Immediate Supervisor: Executive Director/CEO

Supervises: Director of Finance/Controller

Status: Full-time exempt (37.5+ hours per week)

Work Location: Hybrid schedule requiring three days per week in the Baton Rouge, La. office and two remote workdays.

Compensation: TBD based on experience

Benefits: Health, dental, vision, life, 401(k) retirement plan, vacation/sick leave

To apply: Send resume and cover letter to careers@phikappaphi.org

Position Description: This individual will be a key member of the executive team, providing strategic leadership and direction for the fiscal management of the organization. Responsibilities include annual budget preparation, cash management, internal controls, tax compliance, and financial review and reporting.

Key Responsibilities:

Strategic Leadership:

Contribute to development of the organization’s strategic goals and initiatives as well as overall management
Provide strategic leadership in development and implementation of sound accounting policies and performance measures
Work closely with the executive team to identify general organizational needs and develop programs, policies, or guidelines to address and support those needs
Establish and develop relations with external partners and stakeholders
Lead business innovation strategy, philosophy and methodology in alignment with organizational strategy
Direct the assessment of new products, services and programs to diversify revenue sources

Team Leadership:

Provide leadership, direction and management of the finance team
Promote a culture of high performance and continuous quality improvement that values learning
Establish and monitor staff performance, goals, accountabilities and the setting of priorities
Ensure workload is allocated properly and adequate cross-training is implemented and maintained

Accounting, Audit and Financial Operations:

Ensure continuous quality improvement of the organization’s financial operating systems, including strategic and effective use of technology to improve processes
Oversee the preparation of all financial reporting in accordance with Generally Accepted Accounting Principles [GAAP]
Manage the annual audit process
Provide financial oversight and related finance services for chapters

Financial Planning, Analysis and Reporting:

Provide strategic leadership and guidance for annual budgeting process, ensuring alignment with strategic initiatives
Ensure continual evaluation of the business model, developing robust budgeting scenarios and contingencies while seeking opportunities to generate or use resources to move the organization forward
Develop cash flow projections and reporting mechanisms to meet operating needs
With the executive team, develop strategies and plans for key projects and initiatives
Facilitate accurate and timely delivery of special financial information requests

Treasury and Investments

Manage treasury functions including cash management and banking relationships
Optimize banking relationships
In coordination with external advisors, oversee investment portfolios

Governance

Serve as primary finance liaison to board and support the finance and audit, investment, and awards review committees
Offer financial education to board and committee members as needed
Effectively support and work with committee chairs and board treasurer
Ensure structure and processes abide by organization’s governing documents

Compliance and Risk Management

Lead the enterprise risk management and compliance process, ensuring safeguarding of assets and operational effectiveness
Ensure processes and procedures are well-documented, communicated and implemented
Ensure compliance with nonprofit and IRS regulations, investment regulations, GAAP, FASB and related audit requirements and facilitate related disclosure requirements
Ensure accurate and timely preparation of all required tax filings, including 990s, 990-Ts, 1099s, and Secretary of State reports
Coordinate and facilitate all internal control audits and ensure that recommendations are appropriately addressed
Manage organizational compliance with applicable tax and accounting laws and regulations
Serve as a reviewer of any contracts Society may enter from a financial perspective

Leadership Competencies

The CFO is expected to demonstrate:

Strategic and critical thinking
A drive to accomplish goals/results, is motivated by challenge
Self-direction and initiative
A holistic approach when navigating ambiguity
Sound decision-making
Ability to manage change effectively
Commitment to the organization’s mission and priorities
Ability to foster a Collaborative work environment within and across units
Effective delegation and up-and-down management
Interest in ongoing professional development

Experience

7+ years of strategic financial leadership
Nonprofit financial reporting and budgeting via employment
Technical proficiency in all financial functions, including budgeting, financial planning and analysis, reporting, accounting, audit, tax, and treasury
Working with and reporting to internal and external financial partners and stakeholders
Working with and reporting to boards and finance-related committees
Strong management skills with 7+ years supervisory experience
Experience leading major financial projects
Strong analytical and problem-solving skills
Strong organizational skills with significant attention to detail
A clear demonstration of honesty, integrity and confidentiality; the highest ethical standards are assumed
5+ years as CFO of a nonprofit association is preferred
5+ years of public accounting or audit experience is preferred
Oversight of investment portfolios with support from external advisors is preferred

Education

Bachelor’s degree in finance, accounting, business administration or related field is required
Master’s degree is preferred
CPA certification and license is preferred

The Honor Society of Phi Kappa Phi Jobs

Chief Financial Officer