Chief Financial Officer

Reporting to and in close partnership with the chief executive officer (CEO), the chief financial officer (CFO) will establish SourcePoint’s financial policy and direction while also being an active participant in, and driver of, the organization’s overall strategy. They will lead all administration and planning of SourcePoint’s financial and business operations. As an integral member of the executive leadership team, the CFO will work closely with motivated and engaged finance and audit committees, as well as other board committees.

The CFO must be able to adapt to a continually evolving environment and thrive in an autonomous, deadline‑oriented workplace while managing a team of 12 across finance, human resources (HR), facilities, quality/compliance, risk management, and information technology (IT).

Reports to:

Chief Executive Officer

FLSA:
Full‑Time. Salary. Exempt Position

Pay:
Starting pay range $89,400‑$118,000

Benefits: health insurance, dental insurance, vision insurance, retirement savings plan (even if you do not contribute), and generous paid time off

• Partner with the CEO on all fiscal, operational, administrative, and strategic issues to identify potential problems, drive continuous system improvement, and provide strategic recommendations based on analysis.
• Exercise good judgment in decision‑making and maintain effective and professional communication with internal and external customers, including elected officials, county and state auditors, banking officials, investors, funding sources, grantees, contractors, vendors, clients, and the general public.
• Serve as the executive team leader for administrative and financial operations management, including policy and structure development, legal engagement, regulatory compliance, and risk management.
• Engage the executive team and other senior leadership to facilitate cross‑departmental collaboration, ensuring that all financial, IT, facilities, and HR solutions support SourcePoint’s evolving financial planning strategy, operational delivery, and data collection needs.
• Participate in the ongoing strategic planning process as an integral member of the senior management team, with a focus on budget planning and cost management.
• Attend all board meetings to serve as a resource to the CEO and periodically make reports to the board of directors; engage the board finance committee around issues, trends, and changes in the operating model and operational delivery.

• Develop, support, and manage direct staff, including 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.
• 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.
• Oversee cash flow planning, budgeting, financial forecasting, and implementation of budgets, monitoring progress and presenting operational metrics internally and externally in an accurate and timely manner.
• Ensure appropriate internal controls and financial procedures are in place in accordance with Generally Accepted Accounting Principles, and monitor the use of all funds.
• Ensure ERP/Net Suite system stabilization, reporting accuracy, process improvement, system controls, and financial visibility across the organization.
• Coordinate the audit and proper filing of tax forms, and engage and facilitate the audit committee of the board of directors to ensure timely review and approval of the final audit report.
• Oversee and direct human resources for over 100 staff, including benefits negotiations, recruitment strategies, and policy compliance with federal, state, and local laws and funding requirements.
• Oversee and direct the IT department to design an IT plan for current and future needs and implement the plan successfully (hardware and software) as the organization grows, including equipment procurement, data security/storage & disposal management, software…