Description

Position Summary

The Vice President of Finance and Chief Financial Officer (CFO) is responsible for providing strategic leadership and financial stewardship for United Way of Tucson and Southern Arizona (UWTSA) by partnering with the Executive Management Team to establish long-range goals, strategies, plans and policies. The Vice President of Finance and CFO is responsible for directing the fiscal functions of UWTSA in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board and other regulatory and advisory organizations and in accordance with financial management techniques and practices appropriate for not-for-profit organizations. The Vice President of Finance and CFO will assist in fiscal function of United Way of Tucson and Southern Arizona Capital Corporation. This position reports directly to the President and CEO and serves as a member of the Executive Management Team.

United Way offers competitive wages and a generous benefits packet with employer contributions for full time employees including medical, dental, 401K, HRA, PTO, 13 paid holidays, and opportunities for educational and professional development. For more information about our organization, see www.unitedwaytucson.org.

 Salary range: $157,000 - $161,521 annually (DOE) with potential for generous incentives 

Duties and Responsibilities 

      In partnership with the CEO and the Executive Management Team, develop and drive execution of UWTSA’s fiscal strategies and actions. 

      Evaluate and advise on the impact of long-range planning, introduction of new programs/ strategies and regulatory action.

      Maintain credibility for the finance group by providing accurate and timely analysis of budgets, financial reports and financial trends in order to assist the Board, CEO, management and staff in performing their responsibilities. 

      Ensures compliance with all applicable financial and tax regulations and United Way Membership requirements (which includes all applicable local, state and federal laws). 

      Safeguards UWTSA’s operations and assets from financial and operational risks. 

      Effectively communicates and enforces financial policies and procedures as well as establishes and monitors internal controls.

      Oversee, coordinate and prepare for the annual external financial audit and any government, other funding source or regulatory audits.

      During the on-site portion of the audit, work with external auditors to ensure the audit is completed in a smooth, efficient and timely manner.

      Oversee corrective action if any items are reported in the audit management letter.

      When necessary, act as the Internal Auditor by ensuring compliance with all accounting policies and procedures and by improving internal controls where necessary.

      Provide staff leadership to various board committees to include but not limited to: Audit Committee, Finance Committee, and Investment Committee.

      Provide leadership in an ongoing assessment of UWTSA’s financial performance against both the organization’s budget and its short and long-term strategies.

      Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation, effectiveness and internal control structure of corporation.

      Oversee all grants (e.g. Federal, State, and County). Work with program staff on financial aspects of grants. Ensure reconciliation of all grants with general ledger on a regular basis and ensure completion of all forms as required by grantor. 

      Provide strategic financial input and leadership on decision-making issues affecting the organization (i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments. 

      Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position). 

      Develop a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs. 

      Evaluate the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group and provide individuals with professional and personal growth. 

      Provide technical financial advice and knowledge and excellent customer services as a component of all job duties.

      Participate in continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets. 

      Be an advisor from the financial perspective on any contracts into which the corporation may enter. 

      Lead and recommend financial efficiencies to ensure continuous improvement of accounting systems. 

      Participate in the Facilities Team for maintaining occupancy of facilities/space in buildings on the United Way of Tucson and Southern Arizona campus.

      Perform other duties as assigned.

 Supervisory Responsibilities: 

Leads and/or builds a team that enables UWTSA to succeed. Responsible for the overall direction, coordination and evaluation of the finance department. Ensures staff work plans are aligned with UWTSA’s mission and strategic goals.  Carries out supervisory responsibilities in accordance with UWTSA’s policies and applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Conducts timely performance evaluations. Coaches, mentors and assists staff in professional growth and development within UWTSA and the community.

 QUALIFICATIONS 

Experience, Competencies and Education 

Minimum Qualifications: 

      Bachelor’s degree in accounting, finance, business administration or related field with 10 or more years of progressive responsibility and financial leadership. 

      At least five or more years of not-for-profit experience or equivalent combination of education and experience. 

      At least five or more years of senior management/executive level experience involving strategic reporting, budgeting, data analysis, financial management and compliance for organizations with complex revenue streams. 

      At least five or more years managing staff at the director and/or manager level with demonstrated success in building collaborative relationships. Proven ability to build, mentor and lead high performing finance teams. 

      Proven experience overseeing annual audits, grant management (adhering to local, state and federal regulations and compliance), restricted and unrestricted fund accounting, budget development and financial planning and analysis. 

      Track record of working closely with an engaged Board of Directors, particularly the finance, audit and investment committees. 

      Ability to support the CEO with strategic financial leadership, including long-term sustainability and growth planning. 

      Excellent analytical, problem solving and decision-making skills. 

      Strong communication and interpersonal skills, with the ability to translate complex financial information easily to both financial and non-financial audiences. 

      Experience in contract management and negotiation. 

      Energetic, forward-thinking and creative individual with high ethical standards and an appropriate professional image

      Strategic visionary with sound technical skills, analytical ability, good judgment and strong operational focus with a demonstrated capacity to establish and promote productive partnerships and collaborative efforts with a diverse group of constituents.

      Proficient in Microsoft Office with specific expertise in Excel as well as other accounting software, in the areas of accounting & financial management; budgeting & forecasting; grant & fund management; donor & fundraising integration; compliance & audit; reporting & analytics and payroll & HR integration. 

      Passion for the mission and values of the organization and the people we serve. 

Preferred Qualifications: 

      Master’s degree in Finance, Accounting and/or Certified Public Accountant strongly preferred. 

      Experience leading and recommending digital transformation that supports the goals of the organization. 

 Other Qualifications and/or requirements: 

Must have a valid AZ Driver’s License, proof of current automobile insurance and daily access to a reliable vehicle.  Ability to occasionally lift up to 25 lbs. as necessary.  Ability to maintain a flexible work schedule and adjust it as required by changing activities. 

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified in this position.

POLICY STATEMENT 

 The United Way of Tucson and Southern Arizona is an equal opportunity employer. We champion diversity, equity, and inclusion. We take action to ensure equal opportunity and all candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected status.