Chief Financial Officer (CFO)

Financial Strategy & Organizational Planning:
 Assess organizational performance against both the annual budget and FBSJ’s long-term strategy.
 Develop tools and systems that provide clear, actionable financial insight to the CEO, Finance Committee, and Board to enable informed decision-making under uncertainty.
 Engage the Finance Committee on issues, trends, and changes in the operating and funding model, including reimbursement-based contracts, government grants, and reserve utilization.
 Oversee long-term budgetary planning and cost management in alignment with FBSJ’s strategic plan, including sponsorships, potential acquisitions, and collaborations.
 Identify gaps to achieving FBSJ’s long-term strategy and coordinate cross-functional teams to develop plans to address those gaps.
 Develop organizational prospects by evaluating trends, revenue opportunities, expansion prospects, and opportunities for operational improvement, cost reduction, and systems enhancement.

Financial Stewardship, Controls & Compliance
 Provide overall leadership of the Finance Department, ensuring financial and accounting systems operate in accordance with GAAP and nonprofit best practices.
 Establish and maintain appropriate internal control safeguards to protect the organization’s assets and reputation.
 Ensure compliance with local, state, and federal authorities.
 Review all contracts for FBSJ and ensure terms are acceptable.
 Oversee risk management, including insurance coverage (Board liability, general liability, vehicle insurance), serving as liaison to insurance brokers.

Budgeting, Forecasting & Cash Management
 Lead FBSJ’s annual business planning and budgeting process, ensuring coordination across departments with a focus on financial stability, cash management, and scenario planning.
 Direct the development of annual budgets by department and program and support management in preparing line-item budgets.
 Provide and review monthly variance reports and quarterly financial reports, assisting staff in understanding and utilizing budgets effectively.
 Monitor financial performance and recommend budget adjustments as required during the fiscal year.
 Oversee monthly and quarterly assessments and forecasts of financial performance against budget, financial, and operational goals.

Audit, Reporting & Tax Filings
 Ensure completion of the annual financial audit and single audits (when required) in a timely manner and without findings.
 Coordinate audits required by grantors and government contracts, ensuring defensible documentation and compliance.
 Oversee preparation and filing of the annual Form 990 and annual charity registration renewals.
 Prepare and present monthly financial statements for review by the President & CEO and the Finance Committee and Board of Directors.

Grants, Revenue, Capital & Asset Accounting
 In collaboration with the Grants Department and program leadership, maintain grant records to support monthly and quarterly reporting to grantors.
 Assist department directors and grantors in understanding accounting and reporting requirements for grants and contracts.
 Monitor grant and contract activity and maintain comprehensive documentation to support billing and compliance.
 Oversee accurate accounting of fundraising revenue, pledges, receipts, and capital campaign funds.
 Ensure proper accounting for construction projects and capital investments as FBSJ advances development of a new facility.
 Maintain fixed asset and depreciation records and reconcile bank and investment accounts monthly.

Infrastructure, Systems, IT & Organizational Leadership
 Oversee financial systems, purchasing systems, inventory accounting, payroll, and document management systems.
 Ensure that FBSJ’s technology, network, and IT infrastructure are adequate to meet current and future organizational needs.
 Improve operational systems, processes, and policies to support effective management reporting, information flow, and organizational planning.
 Lead, develop, and support Finance and IT staff, fostering strong internal controls, audit readiness, staff development, and morale.
 Keep the President & CEO informed of financial issues, risks, and opportunities and carry out additional responsibilities as delegated.