Chief Financial Officer

The Chief Financial Officer provides strategic and operational leadership for the financial affairs of IFMA and the affiliated organizations for which IFMA provides financial oversight or services.

The CFO is a member of the global staff leadership team and a trusted adviser to the President and CEO, Global Board of Directors, Finance Committee, Audit Committee, and other governing bodies. The CFO is responsible for safeguarding organizational assets, strengthening long-term financial sustainability, and ensuring that financial information supports timely and well-informed decisions.

The CFO leads financial strategy, accounting, budgeting, forecasting, treasury, global banking, investments, audit, tax compliance, internal controls, financial risk management, and financial systems. The position also works closely with organizational leaders to evaluate strategic initiatives, new markets, partnerships, events, credentials, products, investments, and other opportunities. Continuing the efforts to modernize IFMA's financial operations through automation, data integration, and other features will be critical.

Strategic Financial Leadership

• Serves as the principal financial adviser to the President and CEO.
• Translates financial data into practical recommendations regarding strategy, growth, investment, staffing, reserves, pricing, and organizational priorities.
• Develops and maintains a multiyear financial framework aligned with IFMA’s strategic plan.
• Provides scenario analysis and financial models for major programs, partnerships, market expansion, organizational changes, and capital or technology investments.
• Assesses the financial implications, sustainability, and risk of proposed business initiatives before commitments are made.
• Helps executive leaders understand revenue drivers, cost structures, financial tradeoffs, and return on investment.
• Maintains a forward-looking view of liquidity, revenue concentration, economic conditions, and emerging financial risks.

Global and Affiliated-Entity Oversight

• Establishes a clear financial governance framework for IFMA’s global operations and affiliated or supported legal entities.
• Supports the evaluation and financial establishment of new legal entities, chapters, offices, partnerships, and service territories.

Team Leadership

• Leads, develops, and holds accountable a capable and service-oriented finance and accounting team.
• Builds a team culture focused on accuracy, responsiveness, continuous improvement, sound judgment, and constructive partnership with other departments.
• Maintains succession and emergency-coverage plans for critical finance responsibilities.

Budgeting, Forecasting, and Management Reporting

• Leads the annual budget process in partnership with the President and CEO and department leaders.
• Maintains rolling forecasts and scenario models that give leadership an updated view of likely year-end and multiyear performance.
• Establishes clear budget ownership and accountability across the organization.
• Provides timely monthly financial statements, dashboards, forecasts, variance analysis, and management commentary.
• Establishes financial performance reporting and indicators that support executive and board decision-making.

Accounting and Financial Operations

• Oversees the general ledger, accounts payable, accounts receivable, cash receipts, reconciliations, payroll-related accounting, revenue recognition, expense allocation, and financial close.
• Maintains appropriate accounting policies and a documented chart of accounts that supports organizational, program, regional, and legal-entity reporting.
• Establishes service standards for the finance team, including transaction processing, reconciliation, close schedules, internal…