Provides fiduciary oversight of treasury and investment programs, including cash management, liquidity, portfolio performance, risk monitoring, asset allocation, manager due diligence, and investment operations. The role prepares reports and recommendations for leadership, boards, committees, donors, and stakeholders; manages banking and advisor relationships; supports mission-aligned investing; and mentors treasury and investment staff.

Maintains accounting records and reconciliations for gifts, grants, donor funds, investments, fees, cash receipts, fixed assets, and distributions. Prepares journal entries, schedules, donor statements, reports, and audit documentation while supporting financial close, internal controls, compliance, and process improvements. Collaborates with Philanthropy, Grants Management, Investments, custodians, external managers, and auditors to resolve discrepancies and ensure accurate, timely financial reporting.

Serves as strategic in-house legal counsel for real estate transactions, development projects, nonprofit governance, regulatory matters, and property tax exemptions. Manages outside counsel, legal due diligence, contracts, closings, disputes, risk mitigation, and compliance. Advises executive leadership and cross-functional teams while supporting community development and philanthropic initiatives. Oversees legal resources and maintains relationships with developers, lenders, public agencies, and community partners.