Founded by David Rockefeller more than 60 years ago, Americas Society and Council of the Americas (AS/COA) are sister organizations providing the most trusted forum for debate on issues affecting the Western Hemisphere. Headquartered in New York City, with offices in Washington and Miami, AS/COA holds high level programs across the United States and Latin America.
Americas Society is a 501(c) organization whose mission is to foster an understanding of the contemporary political, social, and economic issues confronting Latin America and other countries in the Western Hemisphere, and to increase public awareness of the Inter-American relationship. Americas Society fulfills its mission through its cultural and policy programs.
The Society’s Art and Music programs create a space for interaction and enhanced appreciation for emerging and established cultural figures by presenting artists, musicians, and scholars from across the hemisphere to U.S. audiences.
Americas Society identifies emerging policy challenges and publishes and disseminates research and analysis as a basis for dialogue and debate. Americas Quarterly (AQ) is an editorially independent publication dedicated to politics, business, and culture in the Americas. Its public policy programs engage opinion leaders from the public and private sectors in positive dialogue in the United States and Latin America to share ideas with organizations, individuals, and businesses to formulate solutions to the challenges facing the Americas today.
Council of the Americas is a 501(c)(6) business league, whose members share a common commitment in the Western Hemisphere to economic and social development, open markets, free trade, the rule of law and throughout the Americas. The Council’s membership consists of 200+ leading companies representing a broad spectrum of sectors with significant interest in the region. The Council fulfills its mission through private and public in-person, hybrid and virtual high-level programs, conferences, working groups and online content such as podcasts, explainers, poll trackers, etc.
Position Summary
AS/COA seeks a Deputy CFO to join its team. This is a newly created senior management position reporting directly to the CFO. Working from the New York office, the Deputy CFO will work collaboratively with the current CFO in coordinating, managing, streamlining and transitioning overall operations, including financial, personnel, human resources, information technology, building operations, and administrative functions for the organizations.
This is a rare opportunity to step into a planned CFO succession.
Current responsibilities of the CFO position to be transitioned as part of this succession plan include:
Finance and Audit
- Responsible for financial reporting for the Boards of Directors, Finance and Audit Committees, senior team, independent auditors, donors, and government grants.
- Work in collaboration with the President /CEO and senior team in the development and creation of the annual, long-term, operating and capital plans and budgets.
- Plan, oversee and coordinate day-to-day financial activities with the Finance team.
- Responsible for monthly financial reporting, mid-year forecasts, year-end projections, cash flow projections, budget modifications and all special reporting as required.
- Work closely with the Treasurer and Audit Committee Chair in coordinating committee meetings, preparing agendas, minutes, and all related information for committee meetings.
- Manage banking relationships, and financing arrangements.
- Work closely with investment advisors in their management of endowment and other investments.
- Reconcile all investment activity for the endowment, special and reserve funds.
- Reconcile all capital project activity.
- Oversee the ongoing development, streamlining and implementation of all financial and accounting systems & controls, standards, and financial reporting.
- Coordinate with the Director, Institutional Giving regarding restricted grant activity.
- Ensure compliance and proper fiscal reporting measures for all restricted activity and governmental grants.
- Work closely with auditors to implement recent changes, resolve audit matters, and coordinate the annual audit. Work with the Finance team in preparing audit schedules, financial statement drafts, footnotes, and related supporting schedules. Implement changes to financial statements as required due to changes in industry pronouncements and best practices.
- Work with the tax accountants in preparing tax related schedules for Form 990, Form 990T and NYS CT-13 (Unrelated Business Income), Form CHAR 500 (Annual Filing for Charitable Organizations), and NYS Form 497. Identification of any unrelated business income tax issues and related due diligence with regards to all tax matters.
- Work closely with insurance brokers to manage the organization’s overall insurance risk and insurance requirements including property, general liability, umbrella, directors’ and officers’ liability, cyber, fine arts, etc.
- Coordinate legal services for contracts, capital projects, governance, personnel-related, visa-related, office leases, etc. with various law firms, as necessary.
Administration & Building Operations
- Work closely with the President /CEO with respect to governance matters. Assist in preparing minutes of the Board of Directors meetings & coordinating materials for Board meetings in conjunction with the Chief of Staff.
- Plan and coordinate capital improvement budgets/projects for the AS/COA’s 100+ year-old historic landmarked townhouse including major interior and exterior restoration projects, upgrades of related system services and required maintenance of the facilities.
- Manage day-to-day administrative and support functions including building facilities, reception, maintenance, maintenance contracts, equipment leases, contract services and finance arrangements.
- Work closely with the DC and Miami offices in all matters including continuing office lease space renewals, upgrades, construction projects, capital improvements, equipment leases, etc.
Personnel
- Review, negotiate, and administer approved benefits plans, including health, dental, life and AD&D.
- Coordinate all administrative, financial and compliance matters with respect to the organization’s 401(k) retirement plan.
- Maintain and update personnel policies and procedures manual as necessary.
- Coordinate visas for non-resident potential hires.
Information Technology (IT)
- Work closely with the CIO and Director, IT, and IT governance team further improving operational efficiencies through new technologies, maintain and enforce the organizations operational and cyber security policies, procedures, IT structure and operations.
- Manage service agreements with the MSP and other IT related contracts.
- Negotiate financing arrangements and leases for new IT equipment.
Qualifications
The ideal candidate for this position is an accomplished financial executive who is operations-oriented, and a team player, with proven success in managing financial operations. The successful candidate will have at least 7 years of financial, IT and operating management experience in "best practice" organizations in the nonprofit, financial services, and/or audit side of an accounting firm. S/he be a CPA or possess an MBA in Finance with a thorough knowledge of fund accounting. The candidate will have demonstrated success developing and executing team-oriented action plans to achieve superior results. They will have a proven track record in driving change through the financial function and business units of a successful organization. Working knowledge of MIP Fund Accounting, strong interest in Latin America and the Western Hemisphere, and bilingual proficiency in Spanish is a plus.
This is a full-time position. Employees are currently working a hybrid schedule each week.
The compensation for this position ranges from $150,000 - $180,000. Actual compensation will be dependent upon the specific role, as well as the individual’s qualifications, experience, skills and certifications.
In addition, AS/COA offers outstanding benefits including an excellent health and dental plan, vacation, and a generous 401(k) retirement plan.
Qualified candidates must be eligible to work in the United States to be considered.
Americas Society/Council of the Americas is an equal-opportunity employer. All qualified applicants will receive consideration for employment without unlawful discrimination based on race, color, creed, national origin, sex, age, disability, marital status, sexual orientation, or citizenship status.
Pay: $150,000.00 - $180,000.00 per year
Work Location: In person
