Scholars of Finance

• Build, maintain, and update the annual operating budget and multiple budget scenarios (base / upside / downside) for an ~$2.5M (and growing) organization • Produce monthly budget-to-actual variance analysis; identify the drivers behind cost and expense movements and explain them clearly • Surface cost and expense risks and opportunities to leadership, with recommended actions • Maintain rolling forecasts and cash-flow projections so leadership always has a forward-looking view of runway and spend • Prepare grant and program budgets and the related financial reporting • Model the financial impact of new programs, hires, and initiatives; partner with budget owners to keep spending on plan • Deliver clear reporting and dashboards to leadership and the board • Perform daily bookkeeping in QuickBooks — general ledger, accounts payable, and accounts receivable • Record journal entries, including accruals, prepayments, deferrals, and amortization • Complete monthly bank and credit-card reconciliations • Run a timely, accurate monthly close and prepare financial statements • Apply GAAP and non-profit fund-accounting standards (restricted vs. unrestricted) • Support the annual audit and Form 990 with schedules and documentation • Maintain internal controls and document accounting processes

• 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.

• The VP of Programs leads the strategy and execution behind Scholars of Finance’s core student experience—ensuring our chapters and programs are consistent, high-quality, and deeply impactful nationwide. • You will be a key decision-maker on the Executive Team, leading a team that supports campus leaders, delivers flagship programming, and strengthens SOF’s curriculum and measurement over time. • Build the best student leadership development organization in the world—where students become purpose-driven, principled, high-performing future leaders with the ability to affect systemic change in finance. • Lead 10+ programs, across 60+ sites, for 4,000+ students to deliver transformative impact consistently. • Manage budgets and resourcing, anticipating seasonal workload shifts and adjusting plans accordingly.