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United Way of Tarrant County (UWTC) is seeking a strategic, data-driven, and forward-thinking leader to serve as our next EVP and Chief Financial Officer (CFO). From shaping financial strategy to overseeing all financial compliance, this role oversees the employees of the finance department and the overall work of UWTC in a continually evolving environment across Tarrant County.
Job Responsibility
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
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
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
Requirements
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
Must have a degree in Finance or Accounting
MBA or a Master-level degree or CPA strongly preferred
Nice to have
MBA or a Master-level degree or CPA strongly preferred
Experience in a complex nonprofit with multiple funding sources including government (federal and state) contracts and an affiliate structure with diverse program areas delivered nationally