Job Title/Position: Chief Financial Officer
FLSA Classification: Exempt
Salary: $85K to $95K
Reports to: CEO
Job Description
Summary/Objective:
The Chief Financial Officer oversees the planning, implementation, managing and execution of all financial, data and HR processes of The Green Chair Project, including but not limited to budgeting, forecasting, data analytics, regulatory reporting and compliance. As part of the executive management team, they will have interaction with various members of the organization.
Responsibilities/Essential Functions:
Finance & Accounting (90%):
- Provide strategic, financial recommendations to the leadership team.
- Prepare financial forecasting and budgets, and all financial and licensing reporting (Secretary of State).
- Consistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly and annual financial statements; monitor progress and changes and keep leadership and board abreast of The Green Chair Project’s financial status.
- Manage and will be responsible for all accounts, ledgers, financial software and reporting systems ensuring policies and procedures are in compliance with appropriate GAAP standards and regulatory requirements to include but not limited to: IRS and state income tax standards for 501(c)3, Federal grant compliance and reporting standards.
- Responsible for tracking cash, investments, payables, receivables, funds availability with grants and asset management.
- Responsible for bookkeeping activities such as monthly closing of books to include entering transactions into General Ledgers (credit card, receipts, etc).
- Report sales tax for organization and adhere to reporting requirements due to retail needs of the organization.
- Process and manage bi-monthly payroll for organization; including retirement plan administration and reporting.
- Review and update all financial policies and procedures by making recommendations for approval to the finance committee.
- Provide direction and management to the outsourced accounting firm as needed; Supervise the annual audit and tax preparation by firm.
- Assist resource development leadership in preparing budgets for grant proposals which fit into the organizational strategy.
- Provide staff training in the areas of budget development, budget management, fiscal accountability, finance procedures and more.
- Will track, monitor, analyze and report data in the following areas: programs, accounting, bookkeeping and payroll data, as well as serve as well as the primary contact for grant and funder reporting data. This includes identifying and understanding what additional data should be actively pursued or tracked to inform decision-making.
- Collaborates with all departments to be the central repository for all organizational metrics.
- Manages and oversees risk management of the organization; discusses insurance needs with board for approval annually.
- Serve as liaison to the Finance Committee.
- Recruit, select and engage finance staff, consultants, benefits administrators and auditors.
Human Resources (10%):
- Review, update and develop HR policies and procedures, with help of additional resources as needed.
- Manages benefits strategy process with HR Consultant annually; works with finance committee for approval.
- Conduct onboarding of new employees for E-Verify, Payroll, work with IT, nametags, business cards from start to finish.
- Administer 401K.
- Maintain HR records: employee files, payroll changes, PTO records, etc.
- Manage worker’s comp process-collect incident forms and treatment of staff.
Skills and Capabilities:
- Bachelor’s degree required (Business or Accounting).
- 8+ year experience in non-profit financial management.
- Proven experience and thorough knowledge of budgeting and accounting practices, processes, and procedures of non-profit organizations to include, but not
limited to payroll, reporting, budgets, GL, etc.
- Strong supervisory and leadership skills required.
- Understanding of grant processes and documentation.
- Proficient in Microsoft Office; specifically with Excel to include knowledge of data manipulation, pivot tables, importing data, exporting data production of charts, use macros and functions including Lookup functions.
- Experience with QuickBooks Online; PayChex strongly preferred.
- Excellent organizational skills-ability to prioritize work, multitask and be detail oriented.
- Ability to work in a small, non-profit work environment that is fast paced and ever
changing.
- Strong team player and willing to help others across the organization.
- Committed to the organization’s mission, vision and principles.
- Knowledge and experience in diversity, equity, inclusion and belonging practices.
- Prior experience working with people experiencing or who have experienced poverty, homelessness, crisis and/or disaster.
Physical demands:
- Ability to lift up to 20 pounds (moving of audit files, etc) occasionally.
- Being present and available to assist when called upon on-including bending, twisting,
lifting occasionally.
- Ability to maintain a high level of physical activity on your feet (32,000 sf building).
Travel required:
- Minimal travel in town, local errands for organizations.
- Travel to training/professional opportunities, as needed.
EEO statement: We are an equal employment opportunity employer and do not discriminate against any person because of race, color, creed, religion, national origin, political affiliation, sex, gender identity or expression, sexual orientation, age, disability, genetic information, or other reasons prohibited by law (referred to as "protected status"). This nondiscrimination and opportunity policy extends to employment, use of all company facilities, membership, board service and leadership, volunteerism, participation in any of the organizations programs or services and all employment actions such as promotions, compensation, benefits and termination of employment.
NOTE: The above information is intended to describe the most important aspects of the job. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required in order to perform the work. Duties, responsibilities and activities may change at any time with or without notice.