Vision and Mission:
At United Way of Northeast Florida, we envision a community of opportunity where everyone has hope and can reach their full potential. Our mission is to solve our community’s toughest challenges by connecting people, resources, and ideas.
Diversity, equity, and inclusion is a fundamental part of our mission and a focus throughout our organization and the communities we serve.
• Innovative - We are imaginative trail blazers.
• Teamwork – We work together to accomplish our goals and help each other succeed.
• Mission Focused- We are passionate about our community’s wellbeing and creating lasting change.
• Excellence – We set clear, high expectations for ourselves and our work.
• Integrity – We are honest and transparent and act ethically to create trust.
Purpose of Position:
The Chief Financial Officer (CFO) is an integral member of the executive leadership team and as such has joint responsibility for the development and execution of organizational strategy and effectiveness. The CFO position oversees the execution of United Way of Northeast Florida’s (UWNEFL) fiduciary management strategy and leads a finance team to develop and execute strategies that support UWNEFL’s community impact 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.
Key Responsibilities and Essential Functions:
Drive all short and long-term financial planning and analysis-related activities, including:
• Providing timely and accurate analyses and financial reporting to ensure the highest level of
financial oversight by executives and board members.
• Partnering with resource development team members and senior leadership team members to garner input, advice, and approval as appropriate.
• Forecasting revenue and expenses to ensure financial liquidity and sustainability of the organization.
• Developing and implementing an investment strategy that increases resources available to accomplish our mission and meets the requirements of associated Board policies.
• Overseeing and managing relationships with banking institutions and the financial community.
• Translating organizational priorities into multi-year budget scenarios and narratives, identifying the resources and considerations underlying strategies using an equity lens.
• Building the capacity of all team members to understand UWNEFL’s financial situation and approaches to revenue and expense planning.
• Supporting organizational efforts to use qualitative and quantitative data to identify areas of possible growth, improve operations, and make decisions.
• Integrating technology and technology-based solutions to improve processes and results.
• Staffing board level committees to monitor trends and changes in UWNEFL’s finances and provide guidance and advice.
• Maintaining strong communication, keeping the senior management team informed of issues related to cash flow, expenses to budget, and revenue projections.
• Modeling and promoting UWNEFL’s values of equity mindset, results, relationships, and continuous improvement.
• 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.
• Partner with IT team to ensure the integrity of financial information. Encourage continuous improvement to minimize time consuming activities.
• Manage and oversee annual audit and 990 filing; Prepare monthly and quarterly profit and loss statements, balance sheets and other internal and board-level financial reports.
• Manage annual budget process as well as on-going forecasts.
• Responsible for managing, presenting, and reporting financial information to the Audit and other related board committees.
• Oversee cash flow, investments, and retirement plan. Manage restricted and unrestricted funds.
• Ensure timely and accurate pledge processing, payment reporting, and designated gift distribution and reporting with emphasis on customer-centered communications.
• Ensure compliance across the organization with all applicable regulatory laws and financial reporting.
• Safeguard the organization’s assets, including the community fiduciary and brand trust.
• Ensure contracts, memorandums and similar commitments meet standards to protect the organization.
TEAM MANAGEMENT AND ORGANIZATIONAL LEADERSHIP
• Partner with CEO, Board of Directors, and senior management to assess organizational performance against the annual budget and UWNEFL’s long-term strategy.
• Provide strategic recommendations for direction of the organization based on financial analysis and projections, cost identification and allocation, and revenue/expense analysis.
• Effectively and timely communicate and present critical financial matters to the CEO and audit committee of the Board.
• Lead high performing accounting team including recruiting and retaining top talent, motivating the team, delegating effectively, celebrating diversity within the team, and managing performance.
• Mentor and develop team by managing work allocation, access to training and resources, problem resolution, performance evaluation, building an effective team dynamic and healthy work culture.
• Bachelor’s degree in accounting and/or business, finance, economics, and 10+ years in progressively responsible financial leadership roles, advanced coursework a plus.
• CPA or MBA desired with experience in nonprofit management, fundraising or stewardship.
• Minimum of 5 years management experience including supervising a team of at least five people with interviewing, performance reviews, and coaching experience.
• Strong knowledge of GAAP and ability to set applicable controls required.
• Experience in high-touch, customer service-oriented communication, fiscal management, planning, implementation, and reporting with diverse nonprofit organizations/stakeholders from diverse cultures.
• Working knowledge of fund accounting and 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 experience required.
• Experience using relational databases and a strong understanding of customer relationship management systems desired.
• Knowledge of NetSuite, StratusLIVE CRM, and Budgyt software preferred.
• Previous experience in mid- to large United Way member organization preferred.
Salary and benefits:
• Competitive Salary – Salary commensurate with education and experience based on current market
• Health Insurance – Generous zero to low-cost Medical, Dental, and Vision for employees and dependents
• 401(k) Matching – Generous matching up to 6% of annual pay
• Holidays – 11 paid holidays, two personal holidays, and four year-end bonus days
• Vacation – Two weeks paid vacation
• Flexible Schedule – Hybrid working environment with the ability to modify as needed
• Vibrant Work Environment – office space in The Jessie in downtown Jacksonville, a nonprofit and community gathering space in a sustainable, state-of-the-art facility with free monthly parking
• Leadership – Lead United Way’s strategic direction as a member of the Executive Team
• Purpose – Help United Way transform NEFL into a community of opportunity and hope for ALL people
• Employee Assistance Program
• A fun, challenging, and inclusive culture
General Physical Requirements for Essential Functions of the Job:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to sit, talk, and/or hear. Continual use of the hands with wrist and finger movement using a keyboard is required. Specific vision abilities required by this job include long hours viewing a computer screen. The employee may occasionally travel using personal vehicle and/or work outside normal office environment.
The attributes listed above represent our current thinking for the role. You can be a great candidate even if you don't fit everything we've described below. You can also have important skills we haven't thought of. If that's you - even if you’re on the fence - we encourage you to apply and tell us about yourself! Unique equivalent skills and experience may possibly substitute for required position requirements.
We have built an environment that celebrates the differences in backgrounds and experiences. United Way invests in activities that lead to greater inclusion, diversity, and equity. We are an equal-opportunity employer and we especially encourage and invite members of traditionally underrepresented communities to apply.
United Way of Northeast Florida is an Equal Opportunity Employer and a Drug Free Work Environment.