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Vice President, Finance
Catholic Leadership Institute Malvern, PA

Vice President, Finance

Catholic Leadership Institute
Malvern, PA
Expired: March 15, 2024 Applications are no longer accepted.
  • Full-Time
Vision: We see a world where each individual understands their God-given mission in life and is doing their best to fulfill it; a world where Catholic leaders are influential voices in society; a world where Jesus' example of loving, servant leadership is modeled in every family, workplace, parish, and community.

Purpose: Catholic Leadership Institute (CLI) provides bishops, priests, deacons, religious, and lay persons in the Roman Catholic Church with world-class, pastoral leadership formation and consulting services that strengthen their confidence and competence in ministry, enabling them to articulate a vision for their local church, to call forth the gifts of those they lead, and to create more vibrant faith communities rooted in Jesus Christ.

Summary: The Vice President, Finance is a hands-on position that will help shape the direction and culture of a vibrant Catholic apostolate. The Vice President, Finance wholeheartedly supports our mission and values and can lead the continuous evaluation of our financial strategies to ensure the achievement of our apostolate's goals. This role also involves safeguarding our assets and investments through the design and oversight of financial and internal controls that reflect the best practices for non-profit entities, enabling ongoing growth opportunities.

Reporting directly to the CEO and serving as an integral member of our leadership team, the Vice President, Finance will play a vital role in planning, implementing, managing, and controlling all financial-related activities of the apostolate. This includes overseeing finance, forecasting, strategic planning, accounting, payroll, risk management, contract costing, legal, and property management. Additionally, the Vice President, Finance will collaborate with the Leadership Team and the Board of Directors, providing key leadership and contributing to the annual budgeting and operational planning processes.
Desired Qualifications

Knowledge and Experience:
  • Bachelor's Degree in Finance, Business, or related field. CPA or MBA/MFA preferred.
  • Over 10 years of experience in finance and operations, demonstrating organizational leadership and managing the finance and administration of a high-growth organization (non-profit experience preferred).
  • In-depth knowledge of finance, accounting, budgeting principles and practices, accounting principles (including GAAP), investment strategies, and financial reporting methodologies.
  • Experience in legal, audit, payroll, compliance, budgeting, and investments.

Critical Qualifications/Skills:
  • A practicing Catholic with a deep love for the Catholic Church and strong understanding of Catholic culture, structures, parish life, ministries, and roles
  • Demonstrated leadership in financial forecasting and modeling, accurately assessing and predicting likely future outcomes.
  • Proven ability to document, assess, and refine key business structures and processes, increasing effectiveness and ensuring compliance.
  • Strong relationship-building skills, effectively communicating the short- and long-term financial implications of ongoing and proposed business plans to the Leadership Team.
  • Strategic thinker, evaluating and advising on the financial impacts of new products, strategies, and regulatory actions.
  • Excellent communication skills, conveying financial data, statements, and projections to individuals at all levels of financial understanding.
  • Advanced knowledge of investment methodologies, financial reporting requirements, financial and accounting systems, and budgeting principles and practices.
  • Resourcefulness in setting priorities, proposing efficiencies, and managing organizational change.
  • Experience driving analytic frameworks for planning and managing organizational change in a highly entrepreneurial environment.
  • Visionary leadership abilities, motivating others and providing sound financial advice in the annual strategic planning process.
  • Excellent written and verbal skills, effectively using data to tell a compelling story.

Key Responsibility Areas

Key Responsibility Area

Typical Duties

Vision and Plan
•Prayerfully discern, create, and implement a vision and plan that serves and supports the leadership development needs of the Roman Catholic Church.
•Contribute as a key leader in the annual budgeting and operational planning process.
•Engage in ongoing strategic planning conversations with the Leadership Team and the Board of Directors to ensure proper prioritization of financial investments aligned with our apostolate's strategic direction.

•Develop, analyze, and report on financial strategies that fulfill our strategic direction and demonstrate responsible Christian stewardship to our ministry and philanthropic partners.
•Make informed business recommendations based on comprehensive financial analysis, projections, cost identification and allocation, revenue/expense analysis, and risk assessments.
•Maximize return on investment by considering appropriate timing and adhering to risk management principles within our Investment Policy guidelines.
•Budget, secure, and allocate organizational resources to effectively achieve our operational plan objectives.

•Attract, develop, and retain a team of staff and volunteers who possess the gifts, talents, and commitment necessary to serve Christ and fulfill our vision and plan.
•Ensure sound financial procedures throughout the apostolate by engaging and motivating the Leadership Team and the entire mission implementation team.
•Provide primary staff leadership to the Audit and Finance Committee of the Board of Directors, actively participating in regular meetings and contributing to other standing or ad-hoc committees as needed.

Governance and Administration
•Document, assess, and refine key business structures and processes across the organization to increase the effectiveness of our ministry and ensure compliance with applicable laws, policies, and regulations.
•Ensure legal and regulatory compliance regarding all financial functions, including conducting annual audits and reporting findings to the Board.
•Safeguard assets and investments through the design and oversight of financial and internal controls that reflect current best practices for non-profit entities, fostering ongoing growth opportunities.
Critical Success Criteria

Self-Assurance and Humility: Has deep trust in the Lord and in one's ability to meet most challenges. Inspires self and others to fulfill commitments and achieve a positive outcome. Does not seek personal recognition but is committed to the success and growth of others. Makes it about the other person rather than about self. Invites others to more fully participate and open up. Understands that "I have to do it myself and I can't do it alone." Values excellence and is committed to lifelong growth in holiness, confidence, and competence.

Comfortable with Ambiguity: Has ability to 'go and figure it out' when all necessary information is not available. Is willing to make quick decisions even without all the facts. Handles deviations from routine without assistance; readily accepts changes in procedures, assignments and priorities. Takes change in stride; adapts, improves and overcomes obstacles and challenges. Can balance competing priorities in assignments. Doesn't dwell on the negative or downside of things or decisions.

Resilient Drive: Has the ability and energy to do what it takes to be faithful to God's call and to one's unique role in service to the CLI Vision and Mission. Is motivated to achieve his/her goals and to support the goals of the organization, knowing that that will require effort, flexibility and skill. Anticipates problems and obstacles and brings resourcefulness and a "can-do-spirit" to both short and long-term goals and tasks. Finds satisfaction in the living out of one's purpose and values and in the effort it takes to achieve one's key responsibilities and SMART Goals. Is committed to the development and training that it will take along the way.


Catholic Leadership Institute

Malvern, PA
19355 USA


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