* 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 (60%)

• Develop, support, and manage direct staff, to include managers and administrators of finance, facilities, HR, and IT.
• Review all formal finance-, HR-, facilities-, risk management-, and IT-related contracts, procedures, processes, and administration, recommending improvements to the systems in place.

* Financial Management:

o 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.

o 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.

o 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.

o 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:

o 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.

o 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.

o Oversees and directs quality assurance, accreditation, risk management, and compliance agency-wide, including but not limited to all agency accreditation processes, both existing and future; ensures the development and implementation of agency-wide compliance and quality methods, metrics, key performance indicators, reporting tools, and standards for inspection, testing, and evaluation of programs and services.

o 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.

The CFO will be an experienced and mature leader with at least 10-15 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 preferred. A degree in public administration with 5 years accounting experience post-graduate will be considered.
• Mature, ethical, and proactive, 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 managing finance, 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 lifelong learning
• 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
• Strong commitment to developing team members
• 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.