Job Description

Job Description

Job Description

Description: United Way for Greater Austin Chief Financial Officer Department: Executive Regular, Full-Time, Exempt

Who we are:

United Way for Greater Austin brings our community together to break economic barriers and build opportunity for all. We break the cycle of economic hardships for families and individuals, striving to create a vibrant, thriving community. Recognizing the urgency of addressing economic challenges, we focus on increasing the availability of high-quality early care and education and access to pivotal resources to address financial barriers in Central Texas. Our united front includes dedicated donors, volunteers, corporate and civic partners, staff, and a connected network of neighbors. Together, we leverage data, community alliances, services, and public engagement to transform Central Texas, responding to urgent needs with lasting, impactful solutions.

Who we want:

The Chief Financial Officer (CFO) reports to the CEO and serves in an advisory capacity to the CEO, Committee Chairs, and Board of Directors, providing strategic leadership where needed. The CFO is a member of the Executive Leadership Team (ELT) and is a strategic thought leader that embraces change for growth. The CFO has strong business and financial acumen and is accountable for the organization's financial and risk management operations. The CFO is responsible for financial planning, reporting, budgeting, compliance, tax, treasury and accounting operations.

Working collaboratively with leadership team members, the CFO is responsible for developing and implementing the organization’s long and short-term financial operating model with metrics tied to the strategy. The CFO provides organizational and functional leadership and direction for all finance-related activities, guided by a commitment to providing timely, accurate, high-quality information and service. The CFO will be a critical thought partner to the organization’s program, marketing, technology, talent management, and fundraising functions.

Who you are:

• Plans and aligns: You set objectives to align with broader organizational goals and break objectives down into appropriate initiatives and actions. You stage activities with relevant milestones and schedules and anticipate and adjust effective contingency plans.
• Ensures accountability: Holding self and others accountable to meet commitments
• Optimize work processes : Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
• Collaborates: You work cooperatively with all departments across the organization to achieve shared objectives and represent their interests while being fair to others and their area. You partner with others to get work done and credit others for their contributions and accomplishments — you garner the trust and support of others.
• Cultivates innovation: You come with helpful new, better, or unique ideas and encourage diverse thinking to promote and nurture innovation. You introduce new ways of looking at problems and implementing creative solutions.
• Drives results: You have a robust bottom-line orientation. You persist in accomplishing objectives despite obstacles and setbacks and have a track record of exceeding goals successfully. You push yourself and help others achieve results.
• Strategic mindset: You anticipate future trends and implications accurately and readily pose future scenarios. You articulate credible pictures and visions of possibilities to create sustainable value and develop competitive and breakthrough strategies that connect vision and action.

What you’ll do:

• Responsible for financial management and reporting
• Responsible for strategic (and short-term) financial planning, forecasting, and financial analysis
• Responsible for leadership and facilitation of United Way and United Way for Greater Austin’s Board Committees and support overall United Way governance. (Audit & Ethics, Compensation, Executive, Finance and Investment Committees)
• Handles proprietary and confidential information and requires confidentiality in these matters.
• Monitor business performance with scorecard tracking tools, establish corrective measures as needed, and prepare detailed reports for the Board, Committee, management team, and rest of the organization.
• Support overall Board governance activities.
• Collaborate with the Chief People Officer in overall people success strategies.
• Collaborate with Resource Development in fundraising strategy as it supports the growth strategy.
• Ensures all financial reports comply with federal, state, and local financial requirements (Includes grant and IRS reporting)
• Identify and manage business risks and insurance requirements (commercial and employee medical).
• Ensure cross-functional collaboration to support the achievement of United Way for Greater Austin’s goals and objectives.
• All other duties as required.

What you’ll bring:

• Bachelor’s degree in accounting or finance is required; Master’s degree is preferred
• Certified Public Accountant designation preferred
• Ten or more years of non-profit experience leading and managing a team
• Five or more years of non-profit experience as CFO, Financial leader, or relevant role
• Can reengineer processes to optimize operational controls and business processes
• Stewards’ donor investments with the highest ethics and integrity
• Has the ability to examine and understand strategic business needs and develop financial plans to support those needs as part of the overall growth strategy
• Experience driving for results using various tools and methods to monitor the organization's progress toward goals, objectives, and strategies
• Can deliver comprehensive information clearly and concisely to the Board, ELT, SLT, and the UW organization
• Brings solid financial leadership and excellence in all areas of finance
• Experience driving for results using various tools and methods to monitor organizations’ progress toward goals, objectives, and strategies
• Values and works effectively in a fully inclusive, multicultural, anti-racist organization

What you’ll receive:

• Dynamic and rewarding work environment.
• Competitive Compensation
• Hybrid Work Option
• Employer 403(b) Matching
• Employer-Sponsored Health Insurance (for employees)
• Dental Insurance
• Vision Insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Generous Paid Time Off (PTO)
• Paid Parental Leave
• FMLA
• Employee Assistance Program (EAP)

Notice: The job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Management has the right to assign or reassign duties and responsibilities at any time. United Way for Greater Austin is an “at-will” employer.

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