Chief Financial Officer

The Chief Financial Officer (CFO) for Trident United Way is accountable for the administrative, financial, legal, and risk management operations of the organization, including the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve organization assets and report accurate financial results. The CFO also oversees facilities management, operations, and IT support strategies.

As the financial leader of the organization, the CFO will serve as a valued member of the executive management team. The CFO will directly influence and participate in the day-to-day operations, budgets and long-range planning for the organization. The CFO will have overarching responsibility for accounting, internal and grant-related financial reporting and legal compliance, short- and long-term financial planning, budgeting, audit, forecasting and analysis, tax and treasury operations.

The CFO serves in an advisory capacity to the CEO and Board of Directors providing strategic leadership where needed. Working in tandem with the other executives, the CFO collaboratively develops and implements the organization’s short-term and long-term financial operating model. The CFO provides organizational and functional leadership and direction with regard to all finance related activities, guided by a commitment to providing timely, accurate and high quality information and service. The CFO will be a critical thought partner to the organization’s program, marketing, technology, talent management, and fundraising functions.

RESPONSIBILITIES

The major responsibilities of this position include, but are not limited to:

Planning

1. Develops and evaluates short and long-term strategic financial objectives for the organization, ensuring always that they are aligned with overall strategy and mission.
2. Partners with members of the executive team to establish economic, financial and strategic objectives, to implement organizational strategy, and to oversee mission critical projects and initiatives.
3. Manages the budget and financial forecasts processes. Leads the budgeting and financial forecasting processes, as well as institutes and maintains other planning and control procedures.
4. Collaborates and provides leadership with community impact and fundraising staff in the development and pricing of community impact products that are responsive to donors’ needs and interests and that capture and reflect accurately both the programmatic and actual costs to create, manage, and oversee these programs.
5. Is adept at evaluating ROI and key process indicators for various resource development practices, strategies and programs and provides leadership to prioritize efforts and deploy staff and financial resources.

Operations

1. Oversees accounting and finance staff and related activities to ensure effective and efficient processes for all financial transactions which operate within established internal controls and allow for timely and accurate financial reporting.
2. Monitors and ensures the adequacy of cash.
3. Staffs and maintains relations with Chairs and members of the Finance, Audit, Investment, and HR & Governance Committees under the CFO’s portfolio. Develops relationships with other committee and board members in order to serve their fiduciary oversight needs.
4. Is adept at managing the financial complexity of both unrestricted and restricted (designated) revenue streams. Understands the need to work with companies, donors, and public sector environments in an effort to: maintain these relationships; engage those donors and workplaces; effectively capture our costs related to these activities; and to measure progress in encouraging support for Trident United Way’s impact work.
5. Develops, instructs, directs, motivates, and supports staff across the organization but most directly within the function(s) s/he leads.
6. Demonstrates commitment to the effective use of technology within the financial functions of the organization, always ensuring that computers, databases, programs, and servers are functioning appropriately, safely and in accordance with contracts.

Financial Information

1. Provides timely and accurate analyses and financial reporting in order to ensure the highest level of financial oversight by executives and board members.
2. Interprets statistical and accounting information to assess operating results in terms of performance against budget, cash flow projections, long term sustainability, and the operating effectiveness of the organization.
3. Collaborates with program and fundraising staff to prepare grant applications and create budgets and reports. Understands requirements of governmental grants including reporting, federal and state contracting processes, and regulations, manages grants effectively and ensures that the organization complies with requirements, and successfully completes government audits. Meets with potential donors/funders on an “as needed” basis to address financial questions raised by these stakeholders.

Risk Management

1. Safeguards the organization’s assets, including the community fiduciary and brand trust.
2. Builds and maintains high levels of credibility for the CFO position and staff under s/he management within the organization, the executive team, and board communities, and other external constituencies.
3. Develops and maintains systems of internal controls, including evaluating and implementation of financial policies, procedures and standards designed to preserve organizational assets. Ensures that the Enterprise Risk Management function is operating effectively to protect organizational assets.
4. Ensures compliance across the organization with governance requirements and applicable local and international regulatory laws, rules for financial and tax reporting, and UWW membership compliance and reporting – unafraid to take action where non-compliance is identified.

QUALIFICATIONSEducation

Desirable, But Not Required

• MBA or CPA
• Previous experience in mid to large United Way Member organization.
• Understands the local community and the unique challenges and opportunities available

Skills and Experience

• Bachelor’s degree,
• 10+ years of financial management experience in complex non-profit and/or for-profit sectors
• Background in complex organizations of commensurate size and scope.
• Extensive finance and cash flow management experience.
• Skilled at effectively presenting information and ideas to executive teams, volunteers, and board of directors.
• Passion for the mission and values of United Way.
• Ability to earn the confidence and respect of stakeholders.
• Recognized as a collaborative, motivational, supportive, and visionary leader.
• Outstanding interpersonal, coaching, and listening skills, with the ability to communicate positively within all levels of the organization.
• Demonstrate ability to remain objective, be discrete, and exercise common sense always. Able to develop strong, trusting relationships within department and organization.
• Thrive in a dynamic environment and able to work on various projects simultaneously, requiring strong organizational and time management skills.
• Track record of developing partnerships, building teams and managing conflict.
• Experience in strategic planning and execution.
• Recognized for both emotional intelligence and intellectual rigor.
• Committed to exploring new ideas and innovative approaches to solving problems.
• Enjoy the position and have fun

PHYSICAL DEMANDS OF JOB

• This job requires exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
• Worker must frequently use typical office equipment (telephone, copier, printer, fax, etc.)
• Worker sits most of the time.
• Worker communicates with constituents, clients, and/or partners by phone and in person.
• Routinely required to walk and occasionally travel by car.

WORK ENVIRONMENTThis is a hybrid position. Primarily works in a climate controlled office-based setting. The opportunity to work remotely 2 days a week is available.

Please Note: Requirements, skills, and abilities described above are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Duties, responsibilities and activities may change at any time with or without notice.

Title VI: NO PERSON in the United States shall, on the ground of race, color, or national origin, be excluded from participating in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving Federal financial assistance.