Senior Finance Coordinator

Cleveland Foundation; Cleveland (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

The Cleveland Foundation seeks a Senior Finance Coordinator to provide high‑level administrative and operational support to the Senior VP, Finance, Investments & Treasurer and the finance leadership team. You will manage confidential materials, board and committee support, and critical financial documentation.

In this role, you will coordinate executive priorities, ensure timely preparation of materials, and collaborate across departments to uphold governance, compliance, and fiduciary

Qualifications

• Bachelor's degree required.
• 4–6 years of related experience managing complex projects.
• Proficiency in Microsoft Office; Canva preferred.

Responsibilities

• Coordinate priorities, workflows, meetings, travel, and administrative operations for finance leadership.
• Prepare board-ready materials and manage committee documentation.
• Prepare financial, investment, banking, and compliance documents; ensure audit readiness.
• Support governance, fiduciary duties, and institutional records.
• Act as operational partner, maintaining confidentiality and professionalism.

Skills

Organization

Attention to detail

Project management

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Canva

Job description

About Us

The Cleveland Foundation, established in 1914 as the world’s first community foundation, continues to shape the future of place-based philanthropy more than a century later. With $4.1 billion in assets and a legacy of bold leadership, we are driven by a commitment to improve the lives of everyone who calls Greater Cleveland home, today and for generations to come.

Description

About Us

The Cleveland Foundation, established in 1914 as the world’s first community foundation, continues to shape the future of place-based philanthropy more than a century later. With $4.1 billion in assets and a legacy of bold leadership, we are driven by a commitment to improve the lives of everyone who calls Greater Cleveland home, today and for generations to come.

Joining our team means becoming part of a culture that blends history‑making impact with forward‑looking innovation. Our vision is a vibrant Northeast Ohio where no Clevelander is left behind. Every team member plays a key role in advancing this vision by tackling Cleveland’s most critical issues, championing opportunities for all, and helping unlock the full potential of our region.

Our headquarters in the heart of MidTown places us at the center of a historic neighborhood and growing district, surrounded by partners, community leaders, and residents who are reimagining what’s possible for our city. Here, you’ll work in a dynamic, collaborative environment designed to spark creativity, deepen relationships, and accelerate change.

At the Cleveland Foundation, you can be part of building a stronger future for every Clevelander.

About You

You are someone who finds genuine satisfaction in helping others succeed. Highly organized by nature, you have a knack for bringing order to complexity and keeping multiple priorities moving without losing sight of the details. You don't simply complete tasks, you anticipate needs, solve problems before they arise, and create systems that help teams work smarter.

You thrive in fast‑paced environments where no two days look the same. One moment you may be coordinating executive meetings and preparing briefing materials; the next you may be tracking enterprise initiatives, supporting a major Foundation event, or helping move a high‑profile communications project across the finish line. You enjoy the variety and understand that behind every successful leader is someone ensuring the right things happen at the right time.

You are naturally curious and want to understand not just what you're doing, but why it matters. You enjoy connecting dots across teams, seeing how projects fit into larger organizational goals, and helping turn strategy into execution. You are comfortable working with ambiguity, adapting quickly as priorities evolve, and maintaining calm under pressure.

People trust you because you exercise sound judgment, communicate with professionalism, and handle confidential information with discretion. You build strong relationships across all levels of an organization, balancing confidence with humility and knowing when to take initiative and when to seek guidance.

Above all, you care about making an impact. You are energized by meaningful work, committed to excellence, and motivated by the opportunity to contribute to an organization working every day to build a stronger future for Greater Cleveland.

Position Summary

The Senior Finance Coordinator provides high-level administrative and operational support to the Senior Vice President, Finance, Investments & Treasurer and senior finance leadership team. This role serves as a critical coordinator for executive priorities, committee governance, and financial operations, handling sensitive and confidential information with professionalism and sound judgment.

A key focus of the role is ensuring the timely and accurate preparation of committee materials and financial documentation, supporting the Foundation’s fiduciary, governance, and investment responsibilities. The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast‑paced, high‑performance environment.

Key Responsibilities

Executive Leadership Support

• Enable the effectiveness of the Senior Vice President, Finance, Investments & Treasurer and finance leadership team by proactively coordinating priorities, workflows, projects schedules, meetings, travel, and administrative operations.
• Drive efficient execution of leadership commitments by managing competing demands, anticipating needs, and ensuring timely follow‑through on key initiatives.
• Facilitate clear, professional communication with internal and external stakeholders through the preparation of correspondence, agendas, and presentation materials.
• Protect confidential and sensitive information while exercising sound judgment, discretion, and professionalism in all interactions.

Committee Support

• Lead the delivery of accurate, complete, and board‑ready materials for Investment, Finance, Audit, and Social Impact Investment Committees
• Coordinate seamlessly across departments and external partners to ensure committee materials are prepared, reviewed, and distributed on schedule.
• Strengthen governance effectiveness by managing committee logistics, maintaining official records, and tracking decisions and follow‑up actions.
• Maintain comprehensive historical documentation that supports compliance, governance, and audit requirements.

Financial, Investment & Banking Documentation

• Coordinate the preparation and execution of critical financial, investment, banking, and compliance documentation to support the Foundation’s fiduciary responsibilities.
• Ensure financial and investment records remain organized, accurate, and audit‑ready to support operational excellence and regulatory compliance.
• Facilitate timely completion of investment subscriptions, as well as other bank and financial documentation by partnering with finance, legal, investment staff, custodians, banks, and external advisors.
• Support audits and compliance reviews through the maintenance and retrieval of high‑quality documentation and records.
• Monitor financial and investment shared mailboxes to ensure timely response to important and time‑sensitive communications, documentation, and requests

Organizational Impact

• Serve as a trusted operational partner to finance leadership by ensuring the administrative, governance, and documentation infrastructure necessary for sound decision‑making, stewardship, and organizational effectiveness.
• Contribute to the Foundation’s mission and long‑term success by supporting strong governance, financial integrity, investment oversight, and executive execution

General Competencies

• Judgment
• Communication
• Teamwork & Collaboration
• Adaptability
• Problem‑Solving
• Attention to detail
• Organization
• Project Management
• Financial and Administrative Acumen
• Confidentiality, Integrity & Professional Judgment

Requirements

Required Qualifications

• Education: Bachelors’ degree
• Experience: 4 to 6 years of related experience, and ability to handle complex projects simultaneously and multiple clients
• Technical Skills: Microsoft Office, particularly Outlook, Word, PowerPoint, and Excel. Also experience with Canva is preferred.

Work Environment

• The role is primarily office‑based, involving frequent interaction with executives, and staff.
• The position may require prolonged periods of sitting, as well as occasional lifting of light office supplies and materials.
• Occasional extended hours to meet deadlines or support special events.
• Occasional travel may be required for meetings, events, or conferences.