Chartered Financial Analyst Jobs Near Me

Disability Rights Ohio (DRO) is a non-profit corporation with a mission to advocate for the human, civil, and legal rights of people with disabilities in Ohio. We provide legal advocacy and rights protection to a wide range of people with disabilities.

Disability Rights Ohio (DRO) is seeking a full-time Chief Financial Officer (CFO) for our nonprofit organization with a commitment to our mission and core values. Reporting to the Executive Director, the CFO will oversee the financial operations of our nonprofit organization including investments and audit activities. As CFO, you will be an integral part of the leadership team in discussing the best practices for the nonprofit's finances and coming up with strategic plans to improve its overall financial health and making decisions based on the organization's financial stability.

The ideal candidate will oversee cash flow planning, prepare and review budgets, and track operational metrics (KPIs.) This vital role will entail an in-depth knowledge of risk management and forecasting Return on Investment (ROI) for current and future programs.

KEY RESPONSIBILITIES:

• Develop and monitor all strategic planning and organizational and grant budgets
• Prepare detailed financial statements and footnote disclosures in accordance with GAAP
• Develop financial policies and procedures
• Oversee cash flow management, track important KPIs and analyze trends
• Forecast return on investment (ROI) for current and future programs
• Ensure all financial operations comply with federal and state laws
• Review and interpret federal grant requirements, accounting & reporting, specifically federal grants
• Coordinate audit activities
• Supervise the Fiscal Manager/team to ensure smooth day-to-day transactions including day-to-day financial reports and accrual accounting; reviewing and approving fiscal reports, cash management, and bank reconciliation; monthly financial reports; and preparing and reviewing accounting entries
• Oversee and/or manage payroll and benefits.
• Prepare 990s for the nonprofit
• Inform key stakeholders of financial status and investment plans
• Present monthly, quarterly and annual financial statements to executives and board of directors
• Represent the company to investors and public officials
• Actively participate in annual, monthly and quarterly business and financial reviews with the nonprofit's Executive Director

ADDITIONAL KNOWLEDGE, SKILLS, AND ABILITIES:

• Proven work experience as a CFO in a nonprofit organization and knowledge of relevant nonprofit accounting
• Familiarity with the way nonprofit organizations are structured
• Familiarity with federal grant management including Uniform Guidance and cost allocation
• Excellent knowledge of data analysis, risk management and forecasting methods
• Strong financial acumen and analytical skills and ability to explain financial terms in simple language
• Exceptional organizational skills and attention to detail
• Excellent interpersonal, written and oral communication skills (especially regarding writing budget narratives, communicating with board members, communicating with leadership team and staff)
• Strong business insight and strategic thinking/planning skills
• Critical thinking with an entrepreneurial attitude to identify and resolve potential problems
• Honest, ethical, and moral behavior regarding Company operations/interactions and customer confidentiality
• Hands-on experience with accounting and financial management software (MIP)
• Expertise in MS Excel including importing and exporting data to/from other platforms,
• Capable of managing multiple deadlines routinely
• Collaborative, inclusive team approach
• Commitment to DRO's mission statement

KEY DELIVERABLES:

The key deliverables expected of the CFO in this position includes clean audit, timely grant and corporate filings including 990, monthly board reports, annual agency budget, internal budgeting tools and reports for leadership, and financial policies and procedures.

CREDENTIALS AND EDUCATION:

Bachelor's degree in finance, accounting or a similar field is required with a Master of Business Administration (MBA) preferred. Also, a preference for a Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) or comparable accounting experience/educational background.

Non-profit experience a must with 7+ years of financial management experience or relevant work experience and 5+ years people leadership experience preferred.

PLEASE NOTE THAT WE ARE PARTNERING WITH GO-HR TO FILL THIS POSITION. Any inquiries to Disability Rights Ohio (DRO) will be directed to GO-HR as directed by this site.

Disability Rights Ohio (DRO) is an Equal Opportunity Employer and does not discriminate in employment activities based on any protected class. This job description is designed to be a good representation of the job requirements but is not a comprehensive listing of activities, duties or responsibilities required of the employee. Employment at DRO is at-will; this job description does not constitute a contract of employment.