Chief Financial Officer

Position Overview

The Chief Financial Officer (CFO) will lead financial planning and management for SMA, ensuring the long-term sustainability of the organization and its ministries. Reporting to the Chief Operating Officer (COO), the CFO will collaborate closely with senior leadership and related organizations to implement mission-aligned financial strategies.

This is an executive leadership role ideal for a strategic, values-driven financial professional committed to supporting SMA’s mission of service and social justice.

• Develop financial strategies aligned with SMA’s mission, culture, and demographic trends.

• Engage leadership and committees on financial performance and opportunities.

• Oversee long‑term and annual budgeting, including property and community initiatives.

• Advise on investments, philanthropy, and socially responsible investing (SRI).

• Ensure financial services support the needs of sisters with sensitivity and clarity.

• Manage wills, estates, and probate matters for deceased members.

• Oversee budgeting, accounting, audits, cash management, and risk management.

• Evaluate organizational risk and determine appropriate insurance coverage.

• Identify opportunities to improve operational efficiency and financial performance.

• Lead IT, procurement, and supply chain operations supporting SMA’s mission.

• Manage legal support and ensure compliance in contracting, documentation, and governance.

• Implement modernization and process‑improvement initiatives.

• Manage department staff, develop policies, and oversee budgets.

• Foster a culture of teamwork, mentorship, and mission‑aligned service excellence.

• Act as thought partner to senior leadership for cross‑departmental initiatives.

• Serve on relevant boards and committees, including the SMA Audit Committee and Mercy Investment Services Board.

• Bachelor’s degree in accounting, finance, or related field required.

• Master’s degree, MBA, or CPA preferred.

• 10–15 years of progressive financial leadership experience in large, complex organizations (preferably nonprofit or healthcare).

• Proven experience managing multi‑state or distributed teams.

• Knowledge of financial systems, investments, risk management, insurance, and government programs.

• Strategic and analytical thinking with strong financial and administrative expertise.

• Excellent communication, presentation, and project management skills.

• High integrity, confidentiality, and alignment with organizational values.

• Ability to travel up to 30% for organizational needs.

• Commitment to SMA’s values: respect, stewardship, integrity, hospitality, and compassion.

• Appreciation for the culture and traditions of the Sisters of Mercy.

Belmont, North Carolina, is a charming, historic town along the Catawba River, just 15 minutes from Charlotte. The area offers:

• Strong community values, faith‑based institutions, and excellent schools.

• Access to outdoor recreation, cultural events, and regional business centers.

• Home to Belmont Abbey College, St. Joseph Seminary, and SMA’s Sacred Heart Retirement Convent and ministries.

Interested candidates should contact:
Jill Di Giovanni, Managing Associate, ZRG Partners
Email:
Phone:

ZRG Partners provides a rigorous, data‑driven assessment process, including initial interviews, client review, online assessment, finalist interviews, and referencing prior to final offers.