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Chief Financial Officer (CFO) - Non-Profit

Our client is a non-profit organization that is seeking a dynamic, strategic, and versatile leader to serve as Chief Financial Officer with some COO duties, who will guide financial and operational strategies.

Key Responsibilities:

Financial Management (CFO Duties):

Financial Strategy & Leadership:

• Develop and implement long-term financial strategies that support organizational growth and mission fulfillment.
• Advise the Executive Director and Board on financial matters, providing insights on budgeting, financial planning, and risk management.
• Ensure alignment between financial and programmatic goals, optimizing resource allocation.

Budgeting & Financial Planning:

• Lead the development of annual budgets, ensuring all departments financial plans are aligned with organizational priorities.
• Oversee the financial forecasting process, ensuring sustainability and adequate financial resources.

Financial Reporting & Compliance:

• Oversee the preparation of accurate and timely financial reports for the Executive Director, Board, and funders.
• Ensure compliance with accounting standards, nonprofit tax regulations, and other legal requirements.
• Manage the preparation of annual financial statements, tax filings, and audits.

Risk Management & Internal Controls:

• Develop and implement financial risk management strategies to safeguard assets and minimize liabilities.
• Oversee the establishment of internal controls and ensure effective financial governance practices.
• Ensure appropriate accounting software and systems are in place to streamline financial operations.

Operations Management (COO Duties):

Operational Strategy & Leadership:

• Oversee the development and implementation of operational strategies that drive efficiency, productivity, and mission achievement.
• Work with senior leadership to evaluate current operational processes and recommend improvements or changes.
• Lead cross-departmental initiatives to improve overall organizational effectiveness and impact.

Operational Oversight:

• Manage day-to-day operational functions across the organization, including HR, facilities, technology, and logistics.
• Ensure that operational systems are efficient, cost-effective, and aligned with organizational goals.
• Foster a culture of continuous improvement, encouraging innovation in operational processes.

Team Leadership & Management:

• Provide leadership and oversight for operational teams, ensuring roles are well-defined, performance is managed, and staff is supported.
• Promote collaboration across departments to enhance operational efficiency and support mission-driven goals.
• Actively engage with department heads to ensure alignment and address operational challenges.

Project & Change Management:

• Oversee major operational projects, from development through implementation, ensuring they are delivered on time, within scope, and on budget.
• Lead change management initiatives, guiding the organization through operational transitions and process improvements.

Qualifications:

• Education: Bachelor s degree in Finance, Accounting, Business Administration, Nonprofit Management, or a related field (required). Master s degree or CPA designation preferred.
• Experience:
  • Minimum of 7 years of experience in financial management and operations, with at least 3 years in a leadership role.
  • Experience working in nonprofit organizations, particularly with financial oversight and operational management.
  • Knowledge of nonprofit accounting principles, grant compliance, and financial regulations.
  • Proven ability to manage complex, cross-functional operations and implement process improvements.
• Skills:
  • Strong strategic thinking and problem-solving abilities, especially in integrating financial and operational functions.
  • Excellent financial acumen, with proficiency in budgeting, financial reporting, forecasting, and analysis.
  • Strong leadership and team management skills, with the ability to inspire and collaborate across departments.
  • Exceptional communication skills with the ability to present complex information in an accessible way.
  • Proficient in financial software, accounting systems (e.g., QuickBooks, Sage), and Microsoft Office Suite.
  • Strong organizational and project management skills with a track record of managing multiple priorities effectively.

Equal Opportunity Employer.