Chief Financial Officer

Founded in 1853 and rooted in our faith traditions of charity and justice Catholic Charities of the Archdioceses of San Francisco supports families aging adults and adults with disabilities and youth through human services and opportunities for healthy growth and development across San Francisco San Mateo and Marin counties.

Catholic Charities FY20 operating budget is $70M and we have approximately 500 employees across the San Francisco Marin and San Mateo counties and Occidental CA.

The CFO will possess a holistic understanding of the financial workings of Catholic Charities. S/he will manage all aspects of financial matters and decision making. The CFO will help oversee all the financial operations of the agency including accounting and financial reporting. S/he will build systems that aid in the management of all aspects of financial matters and decision making while identifying process improvements. The CFO will direct the agencys financial goals objectives and budgets. S/he will oversee the investment of funds held by the agency and assess and manage associated financial risks. The CFO will establish efficient systems that provide cash management the right financial controls and overall good financial stewardship. The CFO will execute revenue generating strategies to support the agencys expansion.

The CFO will be a strategic thinker and be able to report on historical current and future financial condition of Catholic Charities. The CFO is an integral part of Catholic Charities financial future. S/he will project the longterm financial sustainability of Catholic Charities. The CFO must be able to effectively communicate recommendations for how Catholic Charities can thrive based on conducting multiple analyses best practices and market trends.

Reporting Relationships:

The CFO reports to the CEO and periodically to the Board of Directors. S/he will be a key member of the executive leadership team and administrative council. S/he will be executive staff member responsible to the Finance and Audit Committees of the Board of Directors. The CFO will be responsible for leading and directing the Finance departments staff including the Controller Budget & Planning Manager and the Director of Contracts. S/he will also direct those responsible for producing the annual Tax and other compliance documents and reports.

The Ideal Candidate

The ideal CFO candidate will set strategy and vision build the Catholic Charities culture lead the senior team and allocate capital appropriately. S/he will lead with humility and respect andbe a model servant leader. Working with the Board and the CEO the CFO will set important financial and investment goals for the organization and work systematically to meet them.

One of the first priorities will be for the CFO to help define Catholic Charities financial priorities and direction. S/he will assess and evaluate strategies decide how the organization will differentiate itself from other social justice organizations in the region and will hire team members set budgets forge alliances and build partnerships to further our mission. The CFO will be an ambassador for Catholic Charities to build its financial reserves and goodwill. He or she will secure resources budget and allocate resources appropriately and hold him or herself accountable for the financial health of the organization.

The CFO will:

• Serve as internal consultant to the CEO Chief Operating Officer (COO) Chief Information and Technology Officer (CITO) Board of Directors Board Treasurer Chair of the Audit and Financial Board Committees and other key stakeholders on all financial matters including but not limited to making recommendations and suggesting proactive strategies to keep Catholic Charites on track.

• Provide oversight for and manage all budgets forecasts and internal financial plans and processes.

• Support accounting general ledger and operations functions ensuring that systems are in place to guarantee timeliness and accuracy.

• Drive best financial practices within Catholic Charities by publicizing standard operating procedures keeping the senior leadership team Board and staff up to dateon Catholic Charities financial status and by generally serving as a point of reference for all growth plans and projects within Catholic Charities.

• Explore and suggest how Catholic Charities can invest its reserves and resources to generate passive income.

• Review short and longterm goals considering existing and projected financial resources available.

• Create data driven long and shortterm goals budgets and forecasts.

• Participate in all internal planning regarding Catholic Charities proposed program expansion to ensure alignment of program outreach and training plans with financial projections.

• Demonstrates the necessary attitudes knowledge and skills to deliver culturally competent services and work effectively in crosscultural situations.

• Establish annual priorities and benchmarks and conduct regular reporting measuring projections against actual performance.

• Generate weekly monthly quarterly and annual reports as needed to monitor evaluate and optimize cashflow and liquidity.

• Build relationships with banks donors vendors outside consultants and others as needed to keep close to Catholic Charities major expenditures and sources of revenue.

• Utilize technology to optimize all reporting and analytical functions.

• Ensure that Catholic Charities meets critical regulatory and legal compliance benchmarks.

• Keep up with new trends in the financial industry by participating in professional development and sharing this information with the senior leadership team; and

• Build a toptier internal finance team by actively recruiting training and developing talented accountants analysts consultants auditors tax planners and payroll staff as needed.

Key Credentials and Personal Qualities

• Bachelors degree in accounting Finance Management NonProfit Management or related degree

• MBA from Top 25 Business School preferred

• CPA preferred; Top Accounting Firm experience desirable

• At least 8 years of senior financial leadership experience

• 35 years of people management experience

• More than 15 years experience total accounting/finance experience

• Experience at integrating IT/Systems to improve accounting productivity and accuracy

• Experience at working with external auditors compliance and regulatory oversight

• Commitment to results; cando mindset; outstanding problemsolving ability

• Experience at change leadership and change management

• Strong motivational and staff leadership abilities

• Excellent analytical communication and presentation skills

• Sense of humor integrity personal sense of accountability

• Knowledge of Office Suite and Excel and familiarity with software like Salesforce and QuickBooks

Prerequisites Required Prior to the First Day of Employment:

Fingerprints.

Serves on committees to ensure continued compliance with Accreditation requirements and best practices.

Serves on the Risk Management Committee.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Intermittent bending standing stooping kneeling reaching twisting and walking.

• Intermittent lifting pushing and pulling.

• Intermittent repetitive motions: Making substantial movements (motions) of the wrists hands and/or fingers.

• Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift carry push pull or otherwise move objects including the human body. Sedentary work involves sitting most of the time.

• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; and extensive reading.

• Driving is required for this position.

If driving a car is required for the position incumbent must have a valid California drivers license and be able to provide proof of DMV record and personal insurance (if required).

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.

DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed.

CATHOLIC CHARITIES IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER and is committed to providing equal employment without regard to race color creed religion national origin ancestry age sex sexual orientation gender identity legal domicile status veteran status disability or AIDS/HIV status or any other characteristic protected under federal or state law.

Pursuant to the San Francisco Fair Chance Ordinance we will consider for employment qualified applicants with arrest and conviction records.

To apply please send resume cover letter or inquiry to Liliana Benedict:

Required Experience:

Chief