Scholars of Finance

Operations

• Take processes that are written, partially written, or explained only verbally and turn them into clear, complete, repeatable process documents.
• Watch a recorded walkthrough (e.g., a Loom of a teammate completing a task) and produce a thorough process document that captures each step, branching logic, and contingencies.
• Run established processes like clockwork—accurately, on time, and exactly as instructed—while refining and tightening the steps as you go.
• Own recurring operational tasks across the Programs team—pulling student lists, processing stipends, tracking who is completing Industry Introductions asynchronously, and similar reporting.
• Own the operational side of internal and external surveys—compiling results into clear, readable, well-structured formats the team can use.
• Maintain ongoing retention reporting and other recurring program reporting.

Operations Analyst

Vice President

• Be a member of the Executive Team of this organization, build our culture, and steer us toward achieving our mission to transform finance.
• Set the vision, goals, and operating cadence for individual fundraising and volunteer engagement, aligned to strategy, revenue, and program outcomes.
• Own the number — the pipeline, the forecast, and the path to it — steering fundraising and volunteer engagement efforts day to day across our organization.
• Build and run the fundraising operating system (KPIs, dashboards, meeting rhythms, pipeline reviews) that gives leadership a clear view of performance and projections.
• Manage budget and resourcing, anticipating seasonal shifts in donor activity and adjusting plans accordingly.
• Take on and coach two direct reports, one fundraiser and one revenue operations manager, and strengthen their performance and output.
• Build, coach, and develop a high-performing fundraising team that multiplies our collective velocity rather than carrying it alone.
• Establish the systems, cadence, and accountability that enable individual giving and engagement to grow nonlinearly as the team expands.
• Build a culture of trust, ownership, and continuous improvement among the people you lead — across both fundraisers and operations team members.
• Work closely with Partnership, Events and Marketing team members to ensure a strong donor and volunteer experience, and establish clear unified forecasting.
• Personally identify, cultivate, solicit, and steward a portfolio of HNW and UHNW donors, building authentic relationships that inspire significant, sustained support.

Operations Analyst

VP of Philanthropy