Chief Financial & Administrative Officer

Purpose and Scope of Job:The Chief Financial & Administrative Officer (CFAO) is the organization’s senior financial position and oversees all matters related to such. The CFAO is responsible for all accounting, finance, and treasury functions, as well as developing the financial infrastructure and systems needed to safeguard UWSWI’s financial assets. The CFAO is also responsible for providing operational leadership and management of proper internal controls, administrative and reporting procedures, information technology infrastructure, and people systems to effectively meet the mission and strategic objectives of the organization. This role serves as a strategic partner to the President & CEO, advising and counseling on all financial matters, contracts, compliance, and enterprise risk, enabling the organization to respond to changing or adverse circumstances.Essential Responsibilities:Finance & Data ManagementAdvise, plan, and directly oversee all financial functionsSet strategy and review the annual budgetReview, analyze, and report on monthly results; update strategic financial plans and forecasts; provide quarterly financial reporting to internal and external stakeholders; and manage key contractsMonitor the performance and application of investment fundsPrepare all financial materials for Board of Directors and Finance Committee, presenting information as requested. Also serves on selected taskforces as neededPrepare cash flow projections and ensure adequate fundingRemain current on GAAP principles and tax laws applicable to nonprofit entitiesOversee grant administration, including federal, state and private grantsAnalyze internal operations and identify areas for process improvement and enhancementMonitor financial performance metrics and establish corrective measures as neededFoster a success-oriented, accountable environment within the organizationProvide data analytics strategy and support to other staff or departments as neededAdministrative & OperationsOversee the functions ofhuman resources, information technology, facilities, and office operationsCollaborate with the CEO to design, develop, and implement business strategies, plans, and procedures that align short and long-term objectives with organizational vision and operational strategiesProactively manage information and technology vendor relationships. Recommend capital improvements as necessaryProvide oversight and act as primary point of contact for all UWSWI technology and data systems, including CRMEnsure recruiting, onboarding, professional development, and retention strategies are comparable to marketOversee the payroll function and ensure compliance with all 403b plan documents, federal and state regulationsOversee all insurance policies, providing for adequate coverage in all areasNegotiate, maintain, and ensure compliance with contracts regarding outsourced facilities maintenanceFiscal/Legal Compliance & ControlsEnsure internal controls & systems are adequately designed and operating effectivelyOversee the annual financial statement audit and single auditOversee all tax and other required filingsMaintain banking relationships and ensure covenant complianceReview financial legal matters and contractsLeadership & Supervision:Provide direct reports clear direction, support, and mentorship to ensure a smooth, cohesive financial operation and attainment of department/individual goalsFoster regular, open communication and constructive feedback in evaluating performance, ensuring accountability and alignment with organizational vision and valuesOversee reconciliations, journal entries, cash receipts, directed gift reporting, and paymentsIdentify opportunities for training and professional developmentCore Competencies:Ethical business conductIntegrityStrategicResults-orientedAnalyticalQualifications & Requirements:Bachelor’s degree in accounting, finance or business management requiredCPA and/or Master of Business Administration, a plusA minimum of 5 years of experience in a senior financial role in a complex organization with multiple revenue streams and/or as an auditor of nonprofitsStrong communication skills including a disposition to explain finances and financial concepts to individuals with varying degrees of financial understandingAn understanding of, or experience with, nonprofit organizationsAbility to read, analyze, and interpret complex documents; respond promptly and effectively to inquiries; prepare and deliver effective presentations to staff, board, committee members, and the publicAnalytical skills, including modeling and the ability to apply logical thinking to a wide range of intellectual and practical problemsProven self-starter and planner, prioritizing work to meet tight deadlinesExperience managing finance, human resources and/or information technologyWorking knowledge of IT/business infrastructure, HRIS systems, accounting software and proficiency with Microsoft Office SuiteValid driver’s license; required minimum insurance coverage and daily access to reliable transportationThis is not a remote work positionPhysical Requirements:While performing the duties of this job, the employee is occasionally required to sit, stand, walk, drive/operate a car, lift and carry bags and boxes of approximately 20 pounds; talk or hear, read, use hands to handle or feel objects, reach with hands and arms; climb stairs, stoop, kneel, or crouch, type, operate a computer, calculator, and copy machine.

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