Financial Strategy Executive

2 weeks ago

San Antonio, Texas, United States WorkTogether Full time
YOUR MISSION

The Chief Financial Officer (CFO) serves a pivotal leadership function within the organization to ensure financial viability by optimizing resource allocation, evaluating financial risks and prospects, and enhancing cost-effectiveness. The CFO will be instrumental in the sustainability of the organization while overseeing finance, risk management, and payroll functions. The CFO reports directly to the Chief Executive Officer.

YOUR RESPONSIBILITIES

Strategic Leadership

  • Establish financial strategic direction and align with organizational goals across the organization.
  • Define the vision, strategy, and metrics for fiscal management, budgeting, reporting, and auditing processes.
  • Ensure financial strategies are cohesive and aligned across various functions, with specific and measurable outcomes.
  • Articulate financial vision, strategy, priorities, and data to stakeholders effectively.
  • Build, lead, mentor, and develop financial team members professionally.
  • Set clear, data-driven short-term and long-term priorities.
  • Streamline effective systems and promote collaboration among leadership.
  • Provide financial coaching and support to various departments.

Finance & Operations

  • Oversee the annual planning and budgeting process for the organization.
  • Implement data-driven financial reporting, operations, and accounting, including updated budgeting and forecasting.
  • Manage the annual auditing process.
  • Ensure compliance with financial documentation and regulatory reporting requirements.
  • Supervise bookkeeping processes, payroll, accounts payable/receivable, reconciliations, and monthly financial closing.
  • Collaborate with senior leaders across the organization, including HR and fundraising teams.

Facilities and Asset Management

  • Manage the financial aspects of facilities and asset management.
  • Develop and monitor costs associated with long-term asset planning.
  • Support organizational growth and development needs related to infrastructure and facilities.
  • Ensure compliance with relevant state and local regulations.

Procurement Management

  • Assess capital purchasing requirements in collaboration with the CEO.
  • Review contracts and pricing for ongoing services and regularly purchased products.
  • Maintain strong vendor relationships.
  • Ensure compliance with procurement policies.

Risk Management and Internal Controls

  • Conduct risk management analyses.
  • Maintain sound fiscal policies and continuously enhance financial operations.
  • Establish and uphold robust internal controls.
  • Oversee and manage appropriate insurance policies.
  • Coordinate annual insurance audit processes.

Compliance Oversight

  • Ensure compliance systems, staffing, and tools are in place for annual cycles.
  • Supervise staff managing federal and state grants.
  • Guarantee adherence to applicable laws, regulations, and organizational policies.

Collaboration and Stakeholder Engagement

● Work collaboratively with leadership, department heads, and key stakeholders.

● Serve as a key liaison to external partners.

● Engage with the community and other stakeholders to foster trust and transparency.

Partner School Financial Services

● Develop, maintain, and renew contracts with partner organizations.

  • Oversee services provided to partner organizations.

Finance/Business Team Development

  • Design and implement tailored professional development programs.
  • Manage and mentor finance and business managers.
  • Collaborate with the talent management team.
  • Coach and develop teams on essential competencies.

YOU HAVE

  • A Master's degree; preferably an MBA or a master's in accounting, finance, or a related discipline.
  • 10 years of professional experience, with at least 5 years in a finance-related role.
  • In-depth understanding of fundamental accounting principles, particularly in nonprofit settings.
  • Experience in preparing, overseeing, and managing substantial budgets.
  • Proven experience collaborating with lenders, funders, and consultants.
  • Familiarity with the legal and ethical guidelines relevant to the position.

COMPENSATION

  • Competitive salary based on qualifications and experience, ranging from $134,000 to $194,000.
  • This position offers flexibility in location.

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