The Chief Financial Officer (CFO) will report directly to the President/CEO and be responsible for a wide range of activities related to finance, information technology, business strategy, and administration to support effective business operations.
The CFO will be a financial expert, overseeing the finance and business functions of the organization, and ensuring strong fiduciary strategy, oversight, and communication. This position will have the expertise to monitor the organization’s day-to-day finance and accounting systems (directed by the VP of Finance), including generation of timely and accurate financials and financial data. The CFO will support the CEO, Board of Directors, and leadership teams with strategy development, analytics, modeling, and assessment of financial and operational strengths, challenges, and opportunities.
The CFO will also provide leadership to Information Technology staff managing existing technology and building new data and information systems, as well Building staff managing the organization’s largest asset and daily operations.
The CFO will provide highest-level counsel and leadership to the CEO, Board, and United Way leadership. This includes serving as a member of the Senior Leadership Team, staffing the Finance Committee, supporting the CEO in staffing the Board, and assuming additional strategic and leadership roles to further the mission.
Areas of Responsibility:
Financial Strategy and Leadership – 30%
- Responsible for the development, execution, and effectiveness of financial and business systems, including analytics, asset and risk management
- Direct the development and operation of financial systems, including budgeting, auditing, accounting, and grant compliance
- Support Finance and Accounting staff in the timely and accurate generation of critical financial data. Assess existing systems and develop new processes and systems to improve efficiency, accuracy, and timeliness
- Conduct frequent and regular analysis of organizational financials, cash flow, and key business indicators. Ensure clear and consistent reporting to CEO and Senior Leadership Team, including proactive identification of issues, and related recommendations for actions and adjustments.
- Develop consistent and effective reporting and modeling for the Finance Committee and Board of Directors.
Organizational Leadership – 25%
- Participate as a member of the Senior Leadership Team to provide enterprise-level strategic leadership and operationalize strategy
- Assist the CEO in working with and supporting the Board of Directors, specifically ensuring consistent and transparent financial reporting
- Serve as staff leader for the Finance Committee and work closely with Treasurer to develop effective meeting schedules, rigorous reporting, and effective engagement
- Serve as liaison to key external partners, including investment and retirement managers, and insurance brokers/vendors. Coordinate engagement with and decisions between United Way leadership, Board, and Finance Committee
- Ensure the continuity of operations in the CEO’s absence
- Provide assistance to the CEO in staffing special committees and in the administration of functions that further the mission
- Responsible for accurate and timely completion and/or approval of organizational documents, including but not limited to performance reviews, professional development plans, goals and objectives, timekeeping, expense and travel reimbursements, credit card reports, requisitions, and ongoing documentation of performance accomplishments and areas requiring improvement
Information Technology – 10%
- Oversee the work of IT in the selection, installation, and maintenance of hardware, software, networking, CRM, and data management
Building Operations – 10%
- Oversee staff managing daily operations of the building and enterprise
- Support 1st Floor Activation Plan to provide community meeting spaces
Enterprise Risk Management and Compliance – 10%
- Serve as primary and accountable staff lead to identify, monitor and mitigate any/all key business risks and exposures
- Ensure all assets (notably cash, building, investments) are adequately protected, including strong record-keeping
- Ensure that organizational continuity plans are in place, annually updated, and provide for the continuous function of the organization in all eventualities
- Oversee and update risk management plans, including conservative stewardship of real property and staff safety protocols
- Ensure adequate maintenance, insurance, and risk management for building
- Monitor and review annually insurance plans to ensure adequate coverages
- Serves as a trustee and lead administrator for the organization’s retirement plans, ensuring sound administrative and fiscal management.
- Maintain reliable legal counsel and serve as liaison to both proactively avert legal issues and respond to any/all legal incidents or needs
- Develop and monitor signature authority matrix
- Provide “final approval” prior to CEO execution on all contracts, grants, and formal agreements
Cross-functional Collaboration – 10%
- In collaboration with the HR Director:
- Translate strategic and tactical business plans into talent, culture, and human management policy and practice
- Execute annual salary and benefits administration in alignment with organizational budget
- Support integration of diversity and equity practices into employment and workplace practices
- Approve all timecards, PTO, reimbursement, and credit card activity of Chiefs, VPs, and direct reports
- In collaboration with VP of Finance:
- And IT Director, develop annual plans for capital expenditures and implementation
- And Building Manager, support facility management and usage plans, budgets, and maintenance
- In collaboration with the Chief Impact Officer, Director of Government/Foundation Relations, and Community Impact staff:
- Ensure highest-standard grants management
- Assess potential grant and funding opportunities to determine profitability, identify risk, and ensure operational capacity
- In collaboration with the Chief Development Officer (CDO) and Resource Development staff:
- Develop and execute systems to monitor progress and effectiveness of fundraising activities, and provide real-time reporting to CDO, CEO, RD teams, and other key volunteers and stakeholders
- Lead the work to develop ROI metrics and measurement tools for fundraising and revenue activities, and provide strong analytics to guide CDO and RD teams
- Support strategy development to ensure revenue goals are met
- In collaboration with the IT Director, establishes appropriate IT business continuity and cyber security policies and practices.
Equity, Diversity, and Inclusion – 5%
- Serve as an active partner for and champion in United Way’s Equity, Diversity and Inclusion efforts, both internally and externally
Manage and Develop Team Members – Daily
- Support Finance, IT and Building teams in the execution of their team activities; when necessary provide direction for modification in work plans
- Coach and manage a high-performance team to create vision and strategies to enhance relationship between UWCW and all industry sectors
- Evaluate the Finance and IT staffing structure for efficiency and effectiveness, and provide individuals with professional and personal growth
- Provide goal-setting, visioning, leadership, and strategic direction for teams
Educational Background:
MBA and/or CPA highly desirable.
Skills/Experience:
- 10+ years related experience in executive-level financial management and strategy roles for either for-profit or nonprofit entities with budgets of >$5M;
- Minimum 5 years of supervisory skills and experience.
- Ability to design and articulate a business case for new initiatives, programs, and processes in terms of their value to and impact on the business as a whole; experience navigating an organization through changing revenue environments a plus.
- Strong experience with government grants management and accounting.
- Ability to think strategically with proven, strong ability to execute on plan.
- Ability to take initiative and be creative in thinking and solutions.
- Strong aptitude for metrics and data analysis, using business intelligence to drive results.
- Stellar presentation and communication skills with an ability to interact and influence all levels of employees within the organization, as well as relate with a diverse group of individuals or organizations in an effective manner.
- Proactive, collaborative, and a dynamic leader who is a nimble and quantitative thinker with a record of achieving results individually and through others.
- Ability to manage expectations of internal team members effectively and a strong desire and aptitude to be part of a team environment.
- Commitment to excellence and to the mission of United Way.
Technical Knowledge
- Proficiency with Microsoft Office and Outlook required
- Database management, IT, and software systems experience desirable
- Must have valid driver’s license, automobile insurance, and a reliable vehicle.
Physical Requirements
- Work is primarily performed indoors, within an open office setting with a moderate noise level and occasional exposure to scents.
- Frequently required to sit/stand at computer in a stationery position.
- Frequently operates a computer and other office productivity equipment, such as copy machine, printer, phone, and fax machine.
- Frequently required to move about inside the office for meetings, access to information, office equipment, etc.
- Occasionally required to travel locally and nationally for meetings and conferences that occur in other office settings.
Job Function:
Organization Info
Listing Stats
Post Date:
Feb 28 2018
Active Until:
Apr 1 2018
Hiring Organization:
United Way Worldwide
industry:
Nonprofit