Chief Financial Officer

General Summary

Reporting to the CEO & President, the Chief Financial Officer (CFO) is primarily responsible for the financial and risk management of Artis—Naples. Financial duties include the development of a financial and operational strategy; metrics tied to that strategy and the ongoing development and monitoring of control systems designed to preserve organizational assets and investments and report accurate financial results while managing risk.

Working with the CEO & President, Board of Directors, the Senior Leadership Team and independent consultants, the CFO develops, recommends and implements policies, strategies, and initiatives for the finances of Artis—Naples. Working through direct reports, the CFO oversees key aspects of the department including internal asset management, external asset management, compliance and staffing. The CFO is also a member of the organization’s senior leadership team.

The CFO collaborates with the CEO & President on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting needs and securing new funding.

• Controller
• Assistant Controller
• Information Technology

• Provide strategic, financial direction regarding all aspects of the organization and its financial decision-making processes. Recommend short/long term financial goals for the organization and execute strategies.
• Ensure timely financial and statistical reporting and analysis for Artis—Naples and monitor financial performance of all departments/divisions.
• Oversee the creation and implementation of fiscal controls and policies. Direct the preparation of the annual operating budget of all departments/divisions.
• Develop and maintain systems of internal controls to safeguard financial assets of the organization. Oversee the coordination and activities of independent auditors ensuring all audit issues are resolved, and the preparation of the annual financial statements is in accordance with Generally Accepted Accounting Principles (GAAP), federal and state regulations.
• Monitor banking activities of the organization and ensure adequate cash flow to meet the organization’s needs.
• Create and maintain a Finance team of professionals.
• Oversee all key day-to-day departmental activities.
• Collaborate with CEO & President to ensure success of the financial strategic planning. Through regular reports on the strategic direction, make progress toward strategic initiatives and compliance with policy and guidelines.
• Develop business support systems encouraging cross-functional cooperation of departments and divisions; facilitates the integration of communications between departments and divisions; and removes obstacles, improves responsiveness and facilitates decision‐making.
• Work with the Investment Liaison to monitor the performance of the endowment, reserves, and other investment accounts against benchmarks and investment policy guidelines.
• Work to implement digital strategies outlined in the Digital Roadmap project.

• Oversee, lead and work with third party managed services provider to ensure all organizational technology needs are met.
• Support a culture of institutional innovation and facilitate collaboration with the senior leadership team. Explore new technology to enhance programs and campus experiences.
• Work with managed services provider to identify, introduce and implement IT solutions that enhance operational security, efficiency and effectiveness.
• Work with managed services provider to review computer system needs for management of information and functional operations to determine scope and priorities of projects and discuss technology acquisitions.

• Serve as principal liaison for the Finance and Audit and Risk Committees as well as the liaison with the Board of Directors on financial matters.
• Meet monthly with the Board’s Investment Committees to discuss investment strategy, initiatives, performance, and other appropriate matters. Maintain open and constructive relations with the Board of Directors.
• Meet regularly with Board Committee Chairs…