Vice President, Finance and Investments

Vice President Finance and Investments
• Boston, MA

The Unitarian Universalist Association (UUA) seeks a deeply seasoned and highly versatile financial executive to oversee and strategically steward a complex and diversified financial portfolio, and lead and mentor the talented Finance, Information Technology, Office of Church Staff Finances, and Operations/Facilities teams. The diverse UUA financial portfolio consists of a $50 million annual budget and $750 million in assets including a $258 million endowment (about half of which is invested on behalf of participating member congregations and other affiliated organizations), a $435 million defined contribution retirement plan, and $47 million in outside trusts and real estate carried at $33 million.

Sources of annual budget funding include the annual fund and other gift income, Beacon Press publishing revenue, lease income, and grant and trust income. The operating budget supports equipping congregations, training leaders, and advancing Unitarian Universalist values.

As an officer and member of the senior leadership team, and reporting to the UUA President, Rev. Dr. Sofia Betancourt, the Vice President, Finance and Investments (VPFI), will play a critical role in the direction of the organization through thoughtful and ethical financial management and planning, strategic financial vision and guidance, expertise in ESG investment practices, support for church benefits and business services, and sound accounting practices in alignment with the UUA values and mission.

The successful candidate for this role will have a deep and broad set of experiences strategically and ethically managing complex financial and administrative portfolios and a bachelor’s degree in a related field. Qualifications may be met through lived and professional experiences, volunteer work, and/or formal or informal training.

For a full description of the opportunity and desired qualifications, please download the Position Profile.

Beth Schaefer and Laurie Casteen of Koya Partners/DSG, the executive search firm that specializes in mission-driven search, have been exclusively retained for this search. To express interest in this role please submit a compelling cover letter and resume by . All inquiries and discussions will be considered strictly confidential.