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Strategic Financial Partners Jobs in Raleigh, NC

This role is also responsible for ensuring financial goals are met and business strategies are effectively implemented. The role involves engaging with business partners to understand business ...

Senior Financial Analyst

Durham, NC ยท On-site

$82K - $102K/yr

We are seeking a highly analytical and strategic Senior Financial Analyst, FP&A to join our growing finance team. In this role, you will partner with executive leadership and operational stakeholders ...

... financial management, forecasting and data analytics, and the coordination of professional service agreements with community and institutional partners. The Strategic Service Associate will be a key ...

... financial management, forecasting and data analytics, and the coordination of professional service agreements with community and institutional partners. The Strategic Service Associate will be a key ...

... financial management, forecasting and data analytics, and the coordination of professional service agreements with community and institutional partners. The Strategic Service Associate will be a key ...

Strategic Financial Leadership : Act as a trusted advisor to senior commercial leaders, influencing strategic decisions through robust financial analysis and scenario planning. * Strategic Projects

The Director of FP&A will serve as the strategic finance leader and primary business partner to the CFO, CEO, and executive leadership team. This role is responsible for driving enterprise-wide ...

The Director of FP&A will serve as the strategic finance leader and primary business partner to the CFO, CEO, and executive leadership team. This role is responsible for driving enterprise-wide ...

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Strategic Financial Partners information

What is the difference between Strategic Financial Partners vs Financial Advisor?

AspectStrategic Financial PartnersFinancial Advisor
CredentialsCFP, CFA, CPACFP, ChFC, CPA
Work EnvironmentCorporate, consulting, or firm-basedIndependent or firm-based
Industry UsageFinancial services, consultingPersonal finance, investment management
Primary FocusStrategic planning, corporate financePersonal financial planning, investments

Strategic Financial Partners typically focus on corporate and strategic financial planning, often working within consulting or corporate environments. In contrast, Financial Advisors primarily assist individuals with personal financial planning and investment management. While both roles require similar certifications, their work settings and client focus differ significantly.

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Infographic showing various Strategic Financial Partners job openings in Raleigh, NC as of June 2026, with employment types broken down into 82% Full Time, 9% Part Time, and 9% Contract. Highlights an 82% In-person, 9% Hybrid, and 9% Remote job distribution.

Chief Financial Officer CFO

National Institute Minority Economic Development

Durham, NC โ€ข On-site

$130K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago


Job description

Position Summary

The Chief Financial Officer (CFO) is responsible for the strategic oversight and management of the organization's financial health, ensuring long-term sustainability and operational excellence. This role oversees all financial planning, budgeting, accounting, reporting, and compliance functions while providing strategic financial guidance to the President & CEO, Board of Directors, and key stakeholders. The CFO will work collaboratively with the executive leadership team to drive financial efficiency, optimize resources, and support the organization's mission and growth objectives.

Key Responsibilities

Strategic Financial Leadership & Planning

  • Develop and implement financial strategies aligned with the organization's mission and long-term goals.
  • Advise the President & CEO and Board of Directors on financial matters, ensuring informed decision-making.
  • Provide financial forecasting, risk assessment, and scenario analysis to support strategic planning.
  • Ensure compliance with all regulatory, legal, and tax requirements.

Financial Operations & Reporting

  • Oversee and manage all aspects of financial operations, including accounting, budgeting, reporting, and internal controls.
  • Ensure the accurate and timely preparation of financial statements in accordance with GAAP (Generally Accepted Accounting Principles).
  • Maintain and improve internal financial controls to mitigate risk and enhance efficiency.
  • Prepare and present financial reports to the Board of Directors, finance committee, and executive team on a quarterly and as-needed basis.

Budgeting & Resource Management

  • Develop and monitor annual budgets for the organization, including individual programs, grants, and new initiatives.
  • Oversee cash flow management, investment activities, and financial sustainability strategies.
  • Lead efforts to optimize financial resources while ensuring fiscal discipline and accountability.

Audit, Compliance & Risk Management

  • Serve as the primary liaison with external auditors to ensure a smooth and timely annual audit process.
  • Oversee financial compliance with federal, state, and local regulations, as well as grant and donor requirements.
  • Assess financial risks and develop strategies to mitigate them effectively.

Collaboration & Leadership

  • Partner with the HR Director on employee benefits, payroll, and financial aspects of human resources management.
  • Work closely with program directors and leadership to ensure financial sustainability and compliance with funder requirements.
  • Track and analyze key financial KPIs and trends to drive strategic decision-making.

Qualifications & Experience

  • Proven experience as a CFO, preferably within a non-profit organization.
  • Bachelorโ€™s degree in accounting, finance, business administration (MBA preferred).
  • Certified Public Accountant (CPA) designation (required)
  • 5-10 years of progressive financial management experience, with a focus on non-profit accounting and compliance.
  • Strong understanding of GAAP, internal controls, and financial reporting for non-profits.
  • Demonstrated experience managing a capital campaign
  • Demonstrated experience in financial planning, budgeting, forecasting, and risk management.
  • Proficiency in non-profit accounting software (e.g., SAP, Blackbaud) and advanced Excel skills.
  • Excellent communication skills, with the ability to translate complex financial concepts into clear, actionable insights for leadership and staff.
  • Experience managing finances for a Community Development Financial Institution (CDFI).
  • Familiarity with grant and donor fund accounting principles.
  • Experience in Real Estate, Affordable Housing, and/or Community Development. (preferred).
  • Experience with federal, state, and local government funding. (preferred).