Chief Financial and Operations Officer (CFOO)

• Develop, along with the CEO, financial strategy and plans to support growth
• Set clear objectives and measures for financial performance for the organization
• Direct the preparation of the annual budget
• Oversee implementation of financial plans and annual budgets for each department
• Develop cash strategy and support investment Committee's efforts to set investment strategy
• Develop multi-year budgets; forecast revenue, expense and cash flow; and conduct activity-based financial analyses to compliment Spence-Chapin's operations, programs and business plans

• Oversee all accounting and finance functions of the organization including lead timely completion of monthly closing process, perform select advanced accounting tasks and oversee and participate in preparation of related financial and cash flow statement, and reconciliation of accounts
• Assess the timelines and accuracy of tasks performed. Monitor process, progress and results and design feedback loops into work.
• Ensure all fiscal practices meet the highest standard of integrity and comply with generally accepted accounting principles and other industry standards
• Implement financial policies and procedures that maintain an effective internal control environment with proper segregation of duties
• Continually work toward promotion of efficiency and effectiveness of all finance functions, via process and workflow improvements; including investment in and implementation of technology to support automation
• Negotiate and manage all banking and vendor relationships, and investment, asset, contract management, as needed work with the Finance & Investment Committee to update and maintain investment policy
• Lead annual audit preparation, liaison during all audit phases
• Supervise and participate in the preparation of annual 990
• Provide accounting and financial related assistance to other departments, including participation in training staff on fiscal procedures and budget management as needed

• Produce and analyse monthly, quarterly, annual and multi-year financial statements and communicate trends and emerging issues as necessary
• Analyze budget variances and work cross-functionally to address any significant differences
• Support Senior leadership to develop forecasts, verify billable and staff time costs
• Develop sophisticated reporting (narratives, financials, dashboards, etc.) to communicate financial results and trends
• Provide regular updates to various internal and external stakeholders on all finance functions and activities as agreed upon with the CEO (includes attendance and presentations at leadership group meetings as well as Board and Board committee meetings)
• Conduct multi-year and project specific analyses to inform future planning and strategies
• Ensure all financial issues are accurately tracked and resolved

• Oversee procurement and operations related activities, including workspace planning
• Provide leadership and supervision for the Operations team to ensure that all workspaces, including satellite offices are in compliance with relevant laws, codes and safety parameters
• Oversee the process of engaging outside contractors and communicating with building management as needed for site repairs, remodels, replacements and upgrades

• Oversee the creation, maintenance and continuous upgrade of infrastructure including data, systems, technology, policies, procedures and control via supervision of the IT Department
• Provide leadership and oversight for IT matters via supervision of outsourced vendors and in-house IT staff
• Support development of annual technology plan and budget
• Collaborate with the management team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate growth objectives of the organization

• Provide strategic leadership and supervision for Human Resources
• Oversee benefits administration, hiring, leaves, terminations, and performance evaluations
• Act as liaison and resolve employee relation problems, as needed
• Ensure best and consistent employment practices

• Bachelor's degree required. Business or Finance degree preferred
• Advanced Degree or Certification highly preferred
• 8+ years of non-profit financial leadership or relevant experience required; 5+ years managing a team
• Experience developing and executing strategy for existing and new businesses
• Experience with budgeting/forecasting required
• Experience overseeing HR and Operations preferred

• MS Office - High Proficiency in Word, Excel and PowerPoint
• Proficient in Quickbooks Online, bill pay and expense management softwares
• Contract reading and familiarity a plus
• Basic knowledge of data systems

• Excellent organizational skills, including the ability to prioritize office workload, administer, and resolve problems, without direction and amid ambiguity
• Attention to detail
• Strong analytical skills and advanced problem solving "think outside of the box"
• Strong oral and written communication skills
• Commitment to a team-oriented approach
• Ability to contribute to and model a strong, positive, collaborative and successful culture across the entire organization
• Empathy, humility, eagerness to listen, capacity to improve morale, and a desire to grow as a leader
• Strong collaborative skills and cross-functional expertise
• Ability to multitask
• Works independently and proactively takes initiative to solve problems quickly
• Exercise sound judgment and passionate commitment to the welfare of children and the mission of Spence-Chapin
• Maintain a level of strict confidentiality (where needed) while conducting work
• Represent Spence-Chapin in a professional manner at all times, both internally and externally. Be an ambassador for the organization
• Follow the published processes and comply with all company policies and procedures
• Motivate, lead, and direct staff. Provide opportunities for staff to increase and enhance their skills so that they can function effectively in positions of increasing responsibility
• Delegate effectively to utilize staff to their maximum potential
• Measure progress, provide feedback and coaching, and hold staff accountable for results
• Develop and reinforce appropriate timetables and methods for measuring progress toward goals for staff
• Empower staff through active and inclusive communication and delegation and ensure staff accountability for excellence and outcomes through clearly defined, collaboratively-established and measurable goals

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