Leads accounting operations, financial planning, budgeting, forecasting, modeling, reporting, and analysis. Oversees reconciliations, close activities, financial statements, grants, investments, audits, and Form 990 preparation. Develops dashboards and decision-support analyses, supervises accounting staff, and partners with leadership on strategic financial initiatives, process improvements, and organizational sustainability.

Build and manage relationships with wealth managers, financial advisors, estate planning attorneys, and CPAs to generate referrals and new philanthropic business. Manage advisor onboarding, advisor-managed funds, professional advisor councils, donor services, and networking events. Partner with communications and investment operations teams on advisor engagement, content, due diligence, and promotion of charitable giving solutions.