CFO Partner - Non-Profit

If you have ever thought about starting your own consulting practice or want to do fractional projects for a variety of clients, but hesitate because you don’t want to get caught in the details of running the back office of your own business.

You would prefer to work with others, but still be the decision-maker of your business ventures. If so, a Partnership at 2Go Advisory Group might be the right fit for you.

Top 10 things we look for :

• You want to be a consultant, NOT a W-2 employee .
• Willing to make an exclusive commitment to building a practice with our company.
• Strong networker and have built a strong base of business contacts during your career.
• You are motivated to build a successful practice as a Fractional Executive.
• Skilled to do market development.
• Open to learning and want to grow.
• Appreciates partnering with others
• You are a team player.
• Strong presentation and platform skill
• Strong communication and follow up skills.

We are seeking a self-driven, enthusiastic, business-building professional to work with our current Non-Profits Managing Partners.

Our Non-Profit department is experienced with meeting the challenges and opportunities of social impact while successfully managing strategy, growth, regulatory and legal requirements.

Our Managing Partner for Non-Profits has been leading this vertical for over 10 years. Having grown up in the Bay Area, he has built an impressive network of clients and connections.

We are now looking for someone to co-manage with him in this area.

In addition to our support to clients, we are recognized for our corporate commitment to be an exemplary corporate citizen providing support to the people we serve, their employees, and to the communities where we live and work.

Our core values are key to all of us :

• Be Authentic Create Meaningful Relationships
• Be Valuable
• Be Flexible : Explore and Adapt
• Be Open : Learn and Share
• Be Generous : Help and Help Some More

Position Responsibilities

• Implement new financial processes and best practices for non-profit organizations.
• Train and mentor staff including Executive Directors
• Working with boards, trustees, and governance
• Understanding the fundamentals of diversity, equity, and inclusion
• Report development for board of directors including budgeting, revenue, expenses, and capital structure
• Tax exemption status including 501
• Charitable registration
• Fundraising and marketing strategies
• Growth and sustainability planning
• Understanding philanthropic models
• Strategic planning
• Understanding and utilizing disruptive technology
• Ethics and accountability
• Staffing of a non-profit including volunteers

Position Requirements We believe the successful candidate will have most of the following elements in his / her background :

• Background in accounting and / or finance. CPA preferred but not required.
• C-level experience a plus but not required
• Networking and business development a must
• Demonstrated performer with track record for producing success for themselves and others.
• Experience building strong cross-functional relationships with various departments within an organization
• Strategic mindset with ability to link vision to execution

Characteristics The successful candidate will also possess these personal attributes :

Influencing Skills - Able to establish rapport, value and respect within a complex environment. Able to sell ideas and influence directly and indirectly.

Be team-oriented and a decision-maker. Able to initiate and effectively lead change efforts. Knows how and when to teach.

Interpersonal Skills - Able to establish and build close working relationships with relevant outside organizations and clients.

Strong personal credibility and communication skills. Accomplished in group, business, and social settings.

• Entrepreneurship : Enjoys the challenge of building a business. Has an enthusiasm for business development and building professional networks.
• Leadership Skills - Self-directed with strong initiative. Driven to excel and capable of inspiring others to excellence as well.
• Presentation Skills Presents ideas and information effectively in a broad range of settings from senior management to the plant floor.
20 days ago