What are the responsibilities and job description for the Executive Financial Officer position at The Batten Group?

About Centers for Independence

Since 1938, Centers for Independence (CFI) has been a beacon of support for community members striving for enhanced health and independence. We empower individuals of all ages and abilities to achieve their fullest potential in a nurturing environment that inspires hope and resilience. Our extensive range of services and resources helps people see their value and find a meaningful path forward.

CFI merges health care with social services, utilizing a trauma-informed care approach to create a wellness framework that transforms lives, strengthens families, and enhances communities. Our commitment to empowerment shines through our diverse programs designed for those in need of :

Mental health and substance use treatment and care
Job training and placement services
Support and rehabilitation post-brain injury or neurological conditions
Dynamic day programming and activities
Personal in-home care services
Financial and employment management for long-term care
Medical daycare and therapies for children with complex medical needs

Position Summary

The Executive Financial Officer (EFO) is a vital member of the leadership team, offering strategic financial guidance to ensure the organization’s long-term financial health. Reporting directly to the President & CEO, the EFO collaborates closely with the Finance and Audit Committees, overseeing all financial operations such as budgeting, forecasting, compliance, and risk management. This leadership role will spearhead the development and execution of financial strategies, enhance resource allocation, and guarantee adherence to GAAP and regulatory standards. In addition, the EFO will act as a liaison to the CFI Foundation Board of Directors and supervise finance, payroll, and IT staff members to drive operational efficiency and innovation.

Position Duties and Responsibilities

Lead the organization’s financial operations, setting strategic goals and evaluating fiscal performance.

Deliver timely and accurate financial reports and analyses to assist the President and CEO, the Board, and senior team members in their decision-making.

Enhance financial policies and procedures to improve organizational effectiveness in finance, payroll, and information management.

Facilitate the budget process and provide training for department leaders to foster financial literacy and accountability.

Provide insightful financial leadership in strategic planning, including potential partnerships, acquisitions, and identifying growth opportunities.

Manage the organization’s funds wisely and cultivate relationships with vendors, banks, and investors to boost financial health.

Advise on financial aspects of contracts and lead negotiations on rates.

Ensure timely preparation of all financial documentation, including statements, tax returns, and regulatory reports.

Supervise accounting, payroll, contracts, charitable registrations, and audit functions while collaborating with program heads for effective oversight.

Analyze financial forecasts against actual outcomes, offering strategies for budgeting improvements.

Oversee investment strategies and coordinate finance and investment committee meetings of the Board.

Direct the Information Technology department to ensure effective support for high-functioning systems and strategic goals.

Candidate Qualifications and Competencies

Master's degree or equivalent required; Certified Public Accountant (CPA) designation preferred.

Minimum of 10 years of relevant experience, ideally in a nonprofit setting.

Demonstrated leadership and financial acuity with a background in negotiation and contract management.

Skilled in strategic planning, risk management, and decision-making under pressure.

Promote inclusivity and leverage diversity to enhance team performance and organizational vision.

Accountable for high-quality results, with strong skills in prioritization and delegation.

Ability to analyze complex problems and implement effective solutions based on sound judgment.

Experience managing workforce needs, ensuring a productive environment through recruitment and performance management.

Proficient in technology and committed to safeguarding its access and security.

POLICY ON PLACEMENT AND RECRUITING

The Batten Group and Centers for Independence are equal-opportunity employers committed to a non-discriminatory workplace. We welcome applications from all qualified individuals without regard to age, creed, color, religion, sex, sexual orientation, national origin, disability, marital status, or any other status protected by law.

Apply for this job

Receive alerts for other Executive Financial Officer job openings

Executive Financial Officer

What are the responsibilities and job description for the Executive Financial Officer position at The Batten Group?

What is the career path for a Executive Financial Officer?

Job openings at The Batten Group

Not the job you're looking for? Here are some other Executive Financial Officer jobs in the Milwaukee, WI area that may be a better fit.

We don't have any other Executive Financial Officer jobs in the Milwaukee, WI area right now.

AI Assistant is available now!