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Chief Financial Officer

Indianapolis, Indiana

Relocation expenses: Negotiated

CEO/President/Executive Director
Full time
11-15 years of experience
Bachelor's Degree

Published on 9 Dec 2019

Expires on 31 Jan 2020

Chief Financial Officer

OBJECTIVE:  Indiana United Ways (IUW) is a statewide organization that helps local United Ways to thrive. With more than 50 members and a staff of 25, the Chief Finance Officer plays a critical role in directing, aligning and evaluating our efforts as we support United Ways, who fight for the health, education and financial stability of every individual in every community. This position directs the fiscal and operational functions ensuring compliance, system controls and improvements are met and upheld and directs IUW’s financial business line: UniFi Solutions. 

RESPONSIBILITIES:  Direct and oversee IUW’s financial growth, health, and stability to include planning, risk management, analysis, financial reporting.  Provide vision and leadership for UniFi Solutions’ teams streamlining systems and building strong business acumen.  Future growth includes: CFO contract services for local United Ways, and to become a strong Shared CRM UWW partner.   

All IUW executives, work collaboratively to achieve and /or exceed the Vision 2027 performance targets while fostering a work environment centered on core values and staff development and staff key IUW Board Committees. 

Specific Functions include:

ORGANIZATIONAL LEADERSHIP (35% of time)

  • Serves on key management team to assist in making decisions and implementing plans for a successful organization. Provides direct assistance, support, and advice to CEO and other members of C-suite.
  • Envisions and supports employee engagement, development and human resources leadership that builds an IUW culture of inclusion, conflict resolution and exceptional customer service (in concert with CEO and Chief Strategy Officer)  
  • Monitors and offers course correction strategies for the Vision 2027 performance targets. Facilitates the collection and analysis of internal and external performance data to ensure effective plan execution or propose needed adjustments. 
  • Provide staff leadership to key IUW Board Committees guiding and supporting deliverables.

FINANCE & OPERATIONS (45% of time)

  • IUW Finances:
    • Lead and direct all finance and investment related activities including accounting, internal budgeting / financial reporting, audit, tax and treasury services adhering to accounting, legal and best practice standards.
    • Carry out key leadership functions with the auditor, investment firm, benefit companies and other key entities.
    • Provide key annual finance analysis and growth forecasts for all current and future IUW functions offering financial coaching to IUW staff.
  • UniFi Solutions:
  • Forefront leader promoting and recruiting new customers and leadership level contact for current customers with support from Business Management Director.
  • Direct and manage current and future business lines ensuring they are financially solvent, highly operational and have a partnership customer service lens.  Utilize LEAN principles instituting automation systems as appropriate.
  • Oversee all IUW IT / Cloud Hosting functions with support from IT Director. 
  • Future:
    • Provide critical CFO functions for local United Ways helping them to understand their financial picture with a solvent path forward, utilizing consultants as necessary. 
    • Develop and maintain, in support of United Way Worldwide’s direction, a CRM “Anchor Model” for local United Ways.

HUMAN RESOURCES (20% of time)

  • Manage and ensure payroll, employee benefits and regulatory /compliance systems are in place and fully operational automating as possible.
  • Direct and manage the IUW Personnel Policies fostering an “employer of choice” work environment that is culturally astute and embraces diversity and inclusion practices with the Chief Strategy Officer. 
  • Leads organizational change management and skill building for direct report team providing “just in time” supervision, coaching and evaluations.

Direct supervisory duties. Other duties as assigned.

PART II: SCOPE

Complexity: 

  • Ability to organize and coordinate many complex tasks and projects at once. Ability to develop and require use of staff systems to assess and drive progress on key projects and initiatives.
  • Very knowledgeable in nonprofit financial acumen and unwavering ability to remain in compliance with government and philanthropic regulations.
  • Strong rapport with member CEOs, staff and Board members. Ability to present and interact with any key audience without supervision; regular use of judgment and discernment in communication.
  • Ability to provide effective and high-level supervision and development to highly qualified and credentialed staff.
  • Excellent leadership skills to include managing people, tasks and systems.
  • High degree of confidentiality, decision making, and creative skills.

PART III: QUALIFICATIONS

Education and/or Experience:

  • Bachelor’s degree and CPA license required.  Master’s degree preferred.
  • 10+ years of progressive leadership or management required.
  • Strong leadership and interpersonal skills, ability to support and empower staff through organizational change management.  Work within a team based environment and build and maintain relationships across diverse staff, board, and members.
  • Entrepreneurial thinking and ability to build innovative services to meet customer needs.
  • Demonstrated ability to work within a team-based environment
  • Heightened ability to discern and execute independent judgement. Problem solver.
  • Strong written and verbal communication and experience.
  • Proficient in Microsoft Office computer applications to include Word, PowerPoint, Outlook and Excel and able to execute at an intermediate or above level.

PART IV: WORKING CONDITIONS

Physical Demands/Work Environment:

  • Moderate level of mental and/or visual fatigue and/or eyestrain may result from looking at a computer screen for extended periods of time and moderate office noise level.
  • Regularly required to sit, stand, walk, reach with hands and arms, talk and hear.
  • Ability to lift and/or move up to 30 pounds.
  • Moderate level of stress caused from tight deadlines.
  • Work outside of normal business hours.
  • Regular in-state and out-of-state travel, access to own transportation, and valid driver's license are required.

The following workplace competencies have been identified by IUW as required by all:

  • demonstrate integrity by being accountable for actions, keeping commitments, and speaking honestly and truthfully with others
  • demonstrate a continuous improvement work ethic
  • demonstrate a commitment to individual and team-based assignments
  • demonstrate quality assurance by producing accurate and thorough work
  • demonstrate interpersonal skills in dealing with others
  • demonstrate valuing the diversity of others’ opinions and experiences
  • demonstrate sound reasoning and good common sense
  • demonstrate the ability to meet and exceed customer expectations
  • demonstrate a willingness to develop self, fellow staff members, volunteers, and community
  • demonstrate active participation in departmental, team, and full-staff meetings

Please submit a cover letter and resumé to hr@iuw.org.  

Indiana United Ways is an Equal Opportunity/Affirmative Action Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of age, race, sex, sexual orientation, gender identity, gender expression, color, religion, national origin, disability, genetic information, or any other status protected by federal, state or local law.