Job ID: 18118

Location: Nationwide Texas

Chief Financial Officer (CFO)

 

Are you a visionary financial leader passionate about making a positive impact? Do you thrive in a dynamic, community-driven environment where your expertise can drive meaningful change? If so, we invite you to join our team as Chief Financial Officer (CFO)!

 

Our client, United Way of Tarrant County, brings people together to build strong communities where everyone thrives. As a nonprofit leader, they help communities tackle tough challenges and work with private, public, and nonprofit partners to boost education, financial stability, and health resources. They also serve as the regional grantee for Tarrant County’s Area Agency on Aging (AAA), invest in and maintain a cooperative relationship with the state’s 2-1-1 call center, and provide support to local veterans, active military personnel, and their families through their partnership with the Texas Veterans Network.

 

They employ approximately 75 people dedicated to their mission. In 2002, they celebrated their 100th anniversary and plan to continue serving Tarrant County for years to come.

 

As the Chief Financial Officer (CFO), you will be responsible for all financial matters of the organization, Information Technology, and facilities management. Reporting to and working closely with the President and CEO, you will serve as Executive in Charge in the absence of the President and CEO. In addition, you will partner with the senior leadership and the board of directors to develop and implement financial strategies across the organization. You will also oversee all compliance and recognition for government (federal and state) contracts and private grants. As the CFO, you must adapt to a continually evolving environment and thrive in an autonomous, deadline-oriented workplace while managing the entire finance department and staff.

 

As the Chief Financial Officer (CFO), you must be a seasoned and mature leader with at least 10-12 years of broad finance experience, ideally beginning in audit, followed by experience gathering and evaluating financial information and making actionable recommendations to senior leadership. Ideally, having experience managing finance (accounting, budgeting, control, and reporting) for a complex nonprofit with multiple funding sources, including government (federal and state) contracts and an affiliate structure with diverse program areas delivered nationally would be best.

  • Lawfully authorized to work in the United States (No Sponsorship)
  • At least 10-12 years of broad finance experience, preferably in a nonprofit organization with a budget of at least $20 million
  • Bachelor’s degree in Finance or Accounting; MBA or a Master-level degree or CPA strongly preferred.
  • Experience in a senior financial management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies
  • Significant experience in or knowledge of nonprofit accounting, including sophisticated fund and grant accounting, compliance, and reporting
  • Deep knowledge and understanding of the Office of Management and Budget Circular A133 audit
  • Experience working with information technology staff to manage finance and accounting software packages
  • Technologically savvy with advanced knowledge of accounting and reporting software and MS Office
  • Keen analytic, organization, and critical thinking skills, which allow for strategic data interpretation versus simple reporting
  • Excellent leadership, team building, interpersonal, and time management skills
  • A high-energy, results-oriented leader and must be an initiative-taker with little supervision required
  • An individual with the utmost professional and personal integrity
  • Outstanding collaboration skills through effective communication
  • Business savvy with the ability to engage, influence, access risk, issues, and priorities

 

Your responsibilities as the Chief Financial Officer (CFO) will include:        

 

Finance

  • Ensure the operation of the organization within the board-approved budget
  • Reporting financial conditions and results of the operations through an accounting system that conforms to the requirements of the Standards of Accounting for Health and Welfare Organizations
  • Oversee cash flow planning/forecasting and ensure availability of funds promptly
  • Oversee cash, investment, and asset management and ensure the maximum income is earned through investments
  • Management of endowment and pension plan investments through third-party institutions
  • Oversee financing strategies and activities, as well as banking relationships
  • Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans
  • Foster organizational relationships throughout the County through board service and representing UWTC through attendance at community events

 

Planning, Policy, and Investor Relations

  • Coordinate the development and monitoring of budgets
  • Develop financial business plans and forecasts
  • Participate in corporate policy development as a member of the senior management team
  • Engage the Audit and Finance committee of the board of directors to develop short-, medium-, and long-term financial plans and projections
  • Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
  • Remain up to date on nonprofit audit best practices and state and federal law regarding nonprofit operations

 

Accounting and Administration

  • Oversee the accounting department to ensure proper maintenance of all accounting systems and functions and supervise the finance staff
  • Ensure maintenance of appropriate internal controls and financial procedures
  • Ensure timeliness, accuracy, and usefulness of financial and management reporting for federal and state funders, foundations, and the board of directors; oversee the preparation and communication of monthly and annual financial statements
  • Coordinate audits and proper filing of tax returns
  • Ensure legal and regulatory compliance regarding all financial functions
  • Management and supervision of facilities management of five service center buildings
  • Staff representation of the Audit and Finance Committee in reporting quarterly financial results of operations
  • Staff representation of the Investment Committee in reporting and reviewing the quality and performance of investments
  • Coordination of annual audits of financial statements by external independent auditors
  • Assistance to member agencies for the improvement of accounting systems and business management techniques
  • Provision for adequate insurance coverage
  • Additional duties as requested by the President and CEO

 

Information Technology

  • Manage company relationships with outsourced IT, CRM, and cyber-security vendors, ensuring contract terms are fulfilled and that organizational risk is mitigated.
  • When necessary, identify potential vendors and conduct research to determine which company offers the best services at the lowest prices.

 

Facilities

  • Manage and oversee all facilities management duties, ensuring a safe and secure workplace for employees at each location.
  • Communicate and coordinate with property managers and building owners at each location.

 

Best-in-Class Benefits and Perks:

Our client values their employees’ time and efforts. Their competitive compensation of $160-200k annually, depending on experience, and extensive benefits package, enhances their commitment to your success. Our client’s benefits package includes: 

  • Comprehensive health coverage: Medical, dental, and vision insurance provided
  • Robust retirement planning: 401(k) plan available with employer matching
  • Financial security: Life and disability insurance for added protection
  • Flexible financial options: Health savings and flexible spending accounts offered
  • Well-being and work-life balance: paid time off, sick Leave, holidays, and paid community service hours

 

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

 

Your exciting new journey starts here!

If you’re ready to use your financial expertise to drive positive change and build a brighter future for all, we want to hear from you! Join our client in their mission to empower communities and transform lives. Apply now to become our client’s next CFO.

 

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. Our client does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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