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Chief Financial Officer
World Education Services. Serve as Chief Financial Officer and strategic financial leader for WES, a nonprofit social enterprise supporting immigrants, refugees, and international students .
Posted 10/21/2026full-timeRemote • New York • United StatesLead💰 $290,000 - $320,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive financial leadership and strategic acumen, with a strong focus on financial planning, investment management, and compliance across diverse organizational structures. Proven ability to develop and implement financial strategies, manage teams, and communicate effectively with stakeholders.
Highest-signal resume keywords
Financial Planning And AnalysisM&A Strategy DevelopmentInvestment Portfolio ManagementFinancial Reporting StructuresTeam Leadership And Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ForecastingBudgetingFinancial ModelingAccounting ControlsGAAP-Compliant ReportingRisk ManagementData AnalysisDue DiligenceCost-Synergy TrackingDebt Financing
Soft Skills
Excellent CommunicationRelationship-BuildingNegotiationInfluencingCross-Cultural Teamwork
Tools & Technologies
Financial Management SystemsInvestment Management ToolsAccounting Software
Certifications & Qualifications
MBAMPAMS In AccountingCPACertified Management Accountant
Industry Keywords
Nonprofit OrganizationImpact InvestmentStructured FinanceTax-Credit FinanceNew Markets Tax CreditsDiversity, Equity, Inclusion, And Belonging
About the role
Key responsibilities & impact- Serve as Chief Financial Officer and strategic financial leader for WES, a nonprofit social enterprise supporting immigrants, refugees, and international students
- Oversee administrative, financial, investment, and risk management operations across WES entities
- Develop and embed financial and operational strategy, control systems, processes, and metrics
- Advise and collaborate with the CEO, Executive Leadership Team, Board of Trustees, department leaders, and staff
- Define M&A strategy, evaluate inorganic growth opportunities, and establish valuation guardrails
- Lead long-term financial forecasting, budgeting, annual planning, and financial status reporting
- Provide financial insights, data analysis, and recommendations through the FP&A team
- Oversee fiscal and fiduciary responsibilities, Finance organization activities, workforce planning, initiatives, and projects
- Lead financial and tax due diligence, financial modeling, accounting-system integration, cost-synergy tracking, and post-close ROI monitoring for M&A
- Advise on M&A deal terms, purchase agreements, escrow arrangements, earn-outs, and transaction financing
- Plan real-estate and facilities capital needs and arrange debt financing as necessary
- Oversee pension fund investment options and the annual audit process
- Manage and mitigate financial and compliance risk across U.S., Canadian, and Indian entities
- Develop financial and operational systems, standard operating procedures, accounting controls, and GAAP-compliant reporting
- Negotiate and execute contracts, maintain trademarks, and manage vendor and partner frameworks
- Provide executive oversight of the investment portfolio and Investment team
- Develop investment policies, procedures, controls, and Board reports
- Lead organization-wide and cross-functional challenges to resolution
- Communicate critical financial matters to senior leadership, Board Committees, and the full Board of Trustees
- Manage, coach, and develop Finance and Investment teams
- Champion DEIB and operationalize WES's diversity, equity, inclusion, and belonging commitments
Requirements
What you’ll need- Bachelor's degree and/or commensurate experience demonstrating exemplary strategic and financial acumen
- Minimum 10+ years of financial and operations management with a major company, large corporation division, or non-profit organization
- Minimum 5+ years of progressive senior responsibility developing and building financial reporting structures
- Experience as a trusted member of an organization's senior leadership team
- Experience partnering with an executive team and working with a Board
- Knowledge of financial planning and management systems
- Experience managing an investment portfolio and engaging external investment providers
- Experience managing grants and funding regulations, impact investment, structured finance, or tax-credit finance such as New Markets Tax Credits
- Track record of building and leading effective teams and developing outcomes/data-driven team cultures
- Excellent communication and relationship-building skills; ability to prioritize, negotiate, and work with diverse stakeholders
- Honesty, integrity, credibility, commitment to quality, and dedication to WES's mission
- Ability to influence a wide range of people and work with cross-cultural teams
- Willingness to travel domestically and internationally as required
- Preferred: MBA, MPA, or MS in Accounting or Finance
- Preferred: CPA or Certified Management Accountant designation
- Preferred: multisector experience across public, nonprofit, or for-profit organizations
- Preferred: experience managing across multiple geographies, including outside North America
Benefits
Comp & perks- Remote work options
- Flexible scheduling
- Generous time-off policies
- Comprehensive wellness programs
- Comprehensive benefits
- Competitive compensation
- Tangible rewards and recognition
- Learning opportunities
- Personal and professional development pathways
- Career advancement opportunities
- Comprehensive training programs
- Tuition reimbursement opportunities
- Employee-led resource groups
- Town halls
- Collaborative team events
- Meaningful volunteer opportunities
- Inclusive, mission-driven culture
- Accessibility accommodations during recruitment