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Chief Financial Officer | CFO in Accounting & Finance Job at Capstone Legacy Foundation in Way1

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Chief Financial Officer

Location:
Wayne, PA
Description:

POSITION TIT LE : CHIEF FINANCIAL OFFICER REPORTS TO : Chief Executive Officer POS ITION DESCRIP TION Finance and Accounting · Cash management – oversee day-to-day operations performed by Operations Manager, including tracking cash flow for Capstone operations (general and administrative efforts) · Investment management – manage cash transfers between investment and bank accounts; work with Chief Investment Officer on investment strategies · Oversight of annual audit effort; liaison with CPA firm as required · Oversee financial reporting process · Oversee preparation, approval of and filing of IRS and state required reports. General and Administrative · Occasional meetings, phone conferences and research on grant requests involving questionable grantees, personal inurement or other potentially complicated and risky situations · Operations procedures and forms review including input and review of marketing materials · Contract review working with in-house counsel as necessary · Research tax, and giving issues and strategies · Banking relations · Corporate insurance – regular business; workers comp; D&O; E&O application; and Cyber policy · Assist with training of support personnel in giving solutions and in financial aspects of new business opportunity implementation Fundraising and Business Development · Attends and makes presentations on certain planned giving ideas for potential donors · As required, grant applications to foundations such as with The Huston Foundation · Review marketing department donor communications of current activities and events · Assists in developing monetary and strategic goals for fundraising program · Evaluates financial effectiveness of each fundraising program and makes recommendations for increasing fundraising capacity with the same or alternate future events · As required, work with current donors to raise money for operations and/or building acquisition · Work with executives as needed on on-boarding of new business and donor opportunities Other · Assists CEO with assigned tasks · Attends board, Executive Leadership Council and staff meetings as directed · Attends training and workshops as directed PROFESSIONAL ATTRIBUTES OF THE POSITION · Bachelor’s degree in business administration or related academic field · Experience in the non-profit industry highly preferred · Experience with planned giving and major donor development tactics · Experience with planned giving solutions and the tools to market them to new clients · Some supervisory experience with accounting/finance staff · Ability to manage complex projects and to multi-task · Requisite computer skills · Good communication skills, both writing and verbal Position benefits Full time position Salary is negotiable based on experience Health and dental program Paid holidays, vacation and sick leave Relocation expense available if applicable
Company:
Capstone Legacy Foundation
Posted:
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Chief Financial Officer is a Accounting & Finance CFO Job at Capstone Legacy Foundation located in Wayne PA. Find other listings like Chief Financial Officer by searching Oodle for Accounting & Finance CFO Jobs.