Chief Financial Officer

Primary Function

The Chief Financial Officer (CFO) serves as a member of the Leadership Team and is responsible for the financial strategy, asset protection, administrative compliance, and real estate oversight of the Oklahoma Center for Nonprofits and its related entities.
The CFO oversees all accounting functions, audits, financial reporting, employe benefits administration, risk management, and strategic oversight of the Center’s real estate operations. This position safeguards organizational assets and ensures long-term financial and operational sustainability.

• Handle all accounting functions including but not limited to:
  • Receivables and payables
  • Vendor files
  • Financial projections and forecasting
  • Financial reporting and monitoring of OK Center for Nonprofit Properties LLC, and OK Center for Nonprofit Properties Tulsa, LLC
  • Daily bank deposits
  • Daily credit card deposits
  • Payroll
  • Monthly training reports
  • Monthly journal entries and accruals
  • Monthly bank reconciliations
  • Simple IRA
  • Monthly scholarship reconciliation to the general ledger
  • Proper restriction and release of funds honoring donor intent
• Work with the program staff to maintain an accurate list of participants in classes and consulting contracts. Prepare all invoices and coordinate unpaid accounts. Coordinate registrations and payments with outside foundations or agencies for classes and conferences as needed.
• Staff liaison for the Finance, Audit, and Property Committees. Assist them in planning meetings; prepare minutes, create reports and documents as requested, following the Centers’ Committee Protocol.

• Prepare weekly & monthly accounting reports for the Board of Directors, Executive Committee, Finance Committee, Resource Development Committee, and other committees as requested. These reports include but are not limited to:
  • Monthly and Year to Date Statement of Activities
  • Monthly Cash Flow Projection
  • Accounts Receivable report
• Coordinate with the Chief Development Officer to:
  • Maintain accurate information on contributions and pledges for the Annual Center campaign
  • Maintain financial records and assist with all fundraising events
  • Assist with grant applications and reporting
  • Assist with budget and financial reporting for special events and other development programs as needed

• Coordinate the Center’s annual budget and revise as needed, in conjunction with the Board’s approval.

• Coordinate the Center’s annual audit and act as liaison to the Audit firm to ensure a smooth and deficiency free audit, in conjunction with the Center’s Audit Committee.
• Coordinate the Center’s annual 990 filing and act as liaison with the audit firm and the Audit Committee to ensure accurate and timely filing with the IRS and the state.

• Maintain and update all Center licenses and registrations.
• Maintain and update all Center contracts and legal documents.
• Manage the Center’s Umbrella and D&O policies.
• Maintain and update all Center inventories.

• Maintain accurate information on Center benefits package and act as a liaison to Center benefits providers.
• Maintain up to date Human Resources benefits records for all Center staff members.
• It is the responsibility of all Center employees to recruit, recognize and retain volunteers and donors.

• Oversee the strategic direction and growth of the Shared Financial Services program, ensuring alignment with the organization’s mission and financial goals.
• Review and approve policies and procedures developed by the Director to guide the Shared Financial Services program.
• Monitor the recruitment of new clients and staff to support program expansion and ensure the delivery of high-quality financial services.
• Ensure that the program adheres to non-profit accounting with best practices and remains up to date with relevant software and GAAP standards.
• Provide guidance on the development of financial service offerings and the execution of client service delivery to maintain excellence in customer service.
• Approve training and consulting initiatives led by the Director to promote best practices in non-profit accounting and…