Chief Financial Officer

1. Responsible for overseeing the design and operation of overall financial control policies and procedures in accordance with Canon Law and civil law within the diocese and its various entities. Advises the bishop and diocesan leadership in matters of administration and stewardship of the temporal goods.
2. Performs long-range financial planning analysis sets and reviews benchmarking metrics and provides recommendations regarding pertinent financial implications to diocesan leadership.
3. Leads in accordance with the direction of the bishop the preparation of the annual operating and capital expenditures budgets for the curial offices departments and agencies of the diocese for Diocesan Finance Council review and recommendation as well as the benefit/insurance plan budget. Facilitates the ongoing monitoring of expenditures in accordance with the approved budgets.
4. Arranges the preparation of the annual audited financial statements for the diocese as well as quarterly reports for the bishop diocesan leadership and Diocesan Finance Council. Prepares periodic reports on the financial condition of the Diocese for dissemination to the general diocesan community.
5. Monitors the financial status of the parishes schools and agencies of the diocese through a system of periodic reporting and an ongoing internal evaluation program. Apprises diocesan leadership of problem situations presents strategies for resolving them and carries out follow-up action as directed by the bishop or chancellor for administrative affairs and in collegial collaboration with pastors and other leaders. Serves as an ambassador and maintains good rapport and open communication channels with parish school and entity leadership to ensure support collaboration and accompaniment. Functions as a resource to pastors and provides guidance advice instruction or referral regarding diocesan policies and procedures.
6. Oversees diocesan investments in conjunction with the Diocesan Investment Committee including acquisition and disposal of stocks bonds and real property paying careful attention to the nature and investment objectives of the various investments managed.
7. Proposes investment strategies secures professional managers and monitors the performance of investments and other designated funds. Communicate regularly with consultants portfolio managers and the Diocesan Investment Committee. Reviews results and evaluates possible strategy changes with the Investment Committee and the bishop.
8. Secures financing as required to support approved diocesan priorities and objectives.
9. Secures necessary property equipment casualty and liability insurance coverage for the diocese parishes schools and other participating entities. Confers with brokers third-party administrators risk managers and others on all insurance-related matters.
10. Maintains compliance with regulatory requirements by approving and filing statements and reports; filing returns; paying taxes.
11. Serves as primary contact person for the diocese in its relationships with commercial and investment banks financial services providers and certain governmental and regulatory agencies. Works closely with legal counsel on civil law matters including litigation human resources addresses tax and regulatory questions estates and other issues and concerns affecting the diocese.
12. As a member of the Diocesan Curia and senior executive leadership maintains the highest level of confidentiality and diplomacy regarding all diocesan matters.
13. With the help of the fiscal team (and others) creates regular learning and development opportunities such as webinars and workshops for entity personnel who carry financial business operational and/or related responsibilities (in a diverse multi-cultural leadership setting). Ensures updates and issues bulletins with changes in laws and regulations.
14. Provides direct supervisory responsibility to the following with indirect oversight for the entire Fiscal Services cohort (i.e. accounting audit services information technology shared-accounting services payroll risk management etc.):

• Controller
• Director of Risk Management & Information Technology
• Senior Internal Auditor
• Executive Director Marywood Retreat & Conference Center
• Executive Director Catholic Cemeteries
• Executive Assistant to the CFO

1. Serves on various boards and committees as an active member or as a resource person representing the financial interests of the diocese such as:

• Diocesan Finance Council
• Pension Investment Committee (chair)
• Benefits Committee
• Diocesan Savings and Loan
• Catholic Foundation (ex-officio)
• Building Committee
• Real Estate Strategy Committee

1. Fosters a ministry-oriented accountable work environment providing strong leadership management and supervision to her/his team. Holds regular and periodic meetings with department heads and conducts regular performance evaluations and goal setting for direct reports and fiscal services departments.
2. Implements and promotes the appropriate use of technology and enterprise platforms financial management standards consistent accounting principles and reporting governance policies and practices in accordance with the needs and resource constraints of the Diocese.
3. Participates in professional gatherings roundtables forums and other related activities as a senior executive level leader within the Diocesan curia.
4. Participates and represents the Diocese in Florida Conference of Catholic Bishops Ecclesiastical Province and Region United States Conference of Catholic Bishops and national associations pertaining to finance or related areas (e.g. Bishops Insurance Committee etc.).
5. Performs other related duties as assigned by the Chancellor for Administrative Affairs or the Bishop.

• Masters degree in Accounting Finance Business Administration or related field is required. Certified Public Accountant is desirable.

• Practicing Catholic in good standing and registered member of a Catholic parish faith community. Must have the ability to respect promote accommodate and not be in conflict with the mission moral and social teachings doctrines and laws of the Roman Catholic Church. Must possess a sound working knowledge of Church hierarchy and Church structure.

• Must have at least 10 years of accounting experience; 5 years experience as Director of Accounting or equivalent leading others with a budget of at least $10 million.
• At least five years of nonprofit reporting and accounting experience is preferred.
• Knowledge and training in investments insurance human resources computer systems and applications employee benefits risk management and operating and capital budgeting principles are highly desirable.
• Impeccable trust and honesty and ability to handle confidential information appropriately. Must be able to maintain confidential information exercise good judgment and work independently as well as in a team environment.
• Strong skills in supervising conducting effective meetings time management problem-solving delegation and accountability communication servant leadership technology and multitasking.
• Strong strategic planning skills and experience in making informed decisions and actionable plans being open to new perspectives and being creative and willing to innovate. Ability to think strategically anticipate future consequences and trends and incorporate them into documented plans.
• Strong financial acumen business acumen: review financial statements budgets financial metrics data analytics etc.
• Ability to produce concise reports make presentations to varied groups and be skilled at articulating financial matters to non-financial audiences.
• Proven project management skills and experience in planning procurement execution and completion of projects while getting the best out of people and creating harmonious relationships within an accounting/finance team.
• Must be skilled at articulating mission and inspiring commitment to a shared vision.
• Facilitation experience and skills in conflict resolution including active listening communication not placing blame remaining calm collaboration and problem-solving.
• Basic knowledge of employment laws.

• Ability to respect and work with diverse cultures that make up the Church and society and strives to celebrate commonalities and differences among various groups.
• Ability to face situations firmly courteously tactfully and with respect for the rights of others; and the ability and skill to train and educate and encourage her/his team to do the same.
• Must be able to organize and prioritize work be proactive take initiative resolve complex problems follow through and simultaneously manage multiple priorities.
• Must be proficient in use of accounting software along with word processing/spread sheet programs.
• Familiarity and fluency with the use of technology and the ability to know how to team with others to creatively use technology for the advancement of the office.
• Must successfully pass the required criminal background check prior to employment and maintain this clearance throughout employment.

Required Experience:

Chief