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InSource, Inc · 1 month ago

Chief Financial Officer with nonprofit experience

Boston, MA

Full-time

Onsite

Lead/Staff, Director/Executive

$82K/yr - $244K/yr

5+ years exp

Insource Services is a consulting firm providing expertise in HR, Finance, and IT to a diverse range of clients, including nonprofit organizations. They are seeking a Chief Financial Officer to lead financial strategies, manage client engagements, and serve as a thought partner to senior management while ensuring effective communication and reporting.

ConsultingInformation TechnologyManagement Information SystemsStaffing Agency

Responsibilities

Confidently lead complex or challenging client meetings, bridging the needs of multiple constituencies. Anticipate and organize next steps

Be a go-to resource for client launches and special projects, often going above and beyond normal workload to pitch in during heavy client demand

Actively seek to share learning with the team during Insource meetings and regularly write Insource content to share industry knowledge and expertise with their peers

Work as a client or project leader; inform team members, Team Lead, and others in the case of a multi-service client about the status of tasks, client news and any feedback from the client in a clear manner

Perceived content/leader amongst peers and often sought out for team advice

Proactive vs reactive communication of any potential issues/errors

Serve as a thought partner to the CEO/ED of the organization on all financial matters, including financial strategy and planning

Serve as the default leader on all assigned financial client engagements and add value above and beyond client expectations

Present to Board or management in a clear and concise manner and serve as a resource to client’s senior management, acting as an extension of the client’s management team

Present financial report analysis to Executive Staff and/or Boards on all assigned clients independently as needed, including board material preparations or preparation oversight

Actively engage organizationally. Attend required and voluntary events, seek interactions with those outside of service area. Represent Insource at networking events and client events

Regularly assist in business development efforts as requested

Demonstrate high performance and support for all colleagues

Contribute to social media, newsletter, and presentation opportunities regularly – internally, sometimes externally

Serve as reviewer/advisor of narrative analysis, and lead high-level strategic conversations based on Financial Statement implications

Prepare new, non-standard, or alternative financial reports, including dashboards, benchmarks, and the separation of cash vs. accrual reporting and analysis

Assess client financial systems and make relevant recommendations to proactively mitigate risk and improve overall efficiency, including integrating multiple data/financial systems

Participate in new business development efforts as needed or requested

Qualification

GAAP knowledgeFinancial strategyNonprofit sector experienceManagement experienceClient communicationTeam trainingBudget presentationRegulatory compliance

Required

Exceptional understanding of GAAP and general accounting skills and ability to effectively communicate these to clients; educate oneself on changing Accounting Standards and often serve as the Internal Expert

5-10 years in small to mid-sized firms, preferably with 3-5 years of management-related experience in multiple environment sectors

Demonstrated success in developing and working with clients to create reporting outside of standard formats routinely

Ability and willingness to train and support team members on various software platforms

Ability to clearly summarize budget details and present relevant information to key stakeholders

Ability to communicate to non-financial leaders in a clear, concise and helpful way

Possess solid working knowledge of compliance and regulatory regulations for organizations working within the nonprofit sector and general business practices