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World Education Services

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 fit
Core 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

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Applicant 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