The Chief Financial Officer is a practicing Catholic in good standing with the Church who is responsible for leading and overseeing the finance-related activities of the organization. This role serves as lead staff to the Committee on Budget and Finance and provides insight and analysis to the General Secretary and Executive Team. The CFO guides and participates in budgeting, financial reporting, audits, internal control systems, accounting practices, stewardship of investments, and financial analysis to assure fiscal responsibility and integrity.

1. Supervises the gathering, recording, summarizing and reporting of all transactions in support of interim and audited year end financial statements, and the comparison of actual to budgeted and planned outcomes.

2. Coordinates the development of departmental and programmatic budgets which support the priorities and mission directives of the Conference.

3. Develops the agenda and supporting documentation for meetings of the Budget and Finance Committee; researches and gathers supporting information; provides advice and develops strategies to address financial matters; and advises the Treasurer as requested.

4. Drafts the Treasurers correspondence, oral and written reports to the Budget and Finance Committee, Administrative Committee and body of Bishops.

5. Supports the work of the Audit Subcommittee as requested by the Chairman.

6. Advises the General Secretariat on the financial aspects of Conference activities and functions as a member of the Senior Staff and as a leader in the management of Conference activities, priorities and mission directives.

7. Monitors Conference financials to proactively identify potential issues or threats to the financial health of the organization.

8. Provides staff assistance to the Committee on Priorities and Plans in relating the planning process to the financial realities of the Conference.

9. Performs treasury management functions and forecasting of cash flows and investment liquidation and rebalancing.

10. With the General Secretariat, works with investment management consultants, managers, advisors and custodians for performance and results measurement, adherence to investment guidelines, portfolio composition, and related accounting for position & results.

11. Represents management to the independent auditors and advises management on issues related to the audited annual financial statements, including adoption of reporting standards and preparation of footnote disclosures.

12. Oversee and advise in the implementation, development, and maintenance of finance and accounting systems.

13. Oversees the Conferences relationship with its travel agency and develops, suggests and monitors the related policies and procedures.

14.Works with other staff as needed to address particular projects, such as royalty audits, risk management, special events and functions, investigations, etc.

15.Provides staff support to the USCCB Accounting Practices Committee.

16. Participates in the Socially Responsible Investment Guidelines Relevance Review process.

17. Serves as requested and as time allows on task forces, committees and special projects.

18. Ensures compliance with all USCCB personnel and administrative policies in the Office of Finance and Accounting.

Degree: Bachelors degree required; CPA preferred; MBA preferred

Major Field/Specialty: Accounting, finance, management, business administration, or similar field

Specialized Training/Requirements:

Practicing Roman Catholic in good standing
Familiarity with the Roman Catholic Church, its mission, organizational structure, goals, objectives, concerns and issues required
Some investment management experience necessary. Familiarity with socially responsible investing consistent with the teachings of the Roman Catholic Church
Familiarity with professional pronouncements, statements and requirements of AICPA and FASB necessary
Excellent communication skills and ability to explain financial concepts in an understandable way to others who are outside of the field
Collaborative, proactive and ability to see issues from varied perspectives
Applications of financial systems software and processes desired

Number of Years of Experience Required: 10 years

Type of Experience Required:

Experience working in an organization with multiple and complex revenue streams (grants, donations, reserve draws)
Budgeting experience necessary
Controllership experience helpful
Religious or non-profit experience helpful

The salary range for this position is $180,000 to $220,000

United States Conference of Catholic Bishops Jobs

Chief Financial Officer