Careers
CFO
January 3, 2025
We are seeking a highly experienced and motivated CFO to take responsibility for all aspects of the organization’s financial management, including bookkeeping, revenue and expense tracking, budgeting, payroll and related functions, and tax/audit compliance. The ideal candidate will possess a proven track record of success in managing financial operations with strong understanding of non-profit accounting principles. This role requires a flexible and results-oriented individual who can both manage day-to-day financial tasks while also ensuring the organization’s financial health and sustainability.
Key Responsibilities:
Bookkeeping and Financial Operations:
- Manage all bookkeeping tasks, including chart of accounts, expense tagging, income tracking, bank reconciliations, journal entries, accounts payable, accounts receivable, and payroll, in a timely and precise manner.
- Develop and maintain internal controls, procedures and systems for organizational expenses and reimbursements.
- Process and record all transactions on a full accrual basis in accordance with GAAP and the highest nonprofit transparency standards.
- Ensure all financial data is properly recorded in accounting software and CRM.
- Maintain accurate and up-to-date financial records to ensure easy and convenient access.
Financial Planning and Budgeting:
- Assist senior leadership by developing and managing both the annual operating budget and individual program budgets.
- Monitor actual performance against the budget and identify any variances.
- Prepare financial forecasts and projections for future years.
- Explore and implement cost-saving measures and strategies.
Financial Reporting and Analysis:
- Prepare all financial statements, including income statements, balance sheets, cash flow, payroll reports, and functional expense allocations.
- Analyze financial data to identify trends, assess risks, and inform decision-making.
- Prepare regular financial reports and budgets for the Board of Directors, grant applications, and other stakeholders.
Payroll:
- Prepare employee and independent contractor payroll, ensuring payments and deductions are made accurately and on schedule each pay period.
- Collect, verify, and maintain all necessary documentation (e.g., timesheets, W-9s, benefits enrollment).
- Calculate and remit payroll taxes (e.g., federal, state, local) and other withholdings, including timely preparation and submission of all required reports (e.g., 941s, 1099s, W-2s).
- Track and document any garnishments, paid time off, or benefits contributions; ensure compliance with all relevant regulations and internal policies.
- Troubleshoot user issues related to payroll as needed.
Tax Accounting / Independent Audit Support:
- Coordinate with external tax accountants to ensure the accurate and timely preparation and submission of Form 990 and other required filings.
- Serve as the primary liaison with independent auditors, providing PBC list and other documentation accurately and on time.
- Manage communication flow between senior leadership, external accountants, auditors, and other stakeholders to ensure smooth, efficient processes.
- Review draft Form 990s and audited financial statements and address discrepancies.
Compliance and Risk Management:
- Ensure compliance with all applicable laws, regulations, and accounting standards.
- Stay up to date on federal, state, and local tax laws and nonprofit regulations, advising on necessary changes.
- Identify and mitigate financial and operational risks.
- Monitor potential fraud and safeguard against misappropriation.
- Maintain adequate insurance coverage for the organization and submit necessary reports.
Technology and Systems:
- Accurately maintain organization’s Quickbooks Online and financial tracking in our CRM.
- Explore and implement technology solutions to improve financial efficiency and effectiveness.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field.
- Master’s degree in Business Administration (MBA) or a related field preferred.
- Certified Public Accountant (CPA) certification preferred.
- Minimum of 10 years of experience in a senior financial role, preferably in the non-profit sector.
- Strong understanding of GAAP and non-profit accounting principles.
- Experience with bookkeeping, budgeting, forecasting, non-profit tax accounting, independent non-profit audits, and financial analysis.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong communication and interpersonal skills.
- Ability to work independently and manage multiple responsibilities.
- Proficiency in Microsoft Office Suite and accounting software (QBO).
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