Chief Financial Officer

Core Experience & Qualifications

• Advanced Non-Profit Accounting: 5+ years of specialized non-profit financial experience (CPA, MAcc, or equivalent senior-level agency background).
• Grant & Fund Accounting Architecture: Proven track record of managing restricted funds and tracking line-item expenditures to match local, state, and foundation guidelines.
• Legacy & Desktop System Mastery: Deep expertise in managing on-premises desktop financial software (e.g., QuickBooks Desktop Enterprise Nonprofit Edition, AccuFund, or MIP Desktop).

Long-Term Goals

• Complete Cloud Independence: The primary long-term mandate for the CFO is to engineer a permanent, fully offline, desktop-installed accounting and payroll roadmap.
• Transition Planning: During the initial setup phase, the CFO must actively research, test, and prepare a migration plan to transition the organization entirely away from cloud-dependent subscription models by 2027 (utilizing local compliance software like AMS Payroll / 1099-Etc or equivalent localized, downloadable tools).
• Self-Sustaining Operations: Establish localized automated workflows (such as batch statement imports and linked desktop document centers) that allow administrative staff to comfortably run day-to-day operations entirely on local, secure drives.

Section 2: Core Experience & Qualifications

Advanced Non-Profit Accounting: 5+ years of specialized non-profit financial experience (CPA, MAcc, or equivalent senior-level agency background).

Grant & Fund Accounting Architecture: Proven track record of managing restricted funds and tracking line-item expenditures to match local, state, and foundation guidelines.

Legacy & Desktop System Mastery: Deep expertise in managing on-premises desktop financial software (e.g., QuickBooks Desktop Enterprise Nonprofit Edition, AccuFund, or MIP Desktop).