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Chief Financial Officer

Salt Lake City, UT

Relocation expenses: Not paid

C-Suite/Vice President
Full time
11-15 years of experience
Bachelor's Degree
$101,000 to $120,000 per year

Published on 24 Oct 2020

Expires on 24 Oct 2020

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Chief Financial Officer

ORGANIZATION
United Way of Salt Lake (UWSL) is changing the way organizations, communities, schools, governments, and individuals work to fix complex social problems. Together, we can help every child and family succeed in school and life. UWSL’s workplace is fast-paced, friendly, adaptive, and grounded in our core values: relationships, continuous improvement, results, and innovation. We offer competitive compensation including a comprehensive benefit package, generous paid time off, and flexible schedules. People with diverse backgrounds and abilities are encouraged to apply.  Join us in changing the world, and giving everyone in our community the opportunity to live their best life. 

POSITION
Reporting to the CEO and serving as an integral member of the senior management team, the CFO position oversees the execution of UWSL’s fiduciary management strategy.  The CFO will lead a finance and operational team to support and execute strategies that support UWSL’s social change and resource development goals. This position will coordinate board-level committees, and requires a leader who is tactical and strategic, with administrative and financial experience. 

ESSENTIAL FUNCTIONS

  • Drive all short and long-term financial planning and analysis-related activities, including:

  • Partnering with resource development team members, Senior and C-level team members, and their leadership teams, to garner input, advice, and approval as appropriate, using an equity lens.

  • Translating organizational priorities into multi-year budget, scenarios and narratives, identifying the resources and considerations underlying particular strategies.

  • Build the capacity of all team members to understand UWSL’s financial situation and and approaches to revenue and expense planning (e.g. through the use of budgets and cash flow projections).  

  • Support organizational efforts to use all kinds of data – qualitative and quantitative – to learn, improve operations and partnership strategies, and make decisions. 

  • Manage board level committees (e.g. admin/finance, investment, and audit) around issues, trends and changes in UWSL’s finances.

  • Maintain  strong communication, keeping the C-level and management team informed of issues related to cash flow, expenses to budget, and revenue projections.

  • Model and promote UWSL’s values of equity mindset, results, relationships, and continuous improvement . Work to instill equity further into all aspects of UWSL’s operations. 

FINANCIAL MANAGEMENT 

  • Manage and actively participate in month-end close cycle including accounts (pledge) receivable, bank reconciliations, accounts payable, and balance sheet reconciliations.  

  • Direct accounting policies, procedures, and internal controls. 

  • Hiring, training and retaining competent accounting and finance staff. Offer oversight and support of finance team. Recommend improvements to ensure the integrity of financial information. Encourage continuous improvement to draw out cost and time consuming activities. 

  • Manage and oversee annual audit and 990 filing; Prepare monthly and quarterly internal and board-level financial reports.  

  • Manage annual budget process as well as on-going forecasts.

  • Responsible for managing, presenting, and leading out on financial and administrative information to the Audit, Finance, and Investment Committees.

  • Oversee cash flow, investments, and retirement plan. Manage restricted and unrestricted funds. 

QUALIFICATIONS

  • Bachelor’s Degree in Accounting and/or 10+ years in progressively responsible financial leadership roles; CPA preferred 

  • Strong knowledge of GAAP and ability to set applicable controls required 

  • Grant management experience preferred  

  • Strong verbal and written communication skills with the ability to present information and interact effectively with Resource Development, Marketing, and Senior Leadership team 

  • Advanced Excel, database, and strong accounting systems understanding  

CULTURE COMPETENCIES 

  • Believes that wide-scale social change is possible, by working together and by being willing to be accountable for closing racial and economic gaps in outcomes. 

  • Exhibits a deep commitment to racial equity, and a desire to lead, manage, mentor, and learn from teams across the organization.  

  • Paints a compelling picture of the vision and strategy that motivates others to action. 

  • Maneuvers comfortably through complex policy, process, and interpersonal dynamics  

  • Adapts approach and demeanor in real time to match the shifting demands of different situations and audiences. 

  • Recognizes the value that different perspectives and cultures bring to an organization. 

  • Builds strong teams that apply their diverse skills and perspectives to achieve common goals  

  • Develops people to meet both career and organizational goals. 

  • Listens well to understand people’s perspectives and experiences, to understand what a strategy or project needs to thrive. 

  • Understands all facets of finance, aware of duties, responsibilities, keeps job knowledge current. 

PHYSICAL REQUIREMENTS
The employee is regularly required to communicate clearly, and exchange accurate information interpersonally or through communication devices. Must be able to learn new systems and procedures, prepare and analyze data and figures, constantly operate a computer and other standard office machinery. The position requires occasional movement throughout the office to access files, papers, or move supplies weighing up to 15lbs. Must be able to remain in a stationary position 75% of the time.