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Chief Financial and Strategy Officer

2 months ago

Dallas, Texas, United States Thomas Edwards Group Full time
Job Overview

Our esteemed non-profit client is in search of a Chief Financial Officer/Chief Strategy Officer who will play a pivotal role in ensuring the financial integrity and strategic direction of the organization. This leader will collaborate closely with the CEO, Board of Directors, and the executive team to spearhead strategic initiatives, guarantee financial health, and elevate organizational effectiveness. The ideal candidate will possess a robust vision for financial excellence and demonstrate the capacity to provide insightful leadership within a non-profit framework.

Key Responsibilities
  1. Strategic Leadership:
    1. Formulate and execute financial strategies that resonate with the organization's mission and vision.
    2. Deliver strategic insights to the CEO, Board of Directors, and senior leadership grounded in financial analysis and forecasts.
    3. Facilitate the strategic planning process, ensuring it aligns with the organization's overarching mission and objectives.
    4. Conduct thorough market and competitive analyses to guide strategic choices and pinpoint growth opportunities.
    5. Lead the financial planning initiatives, encompassing budgeting, forecasting, and long-term financial strategies.
    6. Encourage a culture of innovation, continuous improvement, and accountability.
  2. Financial Oversight:
    1. Supervise all financial operations, including accounting, budgeting, financial reporting, and audits.
    2. Guarantee precise and timely financial reporting to the Board of Directors, funding bodies, and stakeholders.
    3. Manage cash flow, investment strategies, and asset management to uphold financial stability.
    4. Utilize data and feedback through regular meetings with leaders to inform decision-making that enhances outcomes.
    5. Oversee investment activities and manage the organization’s assets effectively.
    6. Ensure adherence to legal, regulatory, and funding obligations.
  3. Compliance and Risk Management:
    1. Ensure compliance with all relevant federal, state, and local regulations, as well as internal policies.
    2. Oversee risk management efforts, including the development and implementation of internal controls to mitigate financial risks.
    3. Confirm that the organization maintains adequate insurance coverage and robust risk management practices.
  4. Fundraising and Development:
    1. Collaborate with the development team to identify funding opportunities and strategies for revenue diversification.
    2. Provide financial insights and support for grant applications, donor engagement, and fundraising initiatives.
    3. Assist the Development team in ensuring compliance with internal and external policies.
    4. Generate reports and analyses to aid the Development team in achieving their objectives.
  5. Team Leadership and Development:
    1. Foster a collaborative atmosphere that promotes teamwork and collective problem-solving.
    2. Inspire and mentor the finance team, cultivating a culture of excellence and continuous improvement.
    3. Encourage professional growth and capacity building within the finance team.
  6. Thought Leadership:
    1. Act as a thought leader within the organization, contributing to the overall strategic direction and operational effectiveness.
    2. Represent the organization at external events, advocating for the financial health and sustainability of the community.
Skills and Expectations
  • Education: A Bachelor's Degree in Finance, Accounting, Business Administration, or a related field is required; an MBA and/or CPA is preferred.
  • Experience: A minimum of 10 years in financial management, with at least 5 years in a senior leadership capacity.
  • Demonstrated experience in strategic financial planning and execution within a non-profit context.
  • Comprehensive knowledge of non-profit accounting standards and regulatory requirements.
  • Exceptional analytical, organizational, and problem-solving abilities.
  • Outstanding communication and interpersonal skills, capable of engaging and inspiring stakeholders at all levels.
  • Proven ability to lead and develop high-performing teams.
Requirements
  • Strategic thinker with integrative capabilities.
  • Results-driven and proactive.
  • Ability to meet or exceed deadlines.
  • Strong organizational and time management skills.
  • Adaptable and resilient in challenging situations.
  • Ethical and transparent with a high degree of integrity.
  • Passionate about the mission.