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Strategy Officer for Finance and Federal Policy

Job Title: Strategy Officer for Finance and Federal Policy
Department: Strategy Development and Implementation
Reports to: Deputy Director, Finance and Federal Policy
FLSA Status: Exempt
Location: Washington, DC (relocation required)

Lumina Foundation is an independent, private foundation in Indianapolis that is committed to making opportunities for learning beyond high school available to all. We envision a system that is easy to navigate, delivers fair results, and meets the nation’s need for talent through a broad range of credentials. Our goal is to prepare people for informed citizenship and for success in a global economy.


The strategy officer leads strands of work related to two of the Foundation’s key strategic areas: Federal Policy and Postsecondary Finance. This position works in a collaborative and integrated manner within the Strategy Development and Implementation Division as well as across all other areas of the foundation to ensure that the Priorities for Action in Lumina’s 2017-2020 Strategic Plan are realized, and to assist the nation in making significant progress toward meeting the 2025 goal.


Strategy Conceptualization & Leadership: Draw from a keen and thorough understanding of the overarching, multi-faceted assigned content area to conceptualize and then lead the build-out a body of related work or as directed by the strategy director. In this regard, the strategy officer should be able to work independently with little-to-moderate oversight from the strategy director and deputy director, while ensuring that they are consistently and completely informed and engaged

Strategy Analysis and Synthesis: Analyze and synthesize information across a variety of sources, and then make recommendations to the strategy director and executive team member. Likewise, strategy officers need to have the critical thinking skills necessary to extract key lessons from past or current work, and be able to use those learnings to both shape and inform future work. Finally, strategy officers must be strong writers who can both review and revise incoming material, as well as convey their thoughts and Lumina’s key messages in a clear and articulate manner.

Portfolio Design and Management: Responsible for leveraging existing relationships with trusted colleagues and cultivating new partnerships to develop a portfolio of grants and contracts related to the assigned strand of work. The portfolio must either directly lead to an increased number of postsecondary credentials or facilitate a change in conditions that will likely lead to the increased production of high-quality credentials. The strategy officer must constantly stay abreast of key issues and players in the field to assess how the portfolio can be enhanced.

Integration and Collaboration: Collaborate in an intentional and forward-thinking way with colleagues across the organization to maximize the impact of the foundation’s resources. Examples include working closely with Strategic Impact to develop metrics and targets to ensure grants and contracts are designed to produce results, with Stakeholder Engagement so that convenings are used as a key tool to advance strategic priorities, and with Impact Ventures to explore alternative ways of supporting mission-aligned efforts. Importantly, the Strategy Officer will deeply engage his or her supervisor consistently for feedback, guidance, and alignment.

Commitment to Equity: strategy officers embrace Lumina’s commitment to equity and practice cultural competence. Demonstrations of this commitment include increasing knowledge about systemic disparities and barriers to learning beyond high school, as well as honing the skills necessary to lead in more inclusive ways. Strategy officers use this knowledge and skills to actively engage partners in addressing equity in the work and by integrating diversity and equity in the core competencies outlined above.

Education and Experience

  • Bachelor’s degree or an equivalent combination of education and experience.
  • At least five (5) years of experience with postsecondary finance and/or federal education policy related initiatives; familiarity with key research and thought leaders in the fields of postsecondary finance, student aid, and affordability.


  • Ability to learn quickly and connect learning to ongoing policy conversations.
  • Ability to demonstrate how best to use the Foundation’s resources to ensure the policies and practices envisioned in the 2017-2020 Strategic Plan are aligned with Lumina’s principles of affordability and its federal policy priorities.
  • Ability to make decisions in concert with others without complete information and to thrive in an outcomes-oriented, continuously evolving work environment in which thinking beyond the curve is encouraged.
  • Project management skills with demonstrated ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well.
  • Experience building and managing diverse networks that support efforts to produce systemic change.
  • Excellent verbal communication skills, with the ability to communicate accurately, effectively, and in ways appropriate to different audiences.
  • Strong writing skills, with the ability to review, revise and synthesize a variety of information and help connect the foundation’s work to broader discussions within the federal policy landscape.
  • Ability to manage internal and external constituents, projects, and budgets.
  • Analytical, problem-solving, and research abilities and an ability to coordinate with researchers and program evaluators.
  • Capable of applying adaptive problem-solving skills in response to unforeseen challenges and new assignments.
  • Ability to prioritize a wide range of duties and responsibilities, organize tasks, and remain flexible to changing and multiple requests.
  • Ability to work collegially and diplomatically across the organization and audience groups, with an ability to resolve any conflicts.
  • Sound judgment in handling sensitive or confidential information.
  • Ability to use technology effectively, including databases, spreadsheets, Microsoft Office 365 products such as Outlook and Word, Salesforce, WebEx, and Yammer.

Work Environment and Physical Demands

  • Work is performed in an office environment, mostly sedentary.
  • Visual and auditory acuity for extensive use of various forms of technology.
  • Travels 10%-20%, including overnight stays.

This description is only a summary of the typical job functions, not an exhaustive list of all possible responsibilities, and may be subject to change at any time due to reasonable accommodation or other reasons.

Applicants should send to the e-mail address below;

  • a letter of interest that includes desired compensation,
  • resume/curriculum vitae as attachments outlining experience relevant to the position, and
  • a writing sample that focuses on solutions to problems in postsecondary education.

Shelley Lloyd
Director of Human Resources and Administration

Equal Opportunity Employer

Lumina Foundation
30 S. Meridian St., Suite 700
Indianapolis, IN 46204