Chief Financial Officer

Specific Responsibilities

• Executive and Senior Leadership Teams
• Participate in the development of the vision, strategy and goals for the organization as well as business and human resources policies and planning
• Member of the Oversight committee providing direction regarding raising and deploying capital, risk management, conflicts of interest
• Staff the Board Finance Committee and provide quarterly financial reports for board oversight
• Maintain relationships with Board of Directors and Evernorth’s corporate financial institutions and major investors
• Other duties as assigned.
• Corporate Finances
• Oversee and direct accounting, audit, tax, budgeting, organizational cash flow, long range forecasting, treasury, banking and corporate insurance activities for the organization
• Responsible for the internal accounting and financial controls of the organization
• Manage Corporate investment portfolio
• Direct and coordinate the establishment of annual operating budgets
• Direct and coordinate departmental reports and financial information
• Oversee accounting and lending for real estate development department
• Oversee annual audit and tax preparation for Evernorth related entities
• Responsible for monitoring compliance with state and federal nonprofit status, SEC filings and state business filings
• Serve as primary point of contact for the NMTC program
• Serve as primary point of contact for the Evernorth related party organizations
• Supervise loan servicing and financial transactions for NMTC projects
• Establish and maintain appropriate processes to ensure that Evernorth is in compliance with all grant and funding agreements
• Capital Management
• Oversee the operation of the Capital Management Department
• Participate in the formation and management of Evernorth’s multi-investor and proprietary Funds, including review of legal documents, load structure, upper tier models and capital calls
• Oversee the preparation of all reporting to investors
• Ensure the integrity of upper tier models, monitor target returns, and oversee dissolution of multi-investor and proprietary funds
• Oversee annual audit and tax preparation for Fund and lower tier partnerships
• Oversee the establishment and investment of upper tier reserve funds
• Participate in Staff Credit Committee
• Monitor the loan portfolios for the Evernorth organizations; assess risk in the various types of loans and establish appropriate reserves for loan losses
• Oversee regulatory and compliance aspects of Treasury programs including CDFI and Capital Magnet Fund programs

Required Skills and Qualifications

• 10 or more years of experience in executive leadership roles
• Excellent leadership and management, coaching and mentoring skills
• Proven risk management skills
• Understanding of advanced accounting, regulatory issues and tax planning
• High level knowledge of tax advantaged financing, structuring and compliance
• Excellent written and verbal communication skills
• Ability to lead and adapt to change and work effectively across the organization