The CFO position is responsible for providing leadership, strategic planning, and fiscal oversight of all financial affairs of the organization. This position’s various duties include: budgeting, financial reporting, financial analysis, new business opportunity analysis, capital budgeting, endowment investments management, IRS, contract and grant compliance, Board interaction, department supervision, cost reporting and internal auditing.
Responsible for implementing financial policies and procedures, planning, analysis, budget and cash management.
Responsible for advising CEO/President and Board of Directors on financial matters, as well as creating and maintaining integrity of internal and external reporting and fiscal controls.
Responsible for the sound investment of Welvista’s funds- both operating and Endowment- in accordance with the Investment Policy, as outlined by the Board of Directors and CEO/President.
Lead bi-monthly finance staff meetings, implement strategic and tactical actions as required by the CEO/President.
Ensure monthly financial activities including reconciliations, reports and budget alignment data is completed.
Keep current and enhance Welvista’s insurance coverage, as needs and environmental changes dictate.
Provide timely counsel and monitoring of claims and/or potential areas of exposure.
Assist CEO and Management Team in developing and implementing the strategic plan of Welvista and aligning/procuring resources to meet the goals and objectives of the company.
Assist CEO/President in the expansion of program and the diversification of Welvista’s revenue base through the development and/or acquisition of programmatic activities, enterprises and businesses
Accounts Payable & Receivable
Contribution Revenue/Accounts Receivable/Data Processing
Gifts In Kind
Benefit Accruals and Liabilities
Quarterly FICA and Workers Comp Payments
Internal and External Reporting
Maintain financial records for audit.
Generating accurate and timely internal financial reports for Leadership Team, Finance Committee, and Board of Directors.
Coordinate annual Financial Audits with external auditors and prepare appropriate financial statements.
Conduct regular analytical work on monthly financial statements, budgets, investments, and cash positions.
Provide analysis and financial information for fundraising and grant applications.
Develop, maintain and implement financial policies and procedures.
Maintain and enhance the integrity of the internal control structure.
Monitor financial policies, procedures and internal controls to ensure proper use and effectiveness.
Develop and implement annual operating and capital budgets.
Maintain Financial Software and recommend changes in technology as needed.
Oversee and guide all departments in development and justification of annual budget.
Ensure effective financial and employment communication between Administration and all other departments
Responsibilities includes assisting in interviewing, hiring and training employees. Planning, assigning and directing work. Appraising performance; rewarding and disciplining employees.
EDUCATION & EXPERIENCE
Minimum of a B.A. in a related field and CPA required. Preference given for an MBA or related advanced degree.
7+ years’ related experience, ideally some of which includes working in nonprofit sector.
4+ years of management/supervisory experience.
Excellent customer service skills.
Experience using data management software to manage data and files, calculate and analyze numbers, communicate information and produce documents and reports.
Solid and consistent demonstration of good judgment and discretion regarding highly confidential information.
Must be accurate and detail oriented; possess strong organizational and time management skills; and the ability to prioritize competing priorities in a complex and fast paced environment.
Ability to work under pressure with tight deadlines.
An ability to prioritize tasks during periods of high activity and demonstrate initiative to seek out projects during low activity periods.
A positive self-motivated, disciplined and results-oriented work ethic will prove equally important in meeting deadlines and cooperating successfully within Welvista.
Ability to use good judgment and maintain confidentiality of information.
Working Conditions and Physical Effort
Full-time position with a work schedule of Monday through Friday 8:30am to 5:00pm.
Position operates in a professional office environment requiring minimal physical activity.
Occasional travel to other facilities, primarily during the business day, although some out-of- area and overnight travel may be expected.
Building meets required ADA standards and we will make reasonable accommodations to enable individuals with disabilities to perform the essential functions of the job.
Physical demands include but are not limited to:
The ability to sit, stand, walk, and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear.
The ability to frequently sit and reach with hands and arms.
The ability to occasionally lift and/or move up to 25 pounds.
Must be able to utilize office equipment such as desktop/laptop computers, copiers, printers, scanners, telephones and calculators.
Job Type: Full-time
Supervising: 4 years
Finance & Accounting: 7 years