Chief Financial Officer - EFI Foundation

• Strategic Financial Leadership: Develop and execute financial models and strategies aligned with the company’s goals and objectives. Provide strategic recommendations to the CEO, COO, and other senior leadership.
• Financial Planning & Analysis: Oversee the preparation and analysis of internal financial reports, budgets, and forecasts. Monitor and report on financial performance against budget and targets. Establish systems, processes, and controls to satisfy all external reporting obligations.
• Business Partnering: Collaborate with senior leadership to translate strategic priorities into actionable financial plans. Work closely with cross-functional teams, including program management, fundraising, and operations to align financial plans with organizational priorities. Act as a strategic partner to program leadership, offering financial guidance and support to achieve objectives. 
• Budgeting & Forecasting. The CFO will be responsible for:
  • Leading the annual budgeting process, working closely with staff across the H2DI team to develop accurate and realistic budgets.
  • Driving the ongoing forecasting process to monitor financial performance, identify trends, and mitigate risks.   
  • Setting up and overseeing the company's finance and accounting IT system to ensure compliance with FASB guidelines and GAAP principles.
  • Overseeing the preparation of H2DI’s annual budget and other programmatic budgets as needed. 
  • Overseeing disbursements to meet the obligations of the organization and tracking cash flow relative to budget targets.
  • Working with the Director of Operations to ensure that personnel policies reflect organizational policies and procedures for eligibility of employee travel and other expenses for reimbursement.
  • Overseeing the preparation of company-generated financial reports, including statements of assets, liabilities, revenue and expenses, balance sheets,
  • Supporting the work of the independent auditor in developing an annual audited financial statement and IRS Form 990 Report and other filings. 
  • Reviewing the organization’s insurance coverage to ensure that its assets and people are appropriately protected and make recommendations for any changes.
  • Conducting longer-term financial planning, analysis, and strategy development to support H2DI’s goals.
• Banking and Accounts. Lead the selection of banking and investment partners that offer capabilities and controls that will satisfy the unique needs of H2DI. Establish and manage depository accounts with financial institutions, consistent with the terms and conditions required by the Department of Energy or other Business Partners.
• Risk Management:
  • Identify and manage financial risks, ensuring appropriate analysis, controls and risk mitigation strategies are in place.
  • Assessments of H2DI’s assets, liabilities and investment portfolio.
  • Transmission of reports to H2DI CEO, COO and the Board of Directors as requested.
• Cost Management and Budget Control:
  • Analyze project performance data, trends, and metrics to identify insights, opportunities, and areas for improvement in cost management 
  • Implement cost control measures, variance analysis, and change management processes to mitigate cost overruns and ensure budget compliance. 
  • Improve costing and allocation methodologies to optimize cost recovery.  

• Preferred: MBA or relevant advanced degree
• Preferred: CPA or CFA

• At least 10 years of progressive experience leading a finance team or an organization or large department’s finances
• At least 15 years managing one or more elements of the key responsibilities
• U.S. citizenship or authorization to reside and work in the United States

• Short letter of introduction (Cover letter)
• Resume
• Finalists will be required to provide two personal references

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