Position Summary: The CFO is responsible for all financial matters of the organization, including financial strategy, accurate financial reporting, and risk management. The CFO will report to and work closely with the President and CEO and will partner with the senior leadership and the board of directors to develop and implement financial strategies across the organization. The CFO will oversee all compliance and recognition for government (federal and state) contracts and private grants. The CFO must be able to adapt to a continually evolving environment and thrive in an autonomous and deadline-oriented workplace while managing the entire finance department and staff.

Essential Duties and Responsibilities:

Finance

• Ensure the operation of the organization within the board-approved budget
• Report financial conditions and results of the operations through an accounting system that conforms to the requirements of applicable accounting standards
• Oversee cash flow planning and forecasting and ensure availability of financial resources in a timely manner
• Oversee cash, investment, and asset management and ensure the maximum income is earned through investments
• Manage endowment and pension plan investments through third party institutions
• Oversee financing strategies and activities, as well as banking relationships
• Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans
• Foster organizational relationships throughout the County through board service and representing UWTC through attendance at community events

Planning, Policy, and Investor Relations

• Coordinate the development and monitoring of budgets
• Develop financial business plans and forecasts
• Participate in corporate policy development as a member of the senior management team
• Engage the Audit and Finance committee of the board of directors to develop short-, medium-, and long-term financial plans and projections
• Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
• Remain up to date on nonprofit audit best practices and state and federal law regarding nonprofit operations in order to manage the external audits and required reporting

Accounting and Administration

• Oversee the accounting department to ensure proper maintenance of all accounting systems and function and supervise the finance staff
• Ensure maintenance of appropriate internal controls and financial procedures
• Ensure timeliness, accuracy, and usefulness of financial and management reporting for federal and state funders, foundations, and the board of directors; oversee the preparation and communication of monthly and annual financial statements
• Coordinate audits and proper filing of tax returns
• Ensure legal and regulatory compliance regarding all financial functions
• Management and supervision of facilities management of five service center buildings
• Staff representation of Audit and Finance Committee in reporting quarterly financial results of operations
• Staff representation of Investment Committee in reporting and reviewing quality and performance of investments
• Coordination of annual audits of financial statements by external independent auditors
• Assistance to member agencies for improvement of accounting systems and business management techniques
• Identify, manage, and mitigate organizational risk
• Ensure adequate organizational insurance coverage
• Additional duties as requested by the President and CEO

Essential Knowledge, Skills, and Abilities: The Chief Financial Officer (CFO) will be a seasoned and mature leader with at least 15 years of broad finance experience, ideally beginning in audit, followed by experience gathering and evaluating financial information and making actionable recommendations to senior leadership. The candidate will ideally have experience managing finance (accounting, budgeting, control, and reporting) for a complex nonprofit with multiple funding sources including government (federal and state) contracts and an affiliate structure with diverse program areas delivered nationally.

• Must be eligible to work in the United States (No Sponsorship)
• At least 15 years of broad finance experience, preferably in a nonprofit organization with a budget of at least $20 million
• Experience in a senior financial-management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies
• Significant experience in or knowledge of nonprofit accounting, including sophisticated fund and grant accounting, compliance, and reporting
• Deep knowledge and understanding of the Office of Management and Budget Circular A133 audit
• Experience working with information technology staff to manage finance and accounting software packages
• Technologically savvy with advanced knowledge of accounting and reporting software and MS Office
• Keen analytic, organization and critical thinking skills which allows for strategic data interpretation versus simple reporting
• Excellent verbal and written communication skills
• Demonstrated leadership ability, team management, and interpersonal skills
• Excellent analytical and abstract reasoning skills, plus excellent organization skills

Personal Skills and Attributes:

• Excellent leadership, team building, interpersonal and time management skills
• A high energy, results-oriented leader and must be an initiative-taker with little supervision required
• An individual with the utmost professional and personal integrity
• Outstanding collaboration skills through effective communication
• Business savvy with the ability to engage, influence, access risk, issues, and priorities
• Personal values consistent with United Way mission

Work Hours/Environment:

Traditional work hours (Monday-Friday 8 a.m. – 5 p.m.) are standard with occasional weekend, late night, or early morning hours. Although remote work is permitted for this position, the individual must reside primarily in North Texas and work from the office on a regular basis.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Normal office conditions prevail.