Remote Chief Operating & Strategy Officer | WFH

Reports to: Chief Executive Officer

Job Type: Full-time

Location: Hybrid Remote (Headquarters located in Fort Pierce, Florida; relocation support available)

Company Overview

We are a nationally recognized, award-winning non-profit Community Development Financial Institution (CDFI) dedicated to revitalizing and empowering underserved communities. Our mission is to facilitate access to affordable and equitable capital for homeowners, landlords, developers, contractors, and small businesses, fostering a transition toward an inclusive clean energy economy. As leaders in climate equity, we are amplifying our nationwide impact.

Job Overview

As a pivotal member of the Executive Leadership Team (ELT), the Chief Strategy & Operating Officer (CSOO) will be essential in propelling our mission forward by spearheading strategic initiatives and ensuring operational excellence. This role encompasses the oversight of critical operational functions, program development, and the cultivation of relationships with stakeholders, requiring expertise in business operations, lending, community finance, and regulatory compliance, along with a demonstrated ability to drive impactful collaboration and strategic vision.

Key Responsibilities

• Formulate and execute operational strategies and key performance indicators (KPIs) in partnership with the Executive Director.
• Supervise daily operations across all departments to ensure seamless functionality.
• Align operational processes with mission-driven objectives and enhance performance for sustainable growth.
• Collaborate with the CEO to strategize and implement expansion initiatives.
• Manage procurement processes, vendor negotiations, and safety program compliance with OSHA, 2 CFR 200, and relevant federal or state regulations.
• Partner with the CEO and CFO for budget management, resource allocation, and financial reporting.
• Lead Strategic Development meetings and initiatives.
• Ensure timely and accurate reporting to stakeholders, including investors, foundations, and grantors at various levels.
• Oversee the compliance of lending departments with applicable regulations governing our operations.
• Ensure operational readiness for nationwide execution in line with regulatory standards.

Required Skills

• 10+ years of experience in lending, ideally within Community Banks, Credit Unions, or CDFIs experiencing rapid growth.
• Consumer/Financial Technology (Fintech) lending experience is advantageous.
• Expertise in Project Finance and/or Commercial lending, including new construction for housing projects.
• Proven leadership with a track record of enhancing organizational capacity and operational efficiency.
• Strong financial acumen and data analysis capabilities, with experience in KPI development and performance reporting.
• Exceptional interpersonal, negotiation, and presentation abilities.
• Proficiency in Salesforce and Microsoft Office Suite; familiarity with loan origination and servicing software is beneficial.
• Commitment to diversity, equity, and inclusion (DEI) principles.

Qualifications

• Bachelor’s degree in a relevant discipline (e.g., business, finance, public administration); a Master’s degree is preferred.

Career Growth Opportunities

This role offers unique opportunities for professional development and career advancement within a mission-driven organization, where you can play a crucial role in shaping the strategic direction and operational processes of the organization.

Company Culture and Values

Our organization champions a culture of collaboration, transparency, and innovation, prioritizing community engagement and operational efficiency. We are deeply committed to fostering an inclusive environment that values diversity and ensures that all voices are heard.

Compensation And Benefits

• Salary Range: \(145,000 – \)175,000 (commensurate with experience)
• Comprehensive medical, dental, and vision benefits.
• 403(b) retirement plan with up to a 5% employer match.
• 12 paid holidays, 4 weeks of vacation, and paid sick leave.
• Relocation assistance available for ideal candidates.
• Performance-based bonuses.

Equal Opportunity Employer

We are dedicated to providing an inclusive and welcoming environment for all employees and stakeholders. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, veteran status, or any other characteristic protected by federal, state, or local law.

Employment Type: Full-Time