Position Summary

The Chief Financial Officer (CFO) is responsible for managing the fiduciary responsibilities of the organization, ensuring the organization's financial health and sustainability. This role oversees all financial reporting, budgeting, forecasting, financial analysis, and compliance requirements. The CFO works closely with the Chief Executive Officer to develop and implement financial strategies that support the organization's mission and goals.

Scope

Financial Management
Budgeting and Forecasting
Strategic Planning and Leadership
Board Relations and Reporting
Tax Filing and Compliance
Asset Protection

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Develop and implement financial strategies that support the organization's mission and goals
Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis
Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other financial systems
Prepare and present financial reports to the CEO, Board of Directors, and PPA Council, providing analysis and recommendations as needed
Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements
Manage relationships with external partners, including banks, auditors, and other financial service providers
Develop and oversee the annual budgeting process, working closely with program managers and other stakeholders to develop realistic and accurate budgets
Monitor actual performance against budget and provide regular updates and analysis to the Executive Director and Board of Directors
Develop and maintain financial forecasting models that support long-term financial planning and decision-making
Provide leadership and mentorship to the finance team, fostering a culture of continuous improvement and professional development
Collaborate with other senior leaders to develop and implement strategies that support the organization's mission and goals
Oversee all tax filings and compliance requirements, ensuring that the organization is following all relevant laws and regulations
Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements
Work with the CEO to oversee and manage HR processes, including the Employee Handbook, performance review process, compensation levels, and employee disciplinary actions

Minimum Qualifications (Knowledge, Skills, and Abilities)

Bachelor's degree in Business, Finance, Accounting, or equivalent experience
Minimum of 10 years' experience in financial management; at least 5 years in a nonprofit organization preferred
Experience in a senior management position
Proficiency with accounting/financial software, word processing, and spreadsheets
Ability to adapt to changing market conditions and new business models
Strong communication and interpersonal skills, with the ability to communicate financial information to non-financial stakeholders

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, and handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

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Chief Financial Officer