Chief Financial Officer (non-profit)

Position Summary

This CFO reports directly to the CEO and serves on the Executive Leadership Team for our client. As a strategic partner, the CFO supports organizational goals through financial leadership and is responsible for maintaining accurate financial records, overseeing audits (according to nonprofit GAAP and Government Auditing Standards where applicable), and ensuring timely IRS filings (e.g., Form 990).
The role is pivotal in setting financial strategy, analyzing budgets, managing risk, supporting grant processes, and driving the annual budgeting cycle. The ideal candidate brings experience from both nonprofit and private sectors, with a leadership style that aligns with the organization’s mission.
Key Responsibilities

Financial Oversight

Deliver timely, accurate financial statements and trend analyses.
Develop and maintain reporting processes for consistency and accuracy.
Lead organization-wide budgeting; manage department inputs, consolidate, and present to stakeholders.
Monitor financial health via liquidity and cash flow analyses.
Represent the agency in financial dealings with auditors, funders, and banks.
Establish and enforce policies to safeguard assets and support sound financial decisions.
Lead implementation of financial systems improvements.

Budgeting

Set guidelines for budget and forecast processes.
Collaborate with CEO, Senior Leadership, and Board for financial planning.
Educate managers on budgeting to ensure continual improvement.
Communicate budget details across internal and external stakeholders.

Accounting

Oversee all accounting functions: monthly/yearly close, A/R, A/P, accruals, deferred revenue, restricted/released funds.
Lead the accounting department and ensure staff development.

Grants

Track grant spending versus budgets; collaborate on budget adjustments.
Ensure compliance with government and private grant regulations.

Benefits

Review and analyze employee benefit plans.
Serve as Plan Administrator for retirement plans (403b, 457b, 457f).

Risk Management

Manage insurance relationships and claims.
Lead contract compliance across all agency agreements (IT, events, payroll, leases, etc.).

In-Kind Donations

Handle processing, valuation, and required documentation of in-kind donations including vehicles.

Investments

Oversee investments and liaise with Finance and Audit Committees.
Ensure compliance with investment policies and make distribution recommendations.

Tax Planning

Handle all tax compliance and filings across federal, state, and local levels.
Prepare IRS Form 990 and related documentation.

Team Leadership

Empower and motivate finance staff, provide feedback, set expectations, and develop a high-performance team environment.

Requirements

Bachelor’s in accounting or finance; CPA or MBA preferred.
15+ years in financial management, with at least 5 years in nonprofit finance and grant management.
Advanced Excel skills.
Preferred software experience: Blackbaud FE NXT, Questica PowerPlan.
Must hold a valid driver’s license.

Strong leadership, decision-making, and problem-solving skills.
Effective project management and organizational skills.
Familiarity with GAAP and nonprofit accounting standards.
Clear communication with internal teams and public stakeholders.
Capability to travel and work under deadlines.