CFO

The Chief Financial Offer oversees and manages financial matters and provides strategic leadership in financial development.
Job Description

The Chief Financial Officer at the Randolph YMCA serves on the CEO’s senior leadership team; oversees and managers financial matters, investments, and information systems; and provides strategic leadership in financial development to advance the YMCAs mission through annual giving, government and foundation grants, endowment bequests, and gifts and capital campaigns.

Qualifications

Bachelor’s degree in business, accounting, finance or equivalent; MBA or CPA preferred.

Five or more years of experience in accounting or financial management of a non-profit organization.

General understanding of computer systems, system selection, and new system implementation. Expertise with computerized accounting systems and standard business software

Familiarity with the principles of annual fundraising organizations

Ability to effectively present information and respond to questions from groups of managers, volunteers, senior leaders, and the general public

Previous experience in effectively managing a staff team

Understanding of and enthusiasm for the mission of the YMCA.

Essential Functions

Manages all functions of accounting and business operations, ensuring that legal and audit requirements are met, and that best practices and maximum efficiency are obtained.

Implements appropriate systems and internal controls to adequately safeguard the YMCAs financial resources and to provide a solid basis for accurately reporting financial data.

Manages the staff and oversees the operations of the accounting/finance, information systems, development, and other assigned departments.

Monitors monthly financial operations, prepares analysis, and reports, and gives guidance to executive and operating staff. Works closely with operations staff on issues that affect financial outcomes. Secures and allocates program or project resources so that strategic objectives can be achieved.

May implement, manage and oversee personnel and payroll administration including maintaining records and related systems.

Actively engages in organizational goals and strategic plans for fundraising, fund development, and grant opportunities, while balancing long-term direction and short-term requirements. Leads the development team in the creation of systems and management of resources needed to carry out fundraising plans. Develops appropriate fundraising policies and procedures for the association.

Develops performance indicators and measurement systems for tracking strategic plan objectives. Evaluates current business models and leads efforts to modify or redesign where necessary.

Directs and coordinates association capital development, annual campaign, and endowment programs. Collects and maintains data on contracts and grants.

Acts as primary staff liaison to the Finance Committee on the Board of Directors.

Oversees and provides leadership to the annual budget process including issuing guidelines and procedures; training staff, auditing budgets, overseeing data input and preparing reports.

Anticipates financial trends and their implications on the future of the organization.

Actively engages the Board in challenging conversations and decision-making to advance the Y’s impact.

Manages the annual independent audit, the preparation of financial statements and the IRS 990 tax form. Prepares or oversees the preparation of required audit schedules; maintains records; acts as liaison with audit team.

Prepares or supervises the preparation of outside reports and filings for grant opportunities. Collects and maintains data on contracts and grants.

Maintains all necessary reports and accounting reports and records all transactions on a timely basis. 

Cause-Driven Leadership Competencies

Communication and Influence

Fiscal Management

Philanthropy

Volunteerism

Program/Project Management