Financial Executive Officer

1 week ago

Philadelphia, Pennsylvania, United States Philadelphia Yearly Meeting Full time
Job Overview

Position Title: Chief Financial Officer

Role Summary: The Chief Financial Officer (CFO) at Philadelphia Yearly Meeting (PYM) oversees all fiscal activities, encompassing operational, restricted, and capital budgeting, financial forecasting and analysis, risk assessment, and adherence to regulatory standards. With a dedicated team of 25 staff members and an overall budget of $4.5 million, the CFO plays a pivotal role in the financial stewardship of the organization.


The CFO collaborates closely with the General Secretary (the CEO of PYM) to ensure that the organization fulfills its fiduciary duties and engages in necessary financial initiatives. This role also involves working in partnership with the volunteer Treasurer, providing essential support on financial, business, and policy matters to the General Secretary, the governing councils (the board of directors), and the Arch Street Meeting House Preservation Trust (ASMHPT), along with various committees.


Key Responsibilities:

  1. Financial Strategy: Develops and implements long-term financial strategies to ensure the sustainability and success of PYM. Prepares and manages operating, restricted, and capital budgets in collaboration with the General Secretary and ASMHPT, overseeing the budget approval process and adapting to changing financial circumstances.

  1. Operational Finance: Establishes and maintains best practices to enhance the financial operations of the organization.
  2. Financial Reporting: Guarantees the timely delivery of relevant financial data to staff, governance bodies, PYM volunteer groups, and the community. Designs and enforces internal controls for the preparation and presentation of financial statements in compliance with US GAAP.

  1. Liquidity Management: Formulates strategies to ensure sufficient liquidity for operational needs and manages restricted funds to support granting activities and PYM programs. Oversees investment strategies, whether PYM acts as trustee or is a beneficiary of other trustees' funds.

  1. Compliance and Risk Oversight: Ensures that PYM adheres to all regulatory requirements as a nonprofit entity and that restricted fund income aligns with donor intentions.

  1. Manages PYM-owned properties, ensuring they are effectively maintained and adequately resourced.

  1. Performs additional duties as assigned.

Required Qualifications:

  • Understanding of Quaker beliefs and practices, with a commitment to deepen this knowledge.
  • A minimum of five years in executive management roles with progressive responsibilities in finance, accounting, or nonprofit management.
  • Familiarity with nonprofit accounting standards and regulations.
  • Experience with accounting software.
  • Direct supervisory experience.
  • Proven ability to manage multiple teams and complex projects involving diverse stakeholders.
  • Strong written and verbal communication skills.
  • Extensive experience in effectively communicating complex financial matters to various stakeholders, including boards, volunteers, and community members.
  • Proficient in Microsoft Excel and other Microsoft Office applications.

Desired Qualifications:

  • Active engagement with the Quaker community or extensive experience with Friends' meetings; a deep understanding of Quaker principles and practices.

Expectations for All Employees:

  1. A welcoming demeanor and a commitment to serving the community, fostering a positive first impression for all.
  2. Awareness and commitment to racial equity principles, with expectations varying by staff level.

Work Environment: PYM's offices are situated in a sustainable building in Center City Philadelphia. The organization currently operates in a hybrid model, requiring a minimum of two days in the office, fostering a collegial and friendly workplace culture.


Compensation and Benefits: This position reports to the General Secretary, with a salary range of $110,000-$120,000. Benefits include medical, dental, and life insurance, flexible spending accounts, a 403(b) retirement plan with employer contributions, generous paid time off, and a flexible work schedule.

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