Chief Financial Officer

EXPECTATION FOR ALL EMPLOYEES:

Support the mission, vision and values of United Way Miami (UWM). When appropriate, participate

in various after hours and weekend activities that benefit UWM and the community. Due to the

leadership role UWM is called upon to play in the community, particularly during times of crisis, it is

the expectation that all UWM staff will be fully engaged in the organization’s crisis plan and

response efforts.

POSITION SUMMARY: The Chief Financial Officer (CFO) serves as a key member of the

executive leadership team and is responsible for safeguarding the organization’s financial integrity,

assets, and reputation assuring the highest standards of fiduciary stewardship on behalf of the

community, donors, and stakeholders. In addition, the CFO provides enterprise leadership across

finance, operations, and administrative functions, ensuring that IT infrastructure, systems, data

solutions and people are aligned to support organizational excellence and impact.

PRINCIPAL DUTIES AND RESPONSIBILITIES

The CFO leads the development and execution of both short- and long-term financial strategies aligned with the organization’s mission and strategic priorities. This includes providing forward-looking financial insights, evaluating organizational performance, and ensuring long-term financial sustainability. The CFO translates complex financial, statistical, and operational data into clear, actionable insights that inform executive decision-making and board oversight, with a focus on budget performance, cash flow management, operational efficiency, and financial health.

Strategic Financial Leadership & Stewardship

Lead enterprise-wide financial planning, including the annual budget, multi-year forecasts, and long-range financial modeling. Ensure alignment of financial resources with strategic priorities, programmatic impact, and organizational growth objectives.

Financial Reporting & Performance Management

Deliver timely, accurate, and insightful financial reporting and analysis to executive leadership and the Board of Directors. Provide clear visibility into financial performance, key trends, and risks, supporting informed decision-making and strong governance.

Board & Governance Partnership

Serve as the primary liaison to the Board’s Finance, Audit, and Investment Committees. Support committee chairs and members in fulfilling their fiduciary responsibilities by providing strategic guidance, transparent reporting, and strengthened governance practices. Build trust and credibility across the Board and external stakeholders.

Risk Management, Compliance & Internal Controls

Oversee the organization’s financial risk management framework, including the design and maintenance of robust internal controls and compliance systems. Ensure full compliance with federal, state, and grant funding requirements,

including federally funded programs (e.g., Head Start or similar environments). Ensure the effectiveness of Enterprise Risk Management practices and adherence to all regulatory, audit, and reporting requirements.

Grants & Fundraising Financial Partnership

Partner closely with development, program, and external relations teams to support grant strategy, budgeting, and compliance. Provide financial oversight of grant funding, ensure proper stewardship of restricted funds, and engage with funders as needed to address financial inquiries and demonstrate impact.

Operational Leadership & Organizational Effectiveness

Lead the organization’s operations functions, including finance, information technology, risk management, human resources, and facilities management. Drive operational excellence, scalability, and efficiency across all administrative functions to support mission delivery.

Technology & Systems Enablement

Champion the effective use of technology and business solutions across the organization. Ensure that financial systems, databases, infrastructure, and related processes operate efficiently, securely, and in alignment with best practices and organizational expectations.

Team Leadership & Culture

Lead, develop, and retain a high-performing, multidisciplinary team. Foster a culture of accountability, collaboration, continuous improvement, and operational excellence across all areas of responsibility.

Continuous Improvement & Infrastructure Optimization

Drive ongoing evaluation and enhancement of financial systems, processes, and organizational infrastructure to improve transparency, efficiency, and long-term scalability.

CORE LEADERSHIP COMPETENCIES

Stakeholder-Centered Leadership

Builds trusted, strategic relationships with internal and external stakeholders—including staff, Board members, donors, funders, and partners. Demonstrates responsiveness, transparency, and sound judgment, positioning the finance function as a value-adding partner that advances mission and impact.

Drives Impact & Performance

Consistently delivers measurable financial and operational outcomes aligned with organizational goals. Brings a forward-looking, data-driven mindset—balancing innovation with disciplined risk management—to drive sustainable growth, efficiency, and mission impact.

Enterprise Mindset & Mission Alignment

Operates with an enterprise-wide perspective, aligning financial strategy, operations, and resources to advance the organization’s mission and strategic priorities. Demonstrates accountability for organizational success beyond functional responsibilities.

Integrity, Governance & Accountability

Upholds the highest standards of ethics, transparency, and fiduciary responsibility. Strengthens governance practices and promotes a culture of accountability, inclusion, and respect—ensuring decisions reflect organizational values and community trust.

Continuous Learning & Adaptability

Demonstrates intellectual curiosity and adaptability in a rapidly evolving environment. Actively pursues new knowledge in areas such as financial strategy, regulatory changes, technology, and nonprofit innovation, and applies insights to improve organizational performance.

Strategic Prioritization & Execution

Effectively balances long-term strategic initiatives with near-term operational demands. Prioritizes resources, manages complexity, and ensures timely execution of high-impact initiatives while maintaining focus on key organizational objectives.

Collaborative Leadership & Influence (formerly “Personifies Teamwork”)

Leads through influence, collaboration, and clear communication across functions and stakeholder groups. Builds high-performing teams and fosters a culture of shared accountability, partnership, and cross-functional alignment.

Digital & Operational Acumen

Champions the use of technology, data analytics, and modern financial systems to drive efficiency, transparency, and better decision-making. Ensures the organization’s infrastructure supports scalability, security, and innovation.

Risk Intelligence & Resilience

Anticipates and manages financial, operational, and enterprise risks with a proactive and structured approach. Builds organizational resilience through strong controls, scenario planning, and risk-informed decision-making.

QUALIFICATIONS/ SKILLS AND KNOWLEDGE REQUIREMENTS

Education Requirements: Graduate degree in Accounting or Finance, CPA preferred.

Experience Requirements: Ten years or more as CFO or senior finance leader within a complex nonprofit healthcare, or mission-driven organization of significant scale. Demonstrated experience leading enterprise functions beyond finance, including operations, IT and risk management. Experience building and optimizing financial systems, controls, and reporting infrastructure.

Core Competency Requirements: EXCELS AT CUSTOMER SERVICE – Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWM’s mission.

DRIVES FOR RESULTS – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.

COMMITS TO THE ORGANIZATION – Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWM.

LEADS WITH INTEGRITY AND EXCELLENCE – Respects and embraces engagement of all people, ideas and backgrounds and aligns own behavior with United Way’s values.

SEIZES LEARNING – Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.

MANAGES MULTIPLE PROJECTS AND TASKS – Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities.

PERSONIFIES TEAMWORK – Demonstrates good collaboration and communication to be effective in any team setting.

Technology Requirements: Proficient in Excel, Intermediate in Microsoft Office Suite. Knowledge of modern web browsers.

Other Essential Knowledge/Skills: Deep expertise in financial strategy, budgeting, forecasting, and long-term financial sustainability planning. Strong knowledge of nonprofit accounting, fund accounting, and grant compliance including experience with federally funded programs. Strong understanding of governance and experience partnering effectively with Boards and Finance/Audit/Investment Committees.

High level of business acumen with the ability to translate complex data into actionable insights. Great communication and leadership skills. Strong management and strategic approach skills

Contacts: Internal. Communicate with all levels of the organization to exchange information, coordinate projects, solve problems and negotiate solutions.

External. Communicate with key volunteers, donors/contributors, general public, affiliated and non-affiliated agencies to provide information and solve problems.

Direct Supervision of Others: V.P., Finance & Controller; VP, IT/Business Solutions; Senior Administrator

Working Conditions: Operates in a professional office environment; visual acuity and manual dexterity required to operate computer and office equipment. Ability to reach, grasp objects, lift and carry objects weighing up to 20 pounds. Occasional stooping, bending, standing and walking. Occasional travel to other locations. May be required to work additional time and weekends for special events