Chief Financial Officer

POSITION SUMMARY

The Chief Financial Officer (CFO) serves as a strategic partner to the CEO and Senior Leadership Team, providing financial leadership that ensures organizational sustainability, accountability, and alignment with mission and strategy. The CFO will be entrepreneurial in approach, serving as a strategic partner to advance new business lines, redevelop and manage the organization’s real estate, and integrate innovative financial and technological solutions that strengthen operations and position the organization for long-term success. This role oversees Finance, Human Resources, Technology, Facilities, Risk and Compliance, Grants (grant compliance and reporting), and select Program Operations, ensuring strong governance, effective resource management, and trusted engagement with the Board of Directors, donors and funders, and community stakeholders. The CFO will play a critical role in ensuring stability during organizational transition while advancing growth and entrepreneurial initiatives that position the organization for long-term success.

KEY RESPONSIBILITIES & ESSENTIAL DUTIES OF POSITION

An individual must be able to perform each essential duty listed below at a satisfactory level:

• Partner with the CEO and Senior Leadership Team to develop and execute financial strategies that support organizational mission, long-term sustainability, and growth.
• Lead the budgeting, forecasting, and financial planning processes to ensure resources are effectively allocated to strategic priorities.
• Provide clear financial analysis, ROI evaluation, and key performance metrics to guide decision-making and optimize organizational impact.
• Oversee Finance and Accounting functions to ensure accurate reporting, effective internal controls, and efficient financial processes.
• Lead annual budgeting, forecasting, and capital budget planning, aligning resources with strategic and operational priorities.
• Oversee payroll operations and retirement plan compliance, ensuring alignment with plan documents and regulatory requirements.
• Monitor cash flow, banking relationships, investment portfolios, and credit facilities, ensuring sustainability and covenant compliance.
• Collaborate with Development and Program teams to design and manage grant budgets, reporting, compliance, and government audits.
• Deliver timely, accurate, and transparent financial reporting to executives, the Board of Directors, Board committees, and key stakeholders.
• Safeguard organizational assets and brand trust through robust systems of internal control and enterprise risk management.
• Ensure compliance with all financial, tax, regulatory, and governance requirements as well as membership standards.
• Oversee the annual audit and all tax filings, serving as primary liaison with external auditors and legal counsel.
• Serve as primary liaison to Audit & Ethics, Compensation, Finance, and Investment Committees of the Board, and present summary financial information at Board meetings.
• Provide steady, trusted leadership during a period of organizational transition, ensuring business continuity, strong governance, and the confidence of staff, board, and stakeholders.
• Provide strategic oversight of organizational infrastructure, including Finance, Human Resources, Technology, Facilities, Risk and Compliance, and select Program Operations, ensuring secure systems, efficient processes, regulatory compliance, and measurable impact.
• Develop, inspire, and lead high-performing Business Operations teams by fostering accountability, inclusion, and professional growth, while leveraging modern financial tools and automation to enhance efficiency, transparency, and impact.
• Identify and advance new business opportunities, including innovative revenue-generating strategies and business lines, ensuring alignment with mission, values, and regulatory requirements.
• Provide strategic financial and operational leadership for the redevelopment and management of organizational property, balancing opportunity with risk mitigation to maximize long-term value.
• Champion automation and digital solutions to modernize financial systems, increase transparency, and improve operational efficiency, while staying current on emerging technologies.
• Embrace calculated risk-taking and long-term financial planning to position the organization for growth, while maintaining rigorous compliance, clean audits, and strong fiduciary accountability.
• Serve as a strategic partner in executive transition and succession, aligning Business Operations with evolving leadership priorities and organizational strategy.
• Represent the organization to funders, donors, investment managers, and community stakeholders, providing assurance of strong financial stewardship and accountability.
• Cultivate confidence in the organization’s financial leadership and reinforce mission impact through transparent communication and trusted relationships.
• Identified as essential personnel, requiring prompt and effective communication and action during critical situations, including natural and man-made disasters, to ensure the safety and well-being of the community.
• Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements.
• Contribute to overall organizational success by performing other duties and responsibilities as assigned.

JOB REQUIREMENTS

Job requirements include:

• Bachelor’s degree in financial management or related field required, or equivalent combination of experience and education may be considered in lieu of degree. Master’s degree preferred.
• Certified Public Accountant (CPA) preferred.
• Ten years of progressive leadership experience in financial management and operational oversight.
• Five years in a senior management role, with demonstrated success in organizational/departmental leadership and strategic execution.
• Five or more years of experience leading, developing, and coaching high-performing teams, with a proven track record of driving results and achieving measurable outcomes.
• Non-profit experience preferred.
• Expert-level proficiency in Generally Accepted Accounting Principles (GAAP).
• Valid Driver License required.
• Public speaking skills and networking with the ability to confidently address large groups and business leadership required.
• Strong networking skills to build and foster key relationships.
• Ability to negotiate partnerships, strategic alliances, and collaborations.
• Experience in accounting software and donor database software preferred.
• Intermediate experience with Microsoft Office required.
• Exemplary integrity with a strong ability to maintain confidentiality.
• Ability to manage projects and initiatives.
• Strong conflict resolution skills.
• Ability to work collaboratively with professionals.
• Customer service skills and experience required.
• Ability to edit, complete, and assemble reports.
• Attention to detail and accuracy.
• Excellent analytical skills.
• Ability to multi-task and work in a fast-paced environment.
• Ability to manage competing priorities, plan effectively, and develop realistic action plans.
• Strong communication skills, both written and orally, required.
• Strong interpersonal skills to understand and respond effectively to the needs and interests of potential donors and clients.
• Ability to utilize critical thinking and problem-solving skills.
• Ability to utilize organizational skills effectively.
• Must have access to a private, secure, and stable internet connection.
• Must have access to a quiet, confidential workspace.

COMPETENCY REQUIREMENTS

Communications - Ability to communicate effectively.

Business Ethics - Ability to work with integrity and ethics.

Conflict Resolution - Encourage open communication to resolve difficult situations.

Strategic Thinking - Develop strategies to achieve organizational goals.

Delegation - Delegates and monitors independent work assignments.

Change Management - Builds commitment from those affected by change.

Visionary Leadership - Mobilizes others to fulfill the vision.

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.

PHYSICAL DEMANDS

Physical demands include:

• Constantly moving about to accomplish tasks or moving from one worksite to another.
• Constantly communicating with others to exchange information through speaking, hearing, reading, and writing.
• Constantly repeating motions and fine manipulation that may include the wrists, hands, and/or fingers. Ability to type using a keyboard.
• Constant use of standard office equipment such as the telephone and/or headset, copier, and computer.
• Constantly assessing the accuracy, neatness and thoroughness of the work assigned.
• Constantly viewing information on a computer screen.
• Frequently remaining in a stationary position, often sitting, or standing for prolonged periods.
• Occasionally operating motor vehicles (passenger van and similar vehicles).
• Occasionally traveling to the office or offsite location.
• Occasionally bending, stooping, or kneeling.
• Occasionally lifting and moving items weighing up to approximately 25 pounds.

WORKING CONDITIONS

Working conditions include:

• Hybrid inside working environment.
• Frequent early mornings, evenings, and weekend hours.
• High level of long periods of concentration.
• Frequent interactions with internal and external customers.
• Reliable transportation required.
• Occasional travel to locations in Orange, Osceola, and Seminole Counties.

CORE VALUES

• Passion: Dive in – Create enthusiasm and inspire others.
• Authenticity: Be Real – Keep it honest and set the example.
• Collaboration: Live United – Work together and mobilize for change.
• Empowerment: Own it – Be courageous and make it happen.

Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you!

Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays up to 80% of your premium.

Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term & long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW.

401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan.

Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance. Full-time employees start accruing paid time off (5 weeks your 1st year) off upon hire, with generous carry over and accruals.