The Chief Financial Officer is responsible for executing the agency’s financial strategy, overseeing the financial operations and leading the finance team. The CFO will report to and work closely with the Chief Executive Officer. In addition, will partner with the senior leadership and the board of directors to develop and implement financial strategies across the organization. Must be able to adapt to a continually evolving environment and thrive in an autonomous and deadline-oriented workplace.
The CFO must maintain professional integrity, exemplifying the values and mission of the organization.
All employees and volunteers are expected to be sensitive to our client’s cultural and socioeconomic characteristics and to perform at Sunbeam’s standards of excellence at all times.
Our core values are:
Champion Spirit – We work like a champion every day: paying attention to details and performing with excellence
Servant Heart – We exhibit humility in serving everyone; no job is below anyone and we all pull together to get the work done.
Sunny Attitude –We bring a smile and a positive attitude. We treat each other with respect, ensuring an energized work environment.
- Direct and oversee all aspects of the agency’s financial activities consistent with organization philosophy, agency procedures, Financial Accounting Standards Board, Internal Revenue Service, State Attorney General, and other relevant regulations/standards.
- Provide effective leadership, direction, supervision, and management of the accounting team.
- Lead the development and use of best practice policies, practices, and tools that ensure a well-controlled yet flexible agency with strong fiscal management.
- Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans.
- Ensure compliance with the financial guidelines of grants and contracts, including management of the timely submission of required financial reports and reimbursement requests.
- Ensure legal and regulatory compliance regarding all financial functions.
- Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting.
- Strengthen internal controls to manage cash flow and ensure availability of funds as needed.
- Effectively, clearly, and timely communicate potential risks in a timely manner.
- Oversee cash, investment, and asset management to include Accounts Receivable and Accounts Payable.
- Oversee all purchasing and payroll activity for staff.
- Remain up to date on nonprofit audit best practices and state and federal law regarding nonprofit operations.
- Responsible for collaborating with CEO, Board of Directors and Leadership to design and implement budget process that includes program input and appropriate strategic decisions.
- Serve as financial liaison to the Board of Directors and Business Operations Committee as well as Policy Council. In addition, serves as financial liaison to the Foundation for Sunbeam Family Services.
- Ensure proper maintenance of all accounting systems and functions.
- Oversee the maintenance of the inventory of all fixed assets, including assets purchased with government funds assuring all are in assurance with federal regulations
- Update, maintain, and oversee financial policies and procedures.
- Ensure timeliness, accuracy, and usefulness of financial and management reporting for federal and state funders, foundations, and Board of Directors; oversee the timely preparation and communication of monthly and annual financial statements.
- Oversee and coordinate audits, serve as liaison with audit firm, and ensure timely, accurate, and proper filing of required tax returns.
- Assist in preparation of applications for new or renewable grants, including compilation of required financial information.
- Represent Sunbeam and affiliate organizations to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
- Perform other appropriate responsibilities at the direction of the CEO.
- BS and CPA
- MBA preferred
- At least two years as CFO or equivalent for an organization with a budget of at least $4 million.
- Experience in a Senior Financial Management role, partnering with Executive staff, resulting in the development and implementation of creative financial management strategies.
- Significant experience in or knowledge of nonprofit accounting, including sophisticated fund and grant accounting, compliance and reporting.
- Experience working with information technology staff to manage finance and accounting software packages.
- 5 years' experience as CFO or equivalent in a nonprofit organization preferred.
- CFO or equivalent experience managing federal grants and federally assisted contracts preferred.
- Advanced knowledge of nonprofit and not-for-profit accounting in accordance with GAAP, OMB Circulars, and appropriate Code of Federal Regulations sections preferred.
Skills, Knowledge and Abilities:
- Establishing and maintaining effective working relationships with staff, Board of Directors, community partners, organizations, and the public.
- Developing, implementing, and administering work processes.
- Detail orientated and tolerant of frequent interruptions and distractions.
- Proficient understanding of the Office of Management and Budget Circular A133 audit.
- Excellent written and verbal communication skills.
- Demonstrated leadership ability, team management, and interpersonal skills.
- Excellent analytical and abstract reasoning skills and strong attention to detail.
- Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and accounting related programs (i.e. Sage, MIP, or similar).
- Excellent organizational skills.
- Able to successfully manage a variety of complex work assignments simultaneously.
- Valid Oklahoma Driver’s License and state required insurance coverage.
Additional Job Requirements:
Clear background and drug screen
- Office Hours follow business hours and may vary with supervisor approval; may include occasional evening and weekends.
While performing the duties of this job, the employee is required to frequently communicate with staff and others, and must be able to exchange accurate information when doing so. The employee must be able to remain in a stationary position 50% of the time and occasionally move about inside the office to access file cabinets, office equipment, attend meetings, etc. Must be able to operate and use a computer and other office productivity equipment, such as copy machine, computer printer, etc. Must be able to detect, discern, distinguish, observe, inspect and compare. Occasionally must be able to move needed materials weighing up to 25 pounds.
The qualifications, physical demands, and work environment described are representative of those an employee will encounter and must meet to successfully perform the essential functions of this job.
The employee offices on the main campus but will be required to travel to satellite offices and participate in meetings throughout the community. The noise level in the work environment varies from quiet to loud (on rare occasions).
The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. These statements are intended to describe the general nature and level of work performed by employees assigned to this position. They are not intended to be viewed as an exhaustive list of all responsibilities, duties and skills required of personnel or candidate and may be subject to change at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
EQUAL OPPORTUNITY EMPLOYER - Sunbeam Family Services is fair and equal in all its employment practices for persons without regard to race, color, creed, age, gender, sexual orientation, gender identity or expression, pregnancy, religion, disability or degree thereof, national origin, domestic/marital status, political affiliation or opinion, veteran status, HIV status, AIDS status, genetic information, and any legally protected characteristic.