JOB TITLE: Interim Chief Financial Officer SUMMARY: The Interim Chief Financial Officer (CFO) will collaborate with the current CFO for a transitional period leading up to the CFO’s planned retirement on June 30, 2026. During the initial 280 days, the Interim CFO will shadow and learn the role, gradually assuming increasing responsibilities. This role serves as a key member of the executive leadership team, responsible for the overall financial management of Catholic Charities, Diocese of St. Petersburg, Inc., overseeing social services programs, the Catholic Charities Community Development Corporation (CCCDC), and HUD-subsidized properties. The organization’s financial scope includes safeguarding assets totaling $60 million and managing a $22 million budget. The Interim CFO ensures regulatory compliance, financial sustainability, and strategic leadership, including oversight of construction, property acquisition, and financial management of housing projects. ESSENTIAL DUTIES AND RESPONSIBILITIES: Financial Management and Oversight
- Oversee all financial operations of the organization and its subsidiaries, including CCCDC and HUD 202 properties.
- Develop and manage annual budgets, ensuring alignment with organizational goals and funding requirements.
- Prepare and present financial data to the Board Finance Committee, executive management, and other stakeholders.
- Review and approve bank statements and sign checks exceeding $5,000.
- Provide final approval for major grant budgets and significant financial transactions.
- Delegate tasks and responsibilities effectively within the Finance Department.
- Responsible for taking over staff accounting duties when necesary to be able to fulfill department goals and deadlines.
- Responsible for approving changes on approved ongoing annual budget.
- Responsible for reviewing and approving cash disbursement on a weekly basis.
- Responsible for assessing company cash flow and keeping accounts up to date for Executive Director and daily operations of agency programs.
- Responsible for monitoring and negotiating loans before they come due with financial institutions.
Property Management and Development
- Manage accounting operations for Catholic Charities housing projects, including HUD-subsidized and HUD 202 properties.
- Manage all aspects of property acquisitions, including financial planning, due diligence, and transaction finalization.
- Responsible for company vehicles titles and registrations.
Grants and Donations
- Ensure proper management and reporting of federal and state grant funds, maintaining compliance with all requirements.
- Oversee development and implementation of financial strategies for optimizing donor contributions.
- Complete budgets for grants submission for new and existing grants.
Strategic Leadership
- Act as Treasurer for the Shelter Ministry Board, providing financial insights and recommendations.
- Serve as a strategic advisor to the CEO and Board of Directors on financial risks, opportunities, and sustainability.
- Lead, manage, and develop the finance team to ensure operational efficiency and professional growth.
Audit and Reporting
- Oversee annual financial audits and coordinate with external auditors.
- Ensure timely and accurate submission of financial reports, including 990 filings, grant compliance reports, and financial disclosures.
Regulatory Compliance and Risk Management
- Maintain compliance with federal, state, and local financial regulations.
- Monitor and mitigate financial risks across all programs and initiatives.
OTHER RESPONSIBILITIES:
- Complies with all applicable training requirements.
- Complies with all company safety, personnel and operational policies and procedures.
- Complies with work schedule to ensure effective operations of Agency programs.
- Contributes positively as a member of a productive and cooperative team.
- Participates in Agency Performance Quality Improvement (/PQI) program and Accreditation/Reaccreditation process.
- Performs other duties as necessary to fulfill Catholic Charities Diocese of St Petersburg, Inc Mission.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
- Able to speak, write and understand English.
- Must be sensitive to and respect cultural diversity amongst clients, staff, and volunteers and able to work with diverse racial, ethnic, and economic groups.
- Flexible work schedule including evenings, nights, weekends, and holidays.
- Ability to set appropriate limits, work under deadlines and multi-task.
- Ability to organize, prioritize, self-motivate, and deliver results.
- Excellent communication and listening skills.
- Possess strong work ethics.
- Successfully pass a FDLE Level II background screening.
- Valid Florida driver’s license, ability to drive van or bus and have reliable transportation.
- Participates in Agency Performance Quality Improvement (/PQI) program and Accreditation/Reaccreditation process.
- Mission driven attitude supplemented with integrity and passion.
- Adherence to the highest ethical standards, personally and professionally.
- A high level of openness and willingness to receive feedback/suggestions from superiors and others, and to learn new skills to improve job performance.
- Evidence of deep alignment with Catholic Charities Diocese of St Petersburg, Inc Mission and Values.
- Will make a Commitment to serve all people with Respect, Compassion, and Cooperation in the spirit of a unifying God.
ADDITIONAL KNOWLEDGE, SKILLS, AND ABILITIES:
- Expertise in non-profit accounting standards and regulations.
- Strong knowledge of budgeting, forecasting, and financial analysis.
- Proficiency in financial software and systems (e.g., Blackbaud, Fund EZ).
- Exceptional leadership, communication, and delegation skills.
- Ability to assume independent responsibility, take initiative, delegate responsibilities and multi-task.
- Ability to gain support and communicate with all levels within the organization.
- Able to demonstrate managerial integrity & accountability.
- Experience in budgeting, fund-raising, planning, and program development.
- Must have strong leadership skills to facilitate planning and organizing effective social service programs and activities.
- Must be innovative and adaptable and have mission-driven
- Must adhere to the highest ethical standards, personally and professionally.
EDUCATION AND EXPERIENCE:
- Master's degree, public accounting, or CPA.
- Must have experience in dealing with funding agencies.
- Minimum of 10 years of progressive fiscal management experience, preferably in non-profit organizations.
- Demonstrated experience managing federal grants, HUD properties, and large-scale construction or renovation projects.
Catholic Charities Diocese of St Petersburg, Inc is an equal opportunity employer and welcomes applicants from all backgrounds. We also participate in E-Verify to confirm employment eligibility as required by law. Training and Transition PlanOnce the top candidate is hired, the following structured training and transition plan will be implemented to ensure a smooth progression into the CFO role:Day 1:
- Onboarding and initial training to introduce the Interim CFO to the organization’s policies, culture, and systems.
Day 2:
- A meeting with the CFO and Interim CFO to review the job description, outline role expectations, meet the team, and discuss the 18-month training plan.
Months 1-10:
- The Interim CFO will focus on learning all organizational systems, processes, and procedures.
- Shadowing the CFO to gain comprehensive knowledge of the role and develop a clear understanding of operational and strategic responsibilities.
Months 11-12:
- Gradual transition of responsibilities, with the Interim CFO progressively assuming key tasks and functions.
- Ongoing mentorship and guidance from the CFO to ensure a seamless handover of duties.
Months 13-18:
- Full transition of responsibilities to the Interim CFO.
- The CFO will provide oversight and support to ensure that all processes are carried out effectively and according to expectations.
- A bonus will be included in each payroll for the pay difference between the Interim CFO and CFO roles during this time.
Promotion to CFO:
- Upon successful completion of the 18-month training and transition period, the CFO will retire, and the Interim CFO will be officially promoted to CFO.
- Pay Adjustment: The Interim CFO's pay rate will increase to the CFO level upon promotion.
Job Type: Full-time
Pay: $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Family leave
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
Application Question(s):
Education:
Experience:
- CFO: 5 years (Required)
- Leadership: 10 years (Required)
Work Location: In person
