Chief Financial Officer (CFO)

Summary/Objective

The CFO is responsible for directing the accounting/financing department of the organization in accordance with sound business practices and generally accepted accounting principles.

Primary Duties

• Oversee the organization's financial function including the timely production of all monthly, quarterly and annual financial reports
• Manage, evaluate and develop accounting team personnel
• Lead and manage the annual budgeting process
• Develop, implement and enforce all policies and procedures necessary to provide appropriate controls including but not limited to cash controls, financing policies, collections and payroll
• Optimize the handling of bank and deposit relationships and initiate appropriate strategies to manage cash position
• Manage and optimize the pre-need trusting function including draws / deposits into the endowment
• Continually refine the finance department structure and team to improve the efficiency and effectiveness of the group
• Provide and refine cost analysis of all company services and products
• Provide all appropriate and required tax reporting for all Spring Grove companies
• Work with our outside auditors to provide accurate and efficient auditing of the financial statements

Insurance / Benefits

• Work with HR to design, evaluate and purchase appropriate benefit packages for employees
• Evaluate and optimize all insurance purchases including P&C, Life, D&O, etc.
• Risk Management

Management

• Participate in the development of the corporation's strategies, plans and programs as part of the senior management team
• Evaluate and advise on the impact of long-range planning including risk, profitability, and capital
• Timely and accurate analysis of budgets, cash flow, financial reports and financial trends in order to assist the CEO, the Board and other senior executives in performing their responsibilities
• Provide strategic financial input and leadership on decision making issues affecting the organization, i.e., evaluation of potential alliances, acquisitions and/or mergers and pension funds and investments
• Be an advisor from the financial perspective on any contracts into which the Corporation may enter.

Work Environment

• This position operates in a professional office environment.
• This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and fax machines.
• The employee is regularly required to talk and/or hear. The employee frequently is required to sit; stand; walk.
• Required to lift up to 20 pounds.

Position Type/Expected Hours of Work

• This is a full-time Exempt position.
• Business days and hours of work are: Monday through Friday, 8:30 a.m. to 5:00 p.m.
• Local travel required between campuses for support.

Required Education, Knowledge, Skills, Abilities and Experience

• An experienced leader and financial executive with a proven track record of developing people.
• An energetic, forward-thinking, and creative individual with high ethical standards and an appropriate professional image.
• A strategic visionary with sound technical skills, analytical ability, good judgment, and strong operational focus.
• A well organized and self-directed individual who is a team player.
• An intelligent and articulate individual who can relate to people at all levels of an organization and possesses excellent communication skills.
• A good educator who is trustworthy and willing to share information and serve as a mentor.
• An excellent negotiator who is experienced in contracts.
• A decisive individual who possesses a "big picture" perspective and is well versed in systems.
• Experience with Sage Intacct financials helpful but not required.
• Experience with trusting laws as it pertains to the Cemetery and Funeral business helpful but not required.
• General knowledge of Cemetery Accounting is helpful but not required.
• Master’s degree and CPA or equivalent combination of education and experience of at least 10 years as a CFO.
• Experience with ERP and core systems as well as MS 365.
• Displays a “Customer First” attitude.