Chief Financial Officer

The San Diego Workforce Partnership is the leader for innovative workforce solutions in San Diego County. We fund and deliver job training programs that enable all job seekers to develop the skills and knowledge needed for in-demand careers. Our vision is that every business in our region has access to a skilled workforce and every job seeker has access to meaningful employment. We seek to earn trust and inspire growth in every action we take. 

Position Summary

Reporting to the CEO, the Chief Financial Officer (CFO) is responsible for the financial oversight and sustainability of the organization. CFO will ensure that financial reports are issued timely and accurately for presentation to the Executive Team, Board of Directors, funders, and auditors. The CFO is responsible for preparing annual and ad hoc budgets, accurately maintaining financial reporting systems, and compiling information for management to use in program planning, operations monitoring, evaluation and forecasting. Utilizing governmental or non-profit executive financial oversight and leadership skills to provide strategic direction, intuitive analysis, and constructive critical thinking to help stabilize and grow the organization over time. 

**This position is hybrid eligible but requires to be in office on a weekly basis (not fully remote). In addition, limited relocation assistance may be available for the right candidate. **

Essential Functions    

1. Provide leadership and guidance to the Finance department team, including Accounting Manager, Grant Analysts/Accountants, Staff Accountants, AP & AR staff and Payroll Specialist. 
2. Oversee all accounting and finance functions. 
3. Revenue analysis, monitoring, and reporting. 
4. Review and report to the Executive team Actual vs. Budget Revenue and Expense variances on a monthly basis. 
5. Oversee preparation of internal financial statements including, but not limited to, income statements, balance sheets and cash flow statements. 
6. Oversee and report on Key Financial performance indicators including, but not limited to, Days in AR, Days in AP, Days in Grants Receivable, Days Cash on Hand & cash position, and dollar amount of Deferred Grant Revenue on hand monthly. 
7. Analyze organizational operations to pinpoint opportunities and areas of business need. 
8. Review budgets for new and ongoing programs and assist in developing supervisory fiscal awareness and accountability. 
9. Monitor programs to assess compliance with program requirements and budget guidelines. 
10. Oversee staff’s provision of regular financial monitoring reports to funding agencies as required. 
11. Be proactive in designing and implementing reports and analysis that contribute to sound fiscal management. 
12. Oversee and direct fiscal internal controls with accompanying policies. 
13. Oversee and, in collaboration with Exec team, direct annual operating budget preparation for Executive Team and Boards for approval. 
14. Design process for implementing and monitoring operational budgets by working directly with the CEO and COO. 
15. Financial strategic planning: studies economic trends and projects organizational prospects for future growth in the market share, opportunities for acquisitions or expansion into new areas. Estimates requirements for capital, buildings, land and an increase in the workforce. 
16. Oversee compliance with all State and Federal regulations in accounting and all audit functions. 
17. Lead finance department staff in analyzing and monitoring all grants and contracts to ensure fiscal compliance. 
18. Responsible for the proper execution of contracts, policies, MOU, and MOA as assigned. 
19. Responsible for ensuring the Internal Controls Check List is properly completed and documents forwarded to Executive Management for entry into SharePoint policies. 
20. Collaborate with COO on all matters that affect implementation and monitoring of operational capabilities supporting Fiscal, Accounts Receivable, Procurement and Facilities to maximize productivity and enhance organizational goals. 
21. Coordinate accounting functions to support fiscal integrity and viability. 
22. Assure compliance with GAAP, GASB, and maintain fiscal internal controls procedures. 
23. Responsible for review and submission of periodic tax reports as required; ensuring the organization complies with tax regulations. 
24. Assist Operations with corporate business insurance, including general liability, property, malpractice, automobile, and workers’ compensation. 
25. Supervise the development of policies, procedures and protocols for all department functions and review on a yearly basis. 
26. Review budgets for new and ongoing programs and assist in developing supervisory fiscal awareness and accountability.
27. Oversee staff to monitor programs to assess compliance with program requirements and budget guidelines. 
28. Be proactive in designing and implementing reports and analysis that contribute to sound fiscal management. 
29. Actively participate in the strategic planning process, including providing guidance to the President & CEO and the Boards on financial issues and ensure the alignment of the Finance department with the organization’s strategic plan and annual Operational Business Plan (OBP). 
30. Supervises investment of funds; work with Fund Development, Donors and/or banks to raise additional capital as required for expansion. 
31. Lead annual regulatory reporting to include the Annual audit with Single audit, the Federal Indirect Rate Proposal, and all other required fiscal reports that may be required. 
32. Keep current on all principles, methods, practices, and procedures concerning Government Accounting Standards, Office and Management and Budget (OMB)
33. Additional duties as assigned. 

Job Requirements  

• Master’s degree in accounting, business administration, public administration or related field. 
• Minimum ten (10) years’ executive or senior level leadership experience. 
• Minimum ten (10) years’ senior accounting, billing, and grant reporting functions in a non-profit organization, preferably in a workforce development environment. 
• Six to eight (6-8) years’ experience performing audits in a corporate environment. 
• Expert knowledge of Generally Accepted Accounting Principles (GAAP), GASB and fund accounting as applied to governmental agencies or non-profit organizations. 
• Experience overseeing substantial diversified budgets with multiple funding streams including federal grants/contracts required 
• Understanding of advanced accounting, regulatory issues, and tax planning. 
• Expert knowledge of Spreadsheet software and accounting software. 
• Strong organizational skills, high attention to detail to ensure accuracy, great problem solving and time management skills. 
• Strong ability to supervise individuals in management and professional staff. 
• Computer proficiency, particularly with the Microsoft Office suite, including Outlook, Word, Excel and PowerPoint.

Fundamental Requirements

• Certified Public Accountant (CPA). 
• Governmental finance and accounting experience. 
• Knowledge of MIP, ADP, PowerPlan, and Salesforce a plus 
• Prioritization and delegation skills

Our Values 

Collaboration:  

Engaging in inclusive, respectful relationships among colleagues, customers and community that foster the achievement of shared goals.  

Excellence:  

Driving quality, innovation and measurable outcomes through a customer-centered focus and a high-performance culture.  

Stewardship:  

Strategic, efficient, effective use of resources to meet the evolving needs of our customers and community with the highest levels of integrity.  

Inclusion:  

Taking responsibility for creating a culture where everyone is welcomed, heard, valued and empowered to fully participate and reach their full potential.   

Equity:  

Prioritizing those who have been systemically denied opportunity through policies, priorities, practices, and behaviors that result in access to opportunity for ALL colleagues, customers, and communities.  

We Love to Take Care of Our Workforce Associates–

We offer a great work environment, a culture that values individuality and inclusion, collaborative and innovative teams, and a competitive pay and benefits package. Our benefits include: PTO, PTO sell-back program, generous employer-paid benefits (platinum plans), company-paid learning and professional development program, pension plan and 457 retirement plan additional employee wellness. Compensation for this position ranges from [list salary range here. It must be in-line with the level indicated. Please make sure that range listed falls within your budget]. 

In the spirit of pay transparency, we are excited to share the base salary range for this position. If you are hired at San Diego Workforce Partnership, your final base salary (within the pay range), will be determined based on factors such as education, knowledge, skills, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members when determining any final offer. Please keep in mind that the range mentioned above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future and continued salary growth. We also offer generous benefits and retirement plans.

At the Workforce Partnership, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, and the work that we do in the communities we serve. We are proud to be an equal opportunity workplace for all. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Auxiliary aids and services are available upon request to individuals with disabilities. 

San Diego Workforce Partnership is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other characteristic protected by applicable federal, state, or local law.