150 Cfo jobs in Dallas County

1 week ago Be among the first 25 applicants About Us: About Us: We are a fast-growing law firm in Dallas, Texas, specializing in personal injury cases. Our firm is dedicated to delivering exceptional results for our clients while fostering a positive and professional workplace culture. We are seeking an experienced Chief Financial Officer (CFO) with a strong background in financial management for law firms, including trust account management and contingency fee structures. Requirements Key Responsibilities: Financial Strategy and Leadership: Develop and execute the firm’s financial strategy to drive growth and profitability. Provide strategic financial guidance to the executive team, ensuring alignment with the firm’s goals. Accounting and Compliance: Oversee the management of client trust accounts, ensuring compliance with state BAR rules and legal accounting standards. Implement and maintain accounting systems that ensure accurate tracking of contingency fee revenue and case costs. Ensure compliance with all regulatory and tax obligations, including audits and financial reporting requirements. Budgeting and Forecasting: Create and manage annual budgets, financial forecasts, and cash flow analysis. Monitor financial performance against benchmarks and recommend adjustments to meet goals. Case Cost Management: Implement systems to track case-related expenses and ensure cost efficiency. Collaborate with legal teams to analyze case profitability and ROI. Risk Management: Assess financial risks and develop mitigation strategies. Ensure the security and integrity of the firm’s financial systems and data. Team Leadership and Collaboration: Lead the finance and accounting team, providing mentorship and fostering a culture of accountability and excellence. Work closely with department heads to align financial goals with operational objectives. Compensation: $130,000 - $165,000 per annum . Requirements: Education: Bachelor’s degree in Accounting, Finance, or a related field required. CPA, MBA, or equivalent advanced degree strongly preferred. Experience: Minimum of 8-10 years of progressive financial leadership experience. Proven track record of financial management in a personal injury law firm environment. Deep understanding of trust account management and contingency fee structures. Skills: Expertise in legal accounting, including trust account compliance and IOLTA management. Strong analytical, strategic planning, and decision-making abilities. Advanced proficiency in financial software and case management systems. Exceptional leadership and communication skills, with the ability to present complex financial data clearly. Character: High ethical standards with a commitment to maintaining compliance and transparency. Strong work ethic and ability to thrive in a fast-paced, dynamic environment. Team-oriented with a collaborative mindset. Benefits Positive Culture: Be part of a supportive and innovative leadership team. Impactful Role: Play a critical role in shaping the financial future of a growing firm. Competitive Compensation: Enjoy a generous salary, performance bonuses, and benefits package. Professional Growth: Opportunities for career advancement and ongoing professional development. Work-Life Balance: Flexible work arrangements to support a healthy balance between personal and professional life. Seniority level Seniority level Executive Employment type Employment type Full-time Job function Job function Finance and Sales Industries Law Practice Referrals increase your chances of interviewing at Bush and Bush Law Group by 2x Sign in to set job alerts for “Chief Financial Officer” roles. Chief Financial Officer William P. Clements Jr. University Hospital Dallas, TX $300,0 0.00- 375,000.00 1 day ago Vice President of Finance - Union Supply Vice President - Controller (1B Manufacturing-Distribution) Vice President Hospital Finance, Methodist Charlton VP, Global Risk Review Business Execution Officer (Hybrid) Irving, TX 125,760.00- 188,640.00 2 weeks ago Vice President of Finance & Accounting Sales Executive Vice President of Finance - Full Service Director, CFO Services (OPEN TO ALL US LOCATIONS) PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS) National Client Accounting & CFO Services Leader CFO Services - Director - Corporate Performance Improvement PEPI: Associate, CFO Services (OPEN TO ALL US LOCATIONS) PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Dallas, TX 90,000.00- 130,000.00 6 days ago PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

• As a member of the Executive leadership team, the CFO helps define and execute the organization's strategic priorities, and support development and fiscal compliance.
• Provides vision and leadership during a period of rapid growth and change which notably includes a Foundation Campaign and the eventual expansion of The Family Place's physical footprint.
• Prepare for and present at meetings with the Board of Directors and its committees.
• Represent The Family Place externally to peer organizations, government agencies, and Dallas city and Texas state officials.

• Ensures that the financial statements are accurate and reported timely, providing management with the best information possible for decision support and results tracking.
• Works with all groups in the organization to ensure that timely and accurate information is being provided for all monthly and annual reporting needs.
• Develops and maintains processes to ensure the consistency and accuracy of reporting.
• Leads the annual budgeting process across the entire organization. This includes managing each department's involvement in budgeting process, consolidating and preparing a final budget; and communicating the budget to the organization and Board.
• Monitors the ongoing financial health of the organization through liquidity analysis and cash reserves; drives strategies to improve the financial health over time.
• Develops a reliable cash flow projection process and reporting mechanism that includes a minimum cash threshold to meet operating needs.
• In collaboration with the CEO, represents the agency in all financial dealings and relationships with the external parties, including but not limited to the accounting firm performing the agency annual audit, auditors from funding sources, and the organization's banking partners.
• Conducts ongoing analysis of financial operations and establishes and integrates the financial plan of operation (short and long-term) compatible with agency objectives and budget availability.
• Responsible for maintenance of records and procedures to adequately safeguard the assets of the Agency.
• Guides financial decisions and activities by establishing, monitoring and enforcing policies and procedures.
• Identifies and executes roadmap for financial systems including leading the implementation of additional financial system modules and improvements to internal processes.
• Provides leadership to focus on long-range solutions for cost-effective support, encouraging excellence in the Department staff, and models behaviors and attitudes for a progressive Financial Department.

• Establishes guidelines for the budget and forecasts preparation and prepares budgets in consultation with the CEO, Senior Leadership Team, and Board of Directors.
• Provides oversight and management for all budgets, forecasts and internal financial plans and processes.
• Drives continual improvement of the budgeting process through education of program directors and managers on financial issues impacting program budgets.
• Communicates all aspects of the budget to management, the Board, and relevant external parties.

• Oversees all areas of accounting operations, including month-end and year-end close processes, account receivable, accounts payables, accruals, deferred revenue, release of restricted funds and board-designated funds and liabilities.
• Coordinates and controls financial activities within the accounting department and throughout the agency.
• Is responsible for the hiring, training, and ongoing professional development of the Accounting team.

• Monitors the governmental and foundation grant-to-date actuals versus budget, and collaborates with Senior Leaders, Program Directors and Managers to discuss adjustments to grant spending.
• Assures compliance with all reporting regulations of both governmental and private funding sources. Ensures regulatory and corporate compliance regarding all financial functions.

• Analyzes employee benefit renewal plans and determines agency versus employee cost shares.
• Serves as Plan Administrator for the 403b, 457b and 457f retirement plans and attends annual retirement planning meetings.

• Manages relationships with commercial insurance broker and senior claims manager with the insurance carrier.
• Completes annual commercial renewal applications and negotiates annual insurance renewals, facilitate insurance claims, and site inspections with assistance from the Senior Director of Operations.
• Reviews all agency contracts for compliance to ensure the contracts fall within the policy and procedures of the agency, i.e.: IT software contracts, payroll, retirement plans, all vendor contracts, special event contracts, temporary staffing services, building leases, etc.

• Processes in-kind stock donations, determine fair market values for all donated goods and services, and handle paperwork required for donated vehicles and facilitate gifting donated vehicles to clients including preparing the required TMV (total monetary value) paperwork.

• Oversees long-term and short-term investments and acts as the liaison for the Investment Committee and the Audit and Finance Committees; manages compliance with the Investment and Spending Policy and prepares distribution recommendations for Board approval.

• Manages all tax planning and compliance with all required US federal, state, local, payroll, property and other applicable taxes and all tax filings.
• Prepares 990 filings and reports to the IRS.

• Leads and develops employees through appropriate leadership practices, creates a climate that motivates employees to achieve high performance, establishes expectations, empowers employees, provides feedback, and builds commitment with staff.

• Bachelor's degree in accounting or finance; CPA certification and/or Master of Business Administration preferred and a minimum of 15 years of experience in managing accounting/finance operations.
• At least 5 years working in a non-profit agency preferred with significant grant exposure.
• Advanced experience in Excel.
• Experienced in Blackbaud FE NXT general ledger software preferred.
• Experienced in Questica PowerPlan budgeting software preferred.
• Licenses and Certifications: Valid and clear driver's license.

• Decision-making and strong problem-solving skills.
• Leadership skills with the ability to delegate, motivate, and inspire team members.
• Strong organizational and project management skills, with proven track record of executing key initiatives.
• Knowledge of generally accepted accounting practices and principles.
• Ability to travel to attend meetings and conferences, when necessary.
• Ability to organize own work, set priorities and meet critical deadlines.
• Ability to effectively communicate and interact with all levels in the organization and the general public.
• Ability to lead and inspire staff.
• Skilled in advanced MS Excel, Word and PowerPoint software.
• Skilled in conceptual, analytical and organizational skills.

Job Description: Oversee the financial strategy, including financial planning, risk management, record-keeping, and financial reporting. Direct the companys fiscal functions in accordance with generally accepted accounting principles.

Basic Qualifications : Bachelors degree in Accounting or Finance, CPA preferred; 10+ years of financial management experience.

Desired Skills : Financial management, analytical acumen, strategic planning.

Expression of Interest : Apply via Company Website.

Ability to Work Remotely : Yes, partially.

Work Schedule : Full-time, standard business hours.

Pay Rate : $75,000 - $110,000 annually.

Benefits Offered : Health insurance, 401(k), paid time off.

Relocation Available : No.

Experience Level : Experienced Professional.

Join to apply for the Chief Financial Officer (CFO) role at Cintra, a Ferrovial company

Join to apply for the Chief Financial Officer (CFO) role at Cintra, a Ferrovial company

Get AI-powered advice on this job and more exclusive features.

Join Ferrovial: Where Innovation Meets Opportunity

Are you ready to elevate your career with a global leader in infrastructure solving complex problems and generating a positive outcome on people’s lives? At Ferrovial , we are not just a company; we are a community of innovators and trailblazers. Listed on three major stock markets: Nasdaq (US), Euronext Amsterdam (Netherlands) and IBEX 35 (Spain), we are also member of the Dow Jones Sustainability Index and FTSE4Good. We operate in more than 15 countries and have a workforce of over 24,000 professionals worldwide. Ferrovial’s activity is carried out through our business units, including Highways, Airports, Construction, and Energy.

Cintra is the highways business unit of Ferrovial, one of the world’s leading infrastructure operators committed to developing sustainable solutions. Today, its portfolio includes nearly 1,200 miles of managed highways globally, representing a total global investment in roadway improvements of over $24.8 billion.

We provide the maximum value in each project, managing all phases of the life cycle of our state-of-the-art infrastructure assets, such as the 407 ETR in Canada, the Managed Lanes LBJ and NTE in Texas, I-77 in North Carolina, I-66 in Virginia and our projects in Europe, South America, and India.

Why Ferrovial?

• Global presence, local impact: Be part of a company that is shaping the future of infrastructure worldwide, with challenging roles and projects that make a real difference.
• Collaborative excellence: Work alongside talented professionals in a collaborative environment where your ideas and contributions are valued.
• Inclusive Culture: Thrive in an innovative and respectful workplace that values every voice, celebrates what makes us unique and turns differences into innovation.
• Career growth: Benefit from global and cross-business unit mobility, with development processes designed to ensure your professional growth.
• Compelling benefits and employee wellbeing: Enjoy a comprehensive benefits package that rewards your hard work and dedication and take advantage of initiatives designed to support your physical and psychological health.
• Productivity tools: Utilize cutting-edge tools like Microsoft Copilot to enhance your productivity and efficiency.
  
  

• Supervise the accounting function of the company, review financial information, and define accounting policies in US GAAP (Generally Accepted Accounting Principles). Supervise the adjustments to IFRS (International Financial Reporting Standards). Lead the relationship with the external auditing firm. Support the shareholders in accounting matters regarding the company
• Monitor the company’s adherence to internal controls, as prescribed by the Sarbanes-Oxley Act(SOX)
• Monitor financial contracts to assure compliance with the obligations that the company has to the lenders
• Manage the relationship between the company’s lenders and Cintra’s Project Finance Department
• Prepare reports and presentations for the CEO, the Board of Directors, the Shareholders, DOT, and the lenders
• Calculate and perform withdrawals of debt and payments of interest
• Lead the company in the preparation of a complex annual budget and two budget updates during the year and monitor expenses against this budget
• Supervise the cash management of the company including collection, payments, and financial investments from associated parties, enforce fraud prevention policies, and improve upon such as necessary
• Make use of an internal analytical accounting system to report cost information to management monthly and as needed
• Actively implement policies to optimize the performance of the company by incrementing revenues, reducing expenses and/or reducing risks
• Perform financial analyses for the CEO, shareholders and other third parties using long-term financial models to perform calculations to support operational decisions
• Manage employees within the financial and accounting functions of the company
• Performs other job-related duties as necessary
  
  

• Bachelor’s Degree required; Post-Graduate Degree preferred
• 10-15+ years of relevant experience with at least 5 years in management
• Experience with U.S. publicly traded companies a plus
  
  

• Effectively manage tasks and strict deadlines with independence
• Ability to interact with executives, upper-level managers, and external vendors
• Must be able to multitask, solve problem and implement innovative processes within a fast-paced environment
• Ability to indirectly supervise additional employees beyond direct reporting relationships.
• Superior quantitative skills
• Superior writing and verbal communication skills
  
  

• Must be able to demonstrate computer proficiency, especially with Microsoft Excel, Outlook calendar, Word and PowerPoint and other PC based programs
• Previous experience with SAP desirable
  
  

• The noise level in the work environment is usually quiet
• Some travel required; may include occasional domestic and international air travel
• The employee must occasionally lift and/or move up to 10 pounds
• Specific vision abilities required by this job include the ability to adjust focus, as necessary to use a computer
• While performing the duties of this job, the employee is regularly required to talk or hear
• The employee is frequently required to stand, walk, and sit
  
  

• Seniority level Executive

• Employment type Full-time

• Job function Finance and Sales
• Industries Civil Engineering

Referrals increase your chances of interviewing at Cintra, a Ferrovial company by 2x

Get notified about new Chief Financial Officer jobs in Dallas, TX .

Dallas, TX $00,000.00- 375,000.00 2 hours ago

Irving, TX 125,760.00- 188,640.00 3 days ago

Lewisville, TX 180,000.00- 210,000.00 1 day ago

Dallas, TX 260,000.00- 300,000.00 3 weeks ago

Dallas, TX 125,000.00- 165,000.00 4 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Are you ready to elevate your career with a global leader in infrastructure solving complex problems and generating a positive outcome on people’s lives? At Ferrovial , we are not just a company; we are a community of innovators and trailblazers. Listed on three major stock markets: Nasdaq (US), Euronext Amsterdam (Netherlands) and IBEX 35 (Spain), we are also member of the Dow Jones Sustainability Index and FTSE4Good. We operate in more than 15 countries and have a workforce of over 24,000 professionals worldwide. Ferrovial’s activity is carried out through our business units, including Highways, Airports, Construction, and Energy.

Cintra is the highways business unit of Ferrovial,one of the world’s leading infrastructure operators committed to developing sustainable solutions. Today, its portfolio includes nearly 1,200 miles of managed highways globally, representing a total global investment in roadway improvements of over $24.8 billion.

We provide the maximum value in each project, managing all phases of the life cycle of our state-of-the-art infrastructure assets, such as the 407 ETR in Canada, the Managed Lanes LBJ and NTE in Texas, I-77 in North Carolina, I-66 in Virginia and our projects in Europe, South America, and India.

Why Ferrovial?

• Global presence, local impact : Be part of a company that is shaping the future of infrastructure worldwide, with challenging roles and projects that make a real difference.
• Collaborative excellence : Work alongside talented professionals in a collaborative environment where your ideas and contributions are valued.
• Inclusive Culture: Thrive in an innovative and respectful workplace that values every voice, celebrates what makes us unique and turns differences into innovation.
• Career growth : Benefit from global and cross-business unit mobility, with development processes designed to ensure your professional growth.
• Compelling benefits and employee wellbeing : Enjoy a comprehensive benefits package that rewards your hard work and dedication and take advantage of initiatives designed to support your physical and psychological health.
• Productivity tools : Utilize cutting-edge tools like Microsoft Copilot to enhance your productivity and efficiency.

The CFO reports to the CEO and is responsible for directing the company’s financial and administrative organization, including the treasury, borrowing, and compliance with the obligations in financing contracts, reporting, and financial analysis, as well as facilities and administrative functions.

Essential Duties and Responsibilities:

• Supervise the accounting function of the company, review financial information, and define accounting policies in US GAAP (Generally Accepted Accounting Principles). Supervise the adjustments to IFRS (International Financial Reporting Standards). Lead the relationship with the external auditing firm. Support the shareholders in accounting matters regarding the company

• Monitor the company’s adherence to internal controls, as prescribed by the Sarbanes-Oxley Act(SOX)

• Monitor financial contracts to assure compliance with the obligations that the company has to the lenders

• Manage the relationship between the company’s lenders and Cintra’s Project Finance Department

• Prepare reports and presentations for the CEO, the Board of Directors, the Shareholders, DOT, and the lenders

• Calculate and perform withdrawals of debt and payments of interest

• Lead the company in the preparation of a complex annual budget and two budget updates during the year and monitor expenses against this budget

• Supervise the cash management of the company including collection, payments, and financial investments from associated parties, enforce fraud prevention policies, and improve upon such as necessary

• Make use of an internal analytical accounting system to report cost information to management monthly and as needed

• Actively implement policies to optimize the performance of the company by incrementing revenues, reducing expenses and/or reducing risks

• Perform financial analyses for the CEO, shareholders and other third parties using long-term financial models to perform calculations to support operational decisions

• Manage employees within the financial and accounting functions of the company

• Performs other job-related duties as necessary

Qualifications (Knowledge, Skills & Abilities):

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required to fulfill those duties. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Education & Experience:

• Bachelor’s Degree required; Post-Graduate Degree preferred

• 10-15+ years of relevant experience with at least 5 years in management

• Experience with U.S. publicly traded companies a plus

Professional Qualities:

• Effectively manage tasks and strict deadlines with independence

• Ability to interact with executives, upper-level managers, and external vendors

• Must be able to multitask, solve problem and implement innovative processes within a fast-paced environment

• Ability to indirectly supervise additional employees beyond direct reporting relationships.

• Superior quantitative skills

• Superior writing and verbal communication skills

Computer Skills:

• Must be able to demonstrate computer proficiency, especially with Microsoft Excel, Outlook calendar, Word and PowerPoint and other PC based programs

• Previous experience with SAP desirable

Work Environment & Physical Demands:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this 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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

• The noise level in the work environment is usually quiet

• Some travel required; may include occasional domestic and international air travel

• The employee must occasionally lift and/or move up to 10 pounds

• Specific vision abilities required by this job include the ability to adjust focus, as necessary to use a computer

• While performing the duties of this job, the employee is regularly required to talk or hear

• The employee is frequently required to stand, walk, and sit

Seize the challenge. Move the world together! Innovative, creative, respectful, and diverse are some of the ways we describe ourselves. We are motivated by challenges, and we collaborate across our business units to move the world together. Your journey to a fulfilling career starts here!

Ferrovial is an equal opportunity employer. We treat all jobs applications equally, regardless of gender, color, race, ethnicity, religion, national origin, age, disability, pregnancy, sexual orientation, gender identity and expression, covered veteran status or protected genetic information (each, a “ Protected Class ” ), or any other protected class in accordance with applicable laws.

#WeAreFerrovial

1 week ago Be among the first 25 applicants

About Us:

About Us:

We are a fast-growing law firm in Dallas, Texas, specializing in personal injury cases. Our firm is dedicated to delivering exceptional results for our clients while fostering a positive and professional workplace culture. We are seeking an experienced Chief Financial Officer (CFO) with a strong background in financial management for law firms, including trust account management and contingency fee structures.

Requirements

Key Responsibilities:

• Financial Strategy and Leadership:
• Develop and execute the firm’s financial strategy to drive growth and profitability.
• Provide strategic financial guidance to the executive team, ensuring alignment with the firm’s goals.
  
  

• Oversee the management of client trust accounts, ensuring compliance with state BAR rules and legal accounting standards.
• Implement and maintain accounting systems that ensure accurate tracking of contingency fee revenue and case costs.
• Ensure compliance with all regulatory and tax obligations, including audits and financial reporting requirements.
  
  

• Create and manage annual budgets, financial forecasts, and cash flow analysis.
• Monitor financial performance against benchmarks and recommend adjustments to meet goals.
  
  

• Implement systems to track case-related expenses and ensure cost efficiency.
• Collaborate with legal teams to analyze case profitability and ROI.
  
  

• Assess financial risks and develop mitigation strategies.
• Ensure the security and integrity of the firm’s financial systems and data.
  
  

• Lead the finance and accounting team, providing mentorship and fostering a culture of accountability and excellence.
• Work closely with department heads to align financial goals with operational objectives.
  
  

• Education:
• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA, MBA, or equivalent advanced degree strongly preferred.
  
  

• Minimum of 8-10 years of progressive financial leadership experience.
• Proven track record of financial management in a personal injury law firm environment.
• Deep understanding of trust account management and contingency fee structures.
  
  

• Expertise in legal accounting, including trust account compliance and IOLTA management.
• Strong analytical, strategic planning, and decision-making abilities.
• Advanced proficiency in financial software and case management systems.
• Exceptional leadership and communication skills, with the ability to present complex financial data clearly.
  
  

• High ethical standards with a commitment to maintaining compliance and transparency.
• Strong work ethic and ability to thrive in a fast-paced, dynamic environment.
• Team-oriented with a collaborative mindset.
  
  

• Positive Culture: Be part of a supportive and innovative leadership team.
• Impactful Role: Play a critical role in shaping the financial future of a growing firm.
• Competitive Compensation: Enjoy a generous salary, performance bonuses, and benefits package.
• Professional Growth: Opportunities for career advancement and ongoing professional development.
• Work-Life Balance: Flexible work arrangements to support a healthy balance between personal and professional life.

• Seniority level Executive

• Employment type Full-time

• Job function Finance and Sales
• Industries Law Practice

Referrals increase your chances of interviewing at Bush and Bush Law Group by 2x

Dallas, TX $300,0 0.00- 375,000.00 1 day ago

Irving, TX 125,760.00- 188,640.00 2 weeks ago

Dallas, TX 90,000.00- 130,000.00 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Job Details Level : Senior Job Location : Dallas, TX Position Type : Full Time Education Level : 4 Year Degree Salary Range : Undisclosed Job Shift : Day Job Category : Management Description

Join Us in Making a Lasting Impact

Since 1978, The Family Place has been a beacon of hope for victims of family violence in North Texas. We do more than provide shelter we offer everything needed to help individuals and families move from crisis to confidence. Our holistic approach supports survivors every step of the way, creating real and lasting change.

This is an exciting time to be part of our team. With a mission to eliminate family violence through intervention, prevention, education, and advocacy, we rely on the passion and talent of people like you. If you’re looking for meaningful work, a strong sense of purpose, and a chance to make a difference every day you’ll find it here at The Family Place.

Position Summary: The Chief Financial Officer (CFO) works with the CEO and Board of Directors and is responsible for budgeting, cost analysis, cost management, revenue forecasting, information technology, operations, government grant reporting and funding proposals for the agency. This strategic role requires oversight of staff, collaborating well with peers and colleagues within the organization, and requires a strong level of strategic decision-making ability.

Please include a cover letter with relevant experience, including why working for The Family Place is of interest to you.

KEY RESPONSIBILITIES:

• Prepares budgets to be approved by the CEO and BOD stating the goals, objectives and budgetary requirements for the organization to achieve mission related activities.
• Provides oversight for and manages all budgets, forecasts and internal financial plans and processes.
• Leads and manages all areas of accounting operations, including monthly and annual close processes, and account receivables/payables.
• Monitors the governmental and foundation budgeting and invoicing, and revenue cycle.
• Oversees long and short-term investments and acts as the liaison for the Investment Committee and the Audit and Finance Committees.
• Maintains banking relationships in the best interest of the Agency.
• Assures compliance with all reporting regulations of both governmental and private funding sources. Ensures regulatory and corporate compliance regarding all financial functions.
• Manages all tax planning and compliance with all required US federal, state, local, payroll, property and other applicable taxes and all tax filings.
• In collaboration with the CEO, represents the agency in all financial dealings and relationships with the external parties, including but not limited to the accounting firm performing agency annual audit and auditors from funding sources.
• Ensures that the financials are accurate and reporting is timely, providing management with the best information possible for decision support and results tracking
• Oversees tax compliance including sales, income and property as applicable.
• Coordinates and controls financial activities within the accounting department and throughout the agency.
• Conducts ongoing analysis of financial operations and establishes and integrates the financial plan of operation (short and long-term) compatible with agency objectives.
• Responsible for maintenance of records and procedures to adequately safeguard the assets of the Agency.
• Manages and develops employees through appropriate management practices, creates a climate that motivates employees to achieve high performance, establishes clear directions, coaches employees, provides feedback, and builds commitment with staff.
• Guides financial decisions and activities by establishing, monitoring and enforcing policies and procedures.
• Establishes and executes roadmap for financial systems including leading the implementation of additional financial system modules and improvements to internal processes.
• Functions as primary contact with external auditors, bankers, and tax advisers. Ensures timely and accurate audits, working with auditors and other outside agencies, such as accrediting bodies, for periodic reviews, as needed.
• Provides advice and counsel regarding financial issues, including budget variances, and financial controls, to the CEO, Finance Committee, Audit Committee, Board of Directors and the senior leadership team.
• Provides leadership to focus on long-range solutions for cost-effective support, encouraging excellence in the Department staff, and models behaviors and attitudes for a progressive Financial Department.

Qualifications:

Please include a cover letter with relevant experience, including why working for The Family Place is of interest to you.

• Bachelor’s degree in accounting, finance or business.
• CPA certification preferred.
• Six (6) to Eight (8) years of experience in managing accounting/finance programs.
• Experience in budgeting, forecasting, cost analysis, cost management, governmental and foundation budgeting and invoicing, and revenue cycle.
• Demonstrated ability to supervise others, set departmental and organizational goals, support and evaluate colleagues and reports, and maintain high morale and productivity.
• Demonstrated success managing revenue and maintaining effective systems of internal control.
• Strong organizational and project management skills, with proven track record of executing key initiatives.
• Advanced experience in Excel.
• Experienced in Financial Edge preferred.
• Passion for the mission of The Family Place.

ExecHQ is an advisory firm comprised of executives with extensive C-Suite experience delivering on-demand and cost-effective solutions for complex business problems faced by business owners, CEOs, boards, private equity firms, family offices, non-profits and other entities. Our clients range in size from startups to Fortune 1000 companies. We offer fractional, interim or project-based services to clients that need a higher level of expertise or experience than they currently have or have the ability to retain on a full-time basis. We believe that every company deserves the right executive. We believe that many CEOs and/or business owners can better focus on their core responsibilities and reach maximum effectiveness when they are able to take off some of their multiple hats, delegating these areas of responsibility to trusted business advisors.

Consulting Chief Financial Officer (CFO) Advisor to work with the other principals in our firm to provide the best solutions to our clients across the globe. Apply your knowledge and expertise gained from your experience as a full-time CFO or consulting CFO to help business owners and/or CEOs help their organizations as they need. We are looking for CFOs with an entrepreneurial spirit who want to work with a firm who treats their consultants as its #1 priority, and clients a close second.

• Apply your skills and knowledge as a Chief Financial Officer to assist your clients as needed with leadership, turnarounds, taking them to the next level, executive coaching, building effective teams, etc.
• Employ our training and coaching to expand your business network, build great business relationships, follow-up and help to close leads for new clients that come to your attention.
• Able to interact with CEOs/business owners at a peer level and willing to listen, learn, ask the relevant questions to determine the core issues in an organization.
• Assemble a team of individuals from within the client, from our team of C-Suite level advisors and/or from any of our strategic alliance partner firms as needed to bring the best solutions to your client.
• As a principal and consulting CFO within our firm, you will interact with other C-Suite-experienced individuals who have backgrounds as CEOs, CFOs, COOs, CMOs, CHROs, CIOs, CTOs, etc. who also have the same mission to bring about the best solutions for our clients.

• Bachelors degree in business, accounting or related field required. MBA or other relevant Master's degree preferred.
• Five or more years experience as a CFO, business owner or equivalent position.

• We offer access to our large-group health insurance plan (medical, vision and dental) to those executive advisors located in the continental U.S.A (Hawaii and Alaska residents are not covered).
• Various discounts and corporate perks.
• Our firm does not have buy-in or startup fees and you can retain 97% of revenues collected from your clients, subject to a minimum annual revenue amount.
• Be part of a fast-growing, entrepreneurial team of C-Suite executives who are given the autonomy, tools, training and coaching so you can do what's best for you and your family.and for your clients.

Job Details

Level : Senior

Job Location : Dallas, TX

Position Type : Full Time

Education Level : 4 Year Degree

Salary Range : Undisclosed

Job Shift : Day

Job Category : Management

Position Summary: The Chief Financial Officer (CFO) reports to the CEO and is a member of the Executive Leadership Team.

The CFO provides financial leadership to The Family Place and is a key strategic partner to the CEO in helping the organization set and achieve its goals. This role is responsible for the financial books and records of the agency including the preparation of the periodic financial statements, the annual audit conducted in accordance with nonprofit generally accepted accounting principles, and to the extent applicable, Government Auditing Standards, the preparation of the Form 990 report to the Internal Revenue Service, and other required reporting.

The CFO is also responsible for partnering with senior leadership to establish standards and best practices that support the agency’s strategic growth plan, as well as managing the overall financial reporting of the agency. This includes producing timely and accurate monthly financial statements, analyzing budget variances, cost analysis and containment, contract review, risk management and creating budgets, forecasts, and both pre-post award financial information for government and private grants.The CFO will be responsible for driving the annual budgeting process across the organization.

The ideal CFO candidate has led both non-profit and private sector finance teams, is optimistic, has inspiring leadership skills, a growth-mindset, strong strategic decision-making abilities, and a whole-hearted belief in The Family Place mission to create brighter futures for survivors of Domestic Violence.

ORGANIZATIONAL LEADERSHIP

• As a member of the Executive leadership team, the CFO helps define and execute the organization’s strategic priorities, and support development and fiscal compliance.
• Provides vision and leadership during a period of rapid growth and change which notably includes a Foundation Campaign and the eventual expansion of The Family Place’s physical footprint.
• Prepare for and present at meetings with the Board of Directors and its committees.
• Represent The Family Place externally to peer organizations, government agencies, and Dallas city and Texas state officials.

KEY RESPONSIBILITIES

Maintains credibility for the finance department by providing timely and accurate analysis of financial reports, tax filings, budgets, and financial trends and by effectively developing solutions to business challenges to assist the CEO, the Board of Directors and others on the Leadership Team in leading the agency and fulfilling the mission.

• Ensures that the financial statements are accurate and reported timely, providing management with the best information possible for decision support and results tracking.
• Works with all groups in the organization to ensure that timely and accurate information is being provided for all monthly and annual reporting needs.
• Develops and maintains processes to ensure the consistency and accuracy of reporting.
• Leads the annual budgeting process across the entire organization. This includes managing each department’s involvement in budgeting process, consolidating and preparing a final budget; and communicating the budget to the organization and Board.
• Monitors the ongoing financial health of the organization through liquidity analysis and cash reserves; drives strategies to improve the financial health over time.
• Develops a reliable cash flow projection process and reporting mechanism that includes a minimum cash threshold to meet operating needs.
• In collaboration with the CEO, represents the agency in all financial dealings and relationships with the external parties, including but not limited to the accounting firm performing the agency annual audit, auditors from funding sources, and the organization’s banking partners.
• Conducts ongoing analysis of financial operations and establishes and integrates the financial plan of operation (short and long-term) compatible with agency objectives and budget availability.
• Responsible for maintenance of records and procedures to adequately safeguard the assets of the Agency.
• Guides financial decisions and activities by establishing, monitoring and enforcing policies and procedures.
• Identifies and executes roadmap for financial systems including leading the implementation of additional financial system modules and improvements to internal processes.
• Provides leadership to focus on long-range solutions for cost-effective support, encouraging excellence in the Department staff, and models behaviors and attitudes for a progressive Financial Department.

BUDGETS

• Establishes guidelines for the budget and forecasts preparation and prepares budgets in consultation with the CEO, Senior Leadership Team, and Board of Directors.
• Provides oversight and management for all budgets, forecasts and internal financial plans and processes.
• Drives continual improvement of the budgeting process through education of program directors and managers on financial issues impacting program budgets.
• Communicates all aspects of the budget to management, the Board, and relevant external parties.

ACCOUNTING

• Oversees all areas of accounting operations, including month-end and year-end close processes, account receivable, accounts payables, accruals, deferred revenue, release of restricted funds and board-designated funds and liabilities.
• Coordinates and controls financial activities within the accounting department and throughout the agency.
• Is responsible for the hiring, training, and ongoing professional development of the Accounting team.

GRANTS

• Monitors the governmental and foundation grant-to-date actuals versus budget, and collaborates with Senior Leaders, Program Directors and Managers to discuss adjustments to grant spending.
• Assures compliance with all reporting regulations of both governmental and private funding sources. Ensures regulatory and corporate compliance regarding all financial functions.

BENEFITS

• Analyzes employee benefit renewal plans and determines agency versus employee cost shares.
• Serves as Plan Administrator for the 403b, 457b and 457f retirement plans and attends annual retirement planning meetings.

RISK MANAGEMENT OVERSIGHT

• Manages relationships with commercial insurance broker and senior claims manager with the insurance carrier.
• Completes annual commercial renewal applications and negotiates annual insurance renewals, facilitate insurance claims, and site inspections with assistance from the Senior Director of Operations.
• Reviews all agency contracts for compliance to ensure the contracts fall within the policy and procedures of the agency, i.e.: IT software contracts, payroll, retirement plans, all vendor contracts, special event contracts, temporary staffing services, building leases, etc.

IN-KIND DONATIONS

• Processes in-kind stock donations, determine fair market values for all donated goods and services, and handle paperwork required for donated vehicles and facilitate gifting donated vehicles to clients including preparing the required TMV (total monetary value) paperwork.

INVESTMENTS

• Oversees long-term and short-term investments and acts as the liaison for the Investment Committee and the Audit and Finance Committees; manages compliance with the Investment and Spending Policy and prepares distribution recommendations for Board approval.

TAX PLANNING

• Manages all tax planning and compliance with all required US federal, state, local, payroll, property and other applicable taxes and all tax filings.
• Prepares 990 filings and reports to the IRS.

TEAM LEADERSHIP

• Leads and develops employees through appropriate leadership practices, creates a climate that motivates employees to achieve high performance, establishes expectations, empowers employees, provides feedback, and builds commitment with staff.

REQUIREMENTS:

• Bachelor’s degree in accounting or finance; CPA certification and/or Master of Business Administration preferred and a minimum of 15 years of experience in managing accounting/finance operations.
• At least 5 years working in a non-profit agency preferred with significant grant exposure.
• Advanced experience in Excel.
• Experienced in Blackbaud FE NXT general ledger software preferred.
• Experienced in Questica PowerPlan budgeting software preferred.
• Licenses and Certifications: Valid and clear driver’s license.

KNOWLEDGE, SKILLS and ABILITIES

• Decision-making and strong problem-solving skills.
• Leadership skills with the ability to delegate, motivate, and inspire team members.
• Strong organizational and project management skills, with proven track record of executing key initiatives.
• Knowledge of generally accepted accounting practices and principles.
• Ability to travel to attend meetings and confe