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Specific Responsibilities
1.) Provide the Chief Executive Officer (CEO), Finance and Audit Committee and Board of Trustees with advice and insights into the financial implications of proposed business activities.
2.) Assist the CEO with high-level decisions about strategy, policies and personnel by providing CEO with actionable information relevant to each of these areas.
3.) Ensure that CFGP’s monthly accounting close is completed on a timely basis and that its monthly financial statements are accurate.
4.) On an annual basis, ensure that CFGP’s audited financial statements are completed in a timely manner and that an unqualified opinion on such statements is issued by the organization’s independent auditing firm. Ensure that CFGP’s annual tax return is accurately prepared and timely filed with IRS.
5.) On an annual basis, prepare CFGP’s operating budget for the coming year and obtain all requisite approvals to implement such budget from the CEO, Finance and Audit Committee and Board of Trustees.
6.) On a quarterly basis, prepare financial forecasts for the current year and compare those forecasts with previously budgeted amounts. Provide analysis of any significant variances to CEO, Finance and Audit Committee and Board of Trustees.
7.) Serve as CFGP’s primary point of contact with the organization’s bank, investment advisor, insurance broker and outside compliance firm, ensuring that all such relationships are functioning as expected, with effective and timely communication among the parties.
8.) Supervise CFGP’s Controller, ensuring that such individual performs assigned duties and responsibilities, as directed.
9.) Provide necessary service and communication to clients, donors and fund holders.
Professional Standards
1.) Serves as the finance representative of CFGP, as requested by the CEO, in marketing presentations to potential clients.
2.) Maintains a professional demeanor in dress and behavior, treats people with respect and dignity, maintains all donor and prospect information in the strictest confidence.
Personal Traits
The successful candidate must exemplify the following characteristics:
- A deep commitment to the Mission of CFGP, and a passion for serving those in need.
- A strong understanding and dedication to the Roman Catholic faith.
- The ability to effectively build and maintain relationships with donors.
- An outcome-oriented and strategic thinker with a strong work ethic for high quality performance and attention to detail.
- Able to work collaboratively as a member of a team, bringing Board, Committees and staff together into a singular focused effort toward the achievement of financial goals.
- The CFO will represent CFGP in the community and must reflect the Mission and Values of the organization and present the highest standards of professionalism in behavior and demeanor.
Key Qualifications
- Bachelor’s degree in business, accounting, finance or related field required; Master’s degree preferred. CPA license required.
- Minimum of 7 years of progressively responsible experience in senior management working in an accounting or finance role for a not-for-profit organization.
- Exceptional written, oral interpersonal and presentation skills.
- Self-reliant with exceptional problem-solving abilities.
- Team player with ability to multitask.
- Excellent business judgment and acumen, effective negotiator.
- Proficiency in Microsoft Office (Excel, Word and PowerPoint).
Addendum
During this period of COVID-19 and physical distancing, this position will utilize a hybrid remote and on-site work schedule. CFGP utilizes Outlook and Microsoft Teams for email, weekly check-ins, meetings, donor visits, and on-boarding and training when necessary. We also utilize Comcast Business for remote phone access and Zoho People to update work hours and PTO. CFGP will provide staff with a laptop and other reasonable resources that would support a comfortable remote work environment. The overall role of this person may vary at times from the exact position description above, while the core responsibilities will remain the same.