Chief Financial Officer (CFO)

We need to output HTML fragment with sections: headings using

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. The posting includes description about role, responsibilities, qualifications. No explicit Benefits, Pay, Schedule. So we should not create those sections. We need to include About the role (maybe a brief description), Responsibilities (list), Requirements/Qualifications (maybe combine). The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove boilerplate. So we need to extract substantive info: location, reports to Executive Director, description of role, essential duties and responsibilities (many bullet-like paragraphs). Minimum qualifications: CPA or CGFM required, 3-5 years experience, etc. We need to format as HTML fragment. We should have sections: About the role (maybe a paragraph summarizing role and location). Responsibilities (list of duties). Requirements (maybe Qualifications). Could also have Skills but not explicitly listed; we could infer from responsibilities but better not to invent. So only include sections with real content: About the role, Responsibilities, Qualifications (or Requirements). The instructions say we can use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can choose which to include. We need to preserve all substantive information: location (Albuquerque, NM), reports to Executive Director, description of NMLA, etc. Also mention that position based in Albuquerque office, reports to Executive Director. Also mention that CFO is key member of Executive Management Team, responsible for overall leadership, integrity, operation of financial and accounting functions, etc. That's a lot. We need to not repeat job title as heading. So we won't have

  Chief Financial Officer

  . Good. We need to output only HTML fragment, no /, no markdown fences. Let's craft:

  About the role

  New Mexico Legal Aid (NMLA) provides civil legal services to low-income New Mexicans to promote family and economic stability, helping clients access food, shelter, security, and preserve their cultural heritages. NMLA has offices throughout the state, including Santa Ana Pueblo, Albuquerque, Santa Fe, Las Cruces, Gallup, Roswell, Silver City, and Taos. This position is based in the Albuquerque office and reports to the Executive Director.

  Then responsibilities: we have many duties grouped under headings in the original: Strategic Financial Leadership, Budgeting, Financial Planning, and Analysis, Accounting, Tax, and Financial Operations, Financial Reporting, Internal Controls, and Compliance, Grants and Contract Financial Management, Cash, Reserves, and Investment Management, Finance Department Leadership, Financial Systems and Process Improvement, Insurance, Contracts, and Organizational Risk, Other Duties. We could combine into a single
  with
  • items summarizing each duty. Must preserve all substantive information; we should not lose detail. Could break into multiple
    under subheadings? But only allowed headings are the predefined ones; we could still use

    for subheadings? The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but likely they want only those. Safer to stick to those headings only. So we will have one Responsibilities section with a list that captures all duties. We need to ensure we don't lose detail; we can combine many responsibilities into concise but still covering each bullet. However "Preserve ALL substantive information; do NOT invent or summarize away detail." That means we cannot omit details; we must keep all specifics. If we combine into a single list, we might lose some nuance but still include each point. We can create many

    items, each representing a duty from the original. That should preserve detail. Thus we will create a

    with many
    • items, each corresponding to a bullet from the sections. Let's extract duties: From Strategic Financial Leadership: - Serve as a member of NMLA's Executive Management Team and provide financial expertise and perspective in organizational planning and decision making - Advise the Executive Director, Board of Directors, and organizational leadership regarding NMLA's financial position, risks, opportunities, and long-term financial sustainability. - Provide fiscal support and financial information to the Board of Directors and its committees, including participation in Board and committee meetings and presentations as needed. - Develop financial scenarios and multi-year forecasts to support strategic initiatives, organizational planning, and programmatic decisions. - Assess the financial and internal control implications of proposed initiatives, programs, contracts, and significant organizational decisions and provide recommendations. - Identify opportunities for cost efficiencies, improved resource allocation, and responsible financial stewardship. - Provide financial analysis and information necessary to support collective bargaining and other organizational processes. Budgeting, Financial Planning, and Analysis: - Lead development of NMLA's annual organizational budget in collaboration with the Executive Director, organizational leadership, managers, and other appropriate staff. - Develop and maintain financial forecasts and projections, including multi-year financial modeling and scenario planning. - Monitor organizational financial performance against approved budgets and forecasts and identify significant trends, variances, risks and opportunities. - Ensure managers and organizational leaders receive accurate, clear, and timely financial information necessary to effectively manage programs, grants, and departmental resources. - Analyze operating results and NMLA's overall financial position and communicate findings and recommendations to organizational leadership. - Conduct cost-benefit and other financial analyses related to significant organizational expenditures, leases, capital assets, programs, projects, and proposed initiatives. - Coordinate financial planning with organizational strategic and service-delivery priorities to ensure plans and projects are financially sustainable and achievable. Accounting, Tax, and Financial Operations: - Maintain overall responsibility and accountability for NMLA's accounting and financial operations and directly perform or support financial activities as needed. - Oversee and participate in day-to-day accounting operations, including general ledger activities, accounts payable and receivable, reconciliations, journal entries, financial close processes, and other accounting activities. - Ensure timely and accurate preparation of financial statements, management reports, disclosures, schedules, and other financial information. - Ensure appropriate accounting and classification of assets, liabilities, net assets, revenues, expenses, contributions, fixed assets, grant receivables, and other financial activity. - Oversee payroll-related financial processes and ensure timely and accurate completion of employment tax filings and other required payroll-related financial reporting. - Maintain and regularly update NMLA's Cost Allocation Plan and ensure costs are appropriately allocated among funding sources and programs in accordance with applicable requirements. - Oversee financial administration and accounting associated with Client Trust Accounts and provide appropriate fiscal guidance and training to attorneys and other staff responsible for trust accounts. - Lead NMLA's annual financial audit and coordinate preparation of schedules, documentation, responses, and other materials with the external audit firm. - Coordinate preparation of organizational tax and regulatory filings, including Forms 990 and 5500, and review final filing as appropriate. - Maintain current knowledge of developments and best practices in nonprofit accounting, financial management, compliance, and related areas. Financial Reporting, Internal Controls, and Compliance: - Establish, maintain, document, evaluate, and continuously improve effective financial policies, accounting procedures, and internal controls. - Ensure NMLA's financial operations comply with Generally Accepted Accounting Principles (GAAP), Legal Services Corporation (LSC) requirements, applicable grant requirements, funder terms and conditions, tax and audit requirements, client trust accounting rules, and other applicable laws, regulations, standards, and organizational policies. - Maintain appropriate accounting documentation and financial procedures and ensure they are reviewed and updated as organizational or regulatory corrective actions or improvements when needed. - Ensure financial records and supporting documentation are maintained accurately and in accordance with applicable retention and compliance requirements. - Coordinate and respond to financial audits, monitoring visits, reviews, and inquiries conducted by funders, auditors, regulatory bodies, or other authorized entities. Grants and Contract Financial Management: - Provide financial leadership and oversight for NMLA's government, foundation, and other grant- and contract-funded programs. - Provide accurate and timely grant-related financial documents as needed, including budgets, expenditure reports, budget modifications, interim and final financial reports, and other required financial reporting. - Monitor grant expenditures, receivables, restrictions, and financial performance to support compliance with award requirements and appropriate use of funds. - Work collaboratively with organizational leadership, development staff, program managers, and other appropriate employees on grant proposals, budgets, reporting, and financial management. - Participate in fiscal monitoring visits, reviews, and audits conducted by funders. - Identify grant-related financial compliance concerns and work with appropriate stakeholders to address them promptly. Cash, Reserves, and Investment Management: - Monitor organizational cash flow, cash balances, net asset carryovers, reserves, and liquidity needs and provide recommendations to the Executive Director. - Ensure the Executive Director and Board Audit and Finance Committee receive timely information regarding cash position, reserves, and funds available for investment. - Monitor and analyze investment portfolio performance and provide appropriate information and recommendations to the Executive Director and Board Audit and Finance Committee. - Research investment options as requested or directed by the Board or its Audit and Finance Committee. - Maintain effective relationships with banks, investment providers, and other financial institutions. - Ensure appropriate controls are maintained over organizational banking, cash-management, and investment activities. Finance Department Leadership: - Provide leadership, supervision, coaching, and professional development to Finance Department staff. - Establish clear roles, responsibilities, workflows, performance expectations, and accountability within the Finance Department. - Recruit, interview, select, onboard, and develop Finance Department personnel in collaboration with Human Resources and organizational leadership. - Review and evaluate the work and performance of Finance Department staff in accordance with NMLA policies and practices. - Assess departmental workload, capacity, systems, and processes, and recommend staffing, technology, or operational changes as appropriate. - Maintain overall responsibility and accountability for effective Finance Department operations. - Foster a collaborative, responsive, service-oriented Finance function that provides timely and effective financial support to managers, programs, and employees throughout. Financial Systems and Process Improvement: - Evaluate, implement, maintain, and continuously improve financial and accounting systems, software, and technology. - Identify opportunities to streamline financial processes, strengthen controls, reduce unnecessary administrative burden, and improve the accuracy and accessibility of financial information. - Ensure financial systems and processes provide the capacity necessary to support NMLA's accounting, budgeting, grant-management, compliance, and reporting needs. - Collaborate with appropriate organizational staff and external vendors regarding financial systems, integrations, security, and process improvements. Insurance, Contracts, and Organizational Risk: - Provide financial review and analysis of significant vendor proposals, contracts, leases, and other organizational financial commitments as appropriate. - Collaborate with Operations, Human Resources, and organizational leadership regarding insurance renewals and financial considerations related to organizational insurance and employee benefit programs. - Assist in identifying and evaluating financial risks associated with contracts, insurance coverage, organizational operations, and proposed initiatives. Other Duties: - Maintain working knowledge of NMLA policies, procedures, collective bargaining agreements and obligations, organizational operations, and proposed initiatives. - Participate in organizational meetings, committees, initiatives, and activities as appropriate to the CFO role. - Perform other related duties as assigned by the Executive Director. Now qualifications: Minimum Qualifications: - CPA or Certified Government Financial Manager (CGFM) certification required. - Minimum three to five years of progressively responsible accounting, financial management, or closely related professional experience, including demonstrated financial leadership and strategic financial advisory experience. - Demonstrated knowledge of accounting principles and practices, financial reporting, budgeting, financial analysis, internal controls, and audit processes. - Demonstrated knowledge of nonprofit