Chief Financial Officer

Administrative Office•San Francisco, CA

2d•Onsite

About The Position

Catholic Charities seeks a Chief Financial Officer to lead the agency’s financial operations and decision-making. The CFO will direct financial goals, objectives, and budgets; oversee accounting, financial reporting, cash management, investments, and financial risk; establish effective financial controls and stewardship systems; and identify process improvements. The CFO will support revenue-generating strategies, evaluate the organization’s historical and projected financial condition, and help plan for long-term financial sustainability. The position is onsite five days a week. Catholic Charities has an FY27 operating budget of $60 million and approximately 400 employees across San Francisco, Marin, and San Mateo counties and Occidental, California. The CFO reports to the CEO and Board of Directors, serves on the executive leadership team and administrative council, and is responsible to the Board’s Finance and Audit Committees. The CFO leads the Finance department, including the Controller, Budget & Planning Manager, and Director of Contracts, and directs personnel responsible for annual tax and other compliance documents and reports. The position serves as a financial consultant to executive leaders, the Board, and other stakeholders; supports organizational planning and program expansion; and builds relationships with banks, donors, vendors, and outside consultants. The ideal candidate will set financial strategy and vision, allocate capital and other resources, lead and develop the finance team, and help define the organization’s financial priorities. The CFO will work with the CEO and Board to establish financial and investment goals, assess strategies and partnerships, and secure resources to support the agency’s mission. The role requires culturally competent service and effective work across cultural situations.

Requirements

Bachelor’s degree in Accounting, Finance, Management, Non-Profit Management, or a related field.
At least 8 years of senior financial leadership experience.
3–5 years of people-management experience.
More than 15 years of total accounting or finance experience.
Experience integrating IT and systems to improve accounting productivity and accuracy.
Experience working with external auditors and with compliance and regulatory oversight.
Knowledge of Office Suite and Excel.
Demonstrated commitment to results, a can-do mindset, and strong problem-solving ability.
Experience in change leadership and change management.
Strong motivational and staff leadership abilities.
Excellent analytical, communication, and presentation skills.
Integrity and a personal sense of accountability.
Ability to deliver culturally competent services and work effectively in cross-cultural situations.
Fingerprints are required before the first day of employment.
A valid California driver’s license and proof of DMV record and personal insurance are required if driving a car is required for the position.

Nice To Haves

MBA from a top 25 business school.
CPA.
Experience at a top accounting firm.
Familiarity with Salesforce and QuickBooks.
Sense of humor.

Responsibilities

Manage and oversee the agency’s financial matters, decision-making, accounting, financial reporting, and financial operations.
Direct the agency’s financial goals, objectives, budgets, forecasts, and internal financial plans and processes.
Oversee investments of agency funds and assess and manage associated financial risks.
Establish systems for cash management, financial controls, and sound financial stewardship; identify process improvements.
Develop and execute revenue-generating strategies and explore ways to invest reserves and resources to generate passive income.
Report on the organization’s historical, current, and projected financial condition and long-term sustainability, and communicate recommendations based on analyses, best practices, and market trends.
Serve as a financial consultant to the CEO, COO, CPO, CTIO, Board of Directors, Board Treasurer, committee chairs, and other stakeholders; recommend proactive strategies to support financial goals.
Support accounting, general ledger, and operational functions by ensuring systems promote timely and accurate work.
Set and publicize financial practices and procedures, and keep senior leaders, the Board, and staff informed about the organization’s financial status.
Review short- and long-term goals in light of available and projected financial resources; create data-driven goals, budgets, and forecasts.
Participate in planning for proposed program expansion and ensure program, outreach, and training plans align with financial projections.
Establish annual priorities and benchmarks; regularly compare projections with actual performance and report results.
Prepare or oversee weekly, monthly, quarterly, and annual reporting to monitor and optimize cash flow and liquidity.
Build and maintain relationships with banks, donors, vendors, outside consultants, and other stakeholders concerning expenditures and revenue sources.
Use technology to improve reporting and analytical functions.
Ensure compliance with regulatory and legal requirements and direct preparation of annual tax and other compliance documents and reports.
Participate in professional development, monitor financial-industry trends, and share relevant information with senior leadership.
Recruit, train, and develop finance staff, including accountants, analysts, consultants, auditors, tax planners, and payroll staff as needed.
Analyze Reta Trust renewals and negotiate benefits.
Serve on committees to support continued compliance with Council on Accreditation requirements.
Drive, as required for the position.