- Financial Operations & Accounting
- Lead the daily financial operations, including general ledger maintenance, gift entry, accounts payable and grant disbursements, account reconciliations, and the month-end and year-end close processes.
- Ensure accurate and timely preparation of financial statements in compliance with GAAP and nonprofit accounting standards.
- Oversee fund accounting for endowments, donor-advised funds, supporting organizations, and programming initiatives, including the preparation and review of quarterly statements for endowment and donor-advised funds, ensuring clarity, accuracy and alignment with donor agreements and internal policies.
- Ensure accurate recording of payroll journal entries and related benefits, in coordination with Talent & Culture.
- Oversee the payment process, ensuring proper authorization, documentation, and timely payments to grantees, vendors, and other stakeholders.
- Supervision & Team Leadership
- Manage and mentor a finance team of six, fostering a collaborative, accountable, and high-performance work environment.
- Oversee team workflows, professional development, and performance management.
- Champion continuous improvement and training across accounting functions.
- Treasury & Investment Coordination
- Oversee daily cash management and bank reconciliations; monitor short-term liquidity needs and ensure fund availability for operations and grants.
- Coordinate with the Treasury Analyst to ensure investment operations are properly recorded and reconciled.
- Audit, Tax, & Compliance
- Lead the annual audit process and ensure timely filing of IRS Forms 990 and other regulatory requirements.
- Maintain strong internal controls and compliance protocols across financial functions.
- Ensure adherence to nonprofit financial policies, UPMIFA, and donor restrictions.
- Systems, Controls, & Process Improvement
- Evaluate and enhance financial systems and workflows for greater efficiency and accuracy.
- Collaborate with IT, Talent & Culture and Operations teams on financial systems optimization, reporting tools, and data integration.
- Support system upgrades, implementations, and reporting enhancements as needed.
- Cross-Functional Collaboration
- Partner with the Director of FP&A to align accounting practices with forecasting, budgeting, and strategic planning.
- Coordinate with the Donor Services, Community Engagement, and HR teams to ensure consistency and compliance in financial processes.
- Provide insights and reporting support to Audit, Finance, Investment, and Executive Committees as well as our Board of Trustees and supporting organization boards.
Core & Leadership Competencies:
Core Competencies:
- Customer Focus: Every role must prioritize understanding and addressing the needs and expectations of our community and stakeholders. This involves active listening, empathy, and a commitment to providing exceptional service.
- Plans and Aligns: Invests time in planning, discovery, and reflection. Engages in active mindfulness to identify and adjust mental shortcuts. Seeks out the perspectives and experiences of others to test assumptions. Proactively anticipates and plans for the reactions of others, multiple outcomes, potential issues, and industry trends.
- Collaborative: Works well with others both on the team and cross-functionally to achieve individual, team, department, or organizational goals. Values diverse input and working with others as a way to achieve the best output possible.
- Decision Making & Problem Solving: Simplifies complex problems by using critical thinking to evaluate problems, gathering information, incorporating multiple perspectives, understanding causes, and identifying best-possible solutions. Invests time in planning, discovery, and reflection to drive better decisions and more efficient implementations. Adopts an audience-centric approach, understanding the needs of the audience and incorporating them, as appropriate, into the decision.
Leadership Competencies:
- Interpersonal Savvy: Relates well to all kinds of people up, down, across, inside and outside the organization; builds appropriate rapport with peers and leaders; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
- Leadership Professionalism: Exercises good judgement of what should be said to whom, where, and how. Maintains confidentiality. Stamps out rumor mills. Contributes to constructive solutions. Encourages peers and staff to deal with challenges and opportunities head-on. Models the behavior we expect. Expresses views in the right rooms with the right people, avoids undermining decisions of others with words, actions, or body language.
- Managerial Courage: Provides current, direct, complete and actionable feedback to others; Adroitly diagnoses people, process, practice, policy issues, and exercises good judgement in owning and addressing each in the right place and time.
- Building Effective Teams: Blends people into teams where needed, irrespective of reporting lines; creates strong morale and spirit within and across teams; shares wins and successes; creates a feeling of belonging; Presses in to understand the 'why' of decisions, then helps craft and own go-forward plans.
How to Apply
This position is being recruited on an expedited timeline. Applications will be reviewed on a rolling basis, and early submission is strongly encouraged. To apply, visit www.cfsem.org/careers and look for "Current Opportunities". Submit your application online through the portal.
To provide equal employment opportunities to all individuals, employment decisions will be based on merit, qualifications and abilities without regard to race, religion, creed, color, national origin, age, gender, marital status, sexual orientation, gender identity, height, weight, political or union affiliation, disability or any factor prohibited by law.