Chief Financial Officer CFO

JOB TITLE: Chief Financial Officer

DEPARTMENT: Finance

REPORTS TO: Executive Director

FLSA STATUS: Exempt

HOURS PER WEEK: 40

PAY RANGE: $135000 to $145000

Organization Overview

The Oregon Historical Society (OHS) is dedicated to making Oregons long rich history visible and accessible to all. For more than a century OHS has served as the states collective memory preserving a vast collection of artifacts photographs maps manuscript materials books films and oral histories. Our research library museum digital platforms educational programming and historical journal make Oregons history open and accessible to all. We exist because history is powerful and because a history as deep and rich as Oregons cannot be contained within a single story or point of view.

Position Summary

OHS is seeking an experienced Chief Financial Officer (CFO) to provide highlevel financial leadership strategy and oversight for the organization. The CFO will be responsible for directing all aspects of financial management including budgeting financial reporting compliance and financial planning while ensuring strong internal controls and financial transparency.

As a key member of the Executive Leadership Team the CFO will work closely with the Executive Director Board Finance & Investment Committees and senior leadership to develop and implement financial strategies that align with the organizations mission and longterm sustainability.

The ideal CFO will bring:

• Strategic Financial Leadership: Proven ability to oversee and optimize financial strategy ensuring the longterm financial health of a nonprofit organization.
• Expertise in Nonprofit Finance: Deep knowledge of nonprofit financial management including budgeting compliance and restricted funds management.
• Analytical & ProblemSolving Skills: Ability to analyze financial trends assess risk and develop strategic financial solutions.
• Collaborative Leadership: Strong interpersonal and communication skills to work effectively with the Executive Director Board and leadership team.
• Commitment to Transparency & Compliance: Ensures compliance with GAAP financial best practices and nonprofit regulations.

Essential Duties and Responsibilities

Financial Strategy & Leadership 40

• Develop and implement longterm financial plans including scenario planning for revenue fluctuations.
• Oversee financial risk management including compliance with grant funding government regulations and audit requirements.
• Provide financial insight and strategy to the Executive Director and Board to support strategic decisionmaking.
• Lead financial modeling and forecasting to assess the impact of various funding and expense scenarios.
• Ensure OHS maintains strong financial reserves and investment strategies in coordination with the Board Investment Committee.

Budgeting & Financial Oversight 30

• Oversee the annual budget process ensuring alignment with organizational priorities.
• Implement improved budgeting processes to enhance coordination across departments and provide structured guidance to managers.
• Ensure timely and accurate financial reporting including cash flow management revenue forecasting and fund balance tracking.
• Supervise internal controls financial policies and procedures to ensure fiscal integrity.
• Ensure seamless financial reporting for grant compliance and restricted fund management.

Board & External Financial Management 15

• Serve as the financial liaison to the Board of Trustees presenting financial reports and advising on fiscal strategy.
• Support the Finance and Investment Committees with accurate financial insights and reports.
• Work with auditors to ensure compliance and implementation of current financial management best practices.
• Maintain strong relationships with banks investment firms and financial institutions.

Supervision & Team Leadership 15

• Lead and support the Finance team including the Assistant Controller Senior Accountant Accounts Payable/Payroll Administrator and Accounting Specialist.
• Oversee daily accounting and financial operations.
• Ensure financial staff have the training and support needed to maintain strong financial operations.
• Oversee the implementation of financial software systems and process improvements.

Skills and Experience

Education Experience and Knowledge

• Bachelors degree in Accounting Finance Business Administration or related field.
• Minimum of 710 years of experience in financial management preferably in a nonprofit setting.
• Proven experience managing complex budgets restricted funds and endowments in a nonprofit environment.
• Strong knowledge of GAAP accounting standards nonprofit fund accounting and restricted funds management.
• Experience working with Board Finance and Investment Committees.
• Familiarity with nonprofit budgeting software and financial management systems (Financial Edge PowerPlan Questica) preferred.

Key Competencies

• Strong leadership analytical and problemsolving skills with the ability to work across departments and at multiple levels.
• High emotional intelligence and strong interpersonal skills capable of fostering collaboration within the team and across departments.
• Experience managing unionized employees and navigating a unionized environment preferred.
• Strategic thinker with a handson approach to solving operational challenges.
• A track record of building and leading highperforming finance teams.
• Excellent verbal and written communication skills including the ability to present financial data clearly to nonfinancial stakeholders.
• Experience managing external financial audits and compliance processes.

Core Work Hours/Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The role is primarily inperson at the OHS facility in downtown Portland with the ability to work remotelyif residing in Oregon as needed. Occasional offsite meetings may be required. Some meetings including Board and Committee meetings may occur outside of normal office hours.

COVID19 VACCINATION REQUIREMENT

The OHS has adopted a policy where all employees are required to be fully vaccinated against COVID19 as a condition of employment. Employees may request an exception from vaccination because of a disability or sincerely held religious beliefs from the HR Department.

Benefits

We offer a comprehensive benefits package that includes:

• Health insurance (medical vision alternative care prescription)
• Dental insurance
• Generous paid time off
• 4 matching 401(k) retirement plan
• Flexible spending accounts
• Longterm disability insurance
• Life insurance
• Employee assistance program
• Museum admission and lectures programs and gift shop discounts
• Onsite parking provided

The Oregon Historical Society practices and promotes inclusiveness. We honor the diverse strengths needs voices and backgrounds of all members of our community and are committed to the equitable treatment of all people and the elimination of discrimination in all its forms. We are committed to building a diverse workforce and strongly encourage applications from diverse candidates.

How to Apply

Nonprofit Professionals Now is supporting the Oregon Historical Society in filling this essential leadership role. To apply please submit a resume and cover letter outlining your experience and interest in the CFO position.

Application deadline: March 19th 2025

Required Experience:

Chief