Chief Financial Officer

Position Duties and Responsibilities

• Serves as staff liaison to the Finance Committee and Investment Committee, working closely with the Board Treasurer to coordinate meetings, prepare agendas, and present financial materials.
• Led the development and oversight of the annual operating and capital budgets in collaboration with department heads and the Executive Director.
• Prepares and presents monthly and annual financial statements, forecasts, budget-to actual analyses, and year-end projections to the Board of Trustees and leadership.
• Oversees investment accounts, endowment distributions, and reserve funds; monitors performance and coordinates with investment advisors.
• Ensures accurate month-end and year-end close processes, including general ledger entries, bank and investment reconciliations, and financial reporting.
• Oversees management of temporarily restricted funds, capital reserves, pledges receivable, and asset capitalization.
• Leads annual audit preparation and coordination with external auditors and tax professionals; ensures compliance with nonprofit accounting standards (GAAP), federal and state regulations, and oversees completion of IRS Form 990, 990-T, 5500, and related filings.
• Supervises and evaluates the Accounting Manager; provides cross-training and ensures continuity of financial operations.
• Oversees payroll projections, retirement plan contributions, and benefit-related financial reporting in coordination with leadership.
• Pairs with development, retail, and events teams to ensure accurate reconciliation of contributions, earned revenue, inventory, and event-related financial activity.
• Provides financial analysis to support grant reporting, strategic planning, multi-year forecasting, and institutional decision-making.
• Maintains and strengthens internal financial controls, policies, and procedures.
• Participates in leadership meetings, institutional planning initiatives, and cross departmental collaboration.
• Other duties as assigned by the Executive Director.

Qualifications

• Minimum of 5–7 years of progressive financial leadership experience, with at least 3–5 years in a senior finance role (Controller, Director of Finance, or CFO).
• Demonstrated experience in nonprofit financial management, budgeting, forecasting, multi-year modeling, cash flow, functional expenses, and bank and investment reconciliations.
• Proven experience preparing and presenting financial reports to Boards of Directors and Finance Committees in a clear, accessible way.
• Knowledge and use of unrestricted, temporarily restricted, and permanently restricted funds.
• Experience with preparation and oversight of annual audits, coordinating with external auditors, and managing compliance filings (e.g., Form 990 and related filings); with knowledge of nonprofit accounting standards (GAAP).
• Demonstrated ability to establish and maintain strong internal controls, policies, and financial procedures.
• Experience managing and developing finance staff; ability to coach, cross-train, and build sustainable workflows.
• High level of integrity, discretion, and professional judgment.
• Advanced proficiency in accounting systems, financial reporting tools, and spreadsheets (e.g., Excel or Google Sheets). Experience with Blackbaud Financial Edge NXT or other fund accounting software is a plus.

Preferred Qualifications

• CPA, MBA, or other relevant professional credentials.
• Experience working with investment advisors, endowments, and reserve funds.
• Background in organizations with multiple revenue streams (grants, donations, retail, events, earned revenue).
• Experience supporting grant compliance and reporting.
• Familiarity with payroll, benefits accounting, 403(b) retirement plans and their 5500 tax reporting.
• Prior experience in organizations with capital projects or asset capitalization.
• Experience partnering closely with development or advancement teams.