Chief Financial and Administrative Officer

Chief Financial and Administrative Officer

Out & Equal Workplace Advocates

Oakland, CA   |   January 15, 2020

About Out & Equal Workplace Advocates

Out & Equal Workplace Advocates is the world’s premier nonprofit organization dedicated to achieving lesbian, gay, bisexual, transgender, and queer workplace equality.

Led by CEO Erin Uritus, O&E partners with Fortune 1000 companies and government agencies to provide executive leadership development, comprehensive training and consultation, and professional networking opportunities that build inclusive and welcoming work environments.

The Vision: Global workplaces where all people are equal, belong, and thrive.

The Mission: O&E is the global convener, thought leader, and catalyst actively working to achieve workplaces of equality and belonging – supporting LGBT+ employees and leaders who thrive in their careers and lives, and achieve greater impact on the world.

Since 1996, O&E has worked with executives, HR professionals, Employee Resource Groups, and individuals to provide leadership and professional development, education, and research to create workplaces that are free of discrimination. O&E hosts the annual Workplace Summit, where employees and experts from around the world gather to share strategies and best practices to create diverse and inclusive workplaces that foster belonging for LGBTQ people.

O&E has an annual budget between $7-9M, employs 17 staff, and is based out of offices in Oakland, CA and Washington, DC.

For more information on Out & Equal Workplace Advocates, please visit

The Opportunity

O&E is seeking a dynamic individual with proven strategy, management, and interpersonal skills to serve as Chief Financial and Administrative Officer (CFAO). Together with the CEO and Chief Program and Partnerships Officer, the CFAO will play a core role on the senior leadership team and will be instrumental in leading the organization’s day-to-day operations, as well as refining and implementing its long-term strategy.

O&E has done tremendous work in the last two years, repositioning its structure and operations to effectively deliver on a bold new strategic plan in a post-founder era. The CFAO will oversee ongoing development in the finance, administration, and operations infrastructure, processes, and team, and ensure that the organization is bringing in and fully implementing best practices in all of these areas. This is an incredible opportunity for a senior leader to build out the infrastructure for a growing, high-impact nonprofit. Reporting to the CEO, the CFAO will be based in Oakland, CA, and the position will include occasional domestic travel.

Candidate Profile

The responsibilities of the CFAO include, but are not limited to, the following:

Organizational Leadership and Development

  • Develop, cultivate, and manage a high-performing, high-impact team
  • In partnership with the leadership team, promote and maintain a positive organizational culture, devising organizational strengthening initiatives to build staff morale, support staff retention, and optimize cross-team collaboration
  • Work alongside the CEO and Chief Program and Partnerships Officer to align strategic priorities, business practices, and operations, ensuring efficient, scalable systems across teams; lead strategic and annual planning processes for finances and operations
  • Partner closely with and present regularly to the Board of Directors, including the Finance Committee, to ensure financial and operational accountability

Financial Expertise


  • Provide oversight and guidance for the accounting, auditing, budgeting, and reporting of all O&E financial activity, and directly supervise the support staff involved in the transactional accounting
  • Act as liaison to and coordination with the outside CPA firm, who specializes in and works exclusively with the nonprofit sector, and performs the high-level accounting, including the monthly close and financial statement preparation
  • Analyze the monthly financial statements and report to the CEO and the Finance Committee
  • Manage the external auditing process and communicate the results to internal stakeholders
  • Oversee preparation of all required tax returns with staff and the outside CPA firm

Financial Planning

  • Partner with the CEO and Chief Program and Partnerships Officer to prepare and administer O&E’s annual administrative and programmatic budgets and reports
  • Ensure accurate and up-to-date documentation of O&E finance-related policies and procedures
  • Maintain current knowledge of tax and other laws and regulations affecting nonprofits; lead related planning, training, and compliance, as required

Investment Oversight

  • Work in partnership with investment consultants to oversee presentation of investment results to the Board of Directors and to implement investment decisions approved by the Board, in consultation with legal counsel
  • Ensure up-to-date documentation and compliance with investment-related policies and procedures
  • Prepare cash flow needs analysis for administrative expenses and capital calls, and review them with investment consultants to ensure adequate liquidity

Grants and Contracts Management

  • Collaborate with the CEO, Chief Program and Partnerships Officer, and other relevant staff, such as the Director of Events and two Senior Directors of Corporate Engagement, to pursue, develop, or respond to contracts, and ensure that O&E is adhering to all internal controls
  • Review all contract terms before issue, and work with legal counsel around contract practices and policies
  • Ensure appropriate records management related to grants agreements, contracts, and supporting materials

Operations and Administrative Acumen

Information Technology

  • Oversee outside IT vendor and hold ultimate responsibility for the vision, planning, development, and support of technology systems and applications for O&E
  • Coordinate with team members to ensure quality and coordination across internal IT systems
  • Establish and monitor cybersecurity policies to protect O&E systems, data, and to mitigate risk

Human Resources

  • Oversee all HR functions and coordinate closely with leadership on hiring, termination, annual performance appraisals, and compensation-related procedures
  • Coordinate renewal and replacement (as needed) of medical, dental, life, and short- and long-term disability insurance, while managing service relationship with benefits consultant
  • Maintain updated employee handbook and administrative policies/procedures handbook in consultation with legal counsel

Facilities Management

  • Oversee all Operations functions, ensuring coordination of all facility-related requests for the office spaces, including repairs, renovations, or moves, as well as communication with the landlords around any needs or concerns
  • Manage all service contracts on office equipment and telephone/internet service

The ideal candidate will have the following professional and personal qualities, skills, and characteristics:

  • Passion for and commitment to the mission of O&E
  • Bachelor’s degree in accounting, finance, or similar; advanced degree in one of those disciplines and/or a CPA certification is strongly preferred
  • A minimum of 10-15 years of operations experience, with a minimum of five years as a CFO (or equivalent responsibility), preferably in an organization with assets of $5M+
  • Previous oversight of multiple functional areas and teams, such as financial planning, investment management, HR, IT, and operations
  • Ability to direct and implement new systems, processes, and technology to enhance operations and organizational effectiveness
  • Experience partnering closely with executive staff and a Board of Directors; proven ability to develop and support a team across multiple functions
  • High emotional intelligence, with the skills to partner effectively with a range of internal stakeholders and external vendors/consultants
  • Effective communication skills, both orally and in writing
  • Deep understanding of nonprofit financials (grantmaking foundation, NGO, or social enterprise), or an appetite for learning the nuances of that work
  • Demonstrated experience in change management
  • Exceptional time and project management skills, with the ability to manage and prioritize multiple high-level projects simultaneously

Out & Equal Workplace Advocates has engaged Koya Leadership Partners to help in this hire. Please submit a compelling cover letter and resume to Meghan Franklin here.

Out & Equal Workplace Advocates is an equal opportunity employer and strongly encourages applications from people of color, persons with disabilities, women, and LGBTQ+, and other underrepresented applicants.

About Koya Leadership Partners

Koya Leadership Partners, a member of the Diversified Search Group, is a leading executive search and strategic advising firm dedicated to connecting exceptionally talented people with mission-driven clients. Our founding philosophy—The Right Person in the Right Place Can Change the World—guides our work as we partner with nonprofits & NGOs, institutions of higher education, responsible businesses, and social enterprises in local communities and around the world.

For more information about Koya Leadership Partners, visit