Chief Financial Officer

METRO UNITED WAY

For more than 100 years, Metro United Way has been improving lives and our community, which includes Jefferson, Bullitt, Oldham, and Shelby counties in Kentucky and Clark, Floyd, and Harrison counties in Indiana. We harness the power of donors, volunteers, experts, other nonprofits, and government at all levels to ensure positive, sustainable change for every person in our seven-county region. Now more than ever, we are focused on three priorities: thriving kids, strong households, and an equitable community.

Learn more about our organization here: https://metrounitedway.org/about-us/

POSITION SUMMARY

The Chief Financial Officer (CFO) is a key member of Metro United Way’s Executive Leadership Team and is responsible for overseeing all financial aspects of the organization. The CFO provides strategic financial leadership, ensures fiscal integrity and sustainability, and supports the organization’s mission through sound financial management, planning, and analysis.

The CFO oversees accounting, budgeting, compliance, risk management, and financial reporting, and partners with the CEO, Executive Leadership Team, Board of Directors, Finance, Endowment and Investment Committees, and other relevant team members to drive organizational impact.

Key Responsibilities/Essential Functions:

1. Organizational Leadership

Serve as a trusted advisor to the CEO and Board on financial strategy and long-term planning
Develop and implement financial strategies aligned with Metro United Way’s mission, goals and strategic plan
Lead scenario planning, capital allocation, and sustainability initiatives
Translate financial data into actionable insights for operational, capital and programmatic decision making
Represent Metro United Way on external boards, committees and panels as needed

2. Leadership & Department Management
Lead finance team members and provide guidance for professional development
Work with direct reports to create performance goals and complete annual performance evaluations
Foster a culture of accountability, transparency, and continuous improvement
Collaborate cross-functionally with other departments
Organize finance workflows and deadlines
Review and document finance department processes and procedures, and mitigate identified pain points as they arise

3. Financial Planning & Analysis
Oversee annual budgeting process
In partnership with the analytics team, develop long-term financial models and forecasts
Monitor financial performance against budget and strategic plan
Provide variance analysis and recommendations to leadership
Monitor and make recommendations related to capital budget spending
 

4. Accounting & Financial Reporting
Ensure accurate, timely financial reporting in accordance with GAAP and nonprofit accounting standards
Oversee general ledger, accounts payable/receivable, payroll, and financial systems
Maintain and monitor internal accounting controls
Prepare & present financial reports and analysis to the Finance Committee and Board of Directors
 

4. Compliance, Risk Management & Organizational Filings
Oversee audits (financial, single audit if applicable) and manage the relationship with external auditors
Maintain strong internal controls to safeguard assets
Monitor financial risks and develop mitigation strategies
File the IRS Form 990, Form 5500, and other related documents
Provide employees with payroll tax statements and withholding remittances
Plan and coordinate other organizational financial / related filings such as the United Way Worldwide Membership Certification and BBB membership application
 

5. Pledge Processing and Grants
Direct the pledge processing function to assure that all donor contributions are properly accounted for and collection of pledges is maximized
Manage the financial aspects of grants, contracts, and donor funding
In partnership with the grants team, develop an understanding of our grants portfolio and help ensure grant compliance with federal, state, and local regulations
Ensure proper reporting and compliance for government and private funding sources
Support grants team with budgeting, proposals, and financial reporting
 

6. Treasury & Investment Management
Oversee cash flow, liquidity, and working capital management
Follow all Board required investment and endowment policies
Manage banking relationships and investment portfolios
Work with Investment Committee volunteers to develop strategies for reserves and endowment growth
 

8. Board & Committee Engagement
Serve as the primary staff support for the Finance Committee, Investment Committee and other ad hoc committees owned by the finance department
Prepare and present financial reports and analyses to the Board of Directors and Finance Committee
Support Board governance by ensuring financial transparency and clarity
In partnership with the CEO and Chief of Staff, educate board members on financial matters
 

9. Cross Functional Work and Other Duties
Act as the administrator and fiduciary of the Defined Benefit Plan and the 403(b) Thrift Plan
Review and evaluate performance of retirement plans and proposed amendments
Manage relationships with external vendors such as auditors, banks, brokers, etc.
Perform other duties as assigned by the President/CEO
 

Education / Experience Requirements:

●        Seven years of related experience required; nonprofit finance background preferred    

●        Bachelor’s degree in Accounting, Finance, Business Administration or related field required

●        CPA required

 

 Knowledge, Skills, and Abilities

Must be personally committed to Metro United Way’s mission, vision, team values and strategies
Advanced proficiency in Microsoft Office applications, budget and CRM software
Metro United Way currently uses Accumatica accounting software and Andar CRM
Knowledge of non-profit accounting principles required
Knowledge of workplace campaigns, major gift, capital campaign and grant management best practices
Experience preparing and maintaining budgets
Demonstrated ability to manage multiple projects with set deadlines/guidelines.
Demonstrated ability to work within a team-based environment and successfully manage direct reports
Demonstrated analytical skills
Demonstrated ability to think independently and show sound logical and ethical reasoning
Strong communication skills: verbal, written, public speaking and presentation

·       Must be able to work nights, weekends and other unusual hours as needed (not frequently).

 

BEHAVIORAL EXPECTATIONS

Embraces the Metro United Way Values:
Champion Equity – Commits to operationalizing and integrating diversity, equity and inclusion into our culture every day, because without equity our other values are incomplete.
Think We Before Me – Prioritizes team and community over self; is a consistent ambassador of MUW both inside and out of the office.
Build Up – Cultivates growth in self, colleagues and community through succeeding and failing forward. 
Break Through – Demonstrates courage, innovation, and resiliency by embracing change and encouraging and acting on new ideas. 
Own It – Takes personal responsibility and accountability for one’s role and actions. 
Assists or takes on new tasks to help Metro United Way achieve its mission.
Maintains confidentiality regarding personnel and organizational information.
Adheres to and models the Metro United Way Code of Ethics at all times.

Note: The description given is intended only to provide information about the general nature of the job and is not an all-inclusive list of the job duties, skills or abilities which may change.