With a “One Agency” perspective, the Chief Financial Officer (CFO), as an innovative and collaborative leader, supports the mission and the operation of all departments and programs within Catholic Charities of the Diocese of Santa Rosa. The Chief Financial Officer reports to the Chief Executive Officer and is a member of the agency’s Executive Team. The Chief Financial Officer leads the agency in the accomplishment of the fiscal goals of Catholic Charities with confidence and enthusiasm. The Chief Financial Officer partners with the Chief Executive Officer to develop, implement, and manage financial strategies consistent with the organization’s strategic direction. The Chief Financial Officer provides leadership and oversight of all financial aspects relating to the agency’s annual operating budget. Working with the Chief Executive Officer and Board Treasurer, the Chief Financial Officer sets important financial goals for the organization and works systematically to meet them.

Dimensions

Staff: Supervision (5-25), Direct Reports (3-7), Volunteers (0-15)
Budget:
Agency-wide Committees: Leadership Team
Signature Authority: $2000

Essential Functions

• Provide direction, oversight, and supervision of the Finance and Accounting staff, including oversight of the organization’s day-to-day financial transactions, including and not limited to invoicing, collections, banking, purchasing, reporting, budget monitoring, and cash flow forecasting to ensure availability of funds as needed.
• Provide direction, oversight, and supervision of cash, investments, asset management, financing strategies and activities, and banking relationships.
• Supervision of the Finance and Accounting Department to ensure proper maintenance of all Accounting systems and functions, including maintenance of internal controls and financial procedures; direct supervision of the Controller and the Director, Grant Accounting.
• Prepare and complete the annual budgeting process in collaboration with responsible program and administrative leadership. Provide budget tracking, financial tools, and training to support program and administrative staff in the financial management of program and department budgets.
• Produce monthly year-to-date financial reports and analysis. Regularly meet and build relationships with key staff to review financial performance and assist with strategies to address the organization’s financial goals.
• Oversee preparation of budgets for grant proposals and financial reporting to private and government funding sources.
• Manage the agency’s annual audit and serve as the primary internal contact during the preparation, actual, and post-stages of the audit. Remain current on non-profit audit best practices and state and federal law regarding non-profit operations.
• Manage agency’s insurance needs and requirements. Coordinate with the Diocesan office regarding financial and insurance matters.
• Establish and maintain positive and effective working relationship with the Treasurer/Chairperson of the Finance Committee of the Board of Directors. Participate in Finance Committee meetings of the Board of Directors and assist in the implementation of their directives. Prepare financial reports with analysis for Board meetings.
• Participate in development and implementation of the agency’s strategic plan.
• Represent Catholic Charities and develop positive relationships with financial partners, including financial institutions, investors, foundation executives, auditors, public officials, and donors.
• Oversee finances of capital development and projects.
• Develop, facilitate, and track the budget and financial management of the Caritas Village project including funding sources, cash flow management, maintenance of new market tax credits, and financial reporting for the Caritas Center QALICB, LLC. Provide monthly financial reports.
• Implement financial analysis systems to manage Caritas Village financing. Advise and support development strategies.
• Provide financial oversight of Caritas Homes in coordination with our partner, Burbank Housing.
• Assist in the development of financial resources including philanthropic fundraising and grant applications.
• Support the Mission, Vision, and Values of Catholic Charities in the performance of all essential job functions and responsibilities.

Note: Catholic Charities considers this position to be a mandated reporter of child abuse and elder abuse.

Other Responsibilities

• Work with the Diocese of Santa Rosa and local parishes as appropriate and requested.
• Perform other related duties as assigned.

Agency Culture

It is essential that all employees of Catholic Charities aspire to the following:

? A commitment to the agency’s mission, vision, and values.

? A commitment to excellence in everything we do.

? A commitment to performance and quality improvement.

? A commitment to outcomes and measured results.

? A commitment to innovation and to what is possible.

Education, Experience, and Skills Required

• A bachelor’s degree in Accounting, Economics, Business Administration, or related field required. CMA/CPA or master’s degree preferred. An additional five years of financial management experience may substitute for master’s degree or CMA/CPA certification.
• 5 years CFO or at least 10 years senior leadership experience in an accounting field
• required. Demonstrated experience managing at least a $5M+ budget required, $15M preferred.
• 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 non-profit accounting, including sophisticated fund and grant accounting, compliance, and reporting. Deep knowledge and understanding non-profit audit requirements.
• Demonstrated leadership ability, team management, and excellent interpersonal and collaborative skills.
• Demonstrated forecasting and budgeting skills.
• Experience with sophisticated finance and accounting software packages; knowledge of Abila and Raisers Edge software is a plus. Proficient in Microsoft 365 Suite, including Excel.
• Strong written and verbal communication; organization, conflict resolution, problem-solving, analytical, and abstract reasoning skills.
• Excellent interpersonal skills, cooperative, friendly, proactive, and helpful attitude with clients and co-workers. Ability to work closely with clients and other employees to ensure a positive and constructive environment within the program or department and throughout the Agency.
• Passion and enthusiasm for the mission of Catholic Charities and its clients.
• Valid driver license and at least state required minimum of automobile insurance, clear DMV driving record and ability to provide own transportation. Must be willing and able to travel between agency sites.
• Must pass DOJ background clearance (fingerprinting) in accordance with the Diocese of Santa Rosa’s policies prior to start of employment.
• Bilingual (English/Spanish) preferred, but not required.

Equal opportunity employer

Catholic Charities of the Diocese of Santa Rosa is an Equal Opportunity Employer, seeking the best and brightest. Our organization does not discriminate against or harass any employee or applicant for employment because of race, color, creed, religion, national origin, sex, disability, age, marital status, membership or activity in a local human rights commission, or status with regard to public assistance. We support, educate, create opportunities for, and ensure the wellbeing of our staff for the betterment of those most in need.

CCDSR participates in E-Verify, an Internet-based system that compares information entered by an employer from an employee’s Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security and the Social Security Administration to confirm employment eligibility.