Chief Financial Officer

Chief Financial Officer

Metro United WayLouisville, KY

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Metro United Way Vision and Mission The vision of Metro United Way is that our regional community will be the most vital, caring community in the nation. Our mission is to improve lives by mobilizing the caring power of our community.

Metro United Way (MUW) is a force for positive change. We work every day to lift our community by mobilizing people and maximizing resources to advance opportunities and equity for all. MUW brings together businesses, nonprofits, government agencies, foundations, and individuals to engage in the kinds of collaboration that changes lives. With this support, we are uniquely positioned to make a significant, lasting impact in our fight for the education, financial independence, and health of every person in the seven-county region we serve. 

For more than one hundred years, MUW has united and empowered communities by investing in the full potential of individuals and families to ensure positive, sustainable change. We use data-driven insights to identify our community’s greatest needs and address systemic challenges with a focus on advancing equity and sharing opportunities for all. Together, we fight to improve the disparities that persist in early care and education, economic mobility, home ownership, racial equity, and public policy in Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd, and Harrison counties in Indiana. 

MUW has undergone a major shift with its impact model, focusing on three distinct pillars: Thriving Kids, Strong Households, and Equitable Community. Building on its core strength of mobilizing the caring power of communities, MUW has re-imagined the civic engagement and impact it can have in the region. However, we continue to unite community partners around critical programs and initiatives tailored to meet the specific needs of each community. These include programs and initiatives in early childhood development, economic empowerment & mobility, policy advocacy to support systemic reform, workforce development, homelessness prevention, mentoring and facilitation of neighborhood networking. In 2020, MUW received a one-time gift of $20 million from activist and philanthropist MacKenzie Scott, which was a testament to its continuous investment in programs and services that combat racial and social injustice.

There is no single solution, and we strongly believe that the key to social change is working together beyond individual efforts to impact widespread progress. That is why our approach is so effective - we are on the ground, leading collective action that drives results at scale.

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

2. Leadership & Department Management

• Lead finance team members and provide guidance for professional development

3. Financial Planning & Analysis

• Oversee annual budgeting process

4. Accounting & Financial Reporting

• Ensure accurate, timely financial reporting in accordance with GAAP and nonprofit accounting standards

5. Compliance, Risk Management & Organizational Filings

• Oversee audits (financial, single audit if applicable) and manage the relationship with external auditors

6. 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

7. Treasury & Investment Management

• Oversee cash flow, liquidity, and working capital management

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

9. Cross Functional Work and Other Duties

• Act as the administrator and fiduciary of the Defined Benefit Plan and the 403(b) Thrift Plan

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

Education Requirements (All)

Four year degree in related field

Certification Requirements (All)

CPA

Additional Information/Benefits

Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Days, Paid Holidays, Short Term Disability, Long Term Disability, 401K/403b Plan, Educational Assistance
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