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The Chief Financial Officer (CFO) is a key member of Metro United Way’s Executive Leadership Team and is responsible for overseeing all financial aspects of the organization. The CFO provides strategic financial leadership, ensures fiscal integrity and sustainability, and supports the organization’s mission through sound financial management, planning, and analysis.

The CFO oversees accounting, budgeting, compliance, risk management, and financial reporting, and partners with the CEO, Executive Leadership Team, Board of Directors, Finance, Endowment and Investment Committees, and other relevant team members to drive organizational impact.

Key Responsibilities/Essential Functions:

1. Organizational Leadership

• Serve as a trusted advisor to the CEO and Board on financial strategy and long-term planning
• Develop and implement financial strategies aligned with Metro United Way’s mission, goals and strategic plan
• Lead scenario planning, capital allocation, and sustainability initiatives
• Translate financial data into actionable insights for operational, capital and programmatic decision making
• Represent Metro United Way on external boards, committees and panels as needed

2. Leadership & Department Management

• Lead finance team members and provide guidance for professional development
• Work with direct reports to create performance goals and complete annual performance evaluations
• Foster a culture of accountability, transparency, and continuous improvement
• Collaborate cross-functionally with other departments
• Organize finance workflows and deadlines
• Review and document finance department processes and procedures, and mitigate identified pain points as they arise

3. Financial Planning & Analysis

• Oversee annual budgeting process
• In partnership with the analytics team, develop long-term financial models and forecasts
• Monitor financial performance against budget and strategic plan
• Provide variance analysis and recommendations to leadership
• Monitor and make recommendations related to capital budget spending

4. Accounting & Financial Reporting

• Ensure accurate, timely financial reporting in accordance with GAAP and nonprofit accounting standards
• Oversee general ledger, accounts payable/receivable, payroll, and financial systems
• Maintain and monitor internal accounting controls
• Prepare & present financial reports and analysis to the Finance Committee and Board of Directors

4. Compliance, Risk Management & Organizational Filings

• Oversee audits (financial, single audit if applicable) and manage the relationship with external auditors
• Maintain strong internal controls to safeguard assets
• Monitor financial risks and develop mitigation strategies
• File the IRS Form 990, Form 5500, and other related documents
• Provide employees with payroll tax statements and withholding remittances
• Plan and coordinate other organizational financial / related filings such as the United Way Worldwide Membership Certification and BBB membership application

5. Pledge Processing and Grants

• Direct the pledge processing function to assure that all donor contributions are properly accounted for and collection of pledges is maximized
• Manage the financial aspects of grants, contracts, and donor funding
• In partnership with the grants team, develop an understanding of our grants portfolio and help ensure grant compliance with federal, state, and local regulations
• Ensure proper reporting and compliance for government and private funding sources
• Support grants team with budgeting, proposals, and financial reporting

6. Treasury & Investment Management

• Oversee cash flow, liquidity, and working capital management
• Follow all Board required investment and endowment policies
• Manage banking relationships and investment portfolios
• Work with Investment Committee volunteers to develop strategies for reserves and endowment growth

8. Board & Committee Engagement

• Serve as the primary staff support for the Finance Committee, Investment Committee and other ad hoc committees owned by the finance department
• Prepare and present financial reports and analyses to the Board of Directors and Finance Committee
• Support Board governance by ensuring financial transparency and clarity
• In partnership with the CEO and Chief of Staff, educate board members on financial matters

9. Cross Functional Work and Other Duties

• Act as the administrator and fiduciary of the Defined Benefit Plan and the 403(b) Thrift Plan
• Review and evaluate performance of retirement plans and proposed amendments
• Manage relationships with external vendors such as auditors, banks, brokers, etc.
• Perform other duties as assigned by the President/CEO

Education / Experience Requirements:

• Seven years of related experience required; nonprofit finance background preferred
• Bachelor’s degree in Accounting, Finance, Business Administration or related field required
• CPA required
  
  

Knowledge, Skills, and Abilities

• Must be personally committed to Metro United Way’s mission, vision, team values and strategies
• Advanced proficiency in Microsoft Office applications, budget and CRM software
  • Metro United Way currently uses Accumatica accounting software and Andar CRM
• Knowledge of non-profit accounting principles required
• Knowledge of workplace campaigns, major gift, capital campaign and grant management best practices
• Experience preparing and maintaining budgets
• Demonstrated ability to manage multiple projects with set deadlines/guidelines.
• Demonstrated ability to work within a team-based environment and successfully manage direct reports
• Demonstrated analytical skills
• Demonstrated ability to think independently and show sound logical and ethical reasoning
• Strong communication skills: verbal, written, public speaking and presentation
• Must be bondable
• Must be able to work nights, weekends and other unusual hours as needed (not frequently).

BEHAVIORAL EXPECTATIONS

1. Embraces the Metro United Way Values:
   1. Champion Equity – Commits to operationalizing and integrating diversity, equity and inclusion into our culture every day, because without equity our other values are incomplete.
   2. Think We Before Me – Prioritizes team and community over self; is a consistent ambassador of MUW both inside and out of the office.
   3. Build Up – Cultivates growth in self, colleagues and community through succeeding and failing forward.
   4. Break Through – Demonstrates courage, innovation, and resiliency by embracing change and encouraging and acting on new ideas.
   5. Own It – Takes personal responsibility and accountability for one’s role and actions.
2. Assists or takes on new tasks to help Metro United Way achieve its mission.
3. Maintains confidentiality regarding personnel and organizational information.
4. Adheres to and models the Metro United Way Code of Ethics at all times.