What are the responsibilities and job description for the Chief Financial Officer (on behalf of client) position at RGP (Resources Connection)?

RGP is currently representing a client in Orange County, CA seeking a CFO. The CFO is a key member of the executive leadership team, focused on developing and executing organizational strategy and ambitious growth goals. The CFO works internally and externally to ensure the highest level of stewardship of the organization’s assets. The CFO leads and manages the Finance Department and directly supervises the Controller and department staff. Additionally, the CFO oversees investment activities, supported by a seasoned Investment Committee and independent investment advisors.

What You Will Work On

Serve as a strategic partner to the organization’s President and its CEO to determine and implement organizational and growth strategy.
Serve as a key member of the executive leadership team and liaison for board, investment, finance, and audit committees.
Lead data analysis and information sharing throughout the organization to aid in decision-making and setting strategic direction, including supporting long-range planning and business modeling with financial and economic insights.
Remain current and knowledgeable about legal, accounting, tax, and public policy matters related to foundations and philanthropy.
Build, mentor, and lead the finance and accounting team to cultivate a dynamic culture and ensure professional growth.
Understand gift and fund options available for donors and assist – in partnership with development, donor services, executives, and other departmental staff – in evaluating proposed gifts for adherence to policies.
Work collaboratively with colleagues on the executive leadership team to incorporate the mission and values into the organization’s vision and strategies.
Work closely with the board of governors to provide leadership, information, and support to enhance the governance of the organization.
Ensure that donors continue to receive excellent, best-in-class customer service.
Provide independent perspective on business decisions to ensure that they are financially grounded and support strategy and execution.
Partner with the organization’s President and its CEO on all efforts to ensure that diversity, equity, and inclusion plan is infused in all aspects of the organization.

Investment Management

Ensure effective administration of the organization’s investment program, working with investment managers to implement strategies adopted by the Board and Investment Committee, including asset allocation and other strategic decisions.

Serve as liaison for the organization’s Investment Committee.

Work with investment managers to ensure performance and compliance with guidelines and to provide appropriate reporting to the Investment Committee and Board.

Work with investment consultants for the individually managed accounts to ensure compliance with guidelines.

Assist in the establishment of new individually managed accounts, including opening the account, reviewing and approving the Investment Policy Statement and building a relationship with the donor advisor.

Consult with legal counsel as appropriate on matters related to the investment program.

Ensure that all assets are invested consistently with the terms of individual fund agreements and donor intentions.

Oversee investments and governance of the organization’s two supporting organizations.

Communicate effectively about the high stewardship standards and performance of the investment program to donors, nonprofit endowment partners, and other stakeholders.

Develop and extend networks in relevant professional fields to identify opportunities and stay apprised of relevant trends, participating in leading professional associations relevant to the community foundation field.

Stay apprised of new developments and opportunities related to investments for foundations, including traditional and innovative strategies.

Finance and Accounting

Serve as liaison for the Finance and Audit Committees.

Lead a talented finance and accounting staff, ensuring a collaborative and collegial environment.

Lead development of policies and practices for finance and accounting teams.

Review, update, and / or develop internal control systems.

Manage endowment funds, under the direction of the Finance Committee, and within the risk tolerance expressed by the Board.

Oversee preparation of financial reports and tax returns.

Oversee the development of the annual operating budget and long-term forecast.

Oversee the annual audit, meeting periodically with the external auditors.

Lead technological streamlining of the finance and accounting function.

Maintain excellent working relationships with external partners including auditors, bankers, investment advisors, attorneys, and other professional advisors.

Ensure that the organization complies with all legal, ethical, and accounting standards.

Assign and oversee the portfolio of work of direct reports.

Ensure effective execution of financial operations management.

What You Will Bring

An undergraduate degree in business, accounting, or a related field, or equivalent education and experience.

CPA license (active or inactive) required.

Minimum of ten years with senior-level management experience within finance and / or accounting departments; non-profit experience preferred.

Demonstrated, extensive knowledge of financial strategy, trends, and reports.

Demonstrated knowledge of accounting processes and systems.

Demonstrated mastery of generally accepted accounting principles (GAAP) for nonprofit organizations and a basic understanding of tax and other state and federal laws pertinent to nonprofit organizations as well as the principles of fund accounting.

Experience with integrated grants and accounting systems; excellent working knowledge of office and enterprise systems technologies.

Demonstrated knowledge of technology and experience upgrading systems and streamlining processes.

Sharp investment acumen, evidenced by experience in working either in foundations, family offices, or wealth management.

Ability to effectively communicate with all levels of the organization and external contacts.

Ability to lead, develop, and mentor staff.

Demonstrated interest in philanthropy and a commitment to service.

A demonstrated commitment to diversity, equity, and inclusion.

Ability to clearly and effectively communicate with the board, executive team, broader staff, and external contacts.

Strong work ethic and dedication to excellent customer service.

Collaborative, humble, and team-oriented work style.

Strong manager and relationship builder.

Unimpeachable character.

What You Can Expect

The ability to work for an organization with a phenomenal mission, positive team-oriented work environment, a competitive salary range of $250,000 - $280,000 and will be commensurate with experience as well as incredible benefits including Medical, Dental & Vision, 403(b) retirement plan with an automatic contribution by the organization, 5 weeks of vacation, 2 weeks of PSL, 10 annual paid holidays and the opportunity for a 9 / 80 work schedule. The position will have the opportunity to work remotely one day per week.

What We Do

As a next-generation human capital firm, we connect the best talent in the market to execute transformation and high-value projects for our global clients—solving problems in the areas of Business Transformation, Governance, Risk and Compliance, and Technology and Digital Innovation. Working for RGP, you will be connected to work that matters, putting your expertise to its best use while developing skills for the future. The result is a career defined by you, supported by RGP and built on tangible accomplishments.

Our commitment to our employee’s growth and development is at the core of our shared values. At RGP, we believe in the power of continuous learning and development to drive both individual and organizational success.

We believe diversity, equity and inclusion are critical underpinnings of our shared Values. As a Human First company, we recognize diversity as a strength that’s cultivated through our culture, our people, our business, and our clients. As part of this commitment, if you require a reasonable accommodation during the application or interview process, please contact TAG@RGP.com.

RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.

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Salary : $250,000 - $280,000

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