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Chief Financial & Administrative Officer
Chief Financial & Administrative OfficerhrEdge Consulting • Naples, FL, US
Chief Financial & Administrative Officer

Chief Financial & Administrative Officer

hrEdge Consulting • Naples, FL, US
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Chief Financial Officer

This position is responsible for leading the financial operations of the organization as a member of the executive leadership team. The Chief ensures accurate financial reporting, strong internal controls, effective risk management, and vendor accountability, supporting the organization's operational efficiency and compliance with regulatory requirements. This role oversees key administrative functions, including outsourced human resources, information technology, facilities management. This position supports the organization's culture of philanthropy, producing clear, donor-friendly reporting that builds trust, transparency, and engagement.

Supervisory Responsibilities

Supervises the Manager of Finance & Administration and aspects of the Database Operations Manager's work in collaboration with the Chief Executive Officer and the Chief Development Officer. Supervises external contractors in the areas of human resources and information technology.

Duties / Responsibilities

Financial Management, Reporting and Planning

  • Directs the preparation of all financial statements, including income statements, balance sheets, tax returns, and governmental agency reports
  • Manages organization funds, including access to bank and investment accounts, authorization of disbursements, and oversight of cash handling procedures
  • Oversees treasury functions, including cash flow management, banking relationships, check signing, wire transfers, and safeguarding of petty cash, ensuring appropriate internal controls are maintained
  • Produces timely Board Updates, monthly financial reports, and quarterly financial reports, including cash flow, budgeted versus actual analysis with adjustments as needed, and program expense reporting
  • Formats financial documents so they are clear and donor-friendly, providing transparency to board members, staff, and donors.
  • Works with program staff to manage scholarship assets, project future needs and make timely purchases
  • Manages organizational funds by maintaining access to bank and investment accounts, authorizing disbursements, overseeing cash handling and banking relationships, and ensuring appropriate reserves and internal controls are in place in line with board-approved policies and best practices
  • Maintains integrity of data in accounting and donor record systems

Budgeting & Compliance

  • Works with the CEO, Finance Committee, and staff to develop the annual budget, prepare two additional years of projected budgets, and provide appropriate reports for program outcomes
  • Oversees internal controls, separation of duties, and financial operating procedures
  • Ensures compliance with the law and organizational policies
  • Supports the grant writing and reporting processes as it relates to budgets

    • Audit, Committees, and Board Support

  • Works with audit firm to prepare the financials for annual audit and tax reporting, and reviews financial operating procedures to ensure alignment with staff roles and proper separation of duties
  • Serves as staff liaison for Board finance-related committees
  • Provides financial analysis and input to support organizational strategic planning
  • Communicates financial information in ways that reinforce donor confidence and support the organization's culture of philanthropy
  • Prepares financial reports for the Board and attends Board meetings as needed
  • Works with the CEO and Board finance-related committees to draft and review policies annually

    • Administration & Vendor Oversight

  • Manages outsourced Human Resource, Information Technology, and facilities management services by serving as the primary staff contact with vendors, ensuring contract compliance, performance accountability and effective service delivery
  • Oversees organizational insurance policies, including renewals and claims management, and conducts RFP processes for insurance and other financial services as directed
  • Conducts periodic vendor reviews, including for outsourced services and recommends contract adjustments to the CEO
  • Manages the organization's endowment and other invested funds as the primary staff contact with investment managers, ensuring compliance with board-approved investment practices and policies and providing timely reports to the applicable Board committee(s)
  • Ensures administrative policies and procedures in these areas remain compliant with applicable laws and organizational standards

    • Data Leadership & Organizational Learning

  • Provides leadership in the use of data across the organization, promoting consistent practices for data collection, management, and reporting
  • Works with program and development staff to ensure that financial, program, and donor data are aligned to support transparency, decision-making, and stewardship
  • Oversees data integrity in core systems (accounting, donor database, scholarship management) to ensure reliable information for staff, board, and donors
  • Performs other related duties as assigned

    • Competencies

  • Financial Management and reporting for non-profits
  • Job Knowledge
  • Communication
  • Teamwork & Cooperation
  • Professionalism
  • Mission Alignment
  • Organizational Relations
  • Commitment to donor-centric communication and transparency
  • Support for a culture of philanthropy

    • Required Skills / Abilities

  • Strong knowledge of business (accounting degree and experience in not for profit preferred)
  • Ability to direct the activities of others in a successful and efficient manner.
  • Proficient in MS word, Excel, Power Point, and Financial Edge
  • Excellent analytical and organizational skills
  • Proficient in database and accounting computer application systems
  • Excellent written and verbal communication skills with ability to translate complex financial information into clear, donor-friendly language
  • Ability to collaborate with colleagues to support program delivery, fundraising and stewardship

    • Education and Experience

  • Bachelor's degree in Accounting, Finance or Business Administration required.
  • Certified Public Accountant designation preferred.
  • Seven to ten years of experience in financial management required.
  • Nonprofit experience preferred.

    • Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must have the flexibility to work evenings and weekends as required by the position.
  • Must be able to lift up to 25 pounds at times.
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    Chief Financial Officer • Naples, FL, US