CFO

Shift HRCharleston, SC
3d

About The Position

Chief Financial Officer (CFO) Do you think in balance sheets, cash flow, and strategy — and also care deeply about strengthening small businesses and communities? If you’re the rare CFO who can manage risk with wisdom and still lead with heart, we’d love to meet you. We’re seeking a Chief Financial Officer (CFO) who can blend financial leadership, portfolio management, compliance, strategy, and stewardship. Why This Role Matters Access to capital changes lives. The CFO ensures we steward resources responsibly, fuel lending programs, and expand our ability to serve entrepreneurs who are often overlooked by traditional finance. Your work makes jobs, stability, and second chances possible.

Requirements

  • Are passionate about advancing economic opportunity and entrepreneurship
  • Can translate financial information into clear, practical insight for non-finance folks
  • Enjoy partnering with leaders to turn mission into measurable impact
  • Balance prudence with innovation — you respect rules but don’t fear growth
  • Value confidentiality, accuracy, integrity, and wise decision-making
  • Are comfortable operating in nonprofit, CDFI, banking, or lending environments
  • Senior financial leadership experience (CFO, Controller, VP Finance, etc.)
  • Experience in lending, banking, CDFI, community development finance, or nonprofit finance
  • Strong knowledge of GAAP, audits, compliance, and financial reporting

Nice To Haves

  • Experience managing loan portfolios and/or grant funding preferred

Responsibilities

  • Oversee all financial operations, budgeting, forecasting, and reporting
  • Ensure strong stewardship of loan funds, grants, and organizational resources
  • Manage loan portfolio performance, liquidity, capital stack, and risk
  • Develop financial strategies that support growth and long-term sustainability
  • Prepare financial statements and presentations for the Board of Directors
  • Ensure compliance with federal, state, and grant reporting requirements
  • Oversee internal controls, audits, and financial policies
  • Collaborate with the CEO and leadership team on strategic planning
  • Support lending activities by aligning capital strategy with loan deployment
  • Build strong relationships with lenders, investors, auditors, and funders

Benefits

  • Meaningful work with visible community impact
  • Collaborative leadership team
  • Board partnership and opportunity to shape strategy
  • Competitive compensation and benefits (shared during the hiring process)
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