Summary/Objective
The CFO is responsible for directing the accounting/financing department of the organization in accordance with sound business practices and generally accepted accounting principles.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following duties are an overview of the primary duties and responsibilities of the Spring Grove Chief Financial Officer and should not be considered an all-inclusive list.
- Excellent communication both verbal and written
- Interface with all levels of the organization and customers
- Proficient in database and accounting computer application systems
- Excellent analytical and organizational skills
Primary Duties:
CFO – The Spring Grove Family
Accounting / Finance
- Oversee the organization's financial function including the timely production of all monthly, quarterly and annual financial reports
- Manage, evaluate and develop accounting team personnel
- Lead and manage the annual budgeting process
- Develop, implement and enforce all policies and procedures necessary to provide appropriate controls including but not limited to cash controls, financing policies, collections and payroll.
- Optimize the handling of bank and deposit relationships and initiate appropriate strategies to manage cash position.
- Manage and optimize the pre-need trusting function including draws / deposits into the endowment
- Continually refine the finance department structure and team to improve the efficiency and effectiveness of the group
- Provide and refine cost analysis of all company services and products
- Provide all appropriate and required tax reporting for all Spring Grove companies
- Work with our outside auditors to provide accurate and efficient auditing of the financial statements
Insurance / Benefits
- Work with HR to design, evaluate and purchase appropriate benefit packages for employees
- Evaluate and optimize all insurance purchases including P&C, Life, D&O, etc.
- Risk Management
Management
- Participate in the development of the corporation's strategies, plans and programs as part of the senior management team.
- Evaluate and advise on the impact of long-range planning including risk, profitability, and capital
- Timely and accurate analysis of budgets, cash flow, financial reports and financial trends in order to assist the CEO, the Board and other senior executives in performing their responsibilities.
- Provide strategic financial input and leadership on decision making issues affecting the organization, i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments.
- Be an advisor from the financial perspective on any contracts into which the Corporation may enter.
Work Environment
This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this position, the employee is regularly required to talk and/or hear. The employee frequently is required to sit; stand; walk. Required to lift up to 20 pounds.
Position Type/Expected Hours of Work
This is a full-time Exempt position. Business days and hours of work are:
Monday through Friday, 8:30 a.m. to 5:00 p.m.
Travel
Local travel required between campuses for support.
Required Education, Knowledge, Skills, Abilities and Experience
- An experienced leader and financial executive with a proven track record of developing people.
- An energetic, forward-thinking, and creative individual with high ethical standards and an appropriate professional image.
- A strategic visionary with sound technical skills, analytical ability, good judgment, and strong operational focus.
- A well organized and self-directed individual who is a team player.
- An intelligent and articulate individual who can relate to people at all levels of an organization and possesses excellent communication skills.
- A good educator who is trustworthy and willing to share information and serve as a mentor.
- An excellent negotiator who is experienced in contracts. A decisive individual who possesses a "big picture" perspective and is well versed in systems.
- Experience with Sage Intacct financials helpful but not required
- Experience with trusting laws as it pertains to the Cemetery and Funeral business helpful but not required
- General knowledge of Cemetery Accounting is helpful but not required
- Master’s degree and CPA or equivalent combination of education and experience of at least 10 years as a CFO.
- Experience with ERP and core systems as well as MS 365
- Displays a “Customer First” attitude.
This position description is not to be construed as an exhaustive statement of accountabilities, duties, responsibilities of requirements. Any individual may be required to perform any other job-related activities or functions requested by his/her manager, subject to reasonable accommodation. The Spring Grove Family reserves the right to modify this job description to reflect changes in essential job duties made necessary by changing organizational needs, subject to reasonable accommodation.
