Chief Financial & Administrative Officer (Hybrid) - Google

The Chief Financial & Administrative Officer (CFAO) serves as the company’s top financial officer, reports directly to the CEO, and performs strategic planning for, and leadership of, the core operational functions of the organization. The CFAO is responsible for all financial, accounting, facilities, human resources, information technology and other administrative functions in accordance with the company’s mission, policies and by-laws as established by the Board of Directors. Additionally, this individual serves as a member of the leadership team, supervises the Senior Office Administrator, provides staff support to the Finance & Audit committee, and manages relationships with staff and third parties involved in providing services in these areas.

DUTIES & RESPONSIBILITIES

Financial Management

1. Lead annual budget and planning process in coordination with senior management and the Board of Directors.
2. Track budget on a monthly basis providing reports to the management team; monitor variances.
3. Oversee the implementation and execution of sound fiscal policies, procedures, and controls, including the development of and adherence to internal control policies.
4. Provide general oversight of all accounting functions, including the annual audit and relationship with the auditing firm.
5. Prepare functional expenses and restricted income reports for the annual audit.
6. Establish and oversee cash management and investment strategies; work closely with financial investment firm.
7. Develop a strategy to strengthen management reporting systems and ensure that financial reporting is aligned across the organization.
8. Prepare monthly reports such as KPI and narrative, statement of comparative activities and financial position, and statement of cash flows.
9. Work closely with CEO to provide guidance to senior management, staff, and the Board of Directors on the organization’s financial strategy and outlook, in order to support informed decision making and long-term thinking.
10. Provide staff leadership to the Board’s Finance & Audit Committee and Investment Subcommittee.
11. Track grants and contributions and provide assistance with financial reporting to development department.
12. Supervise the company’s Senior Office Administrator.

Human Resources

1. Work closely with CEO to build upon current culture, centered around the company’s mission, vision, and values.
2. Ensure that employee compensation (salary, benefits, training) is competitive in a non-profit market.
3. Oversee the establishment of, and organizational compliance with, human resource policies and procedures.
4. Ensure smooth and consistent execution of human resources administrative practices.

Legal

1. Negotiate, maintain and conclude all external contracts, outsourcing agreements, and leases related to finance and administration.
2. Manage all contractual relationships with vendors providing services to the organization.
3. Ensure compliance with regulatory requirements.
4. Manage relationships with legal counsel on matters pertaining to the company’s operations.

Technology

1. Ensure systems integration and streamlined use of technology across the organization.

Facilities

1. Oversee operational management of office, including the provision of sufficient administrative support.
2. Oversee the office lease negotiations and needs, including physical space and layout, infrastructure, equipment, and timing and logistics.

QUALIFICATIONS

1. The ideal candidate will be an experienced financial leader with a record of managing diverse operations. Demonstrated experience with detailed analysis and reporting is essential.
2. Knowledge of human resources; experience assessing and streamlining operations; developing, documenting, communicating; and evaluating and reinforcing operational processes and decisions is required. Demonstrated strategic, managerial and administrative capabilities in finance, planning, human resources, and operations with at least 10 years of relevant experience.
3. Skilled in budgeting, forecasting, and financial reporting, with the demonstrated ability to use technology to ensure efficient, timely and user-friendly processes and reports for internal stakeholders.
4. Expert knowledge of generally accepted accounting principles (GAAP), particularly as they relate to non-profit entities.
5. Experience working with non-profit board members and senior level volunteers.
6. Excellent oral and written communication skills; ability to work in a collaborative manner with project leads across the organization and skilled at exercising influence without direct authority.
7. Demonstrated commitment to mission-driven organizations.
8. Flexible, team-oriented approach to work.
9. Other desirable qualifications include knowledge of membership organizations and experience overseeing information technology function.
10. Expert knowledge of QuickBooks, Excel and Office 365.