Chief Financial Officer

7 days ago

Malvern, United States The Institutes Full time
About The Institutes

A not-for-profit organization located in beautiful Malvern, PA, The Institutes have been the leading provider of risk management and property-casualty insurance education for more than 100 years. By living our values-Put the Customer First, Do What You Say, Work Together, Be Innovative and Do the Right Thing- our talented team delivers innovative solutions that best empower risk and insurance professionals to help those in need. In 2024, The Institutes was named a Top Workplace by Philly.com for the ninth time. We understand the importance of work-life balance and provide excellent benefits and a friendly and team-focused work environment to drive employee engagement.

SVP, Finance and CFO

The Senior Vice President, Finance and Chief Financial Officer (CFO) is responsible for leading Finance and other shared services as assigned to develop, align, coordinate and execute strategic goals in support of the organization's strategic initiatives and business model. The CFO is also responsible for directing the financial strategy of the organization, performing analysis to understand opportunities and challenges to the financial health of the business, overseeing the accounting function of the business and forward-looking forecasting on both tactical and strategic levels. This position is a member of the Senior Management Team (SMT). This position reports directly to the President and CEO. The Controller, General Counsel, Vice President of Human Resources, Director of Facilities and Inventory Management, and Risk Manager report to this position

Key responsibilities include but are not limited to:
  • Directs financial strategy, planning and forecasts in partnership with the Senior Management Team. Understands the business model, studies, analyzes and reports on trends, opportunities for business expansion and growth, and projection of future company growth, including mergers and acquisitions.
  • Provides leadership and oversees all financial activity for the organization, including audits, treasury and cash flow management, statutory & tax compliance, capital investments, general accounting, financial analysis and reporting to management and Board of Trustees, and retirement plans.
  • Leads technology evaluation and adoption to leverage new technology including Gen AI, where appropriate, to execute business tasks and analysis.
  • Builds forecasting models to project short term financials results as well as longer term strategic financial health of the company. Is also responsible for anticipating and recommending different financing techniques such as debt, stock issuance for for-profit subsidiaries and other financing techniques as may be required. Oversees capital structure of the organization including funding strategies. Manages relationships with investment manager, banks, and other financial institutions.
  • Contributes, as a member of the Senior Management Team, to developing and implementing strategic initiatives, scalable processes, policies and practices.
  • Leads Finance and other shared service departments as assigned to develop, align, coordinate, and execute strategic goals in support of the organization's strategic initiatives.
  • Assures legal and regulatory compliance with existing laws and regulations; anticipates and prepares the organization for compliance with new laws and regulations as they arise or are forecasted.
  • Identifies risk elements of our operations and helps to manage and minimize risk elements, wherever possible. Proactively works with an enterprise risk management focus to protect the key elements of our business and review periodically the enterprise risk management plan.
  • Oversees the development of business processes for new products and services, improvement of existing business processes, negotiation of contracts, and integration of acquisitions.
  • Serves as a Trustee of the Pension Committee.
  • Develops and manages staff to achieve organizational goals through effective, interdependent, and independent contribution.
  • Oversees the development, documentation, implementation and updates of comprehensive building and grounds preventive maintenance, cleaning, and improvement for all properties either owned or leased.
  • Act as an SMT Liaison, ensuring alignment between SMT, team and charter; responds to and updates SMT; offers strategic perspective and advises chartered team when appropriate.
  • Actively shapes the culture and leads the company to rally around the vision; consistently promotes and exhibits behaviors within core values.
Competencies and Expereince Required:

Candidates will have a minimum 10 years' experience of progressive accounting in both private and public accounting and hold a Bachelor's degree in business, Finance, or related field required. Advanced degree is desirable. CPA is strongly preferred and larger non-profit Financial management is a plus. In terms of the performance and personal competencies required for the position, we would highlight the following:

Setting Strategy
  • The ability to create and articulate an inspiring vision for the organization, not only for the areas they are directly responsible for, but the enterprise as a whole.
  • The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy.
  • An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry.
  • The ability to effectively balance the desire/need for broad change with an understanding of how much change the organization is capable of handling, to create realistic goals and implementation plans that are achievable and successful.
Executing for Results
  • The ability to set clear and challenging goals while committing the organization to improved performance; tenacious and accountable in driving results.
  • Comfortable with ambiguity and uncertainty; the ability to adapt nimbly and lead others through complex situations.
  • A risk-taker who seeks data and input from others to foresee possible threats or unintended circumstances from decisions; someone who takes smart risks.
  • A leader who is viewed by others as having a high degree of integrity and forethought in their approach to making decisions; the ability to act in a transparent and consistent manner while always taking into account what is best for the organization.
Leading Teams
  • The ability to attract and recruit top talent, motivate the team, delegate effectively, celebrate diversity within the team, and manage performance; widely viewed as a strong developer of others.
  • The ability to persevere in the face of challenges, and exhibit a steadfast resolve and relentless commitment to higher standards, which commands respect from followers.
  • A leader who is self-reflective and aware of their own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement by being open to feedback and self-improvement.
Relationships and Influence
  • Naturally connects and builds strong relationships with others, demonstrating strong emotional intelligence and an ability to communicate clearly and persuasively.
  • An ability to inspire trust and followership in others through compelling influence, powerful charisma, passion in their beliefs, and active drive.
  • Encourages others to share the spotlight and visibly celebrates and supports the success of the team.
  • Creates a sense of purpose/meaning for the team that generates followership beyond their own personality and engages others to the greater purpose for the organization as a whole.
Driving Sustainability
  • Firmly believes that both sustainability and profit are in the organization's best long-term interest.
  • Integrates economic, societal, and environmental factors into a purpose-driven strategy, turning sustainability into a competitive advantage.
  • Understands and incorporates viewpoints from all key stakeholders to drive decision making and share the benefits.
  • Delivers breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches.
  • Sets audacious business and sustainability goals, driving concerted action and investments, and stays the course in the face of setbacks or push-back from short-term oriented stakeholders.

Competitive compensation package commensurate with expereince.

  • Chief Data Governance Officer

    5 days ago

    Malvern, Iowa, United States Vanguard Full time

    Job SummaryThe Chief Data Governance Officer will be responsible for leading the development and implementation of data governance strategies across the enterprise. This role will oversee the creation and maintenance of data governance policies, procedures, and standards, ensuring compliance with regulatory requirements and industry best practices.Key...

  • Chief Data Analytics Officer

    1 week ago

    Malvern, Pennsylvania, United States Customers Bank Full time

    We are seeking a dynamic and experienced Chief Data Analytics Officer to drive our data, analytics, and AI strategy forward.This senior leadership role is critical to the success of our CDAIO organization's future.The CDAIO will be responsible for Data Warehouse Management, Data Quality Management, AI & Intelligent Automation, Analytics, Data Integration,...

  • Chief Data and Analytics Officer

    2 weeks ago

    Malvern, Arkansas, United States Customers Bank Full time

    About the RoleWe are seeking a highly experienced and innovative Chief Data, Analytics & AI Officer to drive our data, analytics, and AI strategy forward. This senior leadership role is critical to the success of our organization's future.Key ResponsibilitiesEvolve and execute a comprehensive data, analytics, and AI strategy aligned with our vision and...

  • Chief Data and Analytics Officer

    1 week ago

    Malvern, Pennsylvania, United States Customers Bank Full time

    Job SummaryCustomers Bank is seeking a highly skilled Chief Data and Analytics Officer to drive the bank's data, analytics, and AI strategy forward. This senior leadership role is critical to the success of the CDAIO organization's future.Key ResponsibilitiesElevate and execute a comprehensive data, analytics, and AI strategy aligned with the bank's vision...

  • Chief Cloud Security Architect

    3 weeks ago

    Malvern, Arkansas, United States Vanguard Full time

    Job Title: Chief Cloud Security ArchitectAt Vanguard, we're seeking a highly skilled Chief Cloud Security Architect to join our team. As a key member of our Enterprise Security and Fraud organization, you will be responsible for providing strategic direction and vision for our cloud security initiatives.Key Responsibilities:Develop and implement cloud...

  • Financial Operations Manager

    2 weeks ago

    Malvern, Arkansas, United States Qwerkz Full time

    Job OverviewWe are seeking a highly skilled Financial Operations Manager to join our team at Qwerkz. The ideal candidate will have a strong background in accounting and finance, with experience in supervising and developing office staff.The Financial Operations Manager will be responsible for providing analytical support for all financial decisions,...

  • Member Service Representative II

    1 month ago

    Malvern, United States TruMark Financial Full time

    TRUMARK FINANCIAL CREDIT UNION JOB DESCRIPTION Job Title: Member Service Representative II Department: Branch Operations - Malvern Reports To: Branch Manager FLSA Status: Non- Exempt - S/T 70 Position Summary: The Member Service Representative II effectively educates and uncovers member needs while delivering extraordinary member service to both existing...

  • Financial Management Specialist

    1 week ago

    Malvern, Arkansas, United States Qwerkz,Inc Full time

    We are seeking a highly skilled Financial Management Specialist to join our team at Qwerkz, Inc. in Leola, Arkansas. The successful candidate will be responsible for providing analytical support for all financial decisions, supervising and developing office staff, and ensuring accurate financial reporting.Requirements:A 4-year degree in business, accounting,...

  • Member Service Representative

    2 months ago

    Malvern, United States TruMark Financial Full time

    TRUMARK FINANCIAL CREDIT UNION JOB DESCRIPTION Job Title: Member Service Representative Department: Branch Operations Reports To: Branch Manager FLSA Status: Non-Exempt Traveling required to local locations. Position Summary: Effectively educates and uncovers member needs while delivering extraordinary member service to both existing and potential members....

  • Financial Operations Specialist

    1 week ago

    Malvern, Arkansas, United States DENTALEZ Full time

    Job SummaryThe Financial Operations Specialist will be responsible for handling the financial activities of multiple divisions within DENTALEZ, assisting the finance and accounting team in budgets and auditing, while ensuring accuracy of the financial records and encouraging continuous improvement efforts.Key Responsibilities: Maintain and update accounting...

  • Financial Operations Specialist

    1 week ago

    Malvern, Pennsylvania, United States DENTALEZ Full time

    Job Title: Financial Operations SpecialistJob Summary: We are seeking a highly skilled Financial Operations Specialist to join our team at DENTALEZ. The successful candidate will be responsible for handling the basic financial activities of multiple divisions within the organization and assisting the finance and accounting team in budgets and auditing, while...

  • Corporate Accounting Leader

    1 week ago

    Malvern, Arkansas, United States BM Technologies, Inc. Full time

    Job OverviewBM Technologies, Inc. is seeking a seasoned Corporate Controller to support the Chief Financial Officer in managing the accounting operations and financial reporting of the Company. The ideal candidate will possess public accounting, corporate accounting, and technology industry experience, with a strong background in financial analysis and...

  • Senior Financial Analyst

    5 days ago

    Malvern, Pennsylvania, United States Xplora Full time

    We're seeking a Senior Financial Analyst to join our elite team at Xplora, a leading investment management firm. This hybrid role offers the perfect balance with 3 days in the office and the rest remote.Key Responsibilities:Partner with senior leadership to create impactful financial modelsConduct sophisticated analyses and support key business...

  • Corporate Financial Analyst

    4 days ago

    Malvern, Pennsylvania, United States CubeSmart Full time

    About the Role:CubeSmart is seeking a highly skilled Corporate Accountant to join our Accounting team at our corporate office in Malvern, PA. As a key member of our team, you will be responsible for maintaining the corporate general ledger in accordance with GAAP, preparing daily journal entries and general ledger account reconciliations, and performing...

  • Financial Call Center

    2 days ago

    Malvern, United States Randstad Full time

    Job DescriptionJob DescriptionHIRING NOW – FINANCIAL CUSTOMER SERVICE – HYBRID POSITIONOur Client, a world-renowned leader in investment management, is seeking motivated talents with Customer Service skills and passion for the financial industry.Join us and become part of an organization where your talents will be recognized, your potential will be...

  • Head of Data Governance and Quality

    1 week ago

    Malvern, Pennsylvania, United States Customers Bank Full time

    Job SummaryWe are seeking a highly skilled Head of Data Governance and Quality to lead our efforts in establishing a comprehensive data governance framework and ensuring the quality, accessibility, and privacy of data across the organization.Key ResponsibilitiesDevelop and implement an enterprise-wide data governance framework that establishes data...

  • Project Management Office Director

    1 month ago

    Malvern, Pennsylvania, United States CertainTeed Full time

    Job SummaryWe are seeking a highly skilled and experienced Project Management Office Manager to join our team at Certainteed Roofing. The successful candidate will be responsible for leading the management of our Project Management Office (PMO), promoting and enforcing the use of our Saint Gobain Project Execution Manual (PEM) and its tools, and...

  • Tax Office Operations Manager

    5 days ago

    Malvern, Iowa, United States H&R Block Full time

    Job SummaryAt H&R Block, we're looking for a skilled Associate Team Leader to support our retail office during tax season. As a key member of our team, you'll be responsible for ensuring quality and consistent execution of our Service Standards, providing daily operations direction for the tax office, and delivering an outstanding client experience.Key...

  • Project Management Office Director

    4 days ago

    Malvern, Pennsylvania, United States CertainTeed Full time

    Job SummaryWe are seeking a highly skilled and experienced Project Management Office Manager to join our team at CertainTeed. The successful candidate will be responsible for leading the management of our Project Management Office (PMO), promoting and enforcing the use of our Saint Gobain Project Execution Manual (PEM) and its tools, and standardizing...

  • Financial Services Representative

    4 weeks ago

    Malvern, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    About Our AgencyAt Stephen Diorio - State Farm Agent, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are a trusted partner in our customers' lives, providing them with protection and peace of mind.Role and ResponsibilitiesAs a Sales Representative with our agency, you will play a...