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Chief Financial Officer - Finance Shared Services (Regional/ Multiple Locations)

Finance Shared Services
Kalamazoo, MI

Relocation expenses: Not paid

C-Suite/Vice President
Full time
11-15 years of experience
Bachelor's Degree

Published on 27 Jul 2021

Expires on

Chief Financial Officer - Finance Shared Services (Regional/ Multiple Locations)

Group/Team: Finance Shared Services

Reports To: Chief Executive Officer

Minimum Salary: $99,500

 

POSITION SUMMARY

The Chief Financial Officer is the leader of the Finance Shared Services organization supporting multiple United Way organizations in Michigan. This role will build, develop, and manage a shared service model that reports to up to five different CEO's. Lead through the financial considerations and complexities of not-for-profit organizations, implement/navigate through change, work closely with a variety of different budget owners and stakeholders with strong adaptability. This role is responsible for the strategy development and execution of both accounting and finance activities in the Shared Services Partnership. (MUWSSP)

 

INITIAL ACTIVITIES

  • As a new role within the organization, the first 6 to 18 months will concentrate on building out the team of 6 to 10 region wide as well as the shared services processes.

KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION

  • 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.

JOB REQUIREMENTS

Minimum requirements include:

  • Bachelor's degree in Accounting, Finance, Treasury or related field

  • 10 + years of experience in Accounting, Finance, Treasury or related field

Preferred Qualifications:

  • MBA or CPA

 

The Successful Candidate will have all or most of the following attributes:

  • Not-for-Profit accounting leadership experience.

  • 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.