Key Responsibilities
1. Financial Leadership and Strategy:
Manage the financial health of the organization, ensuring economic integrity,
transparency, and clarity.
Lead strategic financial planning and forecasting, including the development
of predictive analytics to drive stability and sustainability.
Align financial strategy with the organization’s mission and growth objectives
across multiple lines of business, revenue streams, and funding models.
Strengthen financial reporting processes and leverage data-driven insights to
enhance decision-making and long-term planning.
Drive innovation in financial modeling, budget optimization, and costefficiency
strategies to maximize impact and sustainability.
Lead the development of the annual operating budget. Work closely with
operations leadership to ensure that budgets are well-planned, realistic,
strategically aligned and prepared in a timely manner.
Monitor budget-to-actual performance and collaborate with stakeholders to
implement corrective actions, as needed, to ensure financial goals are met.
Manage investments in partnership with professional advisors, adhering to
the asset allocation policy and risk tolerance set by the Board.
Oversee the annual audit and meet periodically with the audit committee and
outside auditors to maintain communications and keep them informed of
changes in the organization. Ensures that current accounting standards and
legal requirements are met.
Ensure timely and accurate tax filings, including Form 990, and compliance
with tax-exempt bond transactions or other available tax credits.
Manage all key third party relationships with our audit firm, bankers,
insurance advisors and attorneys.
2. Operational Excellence:
Manage a diverse portfolio of financial activities, including earned income,
membership models, government funding, philanthropy, and
investment/endowment portfolios.
Navigate and support a matrixed organizational structure, balancing
centralized support with decentralized program and location needs.
Partner with other leaders to ensure alignment of resources, empowerment,
accountability, and effective communication across the organization.
Implement financial controls, operational efficiencies, and process
improvements to strengthen fiscal management and compliance.
Ensure effective cash flow management and liquidity planning to support
both short-term operational needs and long-term strategic objectives.
Manage treasury requirements associated with operating cash, short-term
investments and the $35M Endowment.
3. Real Estate and Facility Financing:
Key partner to CEO, COO, VP of Real Estate/Facilities and Facilities
Committee in real estate development, renovation, and maintenance through
leadership around capital planning, allocation, and financing initiatives,
ensuring alignment with the organization’s financial strategy.
Manage risk and contractual transactions related to real estate,
programming, grants and facilities.
Lead financial due diligence for capital projects and infrastructure
investments, ensuring fiscal responsibility and strategic alignment.
4. Technology and Information Infrastructure
Oversee the strategic, operational, and financial aspects of technology
infrastructure, reporting tools, and security.
Working with the VP of Information Services, lead initiatives to maintain and
improve systems and processes for business operations, financial reporting,
analysis, and decision-making while safeguarding all operating systems and
personal information through robust cybersecurity capabilities.
5. Enterprise Risk Management:
Oversee the Association’s Insurance Program to ensure adequate insurance
protection for the organization's assets, activities, and personnel, while
proactively identifying and mitigating potential future coverage risks.
In concert with VP of Risk Management, oversee the Enterprise Risk
Management work of the organization to identify, assess, and mitigate risks,
ensuring the organization achieves its strategic goals in a secure and
sustainable manner.
5. Leadership and Talent Development:
Build and lead high-performing teams, prioritizing management, talent
development, and continuous improvement.
Foster a culture of proactive communication, collaboration, and learning
throughout the organization.
Serve as a mentor and coach to financial and non-financial leaders to
strengthen organizational capacity.
Develop and implement training programs to enhance financial literacy
across departments, ensuring effective budget management and resource
allocation.
6. Partnership and Collaboration:
Work closely with the CEO, Board of Directors, and leadership team to
develop and implement strategies that advance the mission and goals of the
organization.
Provide clear, insightful financial reports and recommendations to inform
decision-making at all levels.
Engage with external stakeholders, including donors, financial institutions,
and regulatory bodies, to enhance financial partnerships and sustainability.
Partner with Finance, Investment and Audit and Risk Committees to perform
the critical work of those committees and the deliverables associated with all
fiduciary and compliance requirements.
