CFO/COO (non-profit)

Location: Boulder, Colorado

Are you a mission-driven, experienced finance and operations leader? Do you enjoy being a strategic thought leader, inspiring ideas, and igniting action? Is leading people and getting the best out of your team something that makes you light up? Do you want to work with people who are dedicated to enhancing the lives and quality of life for others in the community?

We are recruiting for a CFO/COO who will be a strategic thought-leader and will play a critical role in partnering with the senior leadership team in strategic decision making as the Foundation continues to grow its capacity to serve the community. The CFO/COO reports to the Chief Executive Officer (CEO) and has two direct reports, an accountant and an operations/office manager.

This is a tremendous opportunity for a finance and operations leader to maximize and strengthen the internal capacity of a well-respected, high-impact organization. The Foundation has an extremely well-connected and dedicated Board of Trustees and volunteers that serve on its governing board and its various committees. In addition, the Foundation owns the Spruce Street Mansion (the building where the Foundation is located), which operates as a separate entity and rents space to local businesses.

Here’s what our client needs:

Financial Management

• Oversee accurate and timely financial records including but not limited to accounting, payroll and related taxes and benefits, tax and regulatory compliance, insurance, charitable gifts, grants, earnings and investments and reconciliation of accounts.
• Effectively lead the accountant and oversee the contract and relationship with the outsourced accounting provider.
• Oversee gift entry, gift acknowledgement and grant transactions including ensuring due diligence of donor grant recommendations and audit confirmations for agency funds.
• Develop and maintain existing accounting policies and procedures.
• Ensure all necessary internal accounting controls are in place.
• Manage annual budget development and oversight in cooperation with the CEO.
• Lead the Budget Taskforce in the development of the budget and financial planning which requires education of the board, taskforce members, and staff.
• Monitor budget progress and changes; and keep senior leadership team abreast of the organization’s financial status.
• Manage production of monthly, quarterly and annual financial reports and communicate financial information on a timely basis to the Board of Trustees and others as needed.
• Oversee process for preparation and distribution of quarterly statements for donors.
• Manage annual audit and financial reporting to state and federal agencies including tax returns and completion of 990s.
• Primary liaison with all investment managers in contact with the foundation.
• Ensure compliance with asset allocation.
• Manage organizational cash flow and forecasting.
• Effectively communicate and present the critical financial matters to the board of directors.

Operations

• Overall responsibility for operations including building operations, administration, IT, and human resources.
• Effectively lead the office/operations manager who manages all building related operations and relationships and supports all administrative functions.
• Negotiate and oversee the property management contracts.
• Serve as staff liaison and support for the Foundation’s Debt Restructuring Task Force and the Real Estate Committee.
• Maintain communication with lender and ensure compliance with loan covenants.
• Own the human resources function including enhancing professional development, compensation and benefits, performance evaluation, training, policies and procedures, and ensuring there is a consistent and streamlined recruiting process. Partner with outsourced HR organization to deliver in these areas.
• Oversee payroll and all the tax documents and reports that go along with it.
• Manage and implement employee benefit program. Oversee contract with benefit broker and vendors maintaining regular and frequent communications.
• Establish and manage a comprehensive training program to educate employees regarding staff tools, policies, and procedures.
• Maintain adequate business insurance by conducting annual reviews of insurance policies and risk management and ensures necessary insurance coverages are up to date.
• Work closely and transparently with all external partners including third-party vendors and consultants.
• Oversee administrative functions to ensure efficient and consistent operations that support the strategic goals of the organization.

Job Requirements:

• The ideal candidate has experience of final responsibility for the quality and content of all financial data, reporting and audit coordination for either a division or significant program area, and has preferably overseen a human resources function previously.
• At least 7 years of overall professional experience; ideally 6-plus years of broad financial and operations management experience.
• Knowledge of generally accepted accounting principles and practices.
• Ability to translate financial concepts to – and to effectively collaborate with – programmatic and fundraising colleagues who do not necessarily have a finance background.
• A track record in grants management.
• Technology savvy with experience selecting and overseeing software installations and managing relationships with software vendors; knowledge of accounting and reporting software.
• Commitment to training programs that maximize individual and organization goals across the organization including best practices in human resources activities.
• A successful track record in setting priorities; keen analytic, organization and problem-solving skills which support and enable sound decision making.
• Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders.
• A multi-tasker with the ability to wear many hats in a fast-paced environment.
• Personal qualities of integrity, credibility, and dedication to the mission of the organization.

Our client is proud to be an equal opportunity employer. They are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know

Job Type: Full-time

Experience:

• relevant: 7 years (Required)
• broad financial and operations management: 6 years (Preferred)

Location:

• Boulder, CO (Required)