Catholic Charities
Chief Financial Officer
Catholic Charities, San Francisco, California, United States, 94199
PROGRAM & POSITION SUMMARY
Founded in 1853 and rooted in our faith traditions of charity and justice, Catholic Charities of the Archdiocese of San Francisco supports families, aging adults and adults with disabilities, and youth through human services and opportunities for healthy growth and development across San Francisco, San Mateo, and Marin counties.
Catholic Charities' FY24 operating budget is $70M and we have approximately 500 employees across the San Francisco, Marin, and San Mateo counties and Occidental CA.
The CFO will possess a holistic understanding of the financial workings of Catholic Charities. S/he will manage all aspects of financial matters and decision making. The CFO will help oversee all the financial operations of the agency, including accounting and financial reporting. S/he will build systems that aid in the management of all aspects of financial matters and decision making, while identifying process improvements. The CFO will direct the agency's financial goals, objectives, and budgets. S/he will oversee the investment of funds held by the agency and assess and manage associated financial risks. The CFO will establish efficient systems that provide cash management, the right financial controls, and overall good financial stewardship. The CFO will execute revenue generating capital raising strategies to support the agency's expansion.
The CFO will be a strategic thinker and be able to report on historical, current, and future financial condition of Catholic Charities. The CFO is an integral part of Catholic Charities' financial future. S/he will project the long-term financial sustainability of Catholic Charities. The CFO must be able to effectively communicate recommendations for how Catholic Charities can thrive based on her/his multiple analyses, best practices, and market trends.Reporting Relationships:
The CFO reports to the CEO. S/he will be a key member of the executive leadership team and administrative council. The CFO will be responsible for leading and directing the Finance department's staff including the Controller, Budget & Planning Manager, and the Director of Contracts & Grants. S/he will also direct those responsible for producing annual Tax and other compliance documents and reports.Boards of Directors:
On behalf of the CEO, the CFO provides staff support to the Finance and Audit Committees of the Board of Directors. Incumbent accomplishes this by assisting the CEO and Finance Committee in making decisions regarding overall budgeting assumptions, allocation priorities, inputs of asset acquisitions/sales, use of assets in leveraging and other decisions as The CFO staffs the meetings, and in conjunction with the CEO and the Treasurer of the Board, sets the agenda and provides Board Resolutions and supporting documentation and information to facilitate the decision making processes of the Finance Committee.Assures that actions of a financial nature are consistent with the Bylaws of the organizations. This is accomplished by preparing Corporate Resolutions and as required by theStaffs the Audit Committee of theDevelops and presents a quarterly report to the Executive Committee of the Board on the financial performance of CatholicPartners with the CFO of the Archdiocese and other members of the Archdiocese to coordinate and collaborate on various issuesCulture and Leadership:
Support and uphold the mission, beliefs and values of Catholic Charities.Serves as a thought leader while collaborating with business colleagues to achieve organizationalBuilds and nurtures strong relationships in order to influence desired outcomes and achieve organizational goals.Builds and nurtures a culture of organizational maturation and growth-one that values continuous improvement of business processes, thereby boosting execution, effectiveness, and ability to scale to meet member expectations.Creates a climate in which staff are encouraged to learn new skills and seek newCommits to individual professional growth and development, and supports the professional growth and development of all FinanceValues diversity and people of all cultures, backgrounds, and faiths, and upholds the value of respect and dignity forThe Ideal Candidate
The ideal CFO will set strategy and vision, build the Catholic Charities culture, lead the senior team, and allocate capital appropriately. S/he will lead with humility and respect and be a model servant leader. Working with the Board and the CEO, the CFO will set important financial and investment goals for the organization and work systematically to meet them.
One of the first priorities will be for the CFO to help define Catholic Charities' financial priorities and direction. S/he will assess and evaluate strategies, decide how the organization will differentiate itself from other social justice organizations in the region, and will hire team members, set budgets, forge alliances and build partnerships to further our mission. The CFO will be an ambassador for Catholic Charities to build its financial reserves and goodwill. He or she will secure resources, budget and allocate resources appropriately and hold him or herself accountable for the financial health of the organization.
ESSENTIAL DUTIES & RESPONSIBILITIESThe CFO will:Serve as internal consultant to the CEO, Chief Operating Officer (COO), Chief Development Officer (CDO), VP of Client Services, Board of Directors, Board Treasurer, Chairs of the Audit and Finance Board Committees, and other key stakeholders on all financial matters, including, but not limited to making recommendations and suggesting pro-active strategies to keep Catholic Charites on track.Provide oversight for and manage all budgets, forecasts and internal financial plans and processes.Support accounting, general ledger and operations functions, ensuring that systems are in place to guarantee timeliness and accuracy.Drive best financial practices within Catholic Charities by publicizing standard operating procedures, keeping the senior leadership team, Board and staff up to date on Catholic Charities' financial status and by generally serving as a point of reference for all growth plans and projects within Catholic Charities.Explore and suggest how Catholic Charities can invest its reserves and resources to generate passive income.Review short and long-term goals in light of existing and projected financial resources available.Create data driven long- and short-term goals, budgets and forecasts.Participate in all internal planning regarding Catholic Charities' proposed program expansion, to ensure alignment of program, outreach and training plans with financial projections.Demonstrates the necessary attitudes, knowledge, and skills to deliver culturally competent services and work effectively in cross-cultural situations.Establish annual priorities and benchmarks and conduct regular reporting, measuring projections against actual performance.Generate weekly, monthly, quarterly and annual reports as needed to monitor, evaluate and optimize cash-flow and liquidity.Build relationships with banks, donors, vendors, outside consultants and others as needed to keep close to Catholic Charities' major expenditures and sources of revenue.Utilize technology to optimize all reporting and analytical functions.Ensure that Catholic Charities meets critical regulatory and legal compliance benchmarks.Keep up with new trends in the financial industry by participating in professional development and sharing this information with the senior leadership team; andBuild a top-tier internal finance team by actively recruiting, training and developing talented accountants, analysts, consultants, auditors, tax planners and payroll staff.QUALIFICATIONSKey Credentials and Personal Qualities
Bachelor's degree in accounting, Finance, or related degree such as Management, Entrepreneurship & Technology preferredMaster's in business administration (MBA), Master's in Finance (MSF), Master's in Accounting (MAcc or MPAcy), or related degree preferredCPA preferred; Accounting Firm experience desirableAt least 8 years of senior financial leadership experienceMore than 5 years of people management experienceMore than 15 years' experience total accounting/finance experienceExperience at integrating IT/Systems to improve accounting productivity and accuracyExperience at working with external auditors, compliance and regulatory oversightCommitment to results; 'can-do' mindset; outstanding problem-solving abilityExperience at change leadership and change managementStrong motivational and staff leadership abilitiesExcellent analytical, communication and presentation skillsSense of humor, integrity, personal sense of accountabilityKnowledge of Office Suite, Excel, and familiarity with different accounting software
COUNCILON ACCREDITATION (COA) RUL S
Serves on committees to ensure continued compliance with Council on Accreditation requirements.WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
CATHOLIC
CHARITIES IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
and is committed to providing equal employment without regard to race, color, creed, religion, national origin, ancestry, age, sex, sexual orientation, gender identity, legal domicile status, veteran status, disability or AIDS/HIV status or any other characteristic protected under federal or state law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Salary:
Commensurate with background, education and experience. Salary Range $230,000-$260,000.
To apply, please send resume, cover letter, or inquiry to Ellen Hammerle, CEO at:
EHammerle@CatholicCharitiesSF.org
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Founded in 1853 and rooted in our faith traditions of charity and justice, Catholic Charities of the Archdiocese of San Francisco supports families, aging adults and adults with disabilities, and youth through human services and opportunities for healthy growth and development across San Francisco, San Mateo, and Marin counties.
Catholic Charities' FY24 operating budget is $70M and we have approximately 500 employees across the San Francisco, Marin, and San Mateo counties and Occidental CA.
The CFO will possess a holistic understanding of the financial workings of Catholic Charities. S/he will manage all aspects of financial matters and decision making. The CFO will help oversee all the financial operations of the agency, including accounting and financial reporting. S/he will build systems that aid in the management of all aspects of financial matters and decision making, while identifying process improvements. The CFO will direct the agency's financial goals, objectives, and budgets. S/he will oversee the investment of funds held by the agency and assess and manage associated financial risks. The CFO will establish efficient systems that provide cash management, the right financial controls, and overall good financial stewardship. The CFO will execute revenue generating capital raising strategies to support the agency's expansion.
The CFO will be a strategic thinker and be able to report on historical, current, and future financial condition of Catholic Charities. The CFO is an integral part of Catholic Charities' financial future. S/he will project the long-term financial sustainability of Catholic Charities. The CFO must be able to effectively communicate recommendations for how Catholic Charities can thrive based on her/his multiple analyses, best practices, and market trends.Reporting Relationships:
The CFO reports to the CEO. S/he will be a key member of the executive leadership team and administrative council. The CFO will be responsible for leading and directing the Finance department's staff including the Controller, Budget & Planning Manager, and the Director of Contracts & Grants. S/he will also direct those responsible for producing annual Tax and other compliance documents and reports.Boards of Directors:
On behalf of the CEO, the CFO provides staff support to the Finance and Audit Committees of the Board of Directors. Incumbent accomplishes this by assisting the CEO and Finance Committee in making decisions regarding overall budgeting assumptions, allocation priorities, inputs of asset acquisitions/sales, use of assets in leveraging and other decisions as The CFO staffs the meetings, and in conjunction with the CEO and the Treasurer of the Board, sets the agenda and provides Board Resolutions and supporting documentation and information to facilitate the decision making processes of the Finance Committee.Assures that actions of a financial nature are consistent with the Bylaws of the organizations. This is accomplished by preparing Corporate Resolutions and as required by theStaffs the Audit Committee of theDevelops and presents a quarterly report to the Executive Committee of the Board on the financial performance of CatholicPartners with the CFO of the Archdiocese and other members of the Archdiocese to coordinate and collaborate on various issuesCulture and Leadership:
Support and uphold the mission, beliefs and values of Catholic Charities.Serves as a thought leader while collaborating with business colleagues to achieve organizationalBuilds and nurtures strong relationships in order to influence desired outcomes and achieve organizational goals.Builds and nurtures a culture of organizational maturation and growth-one that values continuous improvement of business processes, thereby boosting execution, effectiveness, and ability to scale to meet member expectations.Creates a climate in which staff are encouraged to learn new skills and seek newCommits to individual professional growth and development, and supports the professional growth and development of all FinanceValues diversity and people of all cultures, backgrounds, and faiths, and upholds the value of respect and dignity forThe Ideal Candidate
The ideal CFO will set strategy and vision, build the Catholic Charities culture, lead the senior team, and allocate capital appropriately. S/he will lead with humility and respect and be a model servant leader. Working with the Board and the CEO, the CFO will set important financial and investment goals for the organization and work systematically to meet them.
One of the first priorities will be for the CFO to help define Catholic Charities' financial priorities and direction. S/he will assess and evaluate strategies, decide how the organization will differentiate itself from other social justice organizations in the region, and will hire team members, set budgets, forge alliances and build partnerships to further our mission. The CFO will be an ambassador for Catholic Charities to build its financial reserves and goodwill. He or she will secure resources, budget and allocate resources appropriately and hold him or herself accountable for the financial health of the organization.
ESSENTIAL DUTIES & RESPONSIBILITIESThe CFO will:Serve as internal consultant to the CEO, Chief Operating Officer (COO), Chief Development Officer (CDO), VP of Client Services, Board of Directors, Board Treasurer, Chairs of the Audit and Finance Board Committees, and other key stakeholders on all financial matters, including, but not limited to making recommendations and suggesting pro-active strategies to keep Catholic Charites on track.Provide oversight for and manage all budgets, forecasts and internal financial plans and processes.Support accounting, general ledger and operations functions, ensuring that systems are in place to guarantee timeliness and accuracy.Drive best financial practices within Catholic Charities by publicizing standard operating procedures, keeping the senior leadership team, Board and staff up to date on Catholic Charities' financial status and by generally serving as a point of reference for all growth plans and projects within Catholic Charities.Explore and suggest how Catholic Charities can invest its reserves and resources to generate passive income.Review short and long-term goals in light of existing and projected financial resources available.Create data driven long- and short-term goals, budgets and forecasts.Participate in all internal planning regarding Catholic Charities' proposed program expansion, to ensure alignment of program, outreach and training plans with financial projections.Demonstrates the necessary attitudes, knowledge, and skills to deliver culturally competent services and work effectively in cross-cultural situations.Establish annual priorities and benchmarks and conduct regular reporting, measuring projections against actual performance.Generate weekly, monthly, quarterly and annual reports as needed to monitor, evaluate and optimize cash-flow and liquidity.Build relationships with banks, donors, vendors, outside consultants and others as needed to keep close to Catholic Charities' major expenditures and sources of revenue.Utilize technology to optimize all reporting and analytical functions.Ensure that Catholic Charities meets critical regulatory and legal compliance benchmarks.Keep up with new trends in the financial industry by participating in professional development and sharing this information with the senior leadership team; andBuild a top-tier internal finance team by actively recruiting, training and developing talented accountants, analysts, consultants, auditors, tax planners and payroll staff.QUALIFICATIONSKey Credentials and Personal Qualities
Bachelor's degree in accounting, Finance, or related degree such as Management, Entrepreneurship & Technology preferredMaster's in business administration (MBA), Master's in Finance (MSF), Master's in Accounting (MAcc or MPAcy), or related degree preferredCPA preferred; Accounting Firm experience desirableAt least 8 years of senior financial leadership experienceMore than 5 years of people management experienceMore than 15 years' experience total accounting/finance experienceExperience at integrating IT/Systems to improve accounting productivity and accuracyExperience at working with external auditors, compliance and regulatory oversightCommitment to results; 'can-do' mindset; outstanding problem-solving abilityExperience at change leadership and change managementStrong motivational and staff leadership abilitiesExcellent analytical, communication and presentation skillsSense of humor, integrity, personal sense of accountabilityKnowledge of Office Suite, Excel, and familiarity with different accounting software
COUNCILON ACCREDITATION (COA) RUL S
Serves on committees to ensure continued compliance with Council on Accreditation requirements.WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
CATHOLIC
CHARITIES IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
and is committed to providing equal employment without regard to race, color, creed, religion, national origin, ancestry, age, sex, sexual orientation, gender identity, legal domicile status, veteran status, disability or AIDS/HIV status or any other characteristic protected under federal or state law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Salary:
Commensurate with background, education and experience. Salary Range $230,000-$260,000.
To apply, please send resume, cover letter, or inquiry to Ellen Hammerle, CEO at:
EHammerle@CatholicCharitiesSF.org
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)