Chief Financial Officer

Position: Chief Financial Officer
FLSA Status: Exempt
Salary Range: $80,000 – $86,400 annually (assumes full year, full-time assignment)
Hours Worked: Monday–Friday, 8:00 a.m.- 4:00 p.m., full year, with occasional work on
weekends and evenings.
Approved On: 09/12/2023
POSITION SUMMARY AND DEFINITION
The Chief Financial Officer (CFO) is responsible for overseeing the financial, technology, systems
development, and Human Resources functions of the organization. The CFO ensures effective
internal controls and conducts all fiscal, budgetary, and regulatory functions. Works directly
with management, grantors, bookkeepers, and independent auditors. Oversees the
implementation of strategic goals, policies, and objectives established by the CEO, the board of
directors, and the Parent Policy Council. The CFO conducts short and long-range planning for
the implementation and continuous improvement of the organization and its programs.
REPORTING RELATIONSHIPS
Supervision Received: General direction provided by the Chief Executive Officer
Supervision Exercised: Provides direct supervision to Human Resources Director and oversite
of contract bookkeeper.
ESSENTIAL DUTIES
The following statements are illustrative of the essential functions of the job and do not include
other nonessential or peripheral duties that may be required. The Wild Plum Center retains the
right to modify or change the duties or essential and additional functions of the job at any time.
Executive Level
? Participate in activities of the Executive Team, including management-level decisionmaking,
developing and implementing short and long-range goals, objectives, policies,
procedures, budgets, and monitoring of overall program effectiveness
? Use data to evaluate and recommend improvements in services and the achievement of
goals
? Supervise finance operations and monitor program compliance with local, state, and
federal regulations and laws governing agency operations
? Provide interpretation of regulations, program rules, and policies
? Maintain a consistent reporting system for Finance and Human Resources-related
information
? Develop and sustain effective working relationships with staff, colleagues, customers
and community members
? Participate as an effective member of the organization’s shared leadership team
? Develop and implement procedures to promote communication and effective
information flow within the organization and that enable program goals to be obtained
? Represent the organization with major customers, stakeholders, and the public by
articulating the organization’s mission and soliciting support
? Develop and implement fiscal plans and operations to ensure optimal use of resources
? Analyze program financial reports to ensure financial accountability within the program
Supervision
? Recruit, select, train, supervise, and evaluate the performance of assigned staff
? Develop and manage staff to implement effective programs and services
? Monitor, support, and document subordinate staff performance, create professional
development plans, and provide training opportunities
? Identify training needs and provide or arrange training for staff and program recipients
Financial Management
? Actively manage day-to-day accounting and financial operations of the organization
? Monitor agency and program budget in conjunction with the Chief Executive Officer
? Manage the billing, accounts receivable, and accounts payable
? Perform all activities necessary to process payroll, including voluntary deductions,
processing of involuntary deductions such as garnishments, preparing payroll journal
entries and appropriate documentation
? Control budgets utilizing document review, examination, analysis of expenditures, and
the availability of funds, ensuring allowability, necessity, and proper allocation of funds
? Prepare and analyze statistical, financial, programmatic, and other required reports for
review by the Board of Directors and Policy Council.
? Maintain financial records according to the organization's retention plan
? Recommend budgets based on program needs, personnel, and other fiscal needs and
implement the program within budget limits
? Oversee and support contract bookkeeper
? Manage the organization’s assets and coordinate the annual inventory process.
? Review, update, and develop internal control systems and oversee the internal audit
process to ensure that current accounting standards and legal requirements are met
? Oversee the agency’s banking activities and actively manage cash flow to ensure it
meets agency needs
? Manage the negotiation and execution of agency contracts, vendors, and service
providers
? Monitor changes in legal, regulatory, and administrative environments and implement
changes in procedures needed to maintain compliance while maximizing operational
and financial results
? Manage the organization's commercial liability insurance policies
? Serve as a key point of contact for external auditors
? Manage the organizations' procurement and credit card program
? Collaborate with the Development team to reconcile capital campaign gifts and general
donations to ensure compliance with GAAP
? Serve as financial advisor and provide thoughtful leadership and operation support to
the program leadership
? Create and update any policies and procedures related to Finance
Human Resources Leadership
? Oversee all aspects of Human Resources, such as employee engagement, recruitment,
termination, retention, performance, talent acquisition, training and compliance
? Provide leadership and direction to the Human Resources Director and ensure a highperforming,
inclusive work environment
? Collaborate with Human Resources to select the employee benefit programs
? Administer the organization’s records retention plan
? Monitor the creation and updating of any policies and procedures related to Human
Resources
Information Technology and System Development
? Monitor emerging digital trends and adjust IT strategies and plans accordingly
? Coordinator asset budgeting, purchasing, depreciation, and allocation for all IT and
office equipment
? Coordinate technology services, including computers, phones, and office equipment
? Provide training and staff support for technological needs
? Oversee all information technology software and hardware purchases and maintenance
? Manage performance of all regular maintenance and backups of systems and data
? Ensure employees have the appropriate technological tools and resources necessary to
perform their jobs
? Manage and assess the organization's Cybersecurity risks in collaboration with external
IT vendors
? Identify opportunities for automating processes and increasing efficiency
ADDITIONAL DUTIES
? Attend occasional evening meetings, as necessary.
? Maintain confidentiality and standards of conduct according to policy.
? Safeguard organizational assets and maintain confidentiality
? Exhibit maturity through effective time management, dependability, self-discipline, and
flexibility
? Demonstrate pro-activity by taking responsible actions that are consistent with the
agency’s mission.
? Coach others by encouraging open contribution of ideas, opinions, and decision-making
while modeling positive behavior.
? Follow a continuous plan of professional growth, utilizing a variety of training
opportunities and learning experiences.
? Participate in collaborative activities at the local, state, and/or national level.
? Attend meetings of the Board of Directors and Policy Council as requested, providing
reports and other input as needed.
? Mediate and facilitate effective resolution of conflicts in a timely manner.
? Perform related duties as assigned.
KNOWLEDGE, SKILLS AND ABILITIES
Education and Experience: Bachelor’s degree in Accounting, Finance, Business Management,
or a related field required. Minimum five to seven years of experience in accounting, fiscal
management, and nonprofit accounting required. Advanced computer system experience
required. Minimum five years of progressively responsible supervisory/management positions,
including experience working with boards, preferred. Previous Head Start experience
preferred. Advanced knowledge of Intuit QuickBooks required.
Special Qualifications: Proof of physical exam, TB test, and required background checks must
be completed. Bilingual skills in English and Spanish are desirable but not required. Must have
a valid driver’s license and use a reliable automobile.
Knowledge of: budget processes and administration of funds; applicable local, state, and
federal regulations; methods of supervising and coaching staff; non-profit accounting
procedures; human resource policies and procedures
Ability to : coach, manage, and direct staff program and professional development; establish
and maintain a collaborative work environment; work with diverse community groups and
individuals; resolve conflicts and de-escalate stressful situations; manage complex projects and
organize work to successfully complete multiple assignments; implement effective problem
solving and decision making skills; communicate effectively verbally and in writing; and make
presentations to community groups, boards and other groups
The Wild Plum Center is a tobacco and drug-free workplace that provides employment
opportunities according to federal, state, and local laws. Except where required or permitted by
law, employment practices shall not be influenced or affected by virtue of an applicant’s or
employee’s race, color, religion, sex, national origin, age, disability, veteran status or any other
characteristic protected by law.