The Chief Financial Officer (CFO) for United Way Worldwide (UWW) will have primary day-to-day responsibility for planning, implementing, managing, and controlling all finance-related activities of the organization. They will report to the President & Chief Executive Officer and participate as a key member of the Executive Leadership Team (ELT). The CFO will directly influence and participate in the day-to-day operations, budgets, and long-range planning for UWW. The CFO will also have overall responsibility for accounting, internal financial reporting, financial planning, budgeting, forecasting and analysis, tax and treasury and external audits. This role provides strategic leadership regarding the organization’s business model and aligning financial resources to support short- and long-term strategic goals. Additionally, the CFO has the responsibility for developing and aligning strategic priorities, resources, and management of the organization’s infrastructure services with the organization’s overall strategic framework.
NOTE: This position is based out of our Office in Alexandria, Virginia.
KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION
An individual must be able to perform each essential duty listed below at a satisfactory level:
- Work with ELT to establish major economic/financial objectives and policies for the organization.
- Provide leadership and expertise developing and executing strategies that enhance the organization’s financial stability and growth. Regularly provide insight and analysis to the President & Chief Executive Officer, the ELT, and managers and teams across the organization to achieve and exceed short- and long -term financial goals.
- Ensure that all financial functions, controls, and reporting are accurate, compliant, and provide the information and analysis needed for governance and senior management to make timely and effective strategic, planning, and operational decisions. Ensure timely and clean financial audits.
- Deliver concise, accurate insightful and impactful annual financial reports, including quarterly verbal and written analyses, insights, and reports for the organization’s governance meetings.
- Develop, analyze, and interpret statistical and accounting information in order to assess operating results in terms of performance against budget, cash flow projections, and other matters bearing on the fiscal soundness and operating effectiveness of UWW.
- Coordinate and direct the preparation of the budget and financial forecasts, institute and maintain other planning and control procedures, as well as analysis and reports variances.
- Furnish accurate and timely financial reports to the ELT and Board of Directors. Develop relationships and work with the Chair and committee members for the Audit Committee, Finance Committee, and Investment and Pension subcommittees. Develop relationships and respond to requests on an as-needed basis for other committees and board members.
- Guide the Financial Issues Committee (FIC).
- Provide information used in the preparation of all grant applications and fundraising activities. Meet with potential donors/funders on an as-needed basis to discuss the financial stability of the organization.
- Prepare for and coordinate annual independent audit(s).
- Key contributor to the implementation of UWW’s strategy through oversight of critical projects and initiatives.
- Review financial data to analyze revenue trends and expenses, make projections, and provide strategic financial input and leadership on decision-making issues and report those findings to the President & Chief Executive Officer and the ELT on a monthly basis.
- Oversee an industry appropriate system of internal controls including evaluating and implementing financial policies, procedures, and standards.
- Participate in the evaluation and implementation of multiple accounting systems and ancillary systems to remain current with market changes and trends.
- Select qualified staff and retain them through development and leadership that supports their success in the Group and organization.
- Assist in all aspects of administration and other tasks as directed by the President & Chief Executive Officer. Work jointly with other members of the ELT and Board of Directors to meet goals of the organization’s strategic plan.
- Provide guidance as needed to the organizational team that develops pro forma financial forecasts in response to RFPs for both new and existing programs.
- Oversee all pricing for new proposed programs and assists in the negotiation of terms and conditions for contract renewals of existing programs.
- Negotiate all banking activities and develop relationships within the bank.
- Manage organizational cash flow which includes funding programs on as-needed basis.
- Lead the Risk Management function.
- Other duties as assigned.
Minimum requirements include:
- Bachelor’s degree in Business/Accounting preferred.
- CPA certification preferred.
- Ten or more years of financial management experience in non-profit and/or for-profit sectors.
- Experience in a complex organization relative to size, scope from a financial and operational perspective.
- Extensive finance and cash flow management/analysis.
- Experience presenting to and providing critical financial information to executive teams and Boards of Directors.
- Ability to establish and maintain strong relationships with external partners and stakeholders.
- Support and agree with the mission and values of United Way.
- Proven history of working in a collaborative, motivational, and supportive manner. Considered a Visionary leader by staff and boards.
- Outstanding interpersonal, coaching, and listening skills with the ability to communicate positively within all levels of the organization.
- Proven ability to remain objective, discrete, and exercise common sense at all times.
- Able to develop strong, trusting relationships within the Group and organization.
- Thrive in a dynamic environment and able to work on various projects simultaneously, requiring strong organizational and time management skills.
- Experience in an international organization preferred.
This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.
NOTE: If you are selected for an interview, you will be contacted. Thank you.
ABOUT UNITED WAY WORLDWIDE
United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.
United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail Lee.hunter@UWW.Unitedway.org or call (571) 360-6341 and provide the nature of your request and your contact information.
We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.
United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.
UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY & INCLUSION STATEMENT OF PRINCIPLE
We take the broadest possible view of diversity.
We value the visible and invisible qualities that make you who you are.
We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.
We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.
We strive to include diversity, equity, and inclusion practices at the center of our daily work.
We commit to using these practices for our business and our communities.
Join us in embracing diversity, equity and inclusion for every person in every community.