Summary:
The mission of SourcePoint is to help our community to set a course to live well after
55. SourcePoint is a nonprofit which serves more than 5000 people annually and has a
budget of more than $15 million. Please visit www.MySourcePoint.org to learn more.
Reporting to and in close partnership with the chief executive officer (CEO), the chief
financial officer (CFO) will establish SourcePoint’s financial policy and direction while
also being an active participant in, and driver of, the organization’s overall strategy.
They will lead all administration and planning of SourcePoint’s financial and business
operations. As a member of the executive leadership team, the CFO will work closely
with motivated and engaged finance and audit committees, as well as other
committees of the board of directors. The CFO must be able to adapt to a continually
evolving environment and thrive in an autonomous and deadline-oriented workplace
while managing a combined team of 12 in the areas of finance, human resources
(HR), facilities, quality/compliance and risk management, and information technology
(IT).
Essential Job Functions and Expectations:
Strategy and Executive Leadership
- Partner with the CEO on all fiscal, operational, administrative, and strategic issues
with an eye toward identifying potential problems and continuous improvement
of systems, providing strategic recommendations to the CEO based on the
analysis.
- Exercises good judgement in decision-making, effective and professional
communication with both internal and external customers, including, but
not limited to, elected officials, county, state, and independent auditors,
county treasurer, banking officials, investment personnel, funding sources,
grantees, contractors, venders, clients, and the general public; and may
guide larger multidisciplinary teams outside of direct span of control.
- Serves as the executive team leader for administrative and financial
operations management, including policy and structure development, legal
engagement, regulatory compliance, and risk management.
- Engages executive team and other senior leadership to facilitate crossdepartment
collaboration that ensures that all financial, IT, facilities,
quality/compliance, and HR solutions positively support SourcePoint’s
evolving financial planning strategy, operational delivery, and data
collection needs.
- Participate in the ongoing strategic planning process as an integral member
of the executive leadership team, with an eye on budgetary planning and
cost management.
- Attends all board meetings to serve as a resource to the CEO and
periodically makes reports to the board of directors; engages the board
finance committee around issues, trends, and changes in the operating
model and operational delivery.
Financial and Operational Management
- Develop, support, and manage direct staff, to include managers
and administrators of finance, facilities, HR, quality/compliance
and risk management, and IT.
- Review all formal finance-, HR-, facilities-, risk management-, and ITrelated
contracts, procedures, processes, and administration,
recommending improvements to the systems in place.
Financial Management:
- Develop and utilize forward-looking, predictive models and functional
and activity-based financial analyses to provide insight into the
organization’s operations and business plans.
- Oversees cashflow planning, budgeting, financial forecasting, and the
implementation of budgets, monitoring progress and presenting
operational metrics both internally and externally in an accurate and
timely manner.
- Ensure maintenance of appropriate internal controls and
financial procedures are in place in accordance with Generally
Accepted Accounting Principles and monitors the use of all
funds.
- Ensures ERP/NetSuite system stabilization, reporting accuracy,
process improvement, system controls, and financial visibility
across the organization.
- Coordinates the audit, proper filing of tax forms, and engages and
facilitates the audit committee of the board of directors to ensure
timely review and approval of the final audit report.
Operations Management:
- Oversees and directs human resources for over 100 staff, including
but not limited to evaluating and overseeing all benefits negotiations to
allow SourcePoint employees the most competitive packages;
recruitment strategies that attract the most qualified and diverse
candidates to the organization; ensures all SourcePoint personnel and
volunteer policies maintain compliance with Federal, State, and local
laws, funding and tax- and benefit-related filing requirements, and
meet industry best practices.
- Oversee and directs SourcePoint’s IT department to design an IT plan
for current and future needs and implement the plan successfully
(hardware and software) as the organization grows. This includes but is
not limited to equipment procurement, data security/ storage & disposal
management, software selection, implementation, and integration,
telephone systems, and contracting for all cloud-based services.
Contracts with third parties for routine IT audits and ensures best
practice and industry standards are followed.
- Oversees and directs quality assurance, accreditation, risk management,
and compliance agency-wide, including but not limited to grant
compliance, federal and state funding requirements, internal controls,
accreditation, records retention, policy oversight, and agency-wide risk
management. Ensures the development and implementation of agencywide
compliance and quality methods, metrics, key performance
indicators, reporting tools, and standards for inspection, testing, and
evaluation of programs and services.
- Oversee the organization’s physical infrastructure, physical
building(s), and system maintenance (security, fire suppression,
pool, HVAC, etc.). This includes but is not limited to repairs and
maintenance of facilities, grounds, and equipment; all construction
and renovations projects; and procurement of necessary equipment,
supplies, and contracted services. Complies with all government
regulations and industry best practices, including bid procurement
and prevailing wage requirements.
Qualifications
The CFO will be an experienced and ethical leader with 5-10 years of broad finance
experience, ideally beginning in audit, followed by experience gathering and evaluating
financial information and making actionable recommendations to executive leadership.
They will ideally have experience managing finance (accounting, budgeting, control,
and reporting), HR, facilities, and IT for a medium to large nonprofit, with multiple
funding sources and program areas.
The CFO will have the following experience and attributes:
- A minimum of a bachelor’s degree in finance, accounting, or business with
a CPA or MBA highly preferred. A degree in public administration with 5
years’ accounting experience post-graduate will be considered.
- Demonstrates emotional maturity, strong ethics, and a proactive approach to
problems, with evidence of having worked as a true business partner to the
chief executive of a non-profit entity. If coming from the for-profit world,
nonprofit board experience required.
- Demonstrated excellence in leadership, strategic capabilities, forecasting and
financial management, accounting, budgeting, control, and reporting
- Skill in examining, developing, reengineering, and recommending financial,
HR, facilities, and technology policies and procedures
- Strong analytical skills and experience interpreting a strategic vision into
an operational model
- A collaborative and flexible style, with a strong service mentality. Needs to
be seen as a team player who is committed to employee development
- A hands-on manager with integrity and a desire to work in a dynamic,
mission- driven environment
- An effective communicator, with strong oral and written skills
- Demonstrated commitment to the social sector with a passion for
the organization’s mission is essential
- Self-motivated, reliable, detail oriented and maintains a high level of integrity.
This position would be contingent on written consent for a background check and a
written consent for a credit check and both must come back satisfactory.
Other
It is recognized that in any organization, particularly a small organization, it is
necessary to assume new responsibilities appropriate to ensure a smooth continuity of
operations with the organization. Not only is the Chief Financial Officer required to
wear many hats, but it is expected that this person will be familiar with the work of
others to the point of being able to fill in on a temporary basis. It is also anticipated that other organizational needs will emerge which will be assigned to this position.
Pay: $95,000.00 - $125,000.00 per year
Work Location: In person
