Remote Cfo Insurance Jobs (NOW HIRING)

summary
Tri Delta is seeking a Chief Financial Officer (CFO). Reporting to the Chief Executive Officer, the CFO is an experienced nonprofit leader supporting the financial operations of Tri Delta's entire enterprise, including the Fraternity, Tri Delta Housing, and the Foundation. This position drives long-term financial strategy, oversees the full accounting cycle, strengthens internal controls, and ensures absolute GAAP and regulatory compliance. Serving as a vital strategic partner to leadership, the CFO transforms financial data into actionable insights for executive decision-making. The CFO directly manages the Vice President of Accounting, while supporting and mentoring the five-member accounting team.
Application Note:
Tri Delta is partnering with Blair Search Partners to identify qualified candidates. In addition to this application, please send your resume to:
Sarah Thompson, Senior Director, Blair Search Partners
sarah@blairsearchpartners.com
What We Do
Delta Delta Delta (Tri Delta) is an international women's fraternity committed to supporting and empowering women through sisterhood, leadership, and philanthropy. Since 1888, Tri Delta has been a dynamic force, initiating over 350,000 women into a deeply connected sisterhood.
Tri Delta is a non-profit enterprise with substantial financial scope, with an annual budget of $75 million and total assets of $513.3 million. The Tri Delta Enterprise-comprised of the Fraternity, Foundation, and Housing-provides the business infrastructure to support over 250,000 members worldwide. Approximately 350 professional staff work across the organization, including those who manage our facilities through Park Street Properties, LLC, a wholly owned subsidiary of the Fraternity.
Tri Delta Fraternity 501(c)(7):
Our 250,000 members unite globally, spanning 137 collegiate chapters across North America and 205 alumnae chapters worldwide. We commit to member transformation and leadership, delivering premier personal and professional development programs and major conferences.
Tri Delta Foundation 501(c)(3):
At our heart, the Foundation embodies "sisters helping sisters." As the sole entity connecting our entire sisterhood, the Foundation provides over $2 million in funding annually, to support emergency aid, leadership programs, and scholarships.
Tri Delta Housing 501(c)(7):
Managing 1.3 million square feet across 89 properties (plus 39 managed by volunteer-led house corporations), Housing provides a premier living-learning environment for over 4,100 students to grow and succeed. Substantial real estate holdings and a sophisticated financing structure power its ten-year capital investment plan.
Tri Delta's commitment is for a lifetime: investing in our members and empowering them to live out our values of truth, self-sacrifice, and friendship. We are bound by sisterhood, inspired by kindness, and dedicated to empowering women to lead bravely and use their voices to change the world for the better.
LEADERSHIP & CULTURE
Our 2,500 dedicated volunteers are critical to Tri Delta's mission and culture, providing invaluable support to our professional staff across three highly engaged governing boards: the Fraternity Executive Board, the Foundation Board of Trustees, and the Housing Board. The CFO will report directly to CEO Mindy Tucker and serve on the Executive Team alongside other senior leaders. Since 2017, Mindy has led the enterprise through significant technology modernization, strategic planning, and an award-winning kindness initiative, reflecting a deep commitment to Tri Delta that began during her own collegiate days.
COMPENSATION & BENEFITS

• Salary - $200,000 - $220,000 DOE/Neg.
• Medical, dental, vision, and FSA
• Short-term disability, long-term disability, and life insurance
• 401(k) with 4% safe harbor match
• PTO: 15 paid days off per year; 17 paid holidays (which includes two weeks of office closure at year's end)
• Technology equipment provided, including laptop and cell phone

LOCATION
This is a fully remote position requiring monthly travel for board meetings, Executive Team and all staff meetings, conferences, and special events.
KEY RESPONSIBILITIES
Year One Priorities:
Strategic Planning & Operating Plan:

• In partnership with the CEO and Executive Team, develop, calculate, and report on key financial performance indicators (KPIs).

Finance & Accounting:

• Oversee Tri Delta's overall financial health, ensuring the absolute integrity of all accounting operations. Support the budgeting and auditing processes, and optimize systems for the Foundation's donation processing, tracking, and gift acknowledgment.

Treasury Management & Cash Forecasting:

• Track cash flows, manage bank accounts, and ensure sufficient operational liquidity. Conduct robust short- and long-term cash forecasting to project needs and anticipate surpluses or shortfalls.

Systems & Technology Integration:

• Continue the implementation of the new timesheet and expense reporting systems. Partner with the Controller to establish seamless financial system integrations across all three entities, including a technology solution for managing $25M in chapter funds.

Strategic Leadership & Culture:

• Develop collaborative relationships with the boards, staff, external stakeholders, and vendors. Actively support, mentor, and grow team members through real-time feedback and intentional development.

Board & Committee Support:

• Serve as the primary finance point of contact for Tri Delta's boards and committees; build foundational trust and present strategic findings at upcoming meetings.

DUTIES & RESPONSIBILITIES
Executive Leadership

• Lead the Finance and Accounting functions and carry responsibility for financial strategy and performance across the enterprise. Ensure fidelity to Staff Values across the team and model integrity, accuracy and excellence.
• Through relationship building, collaborate directly with the Executive Team to shape strategy, identify growth and efficiency opportunities, and lead operational transformations. Participate in and shape strategic planning.
• Interface regularly and appropriately with boards to present financial information, influence strategic direction and recommend organizational initiatives. Serve as the main point of contact for the Enterprise Finance Committee.
• Inspire, develop, and lead a high functioning Accounting and Finance Team.

Accounting

• Lead the team in preparing accurate, timely financial statements and management reports to support effective decision-making. Working with stakeholders of varying levels of experience with financial concepts, bring the financials to life through clear explanations to encourage participation in decision-making and driving understanding of the business.
• Ensure accurate and timely invoicing, receipting, and recording of all enterprise revenues.
• Ensure the accurate and timely payment of all accounts and notes payable in accordance with policies and industry best practices.
• Develop budgeting acumen across the enterprise through the annual operating plan process and monthly accountability.
• Ensure that internal controls are established, documented and maintained to properly segregate duties and reduce risk across the enterprise.
• Oversee the production, review, approval, and filing of all relevant tax reporting, including Forms 990, 990-T, state filings, and property tax filings.
• Proactively maintain and defend the tax-exempt status of all enterprise organizations, ensuring all affairs align with regulatory requirements.

Finance

• Ensure financial practices are up to date, resulting in accurate capital investment plans, adequate funding, and organizational understanding of programmatic finances.
• Drive robust enterprise planning by developing forward-focused financial models for each organization. Lead the production of annual operating plans.
• Monitor, evaluate, and coordinate the oversight of investment managers, portfolio performance, and adherence/refinement to investment policy statements.
• Direct lending and borrowing activities. Develop and implement treasury management strategies.
• Provide oversight, reporting, and thought leadership for Foundation-specific financial reporting, including Annual Reports and Donor Fund Balance reports; support granting and donor activities as requested.
• Support Tri Delta Housing with financial forecasting and pro-forma development for capital investment plans; develop and manage a strategic debt management plan, including related compliance and performance metrics.

• Bachelor's degree in accounting required (Master's preferred), combined with 10+ years of experience as a CFO or equivalent executive leader within a multi-entity, national-presence organization.
• Required experience in the non-profit sector. Deep mastery of GAAP, nonprofit accounting principles, regulatory compliance, and complex annual financial audits. Familiarity with membership organizations preferred.
• Proven capability overseeing real estate portfolio financial reporting, debt strategy, and charitable foundation or grant-making accounting.
• Track record of mentoring finance teams, driving technology modernization, and leveraging advanced accounting ERPs (Sage Intacct preferred) to generate actionable executive insights.
• Exceptional strategic decision-making, stakeholder management, and thought leadership skills, with a demonstrated ability to model and promote Tri Delta's mission, values, and guiding principles.

Tri Delta's employees are called to kindness, appreciate each other's unique abilities, and value diverse perspectives. We welcome candidates with a wide range of experiences, identities and viewpoints. At Tri Delta, we don't just accept differences - we celebrate and support the diverse backgrounds and skills of our employees and believe that they make us stronger. We are proud to be an Equal Opportunity Employer and are committed to a workplace free of discrimination and harassment.
*Tri Delta does NOT use AI or algorithm-based tools in our hiring process.
*The role does require successful completion of a background check and drug test prior to employment. If this is a concern, please discuss it with the hiring team during your first interview.