Chief Financial Officer

Summary

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 $95,000-$125,000
• Benefits
  : health insurance, dental insurance, vision insurance, retirement savings plan (even if you do not contribute), and generous paid time off

Strategy and Executive Leadership

• Partner with the CEO on all fiscal, operational, administrative, and strategic issues to identify potential problems and drive continuous system improvement, and provide strategic recommendations to the CEO based on analysis.
• Exercises good judgment in decision-making, and effective and professional communication with both internal and external customers, including, but not limited to, elected officials, county, state, and independent auditors, county treasurer, banking officials, investment personnel, funding sources, grantees, contractors, vendors, clients, and the general public; and may guide larger multidisciplinary teams outside of the direct span of control.
• Serves as the executive team leader for administrative and financial operations management, including policy and structure development, legal engagement, regulatory compliance, and risk management.
• Engages the executive team and other senior leadership to facilitate cross-departmental collaboration, ensuring that all financial, IT, facilities, and HR solutions positively 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.
• 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

• 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 to the systems in place.
• Financial Management:
  • 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.
  • Oversees cash flow 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.
  • Ensure that appropriate internal controls and financial procedures are in place in accordance with Generally Accepted Accounting Principles, and monitor the use of all funds.
  • Ensures ERP/Net Suite system stabilization, reporting accuracy, process improvement, system controls, and financial visibility across the organization.
  • Coordinates the audit and 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:
  • 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…