisor and other appropriate parties.
  • Financial Forecasting, Reporting, and Benchmarking Accountabilities
  • Design, recommend and execute a wide-range of revenue, expense, and ROI forecasting (annual and long range) and modeling specific to the Office of Philanthropy and including detailed analysis, including but not limited to campaign tracking and projections, cost per dollar raised, budget modeling, revenue and expense forecasting, metric/activity analysis, pipeline assessments, short and long-range staffing forecasts, and efficiency models.
  • Ensure adherence to GAAP, CASE and campaign accounting guidelines across all reports and forecasting.
  • Design, recommend, and execute all strategic forecasting and modeling, including modeling ROI for existing and proposed programs.
  • Proactively identify revenue opportunities and inform management decision-making with critical thinking and analysis.
  • Design and manage philanthropic cash flow projections and reporting for the Office of Philanthropy.
  • In coordination with the CPO and SVP, determine and develop appropriate financial and metric dashboards and benchmarks for reporting purposed to the Office of Philanthropy, Finance, Corporate Accounting, and other stakeholders as appropriate.
  • Oversee preparation, present, and interpret budget and finance reports for senior management, investment committee, and other appropriate parties as requested by the SVP.
  • Oversee and direct all matters pertaining to restricted funds in accordance with legal obligations, donor restrictions, and COH policies.
  • In consultation with the CPO and SVP and coordination with Corporate Accounting, ensure timeliness and compliance with all annual philanthropy benchmark studies.
  • Apply understanding of external reporting, such as Guidestar and major philanthropy rankings, to ensure strong measurement, analytics, and reporting of OoP performance and activities.
  • Financial Analytics Accountabilities
  • Lead development of sustainable analytics functions designed to support the above reporting, forecasting, and benchmarking accountabilities:
  • Identify and maximize revenue, expense reduction, and efficiency drivers.
  • Inform management decision-making with strong financial analytics.
  • Structure and apply financial analytics to create strategic forecasting and modeling noted above, including proactive ROI analysis for existing and proposed programs.
  • Structure and apply financial analytics to identify and maximize revenue and efficiency opportunities.
  • Support external reporting, including 990, CASE and AHP, etc., with Corporate Accounting and Corporate Finance
  • Financial Accountabilities of Donor Relations and Stewardship
  • Inform financial aspects of Donor Relations policies and procedures
  • Centralize the gift acceptance and agreement process, including review and approval.
  • Ensure set-up, implementation, monitoring and reporting on donor funds
  • Implement financial impact reporting in collaboration with Donor Relations; including Endowed, Quasi and Current Use donor funds
  • Monitor Physician-Researcher spending of donor funds; facilitate reporting and communication in collaboration with Donor Relations
  • Monitor, report on and manage fund flow of "enterprise" funds
  • Fundraising Financial Service and Partnership Accountabilities
  • Partner effectively with colleagues across the Office of Philanthropy on fundraising financial service functions:
  • Partner with colleagues on financial aspects of donor fund management (policies, monitoring of spending; financial reporting).
  • Partner with colleagues on financial modeling and budget development for donor and funder proposals.
  • Partner with colleagues on financial adherence between COH priorities, fundraising and funding.
  • Partner with colleagues on financial aspects of planned giving, trust and annuity administration.
  • Operations and Supervisory Accountabilities
  • Oversee all business operations and practices for the Office of Philanthropy, in concert with central City of Hope departments and functions, on matters encompassing.
  • Office policies, operations, business practices
  • Travel policy and processes
  • Facilities, space assignment and allocation; moves; policies and procedures
  • IT, IS and Telecommunications infrastructure
  • Equipment and office supplies, including vendor and supply contracts, and leases
  • Contractual and legal matters.
  • Develop short and long-range goals and objectives for assigned department(s); effectively communicate goals and objectives to staff.
  • Oversee, direct, and manage overall operations of designated area(s) of responsibility including staffing, department management and administration.
  • Oversee direct staff related to hiring, training, developing, mentoring, managing, motivating, counseling, and terminating employees. Ensure performance goals are established for all employees under designated area(s), and set performance goals for direct reports.
  • Oversee all business operations and practices for the Office of Philanthropy, in concert with central City of Hope departments and functions, on matters encompassing.
  • Office policies, operations, business practices
  • Travel policy and processes
  • Facilities, space assignment and allocation; moves; policies and procedures
  • IT, IS and Telecommunications infrastructure
  • Equipment and office supplies, including vendor and supply contracts, and leases
  • Contractual and legal matters.
  • Develop short and long-range goals and objectives for assigned department(s); effectively communicate goals and objectives to staff.
  • Oversee, direct and manage overall operations of designated area(s) of responsibility including staffing, department management and administration.
  • Supervise staff including: hiring, training, developing, mentoring, managing, motivating, counseling and terminating employees. Ensure performance goals are established for all employees under designated area(s), and set performance goals for direct reports.
  • Own Office of Philanthropy operational excellence function via direct work and oversight of AVP, Operational Excellence
  • Oversee identification of operational strengths and improvement opportunities
  • Direct work with the SSLT and individual leaders to identify key operational metrics and success targets
  • Identify applicable peer benchmarks and performance for use in setting success targets
  • Manage the production, accuracy, and currency of operational dashboards to inform and drive target behavior
  • Provide operational insights, recommendations, and reporting to the SSLT
  • Grow understanding within the SSLT of drivers of performance and levers of growth
  • Make specific recommendations to improve operational performance and outcomes
  • Identify areas of operational capacity and constraint
  • Promote a culture of accountability within the leadership team for on-time successful delivery of targets and improvements
  • Oversee implementation of the Office of Philanthropy's strategic plan with AVP, Operational Excellence
  • Assign project management resources to Office of Philanthropy Strategic Initiatives
  • Direct project managers to work with Initiative owners to develop project plans with key deliverables, tasks, dates, owners
  • Provide ongoing support of Initiatives through project management function and individual leader coaching as needed
  • Provide progress reporting to the SSLT and Corporate Transformation office
  • Proactively identify areas of risk to successful execution
  • Oversee the Office of Philanthropy project management function with AVP, Operational Excellence
  • Build project management capacity and align project management practices across the Office of Philanthropy
  • Assign project managers as merited to high-value projects
  • Manage relationship with project management software vendor
  • Manage reporting and reminders to aid project owners in achieving successful ongoing project health, accountability, and outcomes
  • Oversee process by which new operational improvement opportunities are added to the execution roadmap with AVP,

Follows established City of Hope and department policies, procedures, objectives, performance improvement, attendance, safety, environmental, and infection control guidelines, including adherence to the workplace Code of Conduct and Compliance Plan.

Basic education, experience and skills required for consideration:
  • Must have a Bachelor's Degree in business, finance, accounting or related degree.
  • Must have at least 10 years of relevant experience including accounting, finance, strong budgetary and financial operations, strategy, planning and project management.

Preferred education experience and skills:
  • Master's Degree in business, accounting, finance or related area.
  • CPA
  • Nonprofit experience strongly preferred
  • Superb financial, business, and analytical acumen and experience
  • Ability to analyze data and create strategic forecasts and projections
  • Experience with financial management, philanthropy, and fundraising in complex nonprofits
  • Turnaround / modernization expertise
  • Budgetary
  • Financial and accounting
  • Financial forecasting and analytics
  • Compile and apply statistics and other data
  • Balance figures
  • Understand and apply financial ratios
  • Strategic planning
  • Organizational skills
  • Problem solving
  • Understanding of non-profit organizations' issues including investment strategies, financial planning concerns, and laws/regulations
  • Excellent written and verbal communication skills with ability to present technical and financial information clearly
  • Superior analytical and organizational skills with high attention to detail
  • Strong project management skills
  • Compose letters/memorandums
  • Input data into computer programs
  • Use computerized spreadsheets and data systems
  • High professional standards with ability to see big picture and manage practical details
  • Possess strong combination of technical and personal skills with shrewd business acumen
  • Commitment to transparency and ethics
  • Possesses a collaborative spirit; fosters a proactive and collegial service mentality across department and team functions
  • Ability and temperament to flourish in dynamic, fast-paced environment
  • Proactive, action-oriented problem solver; produces results
  • Outstanding communicator with management, board, internal colleagues
  • Ability to influence/persuade others
  • Presentation abilities
  • Ability to bring best practices; strong peer/external network
  • Strong management and talent management expertise; ability to coach, lead and instruct and develop staff
  • Effectively oversees and manages teams
  • Ability to delegate
  • Ability to manage multiple tasks simultaneously
  • Sound judgement and decision making
  • Foster and promote a positive image of COH
  • Practice high level of integrity and honesty
  • Maintains confidentiality
  • Diplomacy
  • Effective facilitator in various settings

Additional Information:

To protect the health of patients and staff and to comply with new State of California mandates, City of Hope staff are required to show proof of full vaccination by September 30, 2021. Compliance is a condition of employment.

City of Hope is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.

  • Posting Date: Sep 20, 2021
  • Job Field: Philanthropy
  • Employee Status: Regular
  • Shift: Day Job

Job ID: CityOfHope-10009970-1