Chief Financial Officer

at  Frost Valley YMCA

POSITION SUMMARY:

Provides direction and leadership for YMCA finance and business operations. Oversees the YMCA’s accounting practices, the maintenance of the organization’s fiscal records, and the preparation of the organization’s financial reports. Ensures a system of strong internal controls and maintains fiscal soundness. Manages the annual external audit, the 990 tax return and the preparation of information for outside funders.

QUALIFICATIONS:

• Bachelor’s degree in accounting or equivalent.
• Ten or more years of related experience in accounting.
• Accounting experience in a non-profit organization preferred.
• Previous supervisory experience preferred.
• Knowledge of, and expertise with, computerized accounting systems and standard business software (Paylocity, Blackbaud NXT, Raisers Edge NXT)

ESSENTIAL FUNCTIONS:

• Manages and develops the structure of a small Finance Department, consisting of a CFO, a Bookkeeper and a Controller, supported by a modern suite of integrated financial and productivity tools.
• Ensure all legal and audit requirements are met and that best practices and maximum efficiency are obtained.
• Hires, trains, and oversees assigned staff, providing direct supervision. Arranges back-upfor staff as needed.
• Manages the annual independent audit, the preparation of financial statements and the IRS 990 tax form. Prepares or oversees the preparation of required audit schedules; maintains records; acts as liaison with audit team and YMCA Finance Committee.
• Oversees and provides leadership to the annual budget process including: issuing guidelines and procedures; training staff, auditing budgets, overseeing data input and preparing reports.
• Implements appropriate systems and internal controls to adequately safeguard the YMCA’s financial resources and to provide a solid basis for accurately reporting financial data.
• Prepares or supervises the preparation of outside reports and filings.
• Oversees the month-end and year-end closings and the preparation of statements and reports.
• Critical role in determining proper levels of insurance for both liability and health insurance; including the review and negotiation of insurance.
• Involved in the development and adherence of risk management policies and procedures.
• Provide strategic data analysis.
• Manages cash flow and forecasting to ensure the operational and capital needs can be met.
• Manage and track the performance of the Y’s endowment fund in keeping with the policies and investment guidelines established by the Investment Committee.
• Staff liaison with Finance, Investment and Audit Committee.
• Treasurer of the organization