Job Description

Position: CFO

Reports to: CEO

FLSA status: Exempt

Job Description

Last Updated: 03.10.2025

Position Summary

The CFO monitors the financial condition of the Association and oversees all finances of the Association subject to review by the CEO in accordance with purpose and objective of the Association, and subject to the requirements of the FCSLA Constitution and Bylaws

Essential Functions, Duties, and Responsibilities

Directs and oversees the activities of the following functions:
Controller
Accounting/Treasury Department (managed by the Controller)
Annuity Department
CFO in conjunction with the Controller hires, develops and evaluates the performance of staff members within the above functional areas
Responsible for tracking KPI’S of the Asset Manager and ensuring performance to contractual obligations and investment portfolio in accordance with FCSLA Investment Policy Guidelines
Publishes annual report in the Official Publication of FCSLA; and prepares four-year report for convention
CFO, in conjunction with Controller, directs the activities concerned with custody, control, and accounting for assets and securities
Oversight on the following:
Receipt, disbursement, and expenditures of money or capital assets
Preparation of monthly, quarterly and annual statutory and information reports
Furnishing a monthly financial statement to the Board of Directors and publishes same in the Official Publication of FCSLA
Preparation of budgets and financial forecasts
Meets with other senior managment on a regular basis to ensure that all departments are working in concert and goals are being met
Responsive to requests for reports from National Trustees and Auditors
Attends quarterly Board of Director meetings and Executive Committee meetings as non-voting “staff” as directed by CEO and Board of Directors
Serve as “staff” on Board committees as directed by the CEO
Carries out duties relating to the National Convention as required
Directs and prepares financial analysis of operations for guidance of management
Participates as member of IT Steering Committee and Enterprise Risk Management Committee
Responsible for ensuring compliance with all regulations related to financial areas of business and within association guidelines
Maintain an office in the Home Office
All other duties as assigned by National President

Education, Certification, License and Experience

CPA or MBA in Finance or related fields from an accredited college or university required
Evaluation Actuary background preferred with ASA or FSA credentials
Minimum of ten (10) years in business, finance, insurance or related field
Experience with a fraternal organization model and/or financial services organization preferred.
Proficiency with Microsoft Office Suite

Work Environment

Work is performed in an office environment. This is a full-time position with business hours Monday through Friday. Additional hours may be worked as appropriate. Work is routinely performed using standard office equipment such as computers, and copiers in a fast-paced environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing duties of this job, the employee is regularly required to talk, hear, sit for long periods of time, use hands and fingers to keyboard, navigate about the office and view materials and equipment needed to perform required tasks. Additionally, requires the ability to reach into top filing cabinet drawers and bend or stoop to reach into bottom filing cabinet drawers. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Travel

Must be free to travel as required on Association business.

FCSLA Life Insurance & Annuities

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