Chief Financial Officer (CFO

PURPOSE OF POSITION

The Chief Financial Officer (CFO) serves as a senior executive and strategic partner to the President & CEO, Board of Directors, and community stakeholders. This role provides enterprise‑wide leadership to ensure United Way’s financial strategy advances community impact, organizational sustainability, and public trust.

The CFO focuses on strategy, external engagement, financial stewardship, and long‑term sustainability. The CFO partners closely with Fund Development to assure proper stewardship, transparency, and follow‑through on donor intent across all funding streams.

• Serve as an active member of the Executive Leadership Team, partnering cross-functionally to align financial strategy with enterprise priorities.
• Lead long-range financial planning, forecasting, and scenario modeling to inform strategic decisions and ensure organizational sustainability.
• Ensure financial plans and resource allocation decisions advance United Way’s community priorities and measurable impact goals.
• Assess and manage efficacy and oversee improvements in financial systems and technology.

• Provide financial stewardship for United Way run programs, ensuring resources are deployed effectively, responsibly, and in alignment with intended outcomes.
• Partner with Fund Development to uphold donor intent, strengthen stewardship practices, and ensure consistent follow‑through across all funding streams.
• Oversee tracking, compliance, and reporting for restricted gifts and designations, ensuring timely, accurate documentation for donors, funders, and auditors.

• Support fundraising strategy by providing financial insights, stewardship controls, and clear reporting that builds donor confidence and trust.
• Champion financial transparency and translate complex financial information into clear, compelling narratives for internal and external audiences.
• Engage with board & committee members, donors, funders, and community partners as needed to communicate stewardship practices, financial performance, and the impact of philanthropic investments.

• Serve as staff lead to the Board’s Finance and Investment Committees and Audit oversight, preparing materials, guiding agendas, and ensuring timely, informed decision‑making.
• Engage and maintain trusted relationship with auditors. Occasionally review audit process and service providers to best fit the needs of the organization. Position the content and manage completion of public‑facing financial documents, including Audit and Form 990.
• Elevate Board discussions by connecting financial results and trends to strategic implications, risk posture, and long‑term sustainability.

• Provide executive oversight of accounting operations, compliance, and internal controls through the Vice President, Controller.
• Oversee and assure compliance and proper reporting of multiple streams of state and federal funding.
• Lead enterprise risk management, recommending policies and mitigation strategies that protect assets, strengthen controls, and safeguard organizational reputation.

• Bachelor’s degree in finance or similar field required.
• MBA and / or CPA preferred.
• 10+ years of senior level or financial management experience required.
• Financial management with Board and Nonprofit governance experience preferred.
• High level of financial literacy, inclusive of extensive experience with U.S. GAAP for not-for-profit entities (FASB ASC 958). Examples include donor-restricted net asset management, contribution versus exchange transaction revenue recognition (including grants), fund accounting, functional expense reporting, and enhanced financial statement disclosures (e.g., liquidity, gifts-in-kind).
• Ability to translate financials into transparent reporting for Board, donors, and external stakeholders.
• Skilled in best business practices.
• Competent in MS Office products.
• Interest in the improvement of the Summit & Medina County communities.
• Commitment to upholding a culture of belonging and equal…