Reporting to the President and CEO (“CEO”), the Chief Operating Officer (“COO”) will be an integral member of the executive team and be responsible for GRI’s operational strategy and service delivery. The COO will help set the direction and execution of strategy and provide guidance on expanding service offerings, addressing challenges and developing and implementing policies and procedures to enhance operational effectiveness. Primary responsibilities will include member engagement, marketing and communications, events and education, financial management, human resources, IT, office management, legal, and contract management. The COO will also serve as Corporate Secretary to the Board of Directors.
Specific responsibilities include:
Operations Management
- Responsible for the overall execution of the operational roadmap for GRI.
- Plans and directs resources to support strategic direction
- Oversees operational reviews and strengthens GRI’s operating model to maximize execution
- Leads cross-functionally and coordinates across the organization partnering closely with GRI leaders to drive the alignment priorities and plans and the execution of the operational and strategic roadmap
- Participates in the development of operational plans and strategies to support operational, financial and growth objectives
- Initiates quality improvements and ensures integration of the organization values
Member Engagement
- Along with the CEO and leadership team, builds, maintains, and enhances relationships with members and stakeholders (i.e., financial services executives, academics, regulators, government officials, etc.) to understand their needs and opportunities
- Further the dissemination of GRI’s objectives, work product and other information consistent with consolidating GRI’s position as the global hub for the study of applied financial service sector risk and risk management
Marketing and Communications
- Provide marketing and communications vision, innovation, and leadership
- Direct external communications, including public relations
- Direct the management of the website, social media communication channels, and GRI publications
Events and Education
- Provide visionary leadership to shape and execute a comprehensive Education and Events Plan that will align with GRI’s focus and objectives and is consistent with the board approved strategic objectives
- Participate in the design and delivery of education and networking forums and the execution of events aimed at the GRI membership
- Ensure the successful execution and delivery of the annual summit
Financial Management and Reporting
- Develop the long-term financial strategy for GRI, including but not limited to, the re-negotiation and development of the federal and provincial Transfer Payment Agreements
- Deliver the quarterly/annual reporting to government and the federal audit & evaluation
- Provide direction and oversight to the finance team to:
- Deliver annual budgeting cycle, quarterly forecasts, and monthly financial statements
- Manage capital and operating spending target
- Review investment of funds in accordance with GRI and government’s investment policies
- Ensure effective internal financial controls are in place and ensure compliance with GAAP, applicable regulatory laws, and rules for financial and tax reporting
- Coordinate budget and expenses management activities through effective planning, monitoring, and forecasting
- Evaluate, build, review, and audit processes to mitigate potential operational, legal, compliance errors and deficiencies
Human Resources
- Provides direction and oversight of all human resource processes including recruiting, hiring, performance management, payroll, and benefits, and updating HR policies based on current employment laws
- Translate the strategic plan of the organization into a strategic human resources plan
- Advance strong employee engagement and a culture of collaboration and accountability
- Drive the successful execution of talent attraction, development, and retention efforts
- Coach, mentor, and develop direct reports
Enterprise Risk Management
- With the CEO, develop the strategy for the organization’s risk management practices
- Maintain the ERM register and deliver to the CEO and the Audit and Finance Committee
IT and Office Management
- Direct the office operations function with scope that includes:
- Real estate management;
- Information technology and website management; and
- Development and oversight of operating policies and procedures
- Serve as Procurement Officer and ensure GRI is following any procurement guidelines relating to competitive bids and requests for proposals
- Builds and maintains vendor work relationships to optimize business results and services
Legal and Contract Management
- Serve as primary liaison to legal counsel in addressing legal issues
- Review all contracts for GRI, including research, HR, and vendor contracts. Work with members of the executive team to ensure each contract meets the needs of GRI
- Oversee organizational insurance policies and requirements
- Act as Privacy Officer for the organization
Corporate Secretary
- Work with the CEO and Board Chair to develop agendas for the board meetings, board committee meetings, and the Annual General Meeting
- Draft materials and minutes for review by the CEO, board committee chairs, and Board Chair
- Ensure items are completed in accordance with the board committee work plans, the associated charters for each board committee and the board, and GRI’s by-laws
- Ensure that all reporting requirements are met for the corporation
