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Chief Financial Officer (CFO)

United Way of the Battle Creek and Kalamazoo Region
Kalamazoo, MI

Relocation expenses: Not paid

C-Suite/Vice President
Full time
5 - 10 years of experience
Bachelor's Degree

Published on 9 Oct 2023

Expires on

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Chief Financial Officer (CFO)

United Way (MI) seeks a Chief Financial Officer (CFO) to bring strategic thinking and sophisticated financial management to several regional United Way organizations in Michigan; part of the largest private charity network in the world. United Way, an Equal Opportunity Employer, is committed to the principles of equity, diversity, and inclusion. As such, we seek a collaborative leader to support and further these core values; someone who has the technical know-how AND a heart for mission-oriented work. This CFO position will be the architect and key implementer of a new financial shared services model, established to enhance industry expertise, leverage efficiencies and set best practices for the participating United Ways and the 6-10 staff members who will be working in this department.

This innovative way of providing financial expertise requires previous experience overseeing the financial affairs of multiple clients or satellite locations, and a proven track record of success in a transitioning environment. The CFO will report to the CEOs and corresponding Board members of the 3-5 United Way organizations that the shared services model supports. A successful candidate will have the ability to shape big picture thinking and meet strategic goals through actionable steps and on-the-ground implementation. She/he/they will be able to proactively analyze data and trends to inform organizational decision-making; garnering buy-in and support along the way.

DUTIES: The CFO is responsible for overseeing all internal financial and accounting functions (including grant accounting) for the United Ways that are supported by the shared services model. The CFO serves on the leadership team for each assigned United Way to recommend and implement strategies and innovations for increasing overall organizational effectiveness and impact.

Key responsibilities include:

• Financial statement reporting and presentations to governance and executive leadership for each of the organizations, which includes interpreting and communicating strategic efforts and the fiscal impact of operational changes.

• Forecasting and financial planning, including multi-year forecasting. • Strategic planning and initiative development and implementation related to both accounting and finance operations, as well as organizational growth (as desired by the organization's governance and CEO).

• Management of the shared services accounting team personnel.

• Sophisticated cash flow forecasting and management.

• Strategic planning for expansion of campaigns, programs, or funding sources

• Planning for and adapting to complex transactions from development efforts, such as legacy gifts, private grants, and government grants.

• Revising budgets and working with programmatic leaders to ensure budgetary compliance and accuracy.

• Reviewing and discussing strategies for investment accounts, including evaluation and regular contact with investment managers, brokers, and/or investment/finance committees.

• Evaluating current treasury management, risk management, and audit partners and performing periodic RFPs to ensure current services are competitively priced and best-in class.

• Strategic improvements of the accounting department, including process improvements, internal control environment enhancements, and evaluation of the services provided to stakeholders (e.g., financial statements, key performance indicators, cash disbursement processing, etc.) and improvements to efficiency or quality of services provided.

QUALIFICATIONS: The ideal candidate will have a Bachelor’s degree in accounting, finance, treasury or a related field and 10+ years of senior-level accounting and financial management experience. A master’s degree or CPA license and experience in the not-for-profit or governmental sector is desired.

This position requires a thorough understanding of the financial considerations and complexities of not-for-profit accounting, including:

• Progressive leadership in a finance or accounting function.

• Ability to adapt the reporting packages, tone, and analysis to each audience, experience in multi-year forecasting and financial planning.

• Ability to support operational changes and revenue diversification in organizations.

• Ability to plan strategically for both the accounting and finance department and for each organization and offer ideas for fiscal sustainability, revenue diversification, and resource management to executive leadership partners in each organization based on the needs and strategic plans of the organizations.

• Working knowledge and ability within MS Office, particularly Excel.

• Strong adaptability/change skills.

COMPENSATION AND BENEFITS: United Way offers a dynamic, challenging work environment with ample opportunity to create lasting impact in the communities served. A position of this caliber brings with it a competitive compensation and a full benefit package, including the ability to work in a hybrid remote/onsite work environment. To express your interest in this position, please submit your resume, salary requirements and a cover letter explaining how your qualifications relate to this position. Materials can be sent to