Job Title: Chief Financial Officer (CFO)

Department: Executive

Reports To: President and Chief Executive Officer (CEO)

FLSA Status: Exempt

Mission Support

Goodwill Houston (GWH) is transforming lives by connecting people to opportunities that advance the future of work. Through education, training, and employment, we create pathways to success for individuals facing employment barriers. We empower people, strengthen families, and impact communities by addressing both immediate and future workforce needs. With the generous support of our donors and retail customers, we are changing lives through the power of work.

Position Summary

The CFO is a member of the organization’s C-Suite executive leadership. Responsible for setting financial policy and direction, working with the President & CEO, Chief Operating Officer (COO), and the Chief People Officer (CPO) to drive the organization’s overall financial and business strategy. Assist in leading financial administration, business planning, and budgeting. This position ensures that the organization operates efficiently, effectively, and in accordance with local, state, and federal laws and regulations. This position exists to ensure the organization's financial health in both the long and short term by overseeing financial and administrative operations and examining business practices while minimizing risk to the organization.

Essential Duties And Responsibilities

Develops and continually refines a comprehensive financial strategy and implements tactics to support the vision and mission of the organization through an understanding of its key financial drivers.

Ensures that finance staff maintains financial record systems in accordance with Generally Accepted Accounting Principles.

Prepares and presents ﬁnancial reports, including monthly statements, in a timely manner. Monthly reports are needed within the ﬁrst ten (10) days of the new month.

Directs the interpretation of operating results as they affect the financial aspects of the corporation and makes recommendations that facilitate the organization in achieving the agreed-upon financial strategy.

Coordinates all audit activities.

Directs the planning and administration of cash management activities, cooperating with operational leadership in coordinating expenditure programs with forecasted cash flow.

Reviews all monthly and interim ﬁnancial reports.

Oversees the preparation of two (2 annual Form 990’s for Goodwill Houston and the Goodwill Houston Foundation.

Maintains relationships along with the President & CEO with banks and other ﬁnancial institutions.

Prepares strategic ﬁnancial plans as well as annual operating and capital budgets.

Advises the President & CEO and Board of Directors regarding the ﬁnancial aspects of GWH and the Goodwill Houston Foundation.

Oversees the preparation and implementation of the organization’s internal audit plan.

Oversees the Information Technology staff and ensures that spending levels are within the organization’s budget.

Directs the control and safeguarding of the corporation’s assets.

Attends Corporate Board Meetings and Board Committee meetings upon request of the President & CEO.

Serves as staff liaison to the Finance & Audit Committee of the Board of Directors.

Serves as staff liaison to the Goodwill Houston Foundation.

Assists the President & CEO with relationships with insurance brokers and placement of the agency’s health, liability, casualty, and D&O insurance.

Manages the organization’s investment portfolio with the President & CEO.

Advises the President & CEO with in-depth knowledge of the management of the organization’s Retirement Plan and employee-elected 403(b). Serves on the Retirement Plan Investment Committee.

Supports ongoing development of future leaders through a combination of succession planning, career development, leadership training, and personal mentoring activities.

Ensures compliance with all GWH’s policies, procedures, and safety standards throughout work areas and maintains the same to meet all state and local regulatory standards

Create and maintain a value-based workplace environment for all team members.

Supports and drives field alignment with organizational initiatives focused on providing a safe, clean, and positively engaged work environment.

Cultivates an organizational culture steeped in accountability, performance excellence, and continuous improvement.

Recruits, hires, manages, and evaluates all personnel in departments under his/her supervision.

Collaborates effectively with the Executive Team, direct reports, and the Board of Directors in formulating and updating the strategic plan.

Establishes and implements operational policies, procedures, and quality standards for all functions within the departments supervised.

Forms and maintains meaningful partnerships and collaborates effectively with the Executive Team and the Board of Directors.

Monitors operations execution to ensure CARF standards of compliance are met.

Assures a workplace free from discrimination and harassment throughout supervised departments and takes prompt action, within GWH’s policies, to address such allegations or incidents.

Perform other duties as directed by the President/CEO and/or the Board of Directors to support evolving organizational needs.

Additional Responsibilities

Ability to accept responsibility for directing, controlling, and planning supervised departments, budgets, and staffing.

Requires moderate to high emotional effort with frequent short deadlines. The work environment is occasionally hectic, with periods of high activity/demand.

Demonstrate professionalism, good judgment, and present a friendly, cooperative attitude.

Ability to multitask, make quick decisions, adapt to change, and collaborate effectively in a fast-paced, team-oriented environment.

Adheres to all GWH Policies & Procedures, Loss Prevention & Safety Regulations, and GWH Guiding Principles.

Must be punctual, maintain a professional appearance, and perform expected duties.

Maintain a high level of confidentiality.

Must perform all duties according to GWH safety procedures, maintain good housekeeping standards, and ensure all walkways are clear and free of clutter.

Adheres to local, state, and federal laws and regulations.

Must have a valid driver's license and liability insurance.

Minimum Qualifications

A bachelor’s degree in accounting or finance is required.

A master's degree in ﬁnance, accounting, or business administration is strongly preferred; equivalent professional experience may be considered in lieu of a degree.

CPA is highly recommended.

A minimum of ten (10) years of general accounting and ﬁnance experience.

A minimum of five (5) years of director or VP-level managerial experience, including the management of staff. CFO experience is strongly desired.

Excellent knowledge of accounting principles and practices, including maintaining and operating a computerized accounting system.

Knowledge of strategic planning, operating and capital budgets, insurance, banking, and investments.

Must be legally authorized to work in the United States without sponsorship for current or future employment. GWH does not offer visa sponsorship for employment purposes. 

Key Performance Indicators (KPI)

Ethics and Integrity.

Managing with Vision and Purpose.

Interpersonal Savvy.

Business Acumen.

Decision Quality.

Ability to Manage through Systems.

Strategic Ability.

Action Oriented.

Drive for Results.

Financial performance.

Internal Process Quality.

Operational Efficiency.

Customer Satisfaction.

Strategic Alignment.

Physical Requirements/Work Environment

Ability to sit, stand, bend, and reach.

Ability to lift, push, and pull up to 25 lbs.

Able to spend most working hours at a computer.

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Chief Financial Officer