Chief of Staff

• In close collaboration with the CFO, spearhead development, execution, and monitoring of the Finance Division strategy and annual operating roadmap, ensuring alignment with enterprise priorities and mission outcomes.
• Serve as a trusted strategic advisor to the CFO and Finance leadership, synthesizing complex inputs into clear recommendations on operating risks, tradeoffs, and opportunities.
• Represent Finance leadership in key internal and external engagements, ensuring consistent messaging, strategic positioning, and stakeholder confidence.
• Represent the Finance division in cross-agency projects, enabling the CFO to delegate leadership and decision-making responsibilities where appropriate.
• Collaborate with divisional leaders to gather and socialize feedback across teams.
• Establish and maintain performance management routines (e.g., monthly operating reviews, KPI dashboards, issue/risk logs) that translate strategy into measurable outcomes and actionable insights.
• Drive prioritization and delegation across the CFO portfolio—balancing urgent operational needs with strategic initiatives (e.g., financial transformation, planning modernization, controls uplift, reporting enhancements).
• Deliver timely and proactive status updates to the CFO; escalate risks and remove blockers to maintain momentum and decision velocity.
• Lead and oversee integrated executive operations across the Finance Division, including strategic planning, project governance, internal communications, and leadership cadence.
• Design and implement scalable systems and tools that drive operational efficiency, knowledge sharing, and change adoption—leveraging technology and disciplined program management.
• Identify and recommend innovative business practices and performance monitoring approaches; champion the use of emerging technologies to enhance efficiency and knowledge management across all fundraising streams.
• Create and manage governance structures for cross-cutting initiatives (e.g., transformation programs, policy rollouts, planning cycles), ensuring clear decision rights, timelines, and accountability.
• Partner with Finance leaders to strengthen end-to-end operating rhythms (e.g., financial close calendar, planning calendar, committee calendars) and ensure transparent stakeholder communications.
• Identify and recommend innovative business practices and performance monitoring approaches to enhance service quality, compliance, and staff experience.
• Partner with the CFO in preparing materials for the Board of Trustees.
• Identify and operationalize cross-functional opportunities that align Finance priorities with enterprise needs, reducing siloing and improving shared accountability.
• Facilitate partnerships across divisions and “extended finance” stakeholders to improve financial decision support, clarity of roles, and consistent practices.
• Represent the CFO/Finance Division in cross-agency initiatives and governance forums, enabling effective delegation of leadership and decision-making where appropriate.
• Participate in cross‑functional Chiefs of Staff team to raise enterprise risks and issues early, support strategic alignment, and enable effective coordination across senior leadership.
• Support change management efforts that improve adoption of Finance policies, processes, and systems—ensuring communications are clear, timely, and actionable.
• Oversee executive operations for the CFO, including strategic scheduling, meeting preparation, briefing materials, prioritization, and follow-through—ensuring leadership focus is on the highest-impact outcomes.
• Partner with the CFO and Finance leadership to develop high-quality executive communications and materials (agendas, briefings, governance proposals, presentations) for senior leadership and Board committees.
• Support Finance’s role as staff liaison to Board committees (e.g., Finance, Audit, Risk Management, Investment) by coordinating agendas/materials, tracking actions, and supporting execution of decisions and resolutions.
• Lead planning and coordination of leadership retreats, strategic exercises, and key all-staff engagements to drive alignment and a culture of continuous improvement.
• As necessary, supervise, coach, and develop staff; foster a high-performing culture grounded in accountability, ethical standards, and staff well-being.
• Partner closely with the CFO’s Executive Assistant to strategically manage the leader’s time, calendar, and commitments.

Chief of Staff, Finance

• Own and drive cross-functional projects from idea through to execution
• Support the CEO and leadership team on strategic priorities and planning
• Turn high-level goals into clear plans, milestones, and accountability
• Step into teams when needed to support delivery on priority initiatives
• Improve internal processes and operating rhythms (e.g. planning cycles, OKRs, leadership meetings)
• Support board preparation, investor updates, and key communications
• Improve coordination and information flow across teams
• Identify inefficiencies and implement practical solutions

• Serve as a key OCLO authority and liaison on projects and initiatives related to OCLO goals and objectives
• Lead and participate in cross-functional working groups on behalf of OCLO
• Coordinate and manage OCLO organizational programs
• Develop and implement OCLO’s organizational strategy
• Establish processes, standards and key metrics for OCLO
• Identify opportunities for further streamlining and improving operations
• Create and maintain reports, project plans and metrics
• Oversee the development and implementation of OCLO's strategic technology plan
• Act on behalf of OCLO executive and senior leadership
• Develop and maintain effective relationships with senior leaders throughout the organization
• Adapt quickly to changing circumstances and respond to crises
• Support OCLO compensation planning, staffing processes, and other organization-wide People Solutions initiatives

Vice President, Deputy Chief of Staff – Chief Legal Officer

• Act as the CCO’s primary strategic advisor and operational thought partner.
• Shape and refine commercial strategy, operating rhythms, and long-term growth initiatives.
• Ensure alignment between revenue objectives and enterprise strategic priorities.
• Develop and oversee mechanisms to track commercial performance, pipeline health, forecasting rigor, and execution effectiveness.
• Identify root causes of revenue gaps or execution breakdowns and drive corrective action.
• Partner with RevOps and Finance to improve forecasting accuracy and operating visibility.
• Serve as connective tissue between Commercial, Product, Finance, Strategy, and Operations.
• Drive alignment on GTM motions, customer segmentation, pricing strategy, and partnership strategy.
• Proactively surface complex commercial risks and opportunities.
• Drive clarity in roles, accountability, and decision-making across the revenue organization.
• Own strategic leadership meeting architecture (Revenue LT, QBRs, planning sessions).

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Chief of Staff, Finance

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