Helpful Engineering · 13 hours ago
Chief Financial Officer
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Responsibilities
As an integral member of Helpful’s leadership team, the CFO will lead and manage a finance and administrative structure to meet the evolving needs and opportunities of a dynamic and results-driven organization.
Reporting directly to the CEO, the CFO serves as both a thought partner for setting long-term strategy and a day-to-day manager.
The CFO engages in a wide range of functions including developing financial models and managing budgets; overseeing investment, audit, and legal affairs; and leading talent and technology management.
The CFO's duties include overseeing fundraising activities in partnership with the CEO, tracking cash flow and operational expenditures, financial planning budgeting as well as analyzing the Organisation’s financial strengths and weaknesses and proposing appropriate corrective actions.
Advise and consult the C-Level Executives on the development of Strategic and Tactical objectives in accordance with the Vision and Mission set by the Board of Trustees
Develop and be responsible for Financial Strategies to implement the General Strategy set by the CEO
Lead the C-Suite in the setting of Tactical Goals to execute General Strategy in Financial Matters
Represent Helpful Engineering in negotiations with External Organizations as directed by the CEO
Ensure regular communication with C- and D- level officers
Whenever relevant: Initiate cross-cutting initiatives that further the interests of Helpful
Mentor and coach direct reports, delegating work streams effectively and holding team members to a high standard of excellence
Lead the development of the company’s short, mid, and long-term financial strategy
Maintain awareness of the market landscape, expansion opportunities, industry developments, etc.
Assess financial risks to the company and ensure they are monitored
Design and execute appropriate mitigation strategies to minimize Organizational financial vulnerability
Consult with the Board of Trustees and provide briefings as directed
Review and manage (and establish as needed) internal systems, controls, processes, and procedures to ensure the integrity, accuracy, compliance, and usefulness of financial information and reporting
Oversee successful completion of annual audits, IRS filings, and other mandated reporting for our 501(c)(3) nonprofit organization. Partner with and manage tax accountants in managing required IRS returns
Approving hires of Director-level positions relating to Finance and Fundraising
Work with fundraising in solicitations of major donors and foundations or create the conditions for fundraising success within the organization
Oversee cash flow management
Track important KPIs and analyze trends
Partner with resource development, CEO, and project and program leads to develop successful proposals and other resource acquisition strategies while establishing systems and processes to help steward donor/client intent in the management and reporting of funds
Oversee day-to-day finance and accounting operations including general ledger, accounts payable and receivable, fixed assets, prepaids, payroll processing, monthly reconciliation, and monthly and year-end close and other macro strategies
Develop and monitor budgets
Inform C- and D- suite Directors of financial status and investment plans
Ensure all financial operations comply with International, Federal, and State laws
Present monthly, quarterly, and annual financial statements to executives and the board of directors
Coordinate audit activities. The CFO is responsible for the absolute financial integrity of the Org, against the highest standard of Integrity
Represent Helpful to investors and public officials as well as with stakeholders, government entities, and the public as directed/appropriate
Supervise the accounting department to ensure smooth day-to-day transactions
Coordinate matters with legal counsel, including contracts, intellectual property, grant agreements, and other matters as appropriate
Maintain the integrity and compliance of corporate governance policies and related documents
Create and sustain productive vendor, banking, and contractual relationships and serve as primary liaison with related third parties
Evaluate and oversee risk management and insurance issues
Partner with CEO and team to foster organizational, culture, and values focused on equity, results, learning, and improvement
Supporting any payroll or expense disbursements
Work directly with C-suite and Directors in supporting the development of contracts and execution.
Qualification
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Required
Bachelor’s degree required
CPA
5-7 years of senior management experience, including experience supervising a team
Knowledge of generally accepted accounting practices and principles as relevant to nonprofit entities
Strong strategic, analytical, and financial planning skills
Familiar with US GAAP, International Financial Reporting Standards (IFRS), and International Accounting Standards (IAS)
Knowledge of relevant Financial Accounting Systems and investment management
Preferred
Master’s degree preferred
Experience in a multi-location international nonprofit organization preferred
Experience with grants management and technology-enabled operations/accounting systems preferred