What are the responsibilities and job description for the Chief Financial Officer position at The Rockridge Group?
Our Non Profit client in Silicon Valley is looking for a Chief Financial Officer (CFO) who will be responsible for managing the financial operations of the organization, ensuring the organization’s financial health and sustainability. This role will oversee all financial reporting, budgeting, forecasting, financial analysis, and compliance requirements as well as working closely with the Executive Director and Board of Directors to develop and implement financial strategies that support the organization’s mission and goals.
Job Responsibilities
Lead the end-to-end management of Accounting & Finance operations, ensuring alignment with the Agency’s mission, strategic goals, and compliance with state and federal financial regulations and standards.
Report the financial status of the organization to the CEO, Board of Directors, and Senior Leadership, providing actionable insights and recommendations for performance improvement.
Serve as the CEO’s deputy as required, demonstrating flexibility and readiness to take on responsibilities beyond the CFO role.
Act as a trusted consultant for internal and external stakeholders, including executives, staff, funders, and the Board of Directors, providing expert guidance on financial matters.
Develop and oversee the creation of strategic plans and annual financial forecasts, identifying potential risks and opportunities.
Collaborate closely with the Senior Leadership Team to identify and implement strategies for profitable growth, both within existing business lines and new social enterprises.
Deliver proactive financial analysis, including KPI tracking, variance analysis, efficiency assessments, and service performance evaluations.
Leverage strong IT knowledge to partner with the Director of IT on implementing software solutions that enhance operational efficiency.
Represent the Agency to external financial partners, including financial institutions, investors, foundation executives, auditors, and public officials, ensuring strong relationships and effective communication.
Review monthly financial variances, collaborating with business units to ensure alignment with budget objectives and plan targets.
Ensure compliance with nonprofit accounting standards, particularly with respect to grants, funding sources, and federal and state regulations.
Guarantee the accuracy, timeliness, and relevance of financial and management reporting for funders, foundations, and the Board of Directors.
Supervise the preparation of monthly and annual financial statements, ensuring that they meet all regulatory and reporting requirements.
Maintain robust internal controls and financial procedures, including conducting internal audits to mitigate financial risk.
Manage the preparation of the annual financial audit and the filing of required tax documents, such as Form 990.
Stay current on nonprofit audit best practices and legal requirements, particularly in nonprofit operations and financial reporting.
Provide financial data to support grant proposals, acquisitions, and other business initiatives, validating the accuracy of contract bids.
Oversee cash disbursement processes, ensuring that all payments are valid and necessary to protect Agency assets.
Represent the organization at conferences, seminars, and other professional events to enhance personal and organizational knowledge and best practices.
Prepare and present financial reports for individual cost centers, ensuring accuracy, clarity, and timely communication of financial performance.
Review and recommend approval of major contracts in collaboration with the CEO.
Supervise the purchasing function to optimize costs while ensuring quality standards and implementing the best supply chain practices.
Ensure compliance with all information systems and networks, including adherence to PCI Compliance, HIPAA, and other regulatory requirements.
Foster a culture of continuous learning and professional development, ensuring that both personal and team growth align with the organization’s objectives.
Lead and implement new business initiatives, as directed by the CEO, to further organizational growth.
Responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally either orally or in writing.
Education & Requirements
Requires a bachelor's degree in accounting, finance, or related field. MBA and / or CPA certification preferred
Minimum of 10 years in a senior or executive leadership role, with demonstrated success in financial management.
At least 5 years of experience as a CFO, COO, or in a similar executive-level position, with oversight of a budget of $50M or more.
Proven experience in financial and performance analysis, reporting, and managing complex financial systems.
A minimum of 3 years in a high-level management position, with a track record of strategic financial planning and execution. In depth knowledge of management information systems and procedures
Requires proficient use of computers with the preferred utilization of Microsoft products
Must be able to talk accurately and quickly to convey important instructions or ideas and may give presentations or speeches to large groups
Skills & Competencies
Strong executive leadership and decision-making abilities.
Excellent written and oral communication skills.
Highly organized with the ability to manage multiple tasks and priorities.
Proficient in project management, cross-functional collaboration, and team leadership.
High attention to detail, with the ability to analyze and act upon complex financial data.
Ability to mentor and guide teams effectively, fostering a positive organizational culture.
Strong analytical thinking with the ability to perform financial analysis and drive strategic initiatives.
Ability to provide executive leadership
Skill in oral and written communications.
Strong administrative and organizational skills.
Ability to interface effectively and obtain cooperation across departments and at all levels.
General learning ability. The ability to “catch on” or understand instructions and their underlying principles. The ability to reason and make judgements.
Project Management Skills and ability to manage across multiple business units.
Ability to understand meaning of words and ideas associated with them and to use them effectively; to comprehend language; to understand relationships between words; to understand the meanings of whole sentences and paragraphs; to present information or ideas clearly.
Ability to perform arithmetic operations quickly and accurately.
Ability to perceive pertinent detail in verbal or tabular material; to observe differences in copy, to proofread words and numbers, and to avoid perceptual error in arithmetic computation.
Being willing to accept responsibility for the direction, control or planning of an activity.
Being able to influence peoples’ opinions, attitudes or judgements about ideas or things.
Having an analytical mind.
Being respectful of and conform with set limits, tolerances and standards.
Being able to keep calm and collected in unusual or dangerous situations and to work under adverse conditions
Preferred Qualifications
5 years of experience in a nonprofit organization
Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance
Strong leadership and management skills, with experience building and leading high-performing teams
Excellent analytical, problem-solving, and decision-making skills
Working Conditions & Equipment Used
Works in an office environment
Computer, telephone, copy machine, and fax machine.
Works a standard workweek with occasional evenings and / or weekends
Emotional Effort
Moderate : Occasional short deadlines. The work environment is occasionally hectic with occasional high activity, with great emphasis on teamwork
Personal Acumen
Leadership Acumen
Vision – Able to envision the big picture outside of the retail division
Strategic Agility – Ability to plan ahead and can think outside the box
Change Agent – Willing to take calculated risks and challenge traditional thinking for positive change
Management Acumen
Management Style – Belief in empowering employees through coaching and positive motivational techniques
Organizational Skills – Results orientated, can meet high standards, goals and objectives
Accountability Style – Holds employees accountable for standards and serves as a mentor in their professional development. Open to 360-degree feedback
Collaborative – Sees value in working and forging effective relationships with others
Teamwork – Willing to work as part of a team, enjoys sharing credit with colleagues
Problem Solver – Ability to simplify complicated issues and develop traditional and nontraditional solutions
Interpersonal Acumen
Integrity – possess the highest ethical standards, trustworthy and transparent
Interpersonal Savvy – ability to relate and build constructive relationships with employees, customers, clients, and board members
Composure – ability to remain calm and collected under pressure
Communication – strong communicator, excellent listening skills and ability to develop and make effective presentations to employees, and / or (as appropriate) Sr Management and Board Members
Energetic – Enthusiastic with a strong personal work ethic
Sense of Humor – ability to see the fun and enjoyment in the work environment and portray a sense of humor
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