Colorado Nonprofit Association

Vice President, Organizational Effectiveness & Operations

 Organization Overview 

At the National Endowment for Financial Education (NEFE), we champion effective financial education. We are the independent, centralizing voice providing leadership, research, and collaboration to advance financial well-being. We do this by mobilizing and inspiring educators, researchers, and advocates nationwide to maximize the impact of financial education. We work hard to remove barriers, amplify outcomes, and elevate effective models through leadership, research, and collaboration. We believe this is important because everyone deserves the opportunity to live their best financial life and that equitable and effective financial education makes it easier for everyone to navigate the financial system, creating a more just society. 

Position Summary 

The National Endowment for Financial Education (NEFE) is a dynamic and strategic organization seeking to fill the newly created role of Vice President, Organizational Effectiveness & Operations (VP, OEO). As NEFE continues to enhance our vision and creatively address the needs of our field, we have an unprecedented opportunity to ensure our organizational culture and infrastructure are positioned to lead ahead of change. This is a three-year position, based in Denver, CO, and has been established to design a forward-thinking, nimble talent and operational enterprise that assures NEFE is poised as a leading-edge operating foundation. The VP, OEO will report to the CEO and will serve as a member of the organization’s Executive Leadership Team (ELT). The VP, OEO will be a leader with a demonstrated track record of decisive and resourceful leadership in the formulation and evaluation of talent development, culture, and operations initiatives preferably at a mission-based organization. 

Essential Duties and Responsibilities 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, or ability required. 

The ideal candidate will have the following expertise: 

Previous senior leadership role with operational oversight of staff culture and training initiatives, human resources, IT, data analytics and general office operations.
 

An in-depth portfolio of staff training and development initiatives, with a particular focus on DEI and culture management.  

Practice in the formation and day-to-day oversight of organizational policies. 

Experience monitoring functional areas for compliance with state, federal, and other regulatory requirements.  

Responsibility for the alignment of operations, talent development initiatives, and policies with organizational strategic plans.  

Formation of performance improvement measures and assessment of those measures toward goals.  

Oversight of key operations initiatives such as cybersecurity audits, benefits administration, lease management, IT, or similar responsibilities.  

Responsibilities 

The VP offers internal consulting, while developing and implementing cutting-edge initiatives to meet the strategic and cultural goals of individuals, teams, and
the organization.  

Leading and/or participating in cross-functional teams that use data to improve organization effectiveness, generate human capital recommendations, and craft
high impact implementation plans. 

Collaborate with organizational and department leadership to identify and prioritize learning needs for staff at all levels.  

Develop effective professional development programs to build manager capability and support employee growth. 

Oversee expansion of dynamic on-boarding program for staff, including development of objectives of the program to include, but not limited to, a decreased learning curve for each new hire.  

Work closely with executive leadership team to oversee the internal components of the organization’s DEI implementation plan that seeks to enhance staff
knowledge and cultural competence.  

As a member of the executive leadership team, work alongside peers in organization-wide development and administration of NEFE’s polices, strategic
and visionary activities, and organizational effectiveness efforts.  

Establishes and monitors organizational policies and goals as they relate to Talent Acquisition, Workforce Development, HR Operations, Employee Relations and Employee Experience infrastructure and service models. 

Partner with CFO to ensure the effective management of people and operational costs through budget forecasting and planning.  

Foster a culture of continuous learning and process improvement. 

Serve as member of retirement plan administrative committee.  

Facilitate effective communication and collaboration across all departments to ensure operational cohesiveness. 

Manage staff who are responsible for HR, Technology, Business Analytics and Operations.  

Track industry trends, new technologies, and best practices to maintain efficiency and drive innovation. 

Oversee leadership of human resources, technology, benefits administration, job-band classification, and compensation.  

General Organizational Oversight Responsibilities  

Talent Development:  

Training & Development of Employees 

Employee Culture 

Performance Management, Goals Development 

Compensation Processes 

Benefits Administration 

Operations: 

Organizational Design, Staffing & Workforce Planning  

Operationalizing of the Strategic Plan 

Organizational Metrics & KPIs 

Business Analytics 

Office Logistics and Management (includes safety operations planning) 

Equipment Leasing 

Legal: 

Vendor Contracts (co-managed with CFO) 

Risk Management (co-managed with CFO) 

Real Estate Contracts/Lease 

Technology: 

Website (co-managed with Marketing & Engagement) 

Cybersecurity 

Technology Infrastructure 

Equipment Management 

Minimum Qualifications 

Bachelor’s Degree or equivalent practical experience related to Training and Development, Adult Learning, Business, Operations, Education and/or Organizational Leadership.  

15+ years progressive experience, with 5+ years of training and development experience in an executive or senior role.  

Highly developed communication and project management skills.  

Proficient in the creation of training materials and presentations. 

Experience influencing, communicating, and motivating change across organizational and cross-functional boundaries. 

Exceptional group facilitation skills. 

Experience managing and partnering with external vendors.  

Excellent skills leading people and the ability to positively impact and develop the people and culture around you. 

Proactive self-starter and innovative problem solver. 

Ability to thrive in a fast paced, evolving environment. 

Understanding and experience working with HR, benefits administration, IT, and general nonprofit operations.  

Preferred Qualifications 

Master’s Degree preferred. 

Physical/Mental Demands of the Job 

Work hours are generally 8:30 AM -5:00 PM Monday – Friday – up to 50% remote work is offered under normal circumstances. Employees work directly with their supervisor and HR to determine the best work schedule,providing sufficient overlapwith other NEFE employees. NEFE consistently monitors the environment to maintain the health and well-being of our staff.  

At NEFE we focus on possibilities not limitations. To do your job effectively, you need the ability to communicate with people; move about a workspace; utilize a computer, job-related software and a telephone; and minimal travel. We will attempt to provide reasonable accommodation to support the fulfillment of the physical and mental requirements of this position.  

Travel Required 

5-10%