• Alex Cardenas

Chief Operating Officer/Chief Financial Officer

Updated: May 20

Position Summary

The COO/CFO is a key member of the senior management team, reporting to the Co-Executive Directors (Co-EDs). The COO will help shape and deliver on the strategic needs of this start-up organization. The COO will help create efficient and effective systems (operational, financial, managerial, and administrative) for the entire organization while taking direct responsibility for day-to-day operations, financial planning, budgeting, and management, business development/alliances, and consultant/vendor management. The COO provides oversight for the training, mentoring and capacity building of the team. They are an internal advocate for efficiency, productivity, and professional development.
The ideal candidate will have a strong commitment to teamwork, personal accountability for results, adherence to ethical practices, a focus on diversity and equity, and comfort operating in a start-up environment with an ability to prioritize and drive actions to closure.

Basic Information


Job title: Chief Operating Officer and Chief Financial Officer
Status: Full-time exempt or contract for two years
Place of performance: Remote with PST operating hours
Travel requirements: As needed, but limited
Supervisor: Co-Executive Directors
Direct reports: Administrative Assistant
Team size: ~7 people
Annual budget: $2.5-3M
Membership community: Estimated at 2,000–5,000 to start
Salary: The starting salary will be commensurate with candidate experience. The salary range is $200,000 - $250,000 plus benefits

Primary Responsibilities


Support the Co-EDs with business support services including:
  • Operations:

  • Design the operational and financial roadmap for growth over time

  • Implement the business strategies, models, plans and procedures

  • Set comprehensive goals for performance and growth

  • Manage the team of development consultants

  • Create and monitor key internal metrics/KPIs to drive strategic direction

  • Finance: Serve as the CFO with the support of APPA’s fiscal sponsors

  • Develop reporting systems

  • Manage cash flow

  • Develop budgets and business plans

  • Oversee accounting

  • Fundraising:

  • Assist Co-EDs in fundraising activities

  • Support the Co-EDs, as needed, with donor relations

  • Participate in partnership activities (sponsorship, etc.)

  • Legal and government compliance:

  • Oversee contract development

  • Ensure the 501c3 is in good standing

  • Human resources:

  • Build operations team as the association grows.

  • Evaluate performance by analyzing and interpreting data and metrics.

  • Technology:

  • Identify technology needs

  • Determine optimal and integrated platforms

  • Oversee implementation and training

Qualifications/Required Skills

  • 10+ years of professional experience in business development, operations, and management

  • BSc/BA in Business Administration or relevant field; MSc/MBA or CPA is a plus

  • Start-up experience combining the skills of a generalist with problem-solving skills

  • Experience and interest in developing an equitable, diverse, and inclusive workplace

  • Knowledge of GAAP and accrual-based accounting practices. Experience with annual audits

  • Strong written and verbal communication skills

  • Experience in fundraising

  • Outstanding organizational and leadership abilities

  • Excellent interpersonal and public speaking skills

  • Understanding and ability to implement equity focused practices in organizational development and relational engagement

  • Ability to advocate for self and others with leadership team

  • Commitment to personal and communal growth.

Work Environment

  • A do-it-yourself, start-up environment

  • Work with cross-functional teams and diverse communities

  • Ideal for a highly motivated person to assume a pivotal role in the creation and evolution of a fast-growing, highly respected organization

  • Benefits TBD – health, dental, vision, Rx, long-term disability, short-term disability, and life insurance

  • Benefits TBD – vacation, PTO, and holidays

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