2,527 Chief Financial Officer jobs in the United States

This role is a member of our executive management team and reports directly to the Chief Executive Officer (CEO). As the CFO, you will play a pivotal role in driving our financial success and ensuring the well-being of our company. Your expertise will shape our financial strategy, making a significant impact on day-to-day operations and long-term growth. We seek a seasoned strategist who can lead the implementation of efficient accounting practices and policies, optimizing the use of our funds. As a key member of the senior management team, you will demonstrate strong leadership and communication skills, representing our company values while exceeding the expectations of our vendors and customers by performing the following:

Duties and Responsibilities:

• Establish and optimize processes and reporting for cash management, insurance, budgeting, and financial reporting to drive our financial strategy.
• Enhance the integrity of our financial information through recommended improvements.
• Lead the development of annual operating and capital budgets, providing access to project finance information and ensuring contract/grant compliance and reporting.
• Research revenue opportunities, analyze internal operations, and identify areas for cost reduction and process enhancements.
• Oversee HR benefit and payroll operations to ensure best practices, accurate recording, and cost containment measures.
• Monitor business performance, implement corrective measures as needed, and present detailed reports to the executive team and key stakeholders.
• Manage finance staff and oversee financial IT systems, ensuring compliance with relevant regulatory entities.
• Ensure cash flow alignment with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities.
• Maintain strong relationships with financial institutions and external service providers.
• Develop and implement best practices and tools to ensure a well-controlled and flexible organization with strong fiscal management, project coordination, cross-team communications, and workflows.
• Present progress reports on departmental projects to senior management and customers as required.
• Prepare the Company for potential M&A events.

General Expectations:

• Collaborate effectively with other managers to promote teamwork and a positive work environment to achieve company goals.
• Lead accounting process improvements, expense reduction, and ensure accurate and timely reporting.
• Deliver financial reporting and statements on time.
• Demonstrate sound decision-making skills with meticulous attention to detail.
• Exhibit executive presence and courage.
• Be an effective and contributing member of the Leadership Team.
• Embody the Company's core values in all communications and activities.

Requirements

Chief Financial Officer Qualifications/Skills:

• Master's degree (or equivalent experience) in accounting or finance
• Minimum of 10 years of increasing responsibilities within accounting and finance
• Minimum of 5 years of senior management experience
• Minimum of 5 years financial and technical reporting experience
• Accounting certification preferred (CPA)
• Strong analytical and computation skills, coupled with demonstrated strategic planning skills.
• Military contracting experience a Plus
• Demonstrated ability to communicate effectively orally and in written form, internally and externally.
• Highly proficient with QuickBooks online/Desktop and MS Office Suite.
• Demonstrated financial IT systems experience, CETEC a plus.
• Solid GAAP knowledge and experience
• Aerospace or Biomedical experience specialization a plus.

Work Environment Requirements:

• Office environment is typical for day-to-day operations.

***Only those that immediately (now) go to the following address and complete the 7-minute personality profile survey will be considered for this position. There is no right or wrong answer, simply a cultural assessment. When your resume is reviewed, IT WILL BE REJECTED IF THE SURVEY HAS NOT BEEN COMPLETED. Total comp includes base + quarterly bonus + Equity This position is ideal for someone who is driven by the challenge of building and understands the rewards of the equity position at time of change in control. About us Knight Aerospace exists at the exciting intersection of aerospace, military, and medical technology. Our mission is to modernize aerospace transportation to be modular, adaptable, and customizable in an ever-changing world. We have established ourselves as the industry leader in providing quality and reliable "Quick-Change/Roll-On Roll-Off" modules and pallets to enhance the functionality of various cargo aircraft. These products allow our customers to quickly adapt their aircrafts to fit their current needs. For example, our newest product is a Aeromedical Biocontainment Module that allows for isolated medical transport units to be installed into a cargo aircraft in 45 min. Especially with the onset of COVID19, demand in the market has proven the value of our products and now we are looking to scale up. As we grow, we will continue to root our culture in these core values: Caring We put our hearts into everything we do and into every relationship. Each employee and customer relationship is essential to the success of our business. Dynamic Passion, energy, and drive for success allow us to adapt and create innovative solutions. We balance legacy talent with curious perspective. Excellence Because we are committed to delivering the highest quality products we strive for the best practices, and best procedures to enable the best people to make the best products. Dedication Loyalty and willingness to step-up creates a dynamic work environment and a united team. Stewardship We manage our resources as if they were ours personally. We are proud of our products, company, and reputation. and we make it fun because that's how we roll! Our work environment includes:

• Modern office setting
• Wellness programs
• Small family-like environment
• Regular social events
• Casual work attire

NOTE: Recruiters please do not respond or contact via email/LinkedIn.

• Avenues to Mental Health (1953): Pioneered behavioral health care with California's first halfway house and a research-focused residential program.
• Miramonte Mental Health (1962): Developed impactful programs for day treatment and family support.
• Community Companions (1973): Fostered volunteer relationships with individuals facing serious mental illnesses and offered extensive outpatient services.

• La Selva Group (founded in 1979): A private-pay program developed by Momentum for Health that offers comprehensive behavioral health services, including residential treatment, outpatient programs, supportive housing, and dual diagnosis care.
• Parisi House on the Hill (1994): Established as Santa Clara County's first residential substance use treatment facility allowing mothers to live with their young children during recovery.

• Chief Medical Officer/Chief Operating Officer
• Chief Financial Officer
• Chief Administrative Officer
• General Counsel/Chief Compliance Officer
• Chief of Outpatient Programs
• Chief Officer of Residential and 24/7 Programs
• Executive Director of La Selva Group
• Director of Human Resources

• Controller
• Financial Planning and Analysis and Contracts
• Revenue Cycle Management
• Information Technology

• Develop and implement financial strategies, policies, and procedures to drive the organization's financial success and long-term sustainability.
• Oversee budgeting, forecasting, and financial planning processes, ensuring accurate financial reporting and analysis and providing timely and actionable insights that impact results.
• Collaborate with key service line leaders to develop annual budgets, monitor performance against targets, and improve processes to optimize financial results (for example, cycle time for reimbursements).
• Manage cash flow and financial risk to optimize resources and achieve organizational objectives. Ensure compliance with relevant financial regulations, accounting standards, and reporting requirements.
• Oversee the preparation, analysis, and presentation of financial reports, budgets, and forecasts to the CEO and Board of Directors.

• Contribute actively to the strategic planning process, including evaluating and modeling the financial impact of strategies under consideration by the Executive Team and the Board of Directors.
• Collaborate with the CEO and Executive Team to strengthen and modernize Momentum's operational infrastructure, evolve the service portfolio, and enhance cross-department collaboration to optimize impact.
• Clearly communicate financial benchmarks, expectations, performance, and trends, ensuring the Board of Directors, CEO, and other stakeholders are informed on a timely basis. Attend and present at board meetings and staff board committees.
• Build, lead, mentor and empower a team of talented finance professionals while building a culture of continuous improvement, best practices and customer service.
• Build strong relationships with external stakeholders, including government agencies, financial institutions, donors and community partners. Represent the organization in financial and strategic matters as required.

• Provide guidance, leadership, and oversight of the IT function ensuring the appropriate strategy, infrastructure, talent, and tools are in place to support the agency's mission and operational requirements.
• Ensure appropriate safeguards and escalation processes are in place to appropriately manage IT infrastructure, systems, and applications, with sound practices around data security, privacy, cybersecurity and compliance.
• Foster and support innovation in IT, including Identifying and implementing technology solutions to streamline operations, improve productivity, and enhance data analytics capabilities.

• Prior Chief Financial Officer experience in a similar sized complex nonprofit organization and/or healthcare provider or large behavioral health provider.
• Experience working with governmental funders at the State and/or County levels.
• Experience working in partnership with a CEO and a Board of Directors on strategic and operational matters that include and extend beyond financial accounting.
• A solid foundation of financial planning an analysis, accounting, revenue cycles, forecasting, and strong nonprofit and government contract experience.
• Knowledgeable of government initiatives and systems in a managed care setting, including CalAIM initiative, Medicare, and Medi-Cal billing.
• Experience strengthening technological capabilities to increase financial accuracy and for more efficient financial operations. Experience using financial data to inform decision making. Familiarity with NetSuite is desired.

• A strategic thinker and thought partner to the CEO.
• A leader with business acumen and financial savvy .
• A confident, proactive and responsive leader of financial operations.
• A skilled negotiator , including public sector funders and unionized workforce negotiations.
• A leader who empowers colleagues and fosters inclusivity .
• Highly effective and well-honed verbal and written communication and presentation skills.

• The highest level of professionalism, stewardship and integrity in executing the CFO role.
• Approachability and effective interpersonal skills demonstrated when interacting with staff, Board, external stakeholders, government workers, vendors, and constituents, including patience, tact, and courtesy.
• Excellent oral and written communication skill to appeal to a variety of audiences; ability to proactively communicate with the CEO and board members when appropriate and translate complex financial concepts and data in an understandable manner; attentive listening skills .
• Experience as a strategic thinker and an operational builder regarding financial operations ; capable of both big picture thinking and directing tactical implementation; able to "connect the dots" of disparate areas of Momentum's service areas and programs.
• Leadership as a seasoned finance professional able to meet the demands of an organization with a complex underlying financial and operational structure.
• Experience leading through a time of organizational growth and transformation , i.e., taking financial operations to the next level to optimize organizational impact.
• Respect for Momentum's history and track record while engendering future success via creativity and innovation .
• Ability to make difficult decisions while being able to deal successfully with nuance and complexity .
• A collaborative and mission-driven mindset, humility and a sense of humor .

• Connect on LinkedIn

The Chief Financial Officer (CFO) is a member of the Senior Leadership Team and reports to the CEO of the Association. This position is responsible for managing the financial wellbeing of the NAIC.

The CFO manages cash flow and analyzes strengths and weaknesses to propose appropriate action plans when necessary and prepares accurate forecasts so that members and management can make informed decisions related to long-term health and financial wellbeing of the Association. An extensive knowledge of Generally Accepted Accounting Principles (GAAP) is required. Must possess a demonstrated competence in accounting and financial planning and regulations concerning Not-for-Profit organizations. This is a full time position, working a hybrid schedule based out of our Kansas City, Missouri, New York or Washington D.C. office. Residency is required within a 100-mile radius of the office location.

Financial/Accounting Management

• Coordinate the development of the NAIC's annual budget of approximately $175 million (revenue and/or expense) and another $0-15 million in capital spending with the Chief Executive Officer (CEO) and Chief Strategy Officer in accordance with the goals and guidelines established by the NAIC membership through the Executive (EX) Committee and Internal Administration (EX1) Subcommittee. Publish a comprehensive document which includes summary financial information; details of revenues, expenses and investment income; proposed new projects (fiscals) and related supporting documentation for distribution both internally and publicly in support of the association's annual budget.
• Provide guidance and financial advice to the senior team and their Directors/Assistant Directors regarding the development of their departmental annual budget including the development and approval of business and financial impact statements (fiscals) for all new products, services or other expenditures of 100,000 or more.
• In coordination with the CEO and President-Elect, present the proposed budget in various meetings and formats to NAIC Officers, Executive (EX) Committee members, Internal Administration (EX1) Subcommittee members, and NAIC members prior to release for public comment.
• In coordination with the CEO, present the annual budget to the public on behalf of the NAIC membership by providing an Interested Party Briefing on the proposed budget; coordinate responses to any comments received on the annual budget by posting both the comments received and NAIC responses on the NAIC website; conducting a Public Budget Hearing with interested parties and the Executive (EX) Committee; and overseeing the presentation of the final budget during the Plenary session at the Fall National Meeting when the budget is formally voted upon and adopted by the membership.
• Responsible for the development of the Executive Cost Center annual budget which includes annual revenues of approximately 90 million and operating expense of approximately 12 million. Key budgetary elements include:
  • Revenues Membership Assessment; Database Filing Fees; IIPRC/NIPR Administrative Services; and Investment Income.
  • Expenses Executive salaries and benefits; Executive, Commissioner, Regulator travel; Insurance; Depreciation & Amortization; and Bad Debt.
• Monitor and review all financial activities of the Association and develop financial strategies for cost effective delivery of services, programs and initiatives to the NAIC membership in accordance with parameters outlined by the Executive (EX) Committee and Internal Administration (EX1) Subcommittee.
• Develop and maintain accurate and timely financial reporting for the operations of the Association by reviewing and providing timely and accurate analysis of budgets, monthly/quarterly/annual financial statements and reports, and financial trends. Oversee the production, review, and analysis of monthly financial statements for the NAIC, Zones and the NAIC's affiliates IIPRC and NIPR.
• Keep the Chief Executive Officer (CEO) and Chief Strategy Officer informed regarding the financial status of the Association by monthly reports and other ad hoc reports as appropriate. Identify areas of potential concern and make recommendations for corrective action if necessary.
• Oversee the development and implementation of procedures and policies over the Association's financial systems (PeopleSoft and Workday) necessary to ensure proper safeguarding of Association assets, maintenance of proper financial records, and accurate and timely financial reporting.
• Oversee the implementation of the Workday core financial and financial planning & budgeting modules. Continually review and enhance policies and procedures to ensure the NAIC and affiliates receive the benefits of the ERP.
• Review and approve all expense reports for senior leaders (Director and above) of NAIC, NIPR, and IIPRC (Compact), as well as Commissioners and other senior regulators.
• Oversee the Association's equity and fixed income investments in both the NAIC Long-Term Investment Portfolio and NAIC Defined Contribution Plan Portfolio.
• Meet with the independent financial advisor at least quarterly to review and discuss each element of the Association's investment portfolios to ensure the investments are in line with appropriate Investment Policy in conjunction with the independent financial advisor recommend changes to the Internal Administration (EX1) Subcommittee and Executive (EX) Committee, as appropriate, regarding the allocation of funds among different fund managers.
• Review and update the Investment Policy for both the Long-Term Investment Portfolio and the Defined Contribution Plan Portfolio on an annual basis present updated documents to Internal Administration (EX1) Subcommittee (Investment Committee) for their review and approval.
• Coordinate the annual renewal of all insurance policies necessary to protect the physical and intellectual property of the NAIC and its affiliates. Ensure insurance coverage and retention limits are appropriate for the assets and potential liabilities covered and the cost of the policies are properly allocated between the NAIC, NIPR, and the IIPRC (Compact).
• Coordinate the approval of contracts with the Legal Division to ensure that all contractual relationships the Association maintains are in the financial interests of the Association.

Audits

• Responsible for the Association's annual financial audit to ensure that the Association maintains effective financial systems and receives a clean audit opinion letter.
• Oversee annual SSAE 18 audit activities with the external service provider and internal security staff. Ensure report is issued on time and accurately reflects the NAIC's and NIPR's controls.
• Issue requests for proposals (RFP) as necessary to identify an external accounting or service advisory firm to conduct the annual financial audit and SSAE audit. After approval by the NAIC, NIPR, IIPRC (Compact) Audit Committees, negotiate a contract and coordinate the day-to-day relationship with the firms.
• Coordinate the selection of financial or service advisory firm to perform analytic projects such as liquid operating reserve analysis or other financial analysis.

Purchasing

• Coordinate the NAIC's purchasing function to ensure NAIC is purchasing products that meet the Association's needs in a cost effective and independent, unbiased manner.
• Oversee the P-card program to purchase relatively low value, high volume items in a timely and cost-effective manner with effective internal controls in place.
• Provide a transparent request for proposal (RFP) process for high value or key regulatory services that meet the needs of the Association and its members.

Affiliate Matters

• Develop and maintain accurate and timely financial reporting for the operations of the NIPR and IIPRC (Compact) by reviewing and providing timely and accurate analysis of budgets, monthly/quarterly/annual financial statements and reports, and financial trends. Oversee the production, review, and analysis of monthly financial statements.
• Assist in the development of the annual budget for the NIPR and IIPRC (Compact) and provide suggestions as appropriate.
• Provide financial support to senior management of the NIPR and IIPRC (Compact) by attending Audit Committee, Finance Committee, Investment Committee and Board meetings and development talking points as appropriate.
• Oversee the development of financial analysis highlighting the costs incurred to support the business and financial operations of the NIPR and IIPRC (Compact).

Leadership and Other Management Responsibilities

• Provide staff support at the National Meetings and other interim meetings for Joint Meetings of the Executive (EX) Committee and the Internal Administration (EX1) Subcommittee as well as the NAIC Audit Committee.
• Coordinate preparation of the quarterly Treasurer's Report for the NAIC's Secretary/Treasurer and presentation of interim financial information to the Audit Committee.
• Coordinate preparation of the EX/EX1 agendas and ensure supporting documentation is provided to attendees at all meetings and key talking points are prepared.
• Work with Controller and Assistant Controller in managing, developing, and coaching accounting department staff members, including approval of new hires, salary adjustments, and performance appraisals. Encourage teamwork, recognition, and foster a positive and team-oriented work environment within the Accounting department.
• Must comply with all Association policies and rules, including those contained in the NAIC/

• Develop and implement financial strategies that align with the organization's mission, strategic plan and long-term sustainability.
• Provide financial analysis and recommendations to the CEO and Board of Directors to support strategic decision-making.
• Lead the Finance and Administrative Services teams, fostering a culture of accountability, transparency, and continuous improvement.

• Oversee financial planning, budgeting, forecasting, and cash flow management.
• Prepare and present accurate and timely financial reports to the CEO, Board, management, donors and other stakeholders.
• Oversee financial audits and the preparation of Form 990, coordinating with external auditors to ensure

• Ensure all necessary internal accounting controls are in place and develop appropriate accounting policies and procedures to safeguard organizational
• Ensure compliance with Generally Accepted Accounting Principles (GAAP) and best practices in non-profit financial management.
• Oversee grant and contract management, ensuring proper reporting and compliance with funder requirements.

• Manage banking relationships and investment portfolios to optimize financial resources. Monitor investments to ensure they are in accordance with legal and organizational requirements.
• Oversee payroll, accounts payable, accounts receivable, and financial
• Ensure proper financial systems, policies, and procedures are in place and effectively
• Oversight and collaboration of a federated model with an alliance of more than 600 local Affiliates.

• Staff liaison to the Finance & Audit Committee of the Board of Directors, which oversees budget, investment, and audit functions. Coordinate Finance & Audit Committee meetings with Board
• Support fundraising efforts by ensuring sound financial tracking and reporting of grants, donations, and endowments.
• Collaborate with program and development teams to align financial strategies with organizational goals.
• Other duties as assigned.

• A leader (as opposed to a manager) with 15+ years of experience in financial leadership roles, with 6-8 years' experience specifically at a 501(c)(3).
• Minimum 5 years of supervisory experience.
• Advanced organizational and management skills, strategic thinking, capacity to see both the larger picture and detailed steps needed to achieve goals.
• Demonstrated success in telling a financial story clearly and concisely so that non-financial professionals can easily understand
• Deep understanding of non-profit financial management, including restricted and unrestricted funds, grant management, fund accounting, and compliance with non-profit financial regulations.
• An active listener and problem solver.
• Experience with and knowledge of a federated model.
• Exceptional communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders and to translate financial data into actionable insights.
• Excellent leadership and team management skills.
• Strong knowledge of accounting software (e.g., Sage Intacct) and financial reporting tools.
• Experience using Vena, AvidXchange, Concord and SAP Concur is preferred.
• Personal and professional integrity, flexibility and leadership qualities.
• CPA (preferred) or MBA, or commensurate experience.
• Able to travel nationally and stay overnight 3-4 trips per year.
• Must pass background check

• Generous and comprehensive Health, Dental, and Vision Plans
• Paid Time Off: Vacation, Personal, and Sick Leave
• Paid Parental Leave
• 403(b) retirement plan
• Flexible Spending Accounts for health care, dependent care and commuter expenses
• Life Insurance and Disability coverage paid by NAMI
• Flexible Work and Telework programs
• Professional Development Reimbursement program
• A variety of wellness offerings to support team members
• Employee Referral Program
• The Employee Assistance Program (EAP) which provides support for personal and family problems common in contemporary life

• Promote safety in all actions.
• Work closely with the President & CEO to accomplish the goals and objectives of the financial forecast plan established in cooperation with the Executive Team.
• Plan, develop, organize, implement, direct, and evaluate the organization's fiscal function.
• Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies and regulatory interaction.
• Develop and advise on cost and reimbursement strategies.
• Work closely with sales and marketing in reviewing contract bids and quote proposals.
• Establish credibility by providing timely and accurate analysis of budgets, forecasts, and financial statements that will assist the President and Executive Team in managing their responsibilities.
• Provide strategic financial input and leadership on decision making issues affecting the Company (i.e., evaluation of potential acquisitions, mergers and investments).
• Optimize the handling of banking relationships and initiate appropriate strategies to enhance cash position.
• Participate in the negotiation of all insurance contracts.
• Gives direction, resolves problems, and sets deadline to ensure completion of Company financial functions.
• Provide direction, guidance, and counseling to accounting personnel.

• Performs other job-related duties and responsibilities as may be assigned by the President & CEO

• Business degree in Accounting or Finance and minimum of 8 years of accounting and finance leadership experience

• Five plus years of Transportation experience, required. Bulk fuel experience, preferred
• Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
• Knowledge of economic and accounting principles and practices and the analysis and reporting of financial data.
• Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, and labor relations and negotiation.
• Excellent verbal and written communication skills
• Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
• Ability to prioritize and manage multiple projects
• Self-starter with detail-oriented work habits
• Display professional demeanor
• Good interpersonal skills; able to work well with wide range of individuals
• Demonstrate dependability through good attendance and adherence to timelines and schedules
• Basic computer skills
• Knowledge of basic company employment policies and procedures

• Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, and talking, hearing and visual activity.
• Occasional lifting (up to 20 pounds)

• Normal office environment. This role routinely uses standard office equipment such as computers, phones, and copier/printer/scanners.

Fusemachines is a 10+ year old AI company, dedicated to delivering state-of-the-art AI products and solutions to a diverse range of industries. Founded by Sameer Maskey, Ph.D., an Adjunct Associate Professor at Columbia University, our company is on a steadfast mission to democratize AI and harness the power of global AI talent from underserved communities. With a robust presence in four countries and a dedicated team of over 400 full-time employees, we are committed to fostering AI transformation journeys for businesses worldwide. At Fusemachines, we not only bridge the gap between AI advancement and its global impact but also strive to deliver the most advanced technology solutions to the world.

Key Responsibilities:

1. Strategic Financial Leadership

• Develop and implement financial strategies to support the company's overall business objectives.
• Provide financial insights and guidance to the executive team and board of directors.
• Participate in strategic planning, business development, and growth initiatives.

2. Financial Planning and Analysis

• Oversee budgeting, forecasting, and financial modeling processes.
• Analyze financial performance and provide actionable recommendations.
• Monitor key financial metrics and KPIs to ensure the company meets its financial goals.

3. Reporting and Compliance

• Ensure timely and accurate financial reporting in accordance with SEC regulations and GAAP/IFRS standards.
• Prepare and file quarterly and annual reports (10-Q, 10-K) with the SEC.
• Maintain compliance with Sarbanes-Oxley (SOX) requirements and other relevant regulations.

4. Investor Relations

• Serve as the primary point of contact for investors, analysts, and other stakeholders.
• Develop and deliver presentations for investor meetings, earnings calls, and conferences.
• Manage communication strategies to maintain and enhance investor confidence.

5. Capital Management and Fundraising

• Manage capital structure and optimize the company's financing strategy.
• Oversee capital raising efforts, including equity and debt financing.
• Maintain relationships with banks, investment firms, and other financial institutions.

6. Risk Management

• Identify, assess, and mitigate financial and operational risks.
• Implement and maintain robust internal controls and risk management frameworks.
• Ensure compliance with financial policies, procedures, and best practices.

7. Mergers and Acquisitions (M&A)

• Lead financial due diligence and analysis for potential acquisitions, mergers, and divestitures.
• Evaluate and negotiate deal terms and structures.
• Integrate acquired entities and ensure smooth transitions.

8. Operational Efficiency

• Improve financial processes and systems to enhance efficiency and accuracy.
• Oversee cash flow management, working capital optimization, and expense control.
• Implement cost-saving initiatives and operational improvements.

9. Team Leadership and Development

• Provide leadership and direction to the finance team.
• Mentor and develop finance staff, promoting a culture of high performance.
• Foster collaboration between finance and other departments.

10. Strategic Partnerships and Alliances

• Identify and evaluate strategic partnerships, alliances, and joint ventures.
• Negotiate terms and manage relationships with key partners.
• Leverage partnerships to enhance the company's market position and financial performance.

11. Technology and Innovation

• Implement and leverage financial technology solutions to improve reporting and analysis.
• Stay abreast of industry trends and innovations in financial management.
• Promote the adoption of digital tools and platforms to enhance financial operations.
• Prepare and present financial reports and strategic plans to the board of directors and investors.

Requirements & Qualifications:

Education:

• Bachelors degree in Finance, Accounting, or a related field.
• MBA or advanced degree in Finance or Accounting is preferred.
• Professional certification (CPA, CMA, or equivalent) is advantageous.

Experience:

• Minimum of 10 years of experience in senior financial management roles.
• Proven experience raising money for a public company preferred

Skills:

• Strong knowledge of GAAP and financial regulations.
• Proficiency in financial management software and ERP systems.
• Excellent analytical, strategic planning, and problem-solving skills.
• Strong leadership and team management abilities.
• Excellent communication and interpersonal skills.

Position Summary This position supports the work of the Y, a leading nonprofit, charitable organization committed to strengthening the community through youth development, healthy living, and social responsibility. The CFO at the Piedmont Family YMCA serves on the CEO’s senior leadership team; oversees and manages financial matters, investments, and information systems; and provides strategic direction and leadership for YMCA business operations and initiatives. The CFO also positions the Y as a community convener and collaborator to address critical social issues. OUR CULTURE Our mission and core values are brought to life by our culture. In the Y, we strive to live our cause of strengthening communities with purpose and intentionality every day. We are welcoming: we are open to all. We are a place where you can belong and become. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to become a catalyst in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all else, we are on a relentless quest to make our community stronger beginning with you. Essential Functions Monitors monthly financial operations, prepares analyses and reports and gives guidance to executive and operating staff. Works closely with operations staff on issues that affect financial outcomes. Secures and allocates program or project resources so that strategic objectives can be achieved. Prepares specific recommendations. Reviews, updates, and/or develops internal control systems for the YMCA and oversees internal audits which check for compliance on a variety of policies and standards. Provides recommendations for improvement. Manages the staff and oversees the operations of the accounting/finance, information systems, and other assigned departments. Manages vendors supporting financial functions as needed. Oversees and certifies the annual audit and meets periodically with the outside auditors to maintain communications and keep them informed of changes in the YMCA. Ensures that current accounting standards and legal requirements are met. Works directly with the assigned committee(s) of the board (e.g., Finance, Investment, Audit) to build volunteer relationships, develop policies, monitor their implementation, and meet the related needs of the board. Anticipates trends and their implications on the future of the organization. Manages investments, under the direction of the Investment Committee, and within the risk tolerance expressed by the Board via the asset allocation policy. Develops performance indicators and measurement systems for tracking strategic plan objectives. Evaluates current business models and leads efforts to modify or redesign business models where necessary. Oversees preparation of reports to United Way, YMCA of the USA, and governmental agencies. Oversees preparation of tax returns including IRS Form 990. Oversees the development of the annual operating budget, including all branch budgets. Guides the organization to make tough choices about what to stop, start, and continue. Works closely with operations staff to ensure that branch budgets are well-planned, realistic, and prepared in a timely manner. Oversees budgets for grants and proposals, including financial reporting and financial compliance. Manages tax-exempt bond transactions and files all necessary reports. Establishes, maintains, and/or monitors all banking and financing relationships. Maintains all necessary records and accounting reports and records all transactions on a timely basis. Maintains good working relationships with auditors, bankers, investment counselors, attorneys, and other professional advisors. Performs other duties as assigned. Leadership Competencies Critical Thinking & Decision Making Fiscal Management Program/Project Management Volunteerism Qualifications Bachelor’s degree in business, finance, or equivalent; MBA, CPA, or CMA preferred. Eight (8) or more years of substantive experience in accounting and fiscal management. Knowledge and understanding of general business matters required including budget development, financial reporting, cash management, business taxes, banking, and debt financing instruments. Knowledge of computer systems, including experience with system selection, new system implementation, and project management. Personal computer skills required. Experience with investment management and asset allocation preferred. Experience in effectively managing a staff team. Previous experience with voluntary/nonprofit organizations preferred. Work Environment & Physical Demands 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 essential functions. While performing the duties of this job, the employee is regularly required to use a computer for extended periods of time and be able to communicate using a computer and phone/smart device. The employee frequently is required to sit and reach and must be able to move around the work environment. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust. The noise level in the work environment is usually moderate. #J-18808-Ljbffr