CFO/CSO

• Location: Dallas, Texas
• Type: Dallas:Fin/Acct/HR:Direct Hire
• Job #9735

Job Description

Our non-profit client is looking for a Chief Financial Officer/Chief Strategy Officer who is responsible for overseeing and executing the financial strength of the organization, strategic planning and long-term sustainability. The CFO will work closely with the CEO, Board of Directors, and leadership team to drive strategic initiatives, ensure financial sustainability, and enhance organizational performance. This role requires a strong leader with a vision for financial excellence and the ability to provide thought leadership in a non-profit setting.

1. Strategic Leadership:
   1. Develop and implement financial strategies aligned with the organization’s mission and vision.
   2. Provide strategic recommendations to the CEO, Board of Directors, and senior leadership based on financial analysis and projections.
   3. Assist in leading the strategic planning process and ensure alignment with the organization’s mission, vision and goals.
   4. Conduct market and competitive analysis to inform strategic decisions and identify opportunities for growth and improvement.
   5. Lead the financial planning process, including budgeting, forecasting, and long-term planning.
   6. Foster a culture of innovation, continuous improvement and accountability.
2. Financial Management:
   1. Oversee all financial operations, including accounting, budgeting, financial reporting, and audits.
   2. Ensure accurate and timely financial reporting to the Board of Directors, funding agencies, and stakeholders.
   3. Manage cash flow, investment activities, and asset management to ensure financial stability.
   4. Through frequent meetings with leaders, educate by utilizing data and feedback to drive decision-making that improves outcomes.
   5. Oversee investment activities and manage organizational assets.
   6. Ensure compliance with legal, regulatory and funding requirements.

1. Compliance and Risk Management:
   1. Ensure compliance with all federal, state and local regulations, as well as internal policies and procedures.
   2. Oversee risk management activities, including the development and implementation of internal controls and policies to mitigate financial risk.
   3. Ensure the organization has adequate insurance coverage and risk management practices in place.

1. Compliance and Risk Management:
   1. Ensure compliance with all federal, state and local regulations, as well as internal policies and procedures.
   2. Oversee risk management activities, including the development and implementation of internal controls and policies to mitigate financial risk.
   3. Ensure the organization has adequate insurance coverage and risk management practices in place.
2. Fundraising and Development:
   1. Collaborate with the development team to identify funding opportunities and strategies to diversify revenue streams.
   2. Provide financial insights and support for grant applications, donor relations, and fundraising campaigns.
   3. Assist the Development team in ensuring compliance internally and externally based upon policies and structure.
   4. Provide reports and analysis to the Development team to assist in meeting their goals.
3. Team Leadership and Development:
   1. Foster a collaborative environment that encourages teamwork and collective problem-solving.
   2. Lead, inspire, and mentor the finance team, fostering a culture of excellence, collaboration and continuous improvement.
   3. Promote professional development and capacity building within the finance team.
4. Thought Leadership:
   1. Serve as a thought leader within the organization, contributing to the overall strategic direction and organizational effectiveness.
   2. Represent the organization at external events, conferences, and meetings, advocating for the financial health and sustainability of the community.

Skills and Expectations

• Education: Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field required; MBA and/or CPA preferred.
• Experience: Minimum of 10 years of experience in financial management with at least 5 years in a senior leadership role
• Proven experience in strategic financial planning and execution in a non-profit setting.
• Strong knowledge of non-profit accounting standards and regulatory requirements.
• Excellent analytical, organizational, and problem-solving skills.
• Exceptional communication and interpersonal skills, with the ability to engage and inspire stakeholders at all levels.
• Demonstrated ability to lead and develop high-performing teams.

Requirements
•            Integrator and strategic thinker.
•            Results-oriented and proactive.
•            Ability to meet or exceed deadline expectations.
•            Efficient organizational and time management skills.
•            Adaptable and resilient in the face of challenges.
•            Ethical and transparent with high integrity.
•            Passion for the mission 

 #ZR