Chief Financial Officer

Ascend Dallas is a nonprofit organization committed to helping women and families create their path to a better life through financial security and parenting supports. Formerly known as the WiNGS, Ascend Dallas serves nearly 2,000 people each year. If you want to make a lasting impact in the lives of women and children in Dallas County, work with a team of passionate professionals – Ascend Dallas is the place for you.

The CFO is responsible for all aspects of the financial and operational functions of the agency. This position handles the necessary details to prepare financial statements while providing high-level forecasting and departmental administration. The CFO manages agency contracts and serves as the primary liaison for audits, tax reporting, property insurance, and benefits brokers. The CFO is a member of the agency's leadership team and the Finance Committee of the Board of Directors.

This position is hybrid, requiring three days in the office each week. Proficiency with technology is essential for both remote and in-office work.

PRIMARY RESPONSIBILITIES:

Financial Management

Ensure compliance with generally accepted accounting principles (GAAP) and federal, state, and local laws
Oversee daily accounting and financial operations
Complete the month-end close process, ensuring journal entries, account analyses, and bank reconciliations are completed monthly
Prepare and manage annual budgets and interim projections
Oversee the agency’s banking activities and actively manage cash flow to meet agency needs
Manage financial software, serving as the primary liaison to vendors and support teams
Provide essential support for bi-weekly payroll processing, ensuring adherence to payroll policies and regulatory requirements
Serve as an integral part of the payroll system management, ensuring accurate and timely payroll execution
Oversee tax compliance, 401k compliance & reporting including payroll tax filings, annual non-profit federal income-tax returns, year-end W-2/1099, and ACA reporting

Donations/Grants/Contracts

Collaborate with the CDO and CSO to develop project budgets and ensure expenditure aligns with grant requirements
Compile financial reporting materials for funders
Work with the CSO to complete monthly billing for reimbursable contracts and complete required training for contract compliance

Facility Operations

Oversee agency contracts for business operations, managing tracking systems to ensure timely evaluation of renewals or terminations. Negotiate contracts as needed
Manage facility staff, ensuring efficient execution of work orders
Identify opportunities and implement changes to reduce operational costs

Compliance/Risk Management

Lead and manage the annual audit process, serving as the primary liaison with the independent auditor to ensure the audit is completed smoothly and in a timely manner
Manage accounting control systems, conduct internal audits as needed to ensure compliance, and communicate recommendations to the leadership team as required
Act as the point person for property and casualty insurance procurement and claims
Manage all vendor relations and contracts

Leadership

Consistently analyze financial data and present accurate and timely financial reports
Clearly communicate monthly, quarterly, and annual financial statements, keeping senior leadership informed of the agency's financial status
Monitor legislation relevant to the agency and ensure compliance with federal, state, and local laws and regulations. Pursuing professional development opportunities as needed
Attend and present at Board and Finance Committee meetings
Participate in the Investment Committee for the organization’s 401k plan
Provide training and mentorship to the business team
Maintain strict confidentiality regarding requests, reports, and budgets that contain sensitive and proprietary information

QUALIFICATIONS:

Minimum of five years of senior-level financial experience within a nonprofit organization
Master’s degree (MA/MBA preferred) in Business, Management, or Finance
Certified Public Accountant (CPA) designation required
Knowledge of general accounting and financial reporting procedures in accordance with GAAP, OMB Circulars A-133 and A-122
Knowledge of Human Resources laws, regulations, and practices, including payroll and tax processing, benefits, and retirement plans
Strong experience with Sage Intacct accounting software is required
Experience with Salesforce is a plus

ESSENTIAL SKILLS

Personal qualities of integrity, credibility, and a commitment to Ascend Dallas’s mission
Flexible and self-starter; able to multitask while maintaining attention to detail
Strong problem-solving skills, with the ability to analyze and resolve issues effectively
Excellent interpersonal skills, with experience collaborating in multi-disciplinary, diverse, and dynamic teams. Effective communication skills, both verbal and written
Ability to quickly learn new technology platforms

PERKS & BENEFITS

Medical/Dental/Vision/Short-Long Term Disability. Company paid Life Insurance
401k with company match
Optional remote workdays
Paid Parental leave
Generous PTO package including extended time off from December 24th to New Years

HOW TO APPLY:

Ascend Dallas is an equal opportunity employer. For immediate consideration, qualified candidates should submit a resume via email to jobs@ascenddallas.org

Ascend Dallas Jobs

Chief Financial Officer