CFO

The YMCA of the Fox Cities is seeking a dynamic CFO to provide strategic leadership while continuing a culture of financial excellence.
Job Description

The YMCA of the Fox Cities is seeking a dynamic Chief Financial Officer to provide strategic leadership while continuing a culture of financial excellence. This is a key strategic position that leads through empowerment, competence, and innovation while fostering a culture that aligns with the Y’s core values of Caring, Honesty, Respect, and Responsibility.

This position is part of the Senior Leadership Team, working in partnership with the CEO and COO to ensure the long-term success and viability of the organization. The CFO oversees and manages the finance department, finance shared services, as well as technology for the organization. In addition, this position works closely with other senior leaders to play a key role in the Y’s overall business operations and initiatives, ensuring strategic alignment.

Our mission and core values are brought to life by our culture. It’s who we are, who we aspire to be and how we show up every day. We are cause-driven. We show up with purpose. As a cause driven-leader you are expected to be:

  • Welcoming - Accept neighbors eagerly, warmly, hospitably, and as equal participants.
  • Nurturing - To care for, support, and help develop through encouragement.
  • Hopeful - Take an optimistic or positive view of future outcomes.
  • Determined - To devote full strength and concentrated attention to the cause.
  • Genuine - To be honest and open in relationships with others. 

**Please find the full CFO Position Profile by clicking here

Qualifications
  • Bachelor's degree in business, finance or related discipline; MBA, CPA, or CMA preferred. 
  • Seven+ years of substantive, relevant experience in accounting and fiscal management.
  • Leadership experience totaling a minimum of five years, which includes managing teams.
  • Management of 25+ million budget.
  • Knowledge and understanding of general business matters required, including budget development, financial reporting, cash management, business taxes and debt financing instruments.
  • Knowledge of finance and operational software, including experience with software selection, implementation and project management.
  • Office Suite computer skills with advanced Excel skills required.
  • Experience with investment management and asset allocation preferred.
  • Experience in effectively leading and managing a staff team.
  • Proven ability to collaborate and lead through positive influence; internally and externally.
  • Previous experience with volunteer/nonprofit organizations strongly preferred. 
Essential Functions
  • Lead and manage all financial operations, including accounting, budgeting, forecasting, and financial analysis.
  • Oversee the development of the annual operating budget, including all branch budgets. Work closely with operations staff to ensure branch budgets are well-planned, realistic, and prepared in a timely manner.
  • Establish, maintain, and/or monitor all banking and financing relationships.
  • Manage tax-exempt bond transactions and file all necessary reports.
  • Oversee compliance with Federal contracts, New Market Tax Credits agreements, and tax-exempt bond transactions.
  • Oversee investments through a professional management company under the direction of the Finance Committee, within the risk tolerance expressed by the Board via the asset allocation policy.
  • Prepare analysis and reports, giving guidance to executive and operating staff. Work closely with operations staff on issues affecting financial outcomes and secure and allocate program or project resources to achieve strategic objectives.
  • Develop and implement financial strategies that support the organization’s mission and goals.
  • Forecast trends and their implications on the future of the organization.
  • Develop performance indicators and measurement systems for tracking strategic plan objectives.
  • Review, update, and/or develop internal control systems and oversee internal and external audits. Maintain positive relationships with external auditors and keep them informed of changes.
  • Lead staff and oversee the operations of the accounting/finance, finance shared services, and technology departments.
  • Actively engage with the Board and the Finance Committee, facilitating challenging conversations and decision-making to advance the organization’s impact. Collaborate with assigned committee(s) of the Board to build volunteer relationships, develop policies, monitor implementation, and meet related needs.
  • Maintain all necessary records and accounting reports, ensuring all transactions are recorded on a timely basis.
  • Maintain effective working relationships with auditors, bankers, investment counselors, attorneys, and other professional advisors.
  • Collaborate with other association/corporate departments to ensure the organization is set up for success.
Cause-Driven Leadership Competencies
  • Critical Thinking and Decision Making
  • Operational Effectiveness
  • Fiscal Management
  • Program/Project Management
  • Relationship Building