CFO/CSO - Thomas Edwards Group
Dallas, TX
About the Job
Job Description
OVERVIEW
Our non-profit client is looking for a Chief Financial Officer/Chief Strategy Officer who is responsible for overseeing and executing the financial strength of the organization, strategic planning and long-term sustainability. The CFO will work closely with the CEO, Board of Directors, and leadership team to drive strategic initiatives, ensure financial sustainability, and enhance organizational performance. This role requires a strong leader with a vision for financial excellence and the ability to provide thought leadership in a non-profit setting.Key responsibilities
- Strategic Leadership:
- Develop and implement financial strategies aligned with the organization’s mission and vision.
- Provide strategic recommendations to the CEO, Board of Directors, and senior leadership based on financial analysis and projections.
- Assist in leading the strategic planning process and ensure alignment with the organization’s mission, vision and goals.
- Conduct market and competitive analysis to inform strategic decisions and identify opportunities for growth and improvement.
- Lead the financial planning process, including budgeting, forecasting, and long-term planning.
- Foster a culture of innovation, continuous improvement and accountability.
- Financial Management:
- Oversee all financial operations, including accounting, budgeting, financial reporting, and audits.
- Ensure accurate and timely financial reporting to the Board of Directors, funding agencies, and stakeholders.
- Manage cash flow, investment activities, and asset management to ensure financial stability.
- Through frequent meetings with leaders, educate by utilizing data and feedback to drive decision-making that improves outcomes.
- Oversee investment activities and manage organizational assets.
- Ensure compliance with legal, regulatory and funding requirements.
- Compliance and Risk Management:
- Ensure compliance with all federal, state and local regulations, as well as internal policies and procedures.
- Oversee risk management activities, including the development and implementation of internal controls and policies to mitigate financial risk.
- Ensure the organization has adequate insurance coverage and risk management practices in place.
- Fundraising and Development:
- Collaborate with the development team to identify funding opportunities and strategies to diversify revenue streams.
- Provide financial insights and support for grant applications, donor relations, and fundraising campaigns.
- Assist the Development team in ensuring compliance internally and externally based upon policies and structure.
- Provide reports and analysis to the Development team to assist in meeting their goals.
- Team Leadership and Development:
- Foster a collaborative environment that encourages teamwork and collective problem-solving.
- Lead, inspire, and mentor the finance team, fostering a culture of excellence, collaboration and continuous improvement.
- Promote professional development and capacity building within the finance team.
- Thought Leadership:
- Serve as a thought leader within the organization, contributing to the overall strategic direction and organizational effectiveness.
- Represent the organization at external events, conferences, and meetings, advocating for the financial health and sustainability of the community.
Skills and Expectations
- Education: Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field required; MBA and/or CPA preferred.
- Experience: Minimum of 10 years of experience in financial management with at least 5 years in a senior leadership role
- Proven experience in strategic financial planning and execution in a non-profit setting.
- Strong knowledge of non-profit accounting standards and regulatory requirements.
- Excellent analytical, organizational, and problem-solving skills.
- Exceptional communication and interpersonal skills, with the ability to engage and inspire stakeholders at all levels.
- Demonstrated ability to lead and develop high-performing teams.
Requirements
• Integrator and strategic thinker.
• Results-oriented and proactive.
• Ability to meet or exceed deadline expectations.
• Efficient organizational and time management skills.
• Adaptable and resilient in the face of challenges.
• Ethical and transparent with high integrity.
• Passion for the mission
#ZR
Source : Thomas Edwards Group
