CHIEF FINANCIAL OFFICER

Duties & Responsibilities

• Develop, implement, and oversee financial strategies, systems, and policies to ensure long-term financial sustainability.
• Direct and manage all financial functions, including accounting, budgeting, financial reporting, cash flow management, and investment oversight.
• Ensure compliance with all federal, state, and local regulations, including nonprofit financial reporting standards.
• Lead the development and monitoring of the annual budget in collaboration with the CEO and leadership team.
• Provide timely and accurate financial reports to the CEO, Board of Directors, Finance Committee, and funders.
• Oversee preparation for audits and ensure timely submission of required financial filings and reports (e.g., IRS Form 990).
• Maintain organizational risk, including insurance, internal controls, and financial policies.
• Collaborate with program teams to develop annual budgets.
• Manage and mentor Fiscal Department staff and ensure a highly functioning, compliant, and service-oriented team.
• Manage and provide oversight of the agency’s procurement processes, including purchasing policies, contract negotiations, and Request for Proposal (RFP) processes to ensure transparency, cost-effectiveness, and compliance with regulations and organizational policies.
• Support strategic planning and decision-making by providing financial analysis, forecasting, and risk assessment.
• Ensure proper stewardship and reporting of restricted funds, donations, grants, and government contracts.
• Execute all state agencies and local counties financial reports for each program's fiscal year as well as the corresponding required annual financial statement at the close of the fiscal year.
• Participate in the development of long and short-term plans and objectives of the agency and its component departments and programs.
• Oversee the Agency’s 403B plan and insurance plans and work closely with Human Resources in negotiating rates for medical/ health care benefits.

Education & Experience

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field (Master’s degree preferred).
• Certified Public Accountant (CPA) designation strongly preferred.
• Minimum of 7-10 years of progressive financial leadership experience, with at least 3 years in a senior financial role.
• Experience working in the nonprofit sector, preferably within a social services or human services organization.
• Strong knowledge of nonprofit accounting principles, fund accounting, and regulatory compliance.
• Proven experience managing financial operations, including budgeting, forecasting, financial analysis, and audit preparation.
• Excellent leadership, communication, and interpersonal skills.
• Ability to think strategically and provide financial insight to support organizational goals.
• Knowledge of nonprofit data security, financial systems, and technology best practices.
• Experience in procurement oversight, RFP development, contract negotiation, and vendor management within a nonprofit or public sector environment.

Knowledge, Skills & Abilities

• Knowledge of OMH, OPWDD, SED and other State guidelines as well as New York City Department of Education and Administration for Children Services (ACS).
• Ability to communicate effectively and interact with Board, the Executive Team, staff and vendors.
• Demonstrates a high level of integrity, credibility, ethical conduct, and business acumen
• Ability to interact with and complete assignments in a manner sensitive to the service population’s cultural and socioeconomic characteristics.