Classification

Exempt

Reports to

Chief Executive Officer

Summary/Objective

Reporting to and partnering with the Chief Executive Officer (CEO), the Chief Financial Officer (CFO) is responsible for developing, managing, and overseeing the organization’s financial operations; planning and reporting functions to support annual and strategic goals, in conjunction with the Board of Directors and Finance Committee. As an integral member of the Executive Team, the CFO will provide financial guidance, leadership and actionable recommendations to the CEO and other senior leaders. Direct reports for the CFO will include 2 Accountants and the Director of ReStore Operations.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

LEADERSHIP

1. Manage, mentor and develop direct reports, managing work delegation and allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic.
2. Serve as the recognized leader and teacher for financial education within the organization.
3. Proactively lead with open lines of communications, keeping the CEO and organizational leaders informed of all critical and foreseeable issues.
4. Advise the CEO, Board of Directors and Executive Team on Financial planning budgeting, cash flow, investment priorities, and policy matters.
5. Manage, coordinate and monitor the implementation and evaluation of all financial strategies initiatives.

BUDGETING AND PLANNING

1. Lead long-term financial planning and cost management in alignment with the strategic plan.
2. Work in a collaborative and transparent manner with the Board, CEO and Executive Team to develop and coordinate the organization’s annual budgeting process and timetable and develop financial goals for the organization. Responsible for timely delivery of annual budget and revisions, if required.
3. Develop and utilize forward-looking predictive models and activity-based financial analyses to improve operations, optimize the mortgage portfolio and ensure long-term financial sustainability.

FINANCIAL AND OPERATIONAL MANAGEMENT

1. Develop and fully utilize an accounting system that provides the organization with quick access to financial information, enables strategic budgeting and planning and allows for the completion of monthly financial statements in a timely manner.
2. Provide and effectively communicate timely, accurate, GAAP-based and complete reporting of financial results for internal and external users.
3. Develop forecasts, measure operating performance against budget, prepare trend analyses and other financial presentations for use by management.
4. Ensure that accounting systems and internal controls are adequate to protect assets.
5. Ensure financial policies are reviewed annually and updated as necessary, with Board approval. Ensure financial procedures are updated as necessary.
6. Oversee and monitor investments, including adherence to investment policies and interpreting investment results.

BOARD AND FINANCE COMMITTEE

1. Effectively communicate and present financial information to Finance Committee and Board of Directors.
2. Engage relevant board committees around issues, trends and changes in the financial model. Attend all finance Committee and Board Meetings.
3. Serve as staff partner to the Finance and Audit Committees.

AUDIT, COMPLIANCE AND RISK MANAGEMENT

1. Establish, maintain, and monitor all financial systems in accordance with laws, generally accepted accounting principles (GAAP) and contractual requirements.
2. Coordinate and monitor the progress of the annual year-end audit; address and resolve audit findings.
3. Ensure that all tax and other required governmental filings (including 990s and charitable registration renewals) are prepared and filed on-time. Oversee compliance with statutory filings and tax/IRS issues.
4. In collaboration with the Board, CEO and Executive Team, ensure adequate insurance coverage based on evaluation of organizational risk.

TEAM AND RELATIONSHIP MANAGEMENT

1. Supervise and manage financial and accounting functions to ensure the achievement of departmental goals and objectives.
2. Hire, train, advise, assist, and supervise staff as needed in their areas of responsibility to ensure adherence to prescribed standards and policies.
3. Develop and maintain close working relationships with the independent auditors, significant vendors, and bank representatives. Develop and maintain relationships with volunteers.
4. Represent the organization to financial partners, including financial institutions, foundations, auditors and public entities.

RESTORE OPERATIONS

1. Provide oversite and assistance with Restore operations from an executive point of view. Assist in decision making that propels the messaging and profitability of the Restore.
2. Consult with Restore management and conduct analysis on preferred sales and purchase goods
3. Oversee expenditures and feasibility of the operations and monitor the successes from a high level including the mission of Habitat and measuring the community impact and involvement.
4. Coordinate with Marketing team to develop and execute a quarterly marketing plan

Competencies

The CFO should be a positive, energetic, hands-on leader who is able to excite and motivate a wide range of stakeholders. Strong candidates will demonstrate both a strategic, business-oriented mindset and well as a deep passion for the Habitat mission.

He or she should also have the following qualifications:

1. Bachelor’s degree in Accounting or Finance; MBA preferred, CPA a plus.
2. Seven (7)+ years of broad financial management experience, ideally beginning in accounting, including experience in financial analysis and modeling and providing guidance to senior leadership.
3. Proven ability to manage a small team of professionals responsible for finance and administration and experience working in a small team environment.
4. Comprehensive knowledge of GAAP and job costing.
5. Strong communication, interpersonal, advanced analytical and organizational skills a must.
6. Prior experience in non-profit accounting and/or housing finance preferred.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.  

Physical Demands

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. While performing the duties of this job, the employee is regularly required to use hands, reach with hands/arms, listen and communicate. The employee must be capable of lifting and/or moving up to 30 pounds on a necessary basis, occasionally required to stand and walk for long extended periods of time.

Position Type

This is a full-time salaried compensated position.

Education, Experience and Attributes

• Bachelor’s Degree in Accounting or Finance; MBA preferred; CPA a plus.
• Seven (7)+ years of broad financial management experience, ideally beginning in accounting, including experience in financial analysis and modeling and providing guidance to senior leadership.
• Ability to read, analyze, and interpret general business information.
• Ability to speak and write English fluently.
• Understands how to separate and combine tasks into efficient work flow.
• Builds constructive and effective relationships.

Other Duties

Please note this job description is designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

HfHPC is an equal opportunity employer and seeks to employ and assign the best qualified personnel for all our positions in a manner that does not unlawfully discriminate against any person because of race, color, religion, gender, marital status, age, national origin, physical or mental disability, sexual orientation, veteran/reserve national guard status, or any other status or characteristic protected by law.