Survey Position Descriptions

Transcription

1 Descriptions Chief Executive Chief Operating Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Executive Executive President & CEO; CEO; President; Executive Top executive with overall responsibility for foundation management including financial, investment management, audit, program and human resources functions. Works closely with the Board of s to develop the foundation s vision and strategies. Leads the overall achievement of the foundation's mission and strategic priorities. COO; President; Designated as the number two executive position and is in charge in the Executive Vice President; absence of the CEO. Responsible for day-to-day operation of the EVP & COO; Deputy foundation. Works closely with the CEO to develop and implement the foundation s vision and strategies. Responsible for directing multiple functions of the foundation (e.g., administration, finance, program) and has significant financial and/or administrative responsibility. Exercises discretionary authority in significant matters. Board of s CEO above above More than 10 years leadership More than 10 years leadership In addition to the CEO role, may have direct responsibility for a major function of the foundation such as a strategic program initiative, or may serve as CEO to another organization affiliated with the foundation. If CEO position is part-time or filled by a Board member, the COO is the top full-time staff executive. Or COO directs the foundation's internal operations and the CEO directs external functions. Responsibilities focus on external operations and activities; COO manages all internal functions. Or Board member takes more active role in day-to-day management of the foundation. Responsibilities are limited to direction of one major function of the organization while CEO manages day-today operations Chief of Staff Executive Chief of Staff; Special Key member of the executive staff that provides leadership and CEO Assistant to CEO; Deputy coordinates planning and operations across the foundation. Serves as a to President; Senior Advisor to President primary advisor and senior-level counsel to the CEO on Board of s, leadership, staff, stakeholder, program and other strategic initiatives and activities. Ensures timely flow of information to and the executive office. Manages projects that have the greatest impact on the CEO's agenda and handles special initiatives with strategic implications. May direct key functions such as quality improvement, organizational learning or evaluation as an individual contributor or senior-level manager. above management Leads one or more key strategic functions of the foundation; is viewed as a key influencer of policies, operations and programs. Responsibilities are limited to administrative and operational activities in direct support of the CEO; minimal supervisory responsibility Chief Learning Executive Chief Knowledge ; Chief Learning ; VP & Learning ; VP, Impact Learning Responsible for promoting strategic learning and knowledge sharing, both internally and externally. Applies a wide range of information, analyses and forms of evaluation to better understand how to invest time and resources in programmatic strategies. Supports a culture of learning, emphasizing interdisciplinary dialogue, evaluation methods, creativity and risk-taking. CEO, COO or Top program research, evaluation and organizational change management reports to the CEO as a strategic advisor to create a learning organization. has limited role as advisor to senior management Top (Single Incumbent) EVP for s; VP, ; Chief ; VP, Initiatives; VP, Grants Serves as the top Executive for the foundation. Plans and develops the foundation's grantmaking strategies and directs grant making activities to ensure achievement of the established mission and goals. Supervises professional program staff directly or indirectly. CEO or COO program management In addition to managing all program functions, the position has direct responsibility for the foundation's most significant strategic initiatives / programs. has limited supervisory responsibility Top (Multiple Incumbents) EVP for s; VP, ; Chief ; VP, Initiatives; VP, Grants ; In the absence of one top Executive, serves as one of several top Executives. Plans and develops the foundation's grantmaking strategies and directs grant making activities in a major program area to ensure achievement of the established mission and goals. Supervises professional program staff. CEO or COO program management In addition to managing all program functions, the position has direct responsibility for the foundation's most significant strategic initiatives / programs. has limited supervisory responsibility Associate or Assistant VP, ; Managing Responsible for the development and implementation of program goals and strategy in a major program area. Manages budget and provides ; Senior overall leadership and direction of the program area. May require ; coordination and supervision of other program professionals. ; Deputy Top At least 10 years as program officer or higher directs more than one has limited major program of the foundation. supervisory responsibility. 11. Descriptions Descriptions CSF_17.xlsx 1 of 13

2 Descriptions Senior - Grantmaking / Initiatives Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Senior ; Deputy, ; Associate, Responsible for implementing the strategic priorities of program area, Top focusing on grantmaking activities (e.g., review and analysis of proposals, or recommendations for funding, monitoring grants). Has senior-level in program field and/or, in addition to performing the duties of a program officer. Generally supervises at least one program associate or assistant. Develops strategic plans based on in-depth knowledge and expertise of assigned program area. Alternatively, may manage multiple programs or projects to ensure compliance with established budgets, schedules and resources. leads in development of programmatic strategies. At least seven years in program area and/or has limited supervisory responsibility for other program staff Grantmaking / Initiatives ; Associate, Responsible for implementing the strategic priorities of program area, or focusing on grantmaking activities (e.g., review and analysis of proposals, Senior recommendations for funding, monitoring grants). May be involved in development of strategic program plans. Serves as focal position in investigating and evaluating grant proposals and/or implementing inhouse programs. Primary contact with grantees. Alternatively, may manage several programs / projects to ensure compliance with established budgets, schedules and resources. appropriate At least five years in program area and/or leads in development of programmatic strategies. focuses on implementation only; or manages portfolio of responsive grants only Associate Associate; Associate ; Coordinator; Specialist Responsible for providing program and administrative support to a program officer. Assists in proposal review, writes recommendations, prepares written reports after completion of grants. Represents the foundation to grantees. Provides significant program support to a program officer, requiring skills and in assigned program area., Senior, appropriate or At least three years in program area and/or is considered an entrylevel. focuses on administrative support activities Senior Assistant Senior Responsible for assisting program staff in seeking, developing, Assistant; Team Coordinator; Specialist; Grants Analyst recommending for funding and administering tasks of varying complexities in assigned program area(s). Provides administrative support in the investigative and docket phases of the grantmaking process. Represents the foundation at meetings, monitors active projects and communicates regularly with grantees., Bachelor's Degree Senior, or Grants At least three years in program area and/or performs various programmatic support activities including grantee contacts. focuses on administrative support in assigned program area Assistant Assistant; Coordinator; Team Coordinator Responsible for assisting program staff in seeking, developing, recommending for funding and administering various tasks in assigned program area(s). Provides administrative support in the investigative and docket phases of the grantmaking process. Drafts correspondence and prepares meeting summaries., Bachelor's Degree Senior, or Grants At least one year in program area and/or performs various programmatic support activities, with internal contacts only. focuses on clerical support in assigned program area Senior - Grantmaking / Community Outreach Assistant VP, ; Senior ; ; Responsible for combining grantmaking functions with community outreach and community relationship building. Leads direct engagement in identifying fundable programs and identifying community leaders that can champion programs after funding. Has senior-level in program field and/or community outreach, in addition to performing the duties of a program officer. Generally supervises at least one program associate or assistant. Develops strategic plans based on in-depth knowledge and expertise of assigned program area and community. Top or At least seven years in program area and/or leads in development of programmatic and community outreach strategies. has limited supervisory responsibility for other program staff Grantmaking / Community Outreach ; Regional ;, Community Innovation Responsible for combining grantmaking functions with community or outreach and community relationship building. Carries out direct Senior engagement in identifying fundable programs and identifying community leaders that can champion programs after funding. May be involved in development of strategic program plans. Serves as focal position in community outreach and evaluating grant proposals. Primary contact with grantees. appropriate At least five years in program area and/or leads in development of programmatic and community outreach strategies. has limited supervisory responsibility for other program staff. 11. Descriptions Descriptions CSF_17.xlsx 2 of 13

3 Descriptions Top Evaluation Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Evaluation VP, Evaluation; of Evaluation; Deputy, Strategy, Measurement & Evaluation Evaluation Evaluation Evaluation ; Evaluation Responsible for directing the foundation s functions of evaluation planning and application of evaluation results to assess the overall effectiveness of the organization and its strategies in support of advancing its mission. Conceptualizes and executes an evaluation plan that includes both organizational and program evaluation covering strategic priorities and outcomes. Develops and refines the foundation s metrics and framework for evaluation. Responsible for managing and/or performing various analyses and developing reports for senior management that assess the effectiveness of the foundation's program / initiative outcomes. Develops recommendations to enhance the quality of assigned program areas. Assists in conceptualizing and executing an evaluation plan for the foundation. CEO, COO or Top Top Evaluation or Top Degree in appropriate At least 10 years in reports to the CEO as a provides program program evaluation and strategic advisor; or position evaluation functions as an research within non-profits supervises a staff involved in individual contributor. and/or evaluation functions. At least seven years in program evaluation and research within non-profits and/or oversees staff assigned to a research study or project; or oversees the work of outside consultants and researchers. focuses on analytical aspects of evaluation studies Evaluation Associate Evaluation Evaluation Analyst; Evaluation Coordinator; Evaluation Specialist Responsible for providing in-depth analytical support in evaluating the effectiveness of the foundation s program initiatives and outcomes. Extracts, synthesizes, shares and applies key evaluation result and grantmaking lessons. Top Evaluation or Evaluation Degree in appropriate Discipline At least three years in program evaluation and research within non-profits and/or develops and presents recommendations to management. conducts program evaluation under close supervision Top Chief ; Chief & Digital Strategy ; VP, ;, Responsible for serving as a key driver of outreach and stewardship of the foundation's brand and mission. Develops and manages the foundation's internal and external communications strategies. Increases positive awareness and dissemination of the foundation's work to all stakeholders, including the press, grantees, and the general public using a combination of established, innovative and non-traditional methods. CEO or COO Degree in At least 10 years is considered a key communications in member of senior management, major non-profit and/or public providing expertise in relations. Expert in communications and digital orchestrating effective, strategies. integrated communications projects and campaigns. develops and implements traditional internal and external communications , Responsible for day-to-day management of multiple external and/or Top ; Deputy internal communications functions. Works with internal staff and vendors, CEO or COO, ;, Digital Strategies;, Content Strategy to design and produce communications materials that present the desired image of the foundation and/or its grantees. Oversees development and execution of traditional and digital communication programs and plans. Responsible for the foundation's online and digital channels and may be responsible for overseeing creation of multimedia content. Degree in At least seven years in hands-on digital content creation and dissemination, new media and general internal and external communications in foundations, other non-profits. is an active participant in development of critical communications strategies for the foundation; if applicable to foundation, plays major role in the nature and scope of convening's and/or digital strategies. develops and implements traditional internal and external communications Senior Senior ; Digital Media ; Media Responsible for executing communications functions of the foundation such as publishing, developing content, enhancing public / press relations, producing annual report, enhancing social media presence and web content, executing advertising / marketing plans and/or creative editorial and design services. Impacts public perception through traditional and social media. Advises management on development of communications policies and programs. Top or At least five years, in internal and external Information, professional communications Humanities or related in foundations, other nonprofits provides input to the development of communications and/or convening strategies for the foundation; may serve in lead role. focuses on a specific communications function or functions ; ; Social Media ; Content Strategist; Executive Editor Responsible for implementing specific communications activities of the foundation such as producing publications, writing and publishing articles and content, maintaining public / press relations, producing annual report, developing web content, developing social media presence, advertising / marketing, creative editorial and design services. May advise management on development of communications policies and programs. Top or, Social Sciences, Humanities or related At least five years in internal and external professional communications in foundations, other nonprofits provides input into the development of communications strategies for the foundation. focuses on a specific communications function or functions. 11. Descriptions Descriptions CSF_17.xlsx 3 of 13

4 Descriptions Associate Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Associate; Specialist; Associate ; Writer / Editor Conceptualizes, writes, produces and assists in the design of the foundation's publications in a variety of formats. Responsible for conducting research and developing written content for publication. Prepares and distributes publicity and goodwill information through written communication, oral presentation and personal contact with traditional media, social media community and other external constituencies. Top or, Social Sciences, Humanities or related At least three years assumes full conducts research in internal and external responsibility for development of and has limited role in professional communications internal or external planning and editing in foundations, other nonprofits communications materials. materials Assistant Assistant; Coordinator; Production Coordinator Responsible for assisting in the development and production of internal and external newsletters, mailing lists, program brochures and communications projects. Provides specialized administrative support to communications officers and senior staff in implementing communications plans and social networking efforts. Top or High School Graduate At least two years administrative support supports both internal and external communications activities; or position supports most complex communications. focuses on routine clerical and administrative support activities such as word-processing, filing, etc / Project Project ;, Responsible for serving as a project manager on assigned programs or program areas to ensure alignment with strategic vision. Coordinates program planning, development and funding. Develops, manages and reviews compliance with program budgets. Manages assigned programs and staff activities toward project plans. or Senior appropriate At least five years in program field and/or applies project management oversight to multiple program areas. applies project management oversight to single program area , Social Investments Investment Managing, Social Investments;, Social Investments Responsible for the development, implementation and oversight of the foundation's use of non-traditional forms of capital in furthering its mission. Leads the structuring of program-related investments (PRI's) with nonprofit that support and advance the foundation's mission. Partners with program to identify prospective investment opportunities, develop and enhance relationship with PRI recipients and creates new business opportunities using nonprofit capital investment tools. CIO, CEO, COO or CFO business related At least 10 years investment or lending management Reports to the CEO and manages professional staff. is an individual contributor Top Public Policy Policy VP, Policy; VP, Strategy & Policy;, Public Policy; of Public Policy & Engagement Responsible for developing and managing the foundation's public policy strategies and initiatives. Advocates and develops strategies to advance various policies at state and/or federal level. Works to engage policymakers through direct outreach, staff networks, testimony and briefings. Oversees research and analyses determining the foundation s position on relevant policy issues. CEO, COO or Top Ph.D. in Public, Public Policy or area of policy specialization At least 10 years in reports to the CEO as a related industry, including nonprofits and/or strategic advisor; or position supervises a staff involved in public policy functions. focuses on research and supporting strategic work of other positions New, Public Policy Policy, Public Policy;, Public Policy Responsible for developing, managing and implementing the foundation's public policy initiatives. Develops operational plans that advance various policies at state and/or federal level. Works to engage policymakers through direct outreach, staff networks, testimony and briefings. Directs research and analyses supporting the foundation s position on policy issues. VP, Public Policy or Top Public Policy Public Policy or area of policy specialization At least seven years supervises a staff in related industry, involved in public policy research including non-profits and/or and development and/or has an established network of policy makers in area important to the foundation. manages a limited public policy scope or influences few policymakers New Public Policy Associate Policy Public Policy Specialist Responsible for conducting research and analysis, writing reports and contributing to white papers in support of the foundation's public policy initiatives. Provides support to operational and tactical plans that advance various policies at state and/or federal level. May communicate with policymakers and their offices on behalf of the foundation. VP, Public Policy or, Public Policy Bachelor's Degree or Public Policy or area of policy specialization At least three years in public policy research within area of specialization (may include academic ) oversees the work of third party policy research or has expertise in a defined policy area. conducts policy research under close supervision Top Grants Grants Management Management VP, Grants ; of Grants Operations;, Grants Management;, Grants Responsible for ensuring quality and timeliness of aspects of grants processing and management and for managing all grants management functions and staff, including oversight of monitoring, processing and tracking grant reports and grant modification requests. Participates in foundation s long-range planning, strategy implementation and communications efforts with knowledge of grantees, foundation history and pertinent regulations. Serves as expert in grants management technology platforms and compliance requirements. Works closely with trustees and at the most complex levels of grants management. COO or Top Degree in appropriate At least seven years requires legal training or in related industry, law degree to ensure regulatory including non-profits and/or compliance. has limited role in development of grantmaking strategies. 11. Descriptions Descriptions CSF_17.xlsx 4 of 13

5 Descriptions Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Grants Grants Management Senior Grants ; Grants ;, Grants ; Grants Responsible for directing all components of grants processing, including structure of grants, regulatory compliance, and sharing of grants information with program, finance, communications and technology staff. May manage grants staff. Ensures that new proposals and grant reports move expeditiously through the review process, focusing on timelines, quality, and consistency of grants processing. Trains foundation staff in compliance, internal processes and technology for efficient use of foundation resources. Top Grants Management or Top Degree in appropriate At least five years in program field and/or plays a significant role in the development of grantmaking strategies. has limited supervisory responsibility for other grants staff Grants Management Associate Grants Management Grants Administrator; Responsible for working externally with applicants and grantees and Grants Associate; internally with program, finance and legal staff to complete processing of Assistant Grants grant requirements. Assists in the due diligence of grant compliance with ; Grants internal policies and procedures. Tracks status and changes to grants and Specialist; Grants Analyst obtains and maintains reports, while establishing positive relationships with grant seekers and grantees. Grants Bachelor's Degree At least three years in program field and/or supports effective grants management by training foundation staff in compliance. focuses on administrative support activities Grants Management Assistant Grants Management Grants Management Assistant; Grants Assistant; Grants Coordinator; Grants Specialist; Grants Associate Responsible for providing data entry and general office and administrative support for grants processing. Primary activities include providing customer service to applicants and grantees, monitoring grants, and maintaining grant records and files. Maintains accurate data and information accurately so that staff can utilize grant data as an information resource. Grants Bachelor's Degree At least one year in program field and/or preferred works externally with applicants and grantees. focuses on clerical support in assigned program area Top Research Research SVP, Research; VP, Research; Senior Research Responsible for directing the foundation s research activities and/or CEO, COO or Top implementing foundation-funded research projects. Identifies areas to be investigated to drive and inform the foundation's grantmaking strategies. Oversees the planning and implementation of research activities. Establishes, monitors and controls research budget. Develops solutions to complex research problems. At least 10 years in reports to the CEO as a related industry, including nonprofits and/or supervises a staff involved in strategic advisor; or position research functions. provides research as an individual contributor Research / Research, Research; Associate, Research; Senior Research Associate Responsible for recommending, developing and administering the conduct Top Research of research to determine appropriate funding within the foundation s grant or Top making strategies. Plans, formulates, directs and conducts research activities in assigned areas. At least seven years participates in seniorlevel discussions on the in related industry, including non-profits and/or foundation's grantmaking strategy. focuses on research and supports strategic work of other positions Research Associate Research Research Associate; Policy Analyst; Research Analyst Responsible for conducting various quantitative and/or qualitative research Top Research projects. Designs, conducts, analyzes and writes research analyses based or Research on primary data sources. Independently conducts research studies with supervisory oversight. Degree in appropriate At least three years in related industry, including non-profits and/or oversees staff assigned to a research or project; or oversees the work of outside consultants and researchers. conducts research under close supervision Research Assistant Research Research Assistant; Research Analyst; Research Coordinator Responsible for compiling and summarizing data and findings in specific Top Research areas to inform research projects. Assists in the analyses of collected data or Research and in preparing reports. May provide administrative support to research project teams. Bachelor's Degree At least one year in program or research field provides interpretation and analysis of findings. performs research and administrative support activities under close supervision Librarian Research Librarian; Research Librarian; Online Researcher; Archivist Responsible for managing in-house library and/or maintaining the foundation's intranet and extranet. May assist staff in conducting background research and information surveys. Serves as focal point for library research and administration. Answers reference and research queries and aids with search requests. Top or Top Research Degree in Library Science At least three years has some supervisory in library administration within responsibilities and/or shared non-profits and/or supervision of related support staff. focuses on administrative support activities New, Event Planning Event Planning, Event Planning;, Events Responsible for developing and overseeing execution of public, private and/or online meetings, events, conferences, seminars or convenings that promote the foundation's mission. Oversees development of events / conferences that enhance the foundation's influence. Develops event strategy. Oversees the execution of budget, facilities, program, logistics, vendors and on-site project management of events / conferences. Evaluates event performance. CEO, Top Administrative Bachelor's Degree At least seven years event designs and creates management, variety of influential large-scale concept to execution events, seminars or convenings. primarily implements existing foundation event calendar. 11. Descriptions Descriptions CSF_17.xlsx 5 of 13

6 Descriptions New, Event Planning Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Event Planning, Event Planning;, Events Responsible for executing public, private and/or online meetings, events, CEO, Top conferences, seminars or convenings that promote the foundation's Administrative mission. Manages program development and operational execution of a or, Event variety of events / conferences that enhance the foundation's visibility and Planning reach. Responsible for budget, facilities, program, logistics, vendor negotiation and on-site project management of events. Conducts event analysis and debrief. Bachelor's Degree At least five years event management development, operations and logistics plays a significant role in the development and execution of large-scale events, seminars or convenings. primarily manages existing foundation event calendar or events are typically small to medium Senior Meeting Planner, Special Meetings; Events ; Meeting ;, Conference Services; Senior Events Specialist Responsible for obtaining information about objectives and needs and for executing logistics for various meetings, events, conferences, seminars or convenings of the foundation. Works independently or as part of a team to produce desired s within guidelines in accordance with established policies, procedures and regulations. Provides on-site support during meetings. Negotiates contracts with vendors. Provides post-event reports., Event Planning or Administrative Bachelor's Degree and/or Certified Meeting Professional Certification (CMP) At least five years event / meeting planning in a business setting is responsible for multiple is responsible for medium to large events, multiple small to medium seminars, meetings or events, seminar, meetings convenings. or convenings Meeting Planner Meeting Planner; Events Responsible for coordinating logistics of various meetings, events, Specialist; Events conferences, seminars or convenings of the foundation. Works as part of Planner; Events Assistant a team in accordance with established policies, procedures and regulations. Provides general on-site support., Event Planning or Administrative Bachelor's Degree and/or Certified Meeting Professional Certification (CMP) At least three years of event / meeting planning in a business setting supports multiple medium to large events, seminars, meetings or convenings. supports multiple small to medium events, seminars, meetings or convenings Social Media Associate Social Media Associate; Digital Strategies Associate Responsible for coordinating dissemination efforts including social media, crowd sourced projects, online community events, and related online initiatives. Coordinates, tracks and assists in the promotion and convening of grantee and program online efforts and communities. Top or, Social Sciences, Humanities or related At least three years in internal and external professional communications in foundations, other nonprofits serves as on-line community manager and is charged with increasing and enhancing engagement through social and digital media. focuses primarily on tactical strategic social media activities Top Investment Investment Chief Investment ; VP & Chief Investment Responsible for managing asset investment, including oversight and management of money managers and consultants. Develops investment policy, develops and recommends asset allocation and monitors investment portfolio. Works closely with the Board of s to develop, implement and monitor the foundation's investment strategies. Leads the investment staff in managing and structuring investments. Selects and monitors the performance of investment managers. CEO, COO or CFO Finance; MBA or CFA At least 10 years managing large endowment portfolios in foundations, other non-profits is active in establishing and implementing investment policies and strategies with minimal use of consultants. has limited role in investments, with primary responsibilities held by outside investment consultants Investment Investment Managing, Responsible for directing the integration and evaluation of existing data, Investments; Investment working toward goals which best meet the investment goals of the ; Associate, Investments; Senior Portfolio organization. Monitors economies and markets to determine their effect on investments and to ensure the successful management of portfolios. Monitors portfolio performance after the selection and execution of investment decisions. Responsible for analyzing, documenting, making and implementing investment recommendations. CIO, CEO, COO or CFO Finance; MBA or CFA At least seven years managing endowment portfolios in foundations, other non-profits plays significant role in development of investment strategies; or supervises investment staff. focuses on investment analyses and documentation as an individual contributor Investment Investment Investment ; Portfolio ; Investment ; Investment Responsible for managing investments to achieve implementation outcomes set by the Board of s investment committee. Monitors and provides due diligence on potential and existing investments. Integrates and evaluates relevant data, working toward goals that best meet the investment strategy of the foundation. Monitors economic and business markets to ensure successful management of the foundation s portfolios. CIO or CFO Finance; MBA or CFA At least five years analyzing and monitoring endowment portfolios in foundations, other non-profits participates in development of investment strategies. focuses on investment analyses and documentation as an individual contributor. 11. Descriptions Descriptions CSF_17.xlsx 6 of 13

7 Descriptions Senior Investment Analyst Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Investment Senior Investment Analyst; Investment ; Investment Specialist; Investment Associate Analyzes complex financial information to forecast business, industry, and economic conditions for use in making investment decisions. Interprets data concerning price, yield, stability and investment trends. Serve as a portfolio generalist to gain exposure to emerging markets, hedge fund investments and other types of investments. CIO or CFO Finance; MBA or CFA At least five years performs complex focuses on analyzing and monitoring financial analyses and participates analytical aspects of investment portfolios in in the development of investment financial analyses. foundations, other non-profits recommendations Investment Analyst Investment Investment Analyst; Investment Associate; Analyst Responsible for gathering and analyzing foundation financial statements, industry, regulatory and economic information, and financial periodicals and newspapers to support senior investment staff. Interprets data concerning price, yield, stability and future trends of investments. Monitors and analyzes marketable equity portfolios using appropriate technology tools. Assists in the research and due diligence of new investment managers. CIO or CFO Finance; MBA or CFA At least three years analyzing and monitoring investment portfolios in foundations, other non-profits performs financial analyses and provides input into the development of investment recommendations. performs routine financial analyses New Senior Investment Accountant Investment Senior Investment Accountant; Investment ; Investment Accountant; Investment Operations Accountant Responsible for financial accounting and may be responsible for tax CIO or CFO reporting for the foundation's complex high-volume investment portfolio. Develops and oversees financial systems to track investments and analyses and compliance for investment transactions and other investment activities. May be responsible for tax reporting in multiple states and jurisdictions for the foundation's investment portfolio. This position typically is found in foundations with a significant number of investments and jurisdictions that require a sophisticated system for tracking multiple transactions. Degree in Business or At least five years accounting, audit, or investment firm performs complex financial reporting and may be responsible for tax reporting in multiple jurisdictions. performs financial reporting and may be responsible for tax reporting in limited jurisdictions Investment Accountant Investment Senior Investment Accountant; Investment Accountant; Investment Operations Accountant Responsible for financial accounting and reporting for the foundation's CIO or CFO investment portfolio. Administers financial systems to track investments and provides on-going analyses of accuracy and compliance of investment transactions and other related investment activities. May be responsible for tax reporting for the foundation's investment portfolio. This position typically is found in foundations with a significant number of investments that require tracking of multiple transactions. Business or At least five years accounting, audit, or investment firm assists in day-to-day investment accounting and tracking activities autonomously. assists in day-today accounting and tracking activities under direct supervision Chief Financial, with Finance / CFO; EVP & CFO; SVP & CFO; VP, Finance & ; VP, Finance & Operations If Chief Financial has responsibility for investment management, CEO or COO match to If Chief Financial has responsibility for finance / accounting only, match to Responsible for oversight of financial planning and reporting, accounting and regulatory compliance. Additionally, position plays leadership role in strategic planning and policy development and for directing administrative functions of the foundation. MBA, CPA or Master's Degree in Finance, or related management In addition to finance and administration, the position directs program, investments or another major function of the foundation. focuses primarily on finance and accounting functions with limited responsibility for the foundation's administrative functions Chief Financial, with Investment Management Finance / CFO; EVP & CFO; VP, Finance; VP Finance & Investments; CFO & Treasurer If Chief Financial has responsibility for administration, match to If Chief Financial has responsibility for finance / accounting only, match to Responsible for oversight of financial planning and reporting, accounting and regulatory compliance. Additionally, position works with Board of s and investment committee in developing investment policies and asset allocation strategies. CEO or COO MBA, CPA or Master's Degree in Finance, or related management also serves as Chief has limited role in Investment ; or plays developing investment significant role in development of strategy. foundation's investment strategy Chief Financial, Finance and Only Finance / CFO; VP, Finance; VP, Finance & ; VP for Finance & Treasurer If Chief Financial has responsibility for investment management, CEO or COO match to or if Chief Financial has responsibility for administration, match to Responsible for oversight of financial planning and reporting, accounting and regulatory compliance. is responsible for administration and accounting for the investment transactions of the foundation, but is not instrumental in developing the asset allocation strategy or for recommending investments and in managing fund managers. MBA, CPA or Master's Degree in Finance, or related management plays significant role in working with the Board of 's finance and/or audit committees. focuses on finance and accounting administrative functions only. 11. Descriptions Descriptions CSF_17.xlsx 7 of 13

8 Descriptions Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Controller Finance / Controller; Assistant Treasurer; of Responsible for day-to-day management of the foundation's finance and accounting reporting and record keeping. Manages the preparation of financial and management reports, analysis and interpretation of data and presentation of findings and recommendations. Supervises the accounting function. CFO CPA and/or MBA At least seven years accounting management supports investment management activities in addition to accounting function. has limited role and contact with senior management Finance / ;, ; Finance Responsible for managing and coordinating various accounting activities, including the maintenance of the general ledger and preparation of financial statements. Oversees the foundation s general accounting function and supervises staff. Controller or CFO Business or ; CPA At least five years accounting management also supports finance functions. serves as an individual contributor Senior Accountant Finance / Senior Accountant; Supervisor; Senior Budget Analyst; Senior Financial Analyst Responsible for complex analyses and account reconciliations, preparing, financial and related management reports, and recommending systems for Controller or CFO improved financial controls. As a senior professional individual contributor does not have supervisory responsibility. Business or At least three years professional accounting supervises other accounting staff. serves as an individual contributor Accountant Finance / General Accountant; Staff Accountant; Financial Associate; Grants Accountant Under general supervision, responsible for moderately complex accounting, activities relating to the maintenance of a complete and accurate general Controller or CFO ledger, financial statements and management reports. As a journey level professional individual contributor does not have supervisory responsibility. Business or At least three years professional accounting performs day-to-day accounting activities with only limited supervisory direction. performs day-today accounting activities under direct supervision Assistant Finance / Assistant; Specialist; Associate; A/P Specialist Under direct supervision, responsible for routine accounting activities including verification of documents and data, account coding, data entry and reconciliations. May serve as the accounts payable coordinator, processing invoice payments, printing and mailing of checks, preparing 1099 tax forms, processing travel expense reports for reimbursement, handling petty cash operations, entering wire transfer information, and related activities. or Controller High School Graduate or Associate's Degree in Business or At least one year accounting support and/or bookkeeping Working under general Working under direct supervision, the position performs supervision, the position is a broad range of accounting responsible for entry-level functions and takes lead accounting and responsibility. bookkeeping tasks , Finance Finance / New Senior Financial Analyst Finance /, Finance;, Financial Planning & Analysis Senior Financial Analyst; Financial Analyst;, Financial Analysis Responsible for financial management, reporting and record keeping for foundation operations, programs and investments. Manages the preparation of financial and management reports, analyses and presentation of findings and recommendations. Supervises finance staff. CFO, CEO or COO CPA and/or MBA At least 10 years in finance, financial analyses and financial reporting management Participates in analysis and evaluation of financial projects, operations, and ventures. Responsible for complex financial forecasting, planning and budgeting. Leads financial analysis and development of regular and special reports to inform management about foundation operations, income, expenses and investments., Finance Bachelor's Degree or Business or has foundation-wide, operational scope of responsibility. At least five years financial supervises other financial analysis, preferably analysts or other professional in foundations or non-profit finance staff. has responsibility for routine finance operations, reports and analysis. performs routine financial analyses and reporting New Financial Analyst Finance / Financial Analyst Under general supervision, conducts routine and moderately complex financial forecasting, planning and budgeting. Conducts financial analysis of operating activities. Prepares regular reports and may prepare special reports for finance and program management. As a journey level professional does not have supervisory responsibility., Finance or, Finance Degree in Business or At least three years financial analysis performs day-to-day performs day-today financial analysis financial analysis activities with only limited supervisory direction. activities under direct supervision Tax Finance / Tax ; Tax Research and Planning Responsible for managing the tax strategy for the foundation, making recommendations on complex tax positions. Completes tax filings and ensures the organization remains in compliance with IRS regulations. Ensures that public investment assets and derivatives are accounted for in accordance with generally accepted accounting principles. CFO CPA At least seven years tax and accounting management focuses on strategic tax planning. focuses on traditional tax functions. 11. Descriptions Descriptions CSF_17.xlsx 8 of 13

9 Descriptions Title Job Typical Job Titles Description - Standard Scope Typically Reports To: Payroll Payroll Payroll ; Payroll & Benefits ; Payroll Administrator Responsible for managing the payroll function and ensuring compliance with relevant laws, regulations and guidelines. Maintains current knowledge of IRS regulations. Develops procedures to ensure the timely preparation, documentation and disbursement of payroll, payroll taxes and employee benefit payments, including regular and one time payments. Ensures accounting distribution and preparation of deductions., Controller, or Top HR High School Graduate or Associate's Degree in Business or guides complex or multistate tax and regulatory reporting and compliance. At least five years payroll administration assists with general tax and regulatory reporting and compliance Payroll Specialist Payroll Payroll Specialist; Payroll Administrator; Payroll Coordinator Responsible for auditing employee timesheets for hours worked and accuracy. Prepares payroll related journal entries. Compiles and submits payroll deductions related check requests and payments. Maintains current knowledge of IRS regulations. Payroll, or Controller High School Graduate or Associate's Degree in Business or At least three years payroll administration Working under direct supervision, position completes complex governmental reporting forms. Working under direct supervision, position focuses primarily on computer input Top Legal Legal EVP, General Counsel; VP, General Counsel & Secretary; General Responsible for providing counsel to senior management and the Board of s on all legal issues raised in the conduct of operations. Addresses legal matters including corporate governance, contract relationships, Counsel; General Counsel intellectual property, employment and benefits. Develops legal strategy & Corporate Secretary and controls and recommends legal positions. Directs or coordinates with outside legal firms regarding litigation and administrative proceedings and arbitrations. Ensures that policies and procedures comply with regulatory requirements. CEO Jurisprudence Degree; Member of the appropriate State Bar Association(s) legal In addition to legal functions, the addresses general position contributes to foundationwide strategies and serves as more complex issues to legal matters, deferring Corporate Secretary. outside legal counsel Associate General Counsel Legal Associate General Responsible for working with General Counsel to provide a range of legal General Counsel, CEO Counsel; Deputy General services to the foundation. Advises staff and conducts legal research on or COO Counsel the rules that apply to programmatic work and operations. Develops legal templates, policies, processes and trainings. Reviews grant agreements and reports, consultant agreements, and other contracts. Counsels staff on legal rules that apply to the foundation. Jurisprudence Degree; Member of the appropriate State Bar Association(s) At least seven years senior legal Provides legal counsel on both programmatic and operational areas. Provides legal counsel to programmatic and grantmaking functions only Staff Counsel / Attorney Legal Staff Counsel, Staff Attorney, Attorney Responsible for providing legal counsel on ordinary and special issues of General Counsel, the foundation. May provide counsel on contracts, consultant agreements Associate General and intellectual property issues. Supports the foundation's administrative Counsel functions by maintaining and updating general policies and procedures for continued compliance and best practices. May assist in the review of grants. As required, coordinates with in-house and outside legal counsel. Jurisprudence Degree; Member of the appropriate State Bar Association(s) At least five years legal Provides legal counsel on both programmatic and operational areas. Provides legal counsel primarily on contracts and agreements Paralegal Legal Paralegal, Senior Legal Responsible for providing timely and effective support to a legal team. Assistant, Legal Assistant Drafts and edits correspondence, contracts, letters of agreement and other legal documents. Provides paralegal support at meetings, negotiations and other legal proceedings. Performs simple legal research to assist the legal team to prepare accurate and timely reports, legal advice, case files and other legal documents. Organizes and oversees legal files and materials. General Counsel, Associate General Counsel Bachelor's Degree, paralegal certification At least three years of legal support May provide support to Corporate Secretary function. Performs traditional paralegal duties Top Human Human Chief Human ; VP, Human ;, Human Responsible for developing and implementing strategic approaches for all human resources functions including recruitment, training, benefits, compensation, employee relations, organizational development and HRIS in accordance with governmental laws and regulations. Serves as a key member of the foundation's strategic leadership team and advisor to the CEO. CEO or COO Degree in Business or related ; Legal Degree At least 10 years human resources management in related industry, including non-profit or forprofit assumes leadership of a major strategic human resources initiative. focuses on more administrative than strategic aspects of human resources management. 11. Descriptions Descriptions CSF_17.xlsx 9 of 13