Assistant CFO

PURPOSE

This role will serve as a key strategic partner to the Executive Vice President & Chief Financial Officer (EVP & CFO), providing financial and operational oversight to ensure alignment with the organization’s strategic goals. The Assistant CFO will play a critical role in driving financial performance, operational efficiency, and long-term sustainability in support of Dairyland's mission to provide reliable, affordable, and responsible energy to our members.

ESSENTIAL JOB FUNCTIONS

• Strategic Financial Leadership

• Conduct comprehensive analyses and monitor the organization’s financial performance, through financial reporting and key performance indicators (KPIs), delivering actionable insights and strategic recommendations to senior leadership.
• Lead cross-functional initiatives to enhance financial performance, operational efficiency, and competitive positioning.
• Support strategic planning processes, including advising on investments, mergers, acquisitions, and other high-level financial transactions.
• Champion the alignment of internal investment policies with strategic priorities, ensuring a disciplined and proactive approach to resource allocation.

• Financial Operations

• Lead short and long-term capital planning ensuring alignment with the organization’s strategic initiatives.
• Lead capital-raising efforts, including debt issuance, compliance with lending agreements, and investor relations.
• Monitor financial markets, providing insights on interest rate trends, liquidity management, and funding strategies.
• Manage balance sheet forecasting and strategy, optimizing cash flow and ensuring financial stability.
• Develop and implement tax strategies ensuring compliance with all applicable local, state, and federal regulations.
• Identify, assess, and mitigate potential financial risks to the organization.
• Oversee corporate leasing program and credit risk activities.

• Technology Integration

• Maintain a thorough understanding of industry best practices and emerging trends in financial processes and technology to ensure continuous improvement and alignment with organizational goals.
• Partner with Finance Division leadership and IT teams to optimize data management, enhance financial reporting, and implement automation solutions.
• Direct the design, development, and deployment of advanced AI-driven solutions to streamline accounting operations, enhance financial planning processes, and improve supply chain management efficiency.

• Stakeholder Engagement & Special Projects

• Build and maintain strong relationships with key external partners, including members, financial institutions, auditors, and consultants.
• Lead board committee meetings and prepare executive-level reports and presentations.
• Manage special projects and strategic initiatives on behalf of the EVP & CFO.

MINIMUM QUALIFICATIONS

• Education & Experience:

• Bachelor’s degree in Finance, Accounting, or a related field.
• Minimum of ten (10) years of progressive leadership experience in corporate finance, accounting, or related fields, preferably within the energy or utility sector.
• MBA or CPA strongly preferred.

• Knowledge/Skills/Abilities:

• Deep knowledge of corporate finance principles, including demonstrated expertise in capital markets, lending programs and financial planning required.
• Proven analytical and problem-solving abilities, with a track record of driving organizational success through data-driven decision-making.
• Familiarity with government grants and/or mergers and acquisitions is highly desirable.
• Exceptional leadership, communication, and interpersonal skills, with the ability to collaborate effectively across all levels of the organization.
• Experience working in a cooperative, mission-driven, or member-focused organization is beneficial.

• Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is regularly required to talk or hear.
• The employee frequently is required to stand/sit; walk; use hands/fingers to handle or feel; and reach with hands and arms.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.