CHIEF FINANCIAL OFFICER

The Chief Financial Officer (CFO) is responsible for the effective financial management of the organization. Collaborates with the Chief Executive Officer (CEO) and the executive leadership team to make decisions regarding the organization's financial strategy.

As an integral part of the leadership team, the CFO will be responsible for coordinating all accounting functions, Annual Budgeting, Banking and cash management, measuring and monitoring financial results, financial reporting and analysis, and ensuring internal controls over the financial process. CFO is expected to serve as a key leadership team player in setting and monitoring goals for the organization.

Essential Functions

• Oversee the organization's fiscal activity, accounting, and related financial matters, including monthly reporting of results.
• Work collaboratively with leadership team to assess and model short-term and long-term growth plans, operational goals, departmental budgets and forecasts.
• Play key role in developing the organization’s corporate structure related to growth.
• Develop, maintain and ensure delivery against key performance indicators, business plans, financial models and budgets.
• Oversee cash flow, cash management, working capital, and tax compliance.
• Manage, monitor, and review the month end accounting process to ensure accurate accounting records are maintained.
• Monitor and review for accuracy the general ledgers, balance sheet reconciliations and financial statements on a GAAP basis.
• Prepare the annual operating budget and performance metrics and meet monthly with leadership team to report on monthly variances.
• Work closely with CEO and Vice President of Operations and affiliate leadership to limit budget variances.
• Prepare and present monthly financial statements consistent with GAAP.
• Manage accuracy and timeliness of the month end and year end processes.
• Determine accounting policies and procedures by researching and interpreting accounting guidance.
• Oversee and drive annual audit.
• Proactively identifies improvements that would ensure greater financial/accounting support.
• Has masterful understanding of financial concepts, practices, and procedures.
• Manage business relationships to optimize service and minimize the cost to the Organization.
• Report to Board of Governors as requested.

Finance Team Leadership

• Drive functional finance and accounting team to support business growth while capturing cost efficiencies and implementing cost management processes.
• Convey a strong organizational leadership presence that represents the Organization.
• Manage direct reports in accounting and acts as a mentor to those less experienced.
• Collaborate with Chief Human Resources Officer to assure payroll, benefits and employment goals are met.
• Maintain inter-office/finance department communications.

Compliance and Tax

• Monitor and ensure legal compliance with laws and regulations on all financial matters.
• Create and present financial strategy recommendations to leadership team.
• Coordinate tax preparation and compliance with external CPA firm.

Continuous Improvement

• Lead, develop, and promote a culture of high performance and continuous learning among the Finance team members.
• Improve internal controls, accounting standards, enhance processes and reporting capabilities, including forecasting to ensure successful growth and expansion.
• Identify financial risks and opportunities.
• Implement policies and procedures reflecting best practices.
• Recommend policies and establish internal control procedures to safeguard the organization’s assets.
• Other duties as assigned.

Minimum Qualifications

• 15-20+ years of experience in Accounting and/or Finance, including 10+ years in a leadership role.
• Good GAAP and financial reporting technical skills
• Bachelor’s degree in accounting or finance.
• Certified Public Accountant (CPA) preferred.
• Non-Profit experience a plus.
• Experience managing, developing, and guiding high-performing teams.
• Must have experience hiring, training, and retaining a team.