Heart of Florida United Way · 22 hours ago
Chief Financial Officer
Orlando, FL
Full-time
Hybrid
Director/Executive
$200K/yr - $200K/yr
10+ years expHeart of Florida United Way is seeking a Chief Financial Officer (CFO) to provide financial leadership and strategic partnership to the CEO and Senior Leadership Team. The CFO will oversee various functions including Finance, Human Resources, and Technology, while ensuring organizational sustainability and accountability.
CharityNon ProfitSocial AssistanceSocial Impact
Responsibilities
Partner with the CEO and Senior Leadership Team to develop and execute financial strategies that support organizational mission, long-term sustainability, and growth
Lead the budgeting, forecasting, and financial planning processes to ensure resources are effectively allocated to strategic priorities
Provide clear financial analysis, ROI evaluation, and key performance metrics to guide decision-making and optimize organizational impact
Oversee Finance and Accounting functions to ensure accurate reporting, effective internal controls, and efficient financial processes
Lead annual budgeting, forecasting, and capital budget planning, aligning resources with strategic and operational priorities
Oversee payroll operations and retirement plan compliance, ensuring alignment with plan documents and regulatory requirements
Monitor cash flow, banking relationships, investment portfolios, and credit facilities, ensuring sustainability and covenant compliance
Collaborate with Development and Program teams to design and manage grant budgets, reporting, compliance, and government audits
Deliver timely, accurate, and transparent financial reporting to executives, the Board of Directors, Board committees, and key stakeholders
Safeguard organizational assets and brand trust through robust systems of internal control and enterprise risk management
Ensure compliance with all financial, tax, regulatory, and governance requirements as well as membership standards
Oversee the annual audit and all tax filings, serving as primary liaison with external auditors and legal counsel
Serve as primary liaison to Audit & Ethics, Compensation, Finance, and Investment Committees of the Board, and present summary financial information at Board meetings
Provide steady, trusted leadership during a period of organizational transition, ensuring business continuity, strong governance, and the confidence of staff, board, and stakeholders
Provide strategic oversight of organizational infrastructure, including Finance, Human Resources, Technology, Facilities, Risk and Compliance, and select Program Operations, ensuring secure systems, efficient processes, regulatory compliance, and measurable impact
Develop, inspire, and lead high-performing Business Operations teams by fostering accountability, inclusion, and professional growth, while leveraging modern financial tools and automation to enhance efficiency, transparency, and impact
Identify and advance new business opportunities, including innovative revenue-generating strategies and business lines, ensuring alignment with mission, values, and regulatory requirements
Provide strategic financial and operational leadership for the redevelopment and management of organizational property, balancing opportunity with risk mitigation to maximize long-term value
Champion automation and digital solutions to modernize financial systems, increase transparency, and improve operational efficiency, while staying current on emerging technologies
Embrace calculated risk-taking and long-term financial planning to position the organization for growth, while maintaining rigorous compliance, clean audits, and strong fiduciary accountability
Serve as a strategic partner in executive transition and succession, aligning Business Operations with evolving leadership priorities and organizational strategy
Represent the organization to funders, donors, investment managers, and community stakeholders, providing assurance of strong financial stewardship and accountability
Cultivate confidence in the organization’s financial leadership and reinforce mission impact through transparent communication and trusted relationships
Identified as essential personnel, requiring prompt and effective communication and action during critical situations, including natural and man-made disasters, to ensure the safety and well-being of the community
Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements
Contribute to overall organizational success by performing other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree in financial management or related field required, or equivalent combination of experience and education may be considered in lieu of degree
Ten years of progressive leadership experience in financial management and operational oversight
Five years in a senior management role, with demonstrated success in organizational/departmental leadership and strategic execution
Five or more years of experience leading, developing, and coaching high-performing teams, with a proven track record of driving results and achieving measurable outcomes
Expert-level proficiency in Generally Accepted Accounting Principles (GAAP)
Valid Driver License required
Public speaking skills and networking with the ability to confidently address large groups and business leadership required
Strong networking skills to build and foster key relationships
Ability to negotiate partnerships, strategic alliances, and collaborations
Intermediate experience with Microsoft Office required
Exemplary integrity with a strong ability to maintain confidentiality
Ability to manage projects and initiatives
Strong conflict resolution skills
Ability to work collaboratively with professionals
Customer service skills and experience required
Ability to edit, complete, and assemble reports
Attention to detail and accuracy
Excellent analytical skills
Ability to multi-task and work in a fast-paced environment
Ability to manage competing priorities, plan effectively, and develop realistic action plans
Strong communication skills, both written and orally, required
Strong interpersonal skills to understand and respond effectively to the needs and interests of potential donors and clients
Ability to utilize critical thinking and problem-solving skills
Ability to utilize organizational skills effectively
Must have access to a private, secure, and stable internet connection
Must have access to a quiet, confidential workspace
Preferred
Master's degree preferred
Certified Public Accountant (CPA) preferred
Non-profit experience preferred
Experience in accounting software and donor database software preferred
Benefits
Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays up to 80% of your premium.
Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term & long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW.
401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan.
Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance. Full-time employees start accruing paid time off (5 weeks your 1st year) off upon hire, with generous carry over and accruals.
Company
Heart of Florida United Way
Heart of Florida United Way is a non-profit working to improve the health, education, and financial stability of people in Central Florida.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$0.04MKey Investors
Charter CommunicationsThe Duke Energy Foundation
2024-09-18Grant
2024-03-14Grant· $0.04M
2023-09-15Grant
Leadership Team
Jeff Hayward
President & CEO
Robert Brown
President/CEO
Recent News
2025-03-03
X (formerly Twitter)
2025-03-03
2023-10-02
Company data provided by crunchbase