Chief Financial Officer

Reports to: Chief Executive Officer

FLSA status: Exempt – Executive

POSITION SUMMARY

The Chief Financial Officer (CFO) is a key member of the executive leadership team responsible for overseeing the agency’s financial and support services operations. This Executive position directs the organization’s support functions in accordance with generally accepted accounting principles established by FASB and GASB, as well as other applicable regulatory standards and sound financial management practices. The CFO provides strategic leadership in finance, human resources, and information systems to ensure organizational integrity, efficiency, and compliance. This role oversees budgeting, reporting, audits, grants management, and policy implementation, while supervising multidisciplinary staff to support the organization’s mission and long-term sustainability.

GENERAL PURPOSE

The Chief Financial Officer serves as a strategic partner to the Chief Executive Officer and executive leadership team, providing financial insight and guidance that drive organizational priorities and growth. Reporting directly to the CEO, this is a hands-on leadership role responsible for both high-level strategic planning and day-to-day financial management. The CFO ensures accurate and timely reporting to the Board and stakeholders, oversees budgeting and planning processes, and maintains internal controls and compliance standards. Through active engagement with staff and operations, the CFO strengthens financial systems, leads support functions, and ensures that resources are effectively managed to sustain the agency’s mission and service to the community.

POSITION RESPONSIBILITIES

· Serve as a strategic partner to the CEO and leadership team, providing coaching and guidance to department directors in financial management, human resources practices, and data integrity to build organizational capacity, strengthen accountability, and support informed, mission-driven decision making.

· Oversee the preparation and presentation of timely, accurate financial reports, ensuring clear communication of monthly and annual statements, coordination of financial reporting for all funder segments, and effective management of all financial, programmatic, and grant accounting activities.

· Communicate and present critical financial matters to the Board of Directors, leading the annual audit process, coordinating with external auditors and the Finance and Audit Committees, assessing needed changes, participating in bi-monthly Finance Committee meetings, and providing accurate, timely financial reports to support informed governance decisions.

· Lead the annual budgeting and planning process in partnership with the CEO, overseeing the development, review, and administration of all financial plans and budgets, monitoring progress and variances, and keeping the senior leadership team informed of the organization’s financial position.

· Update and implement business policies and accounting practices, enhancing the department’s overall policy and procedure manual to ensure consistency, compliance, and operational efficiency.

· Maintain and strengthen the agency’s contracts and financial management systems, ensuring timely billing and collections, accurate financial reporting, and steady cash flow to support ongoing operational needs.

· Provide leadership and oversight to the agency’s Finance, Human Resources, Information Systems, and Data Management staff, ensuring effective operations, collaboration, and accountability across all functions to support organizational goals and informed decision making.

· Related duties as assigned.

ESSENTIAL SKILLS AND EXPERIENCE

· Education: Bachelor’s degree in Business Administration or Accounting or related field. MBA or CPA preferred.

· Experience: Minimum of 5–7 years of progressive senior management or executive-level experience with demonstrated leadership in finance and administration, preferably in the nonprofit sector. Proven responsibility for the quality, accuracy, and integrity of all financial data, reporting, and audit coordination processes, along with broad operational experience overseeing functions such as human resources, information systems, and organizational policy development.

· Knowledge: Comprehensive understanding of Federal and State compliance regulations, with proficiency in accounting and financial reporting software; experience with Blackbaud is a plus.

· Skills: Excellent communication and relationship-building abilities with a proven capacity to prioritize, negotiate, and collaborate with diverse internal and external stakeholders. Skilled at translating financial concepts for programmatic and fundraising staff to support effective cross-functional understanding and collaboration.

· Attributes: Flexible and resourceful leader with the ability to manage multiple priorities in a complex, fast-paced environment while driving clarity and solutions. Demonstrated success working both independently and collaboratively to achieve results, with a proven commitment to maintaining a respectful, inclusive culture that values diversity, equity, and belonging. Handles confidential information professionally and discreetly while modeling integrity and teamwork.

NONESSENTIAL SKILLS AND EXPERIENCE

· Preferred experience includes managing federal, state, or foundation grants with compliance and reporting responsibilities; collaborating on fundraising and donor relations; contributing to strategic planning and engaging with nonprofit boards; leading organizational improvement or modernization efforts; and effectively communicating with diverse audiences while maintaining active involvement in civic or professional organizations that enhance community partnerships.

REPORTING TO THIS POSITION

· Human Resources Manager

· Finance Assistant

· IT Systems Administrator

· Data Analyst

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands and work environment characteristics described here represent those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Physical Demands: While performing the duties of this position, the employee is occasionally required to stand, walk, sit, stoop, or reach with hands and arms. Frequent use of hands for keyboarding and handling office materials is required. The employee must be able to lift and carry up to 20 pounds. Normal hearing ability (with or without electronic assistance) and the ability to speak and understand English are required. Vision requirements include close, distance, color, and peripheral vision; depth perception; and the ability to adjust focus.

Work Environment: This position operates primarily in an office setting with minimal noise and frequent interaction with staff, leadership, and external partners. Occasional exposure to weather conditions may occur during travel or off-site meetings. A hybrid work arrangement may be available based on organizational needs and performance expectations, though regular on-site presence is required for leadership, collaboration, and operational oversight. The standard work schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m., with occasional evening or weekend hours required for board meetings, events, or special projects. Some travel is required, including local, regional, and national trips for meetings, conferences, and professional representation.

GENERAL SIGN-OFF

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.