Job Description
Job Description
Salary : DOE
Chief Financial Officer The Shelter for Abused Women & Children
Organization : The Shelter for Abused Women & Children
Location : Naples Shelter location
Reports to : CEO Employment Type : Fulltime, Exempt, Non-remote
Direct Reports : Financial Administrator, Staff Accountant, Quality Improvement
Salary : Determined based on experience, local wages, and nonprofit industry rates.
Education
- Bachelors degree required in accounting or finance from an accredited college or university
- Masters degree and CMA or CPA license preferred
Experience
Seven or more years of financial management experience, preferably non-profit with at least two of those years at the Controller or higher position.Extensive MIP Non-Profit Fund Accounting ExperienceExperience in supervising a staff of accountantsBroad base of business knowledge, including investments and cashflowExcellent computer skills and knowledge of financial system, preferred in Sage MIP Non-Profit Fund AccountingAbility to prioritize and organize multiple projectsCombination of big picture thinker and detail oriented; analyticalGood public imageUnderstanding and supportive of The Shelters missionHighest level of ethics and honestyRequirements
Must provide proof of COVID-19 vaccinations or exemptionMust have a valid Florida Driver's LicenseMust be able to pass state and national background checksProof of auto insuranceE-Verify and drug testWhat We Value
A culture of philanthropy.Adaptability to new systems and processes.Attention to detail and accuracy in work.Commitment to diversity, equity, and inclusion.Human connection and personal growth.Kindness, compassion, and open-mindedness.Open and honest communicationPassion for our mission and eagerness to learn.Professionalism and leadership by example.Resilience and extreme ownership in facing challenges.Essential Functions
The duties below are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. Depending on the assigned area of responsibility, incumbents in the position may perform some or all of the activities described below. Additions, deletions or changes may be made to this description at any time without prior notice.)
General Responsibilities
Compile monthly financial statements and budget variances.Prepare annual budget and ensure spending are within the approved budgetMeet with the Finance Committee to review the prepared financial statements and make recommendations of variancesServe as Finance Committee staff liaisonMonitor all financial transactions, including payment of invoices, deposits of revenue, reconciliation of bank statements, and special reports a requestedSupervise accounting staffFinance Responsibilities
Direct the financial operations of the ShelterSupervise the accounting functions and provide support to staff to complete the mission of the ShelterAssist on strategic matters relating to budget management, cost-benefit analysis, forecasting needs, and internal controlDevelop policies to control and coordinate accounting, auditing, budgets, taxes and related activities and recordsDevelop, establish, and administer procedures and systems pertaining to financial mattersPrepare operating budgets and financial forecasts in coordination with stakeholdersForecast and analyze administrative and managerial functionsDevelop, analyze, and interpret statistical and accounting informationEvaluate operating results for costs, revenues, budgets, policies of operation, trends, and increased profit possibilitiesSupervise the staffing, scheduling, training, and professional development of department members.Formulate, receive, and recommend policy proposals relating to accounting and auditing, the budget, revenue and cost control procedures, preparation and payment of payrolls, tax matters, compilation of statistics, and office methods and procedures.Verify reports to agencies, trade associations, and professional organizations for disseminationReview monthly ledgers including receivables, payables, bank and other asset accounts, and wage accountsInform and advise department managers on financial aspects respectivelyEnsure preparation of applicable federal, state, and local tax returnsReview ad hoc reports as necessary and disseminate to respective stakeholdersSelect, train, supervise, schedule, and evaluate staffAttend monthly Board of Directors meetings and other meetings as requiredCompile, approve, and maintain credit applications for vendorsReview fixed asset ledgers and depreciation schedules monthlyManage assigned projects relating to department and Shelter needsReview cash sheets to ensure all receipts have been postedAudit all cash and charge expenditures.Setup safeguards for all funds in bank accountsEnsure revenues are properly and correctly deposited and supervise issuance of all checksFollow investment program approved by Board and perform investment of all excess funds timely to maximize cash flow returnPlan professional development and training activities for staffSeek current accounting practices with peers in the same industry as necessaryPlan and manage capital budgets and cash flow statements with respective department managersReview bank account reconciliationMaintain necessary procedures for confidentiality relating to participants and employee issuesProvide financial insights and viability for decision-making on long-range planning of the ShelterGuide the CEO and department managers on financial stability of the ShelterMaintain a system of accounts and keep books and records on all transactions and assetsEnsure financials will be due by an agreed upon day of the following monthPrepare a schedule of financials due dates to be shared annually to the CEO and Finance CommitteeManage payroll, using various tools and partnering with the payroll services company employed by the Shelter to deliver flawless paymentsSupervise the Finance Department and assign jobs relevant to accounts payable / accounts receivableAssist in the management of compliance and all reconciliationsWork with managers to develop the annual budgetAbide by all current Shelter stated policies and proceduresEnsure that all financial transactions are processed accurately, in a timely manner, and in accordance with generally accepted accounting principlesDevelop, implement, and maintain processes and controls that are currently best practices related to transaction processingManage, oversee, process (as appropriate), and act as a backup for processing the following transactions : payroll, accounts payable, revenue and expense, fixed assets, cash, bank reconciliations, and allocationsOversee month-end closing procedures including overhead allocations, account reconciliations, and updating schedulesAssist in coordinating the preparation of the draft audited financial statements and all tax returnsCoordinate the preparation of financial information for the corporate annual reportRecommend and report on benchmarks against which to measure organizational performanceLead the production of cash flow reports, annual budget, and forecastsCalculate variances from the budget and report significant issues to the CEOProvide for a system of management cost reportsProvide financial analyses and models as needed, particularly for capital investments of Shelter reserves, pricing decisions, and contract negotiationsPrepare and assist in developing audit schedules for the annual auditGather needed information for the annual tax returnOversee state registration filingsGrant Writing Responsibilities
Assist in preparation of grant applicationsPrepare and submit monthly reimbursement requestsPrepare donor reportsOversee compliance with non-program grant stipulationsPrepare budgets for staff covered under grants and monitor and update staff to ensure funds are being spent timelyAdministrative Responsibilities
Oversee efficient operation of all office functionsMinimize all risks and prioritize risk managementComplete and file all government requirements, such as annual report, property taxes, solicitation registration, etc.File annual 990Knowledge, Skills and Abilities :
Commitment to the mission of ShelterRequires administrative, analytical, interpersonal, problem-solving, trouble-shooting and oral and written communications skillsMust be highly organizedAbility to work independently and be able to be the change agentHolds self and others accountable for measurable high-quality, timely, and cost-effective resultsDetermines objectives, sets priorities, and delegates work. Accepts responsibility for mistakesComplies with established control systems and rulesKnowledge of planning, coordination, and execution of business functions, resource allocation, and productionKnowledge of procedures for assessing, evaluating, and monitoring projects for compliance with Federal laws, regulations, and guidanceEncourages creative tension and differences of opinionsAnticipates and takes steps to prevent counter-productive confrontationsManages and resolves conflicts and disagreements in a constructive mannerMakes sound, well-informed, and objective decisions; perceives the impact and implications of decisions; commits to action, even in uncertain situations, to accomplish organizational goals; causes changeBehaves in an honest, fair, and ethical manner. Shows consistency in words and actionsModels high standards of ethicsInfluences, motivates, and challenges others; adapts leadership styles to a variety of situationsTreats others with courtesy, sensitivity, and respectConsiders and responds appropriately to the needs and feelings of different people in different situationsIs thorough when performing work and conscientious about attending to detailRelates well to people from varied backgrounds and different situations; is sensitive to cultural diversity, race, gender, disabilities, and other individual differencesUses computers, software applications, databases, and automated systems to accomplish workUses efficient learning techniques to acquire and apply new knowledge and skills; uses training, feedback, or other opportunities for self-learning and developmentExpresses information (for example, ideas or facts) to individuals effectively, considers the audience and nature of the information (for example, sensitive); makes clear and convincing oral presentations; listens to others, attends to nonverbal cues, and responds appropriatelyKnowledge of performance management concepts, principles, and practices related to planning, monitoring, rating, and rewarding employee performanceEncourages and facilitates cooperation, pride, trust, and group identity; fosters commitment and team spirit; works with others to achieve goalsGenerates, receives and maintains confidential and sensitive files, information and reports and ensure security of filesWork Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The Shelter for Abused Women & Children complies with the Americans with Disabilities Act of 1990 and support to the Deaf or Hard-of-Hearing in accordance with Section 504 of the Rehabilitation Act of 1973. The Shelter is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, age, sex, religion, national origin, disability, sexual orientation, or marital status. We assure you that your opportunity for employment with us depends solely upon your knowledge, skills, and abilities. REASONABLE ACCOMMODATION WILL BE MADE FOR OTHERWISE QUALIFIED INDIVIDUAL WITH A DISABILITY.
Employment Benefits
The Shelter offers a spectacular benefits package for all full-time staff, staff appreciation events, and generous 200 hours of paid time off for vacation, your birthday, holidays, and sick days. We cover 100% of medical and mental health benefits, offer affordable dental and vision plans, an employer match 401K program, Flexible Spending Account for medical expenses and dependent care, Employee Assistance Program, and Paid Time Off Buy Back Program for eligible employees. We also encourage a happy, healthy, and whole work environment by empowering staff to maintain their wellness through fitness incentives.
