NonProfit CFO (Chief Financial Officer)

Job Responsibilities

Key Responsibilities :

Financial Management

• Develop and implement financial strategies that support the organization’s mission and goals
• Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis
• Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other financial systems
• Prepare and present financial reports to the Well CEO and Board of Directors, providing analysis and recommendations as needed
• Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements
• Manage relationships with external partners, including banks, auditors, and other financial service providers

Budgeting and Forecasting

• Develop and oversee the annual budgeting process, working closely with program managers and other stakeholders to develop realistic and achievable budgets
• Monitor actual performance against budget and provide regular updates and analysis to the Well CEO and Board of Directors
• Develop and maintain financial forecasting models that support long-term financial planning and decision-making

Strategic Planning and Leadership

• Work closely with the CEO and senior leaders to develop and implement strategic plans and goals that support the organization’s mission and vision
• Lead the Finance Committee, collaborating with other committee members to provide strategic financial guidance and support to the organization
• Provide leadership and mentorship to the finance team, fostering a culture of continuous improvement and professional development
• Collaborate with other senior leaders to develop and implement strategies that support the organization’s mission and goals

Board Relations and Reporting

• Report on the financial performance of the organization to the Board of Directors, including regular updates on-budget performance, forecasts, and financial risks and opportunities
• Collaborate with the CEO and Board of Directors to develop and implement financial policies and procedures that align with the organization’s values and strategic goals
• Represent the organization at internal and external events and meetings, providing financial guidance and support as needed

Tax Filing and Compliance

• Oversee all tax filings and compliance requirements, ensuring that the organization is in compliance with all relevant laws and regulations
• Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; MBA or CPA strongly preferred
• At least 5 years of progressively responsible experience in financial management, with preferably 3+ years experience in a nonprofit organization
• Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance
• Strong leadership and management skills, with experience building and leading high-performing teams
• Excellent analytical, problem-solving, and decision-making skills
• Strong communication and interpersonal skills, with the ability to communicate financial information to non-financial stakeholders
• Passion for the mission and work of the organization
• Passionate interest in mentoring others and working as a team
30+ days ago