Rancho Santa Fe Association - CFO Placement

Now Cfo•Rancho Santa Fe, CA

18h

About The Position

The Chief Financial Officer (CFO) of the Rancho Santa Fe Association maintains overall responsibility for the fiscal integrity of the Association and its divisions, including accounting, finance and treasury, risk management, and technology. The role develops, implements, and manages complex financial and business systems in an environment similar to a municipality within a highly visible nonprofit 501(c)(4) organization. The CFO provides strategic financial leadership and oversight to support sound financial management, operational efficiency, and long-term financial sustainability. The CFO builds and leads a high-performing finance and accounting team, establishes clear expectations and accountability, and fosters accuracy, collaboration, and continuous improvement. As a strategic business partner to Association leadership, the Board of Directors, and department heads—including Golf and Tennis—the CFO provides financial analysis, insight, and recommendations for organizational and operational decision-making. The role also directs information technology strategies and functions and oversees risk management, compliance, audits, and financial reporting.

Requirements

Bachelor’s and/or master’s degree in finance, accounting, or a related field.
10 or more years of progressive financial management experience, including significant senior-level leadership experience.
Demonstrated experience leading and developing finance and accounting teams.
Strong knowledge of financial management, accounting principles, internal controls, and financial reporting.
Experience overseeing complex financial operations, budgeting, forecasting, and capital planning.
Proven ability to build, develop, and lead a high-performing team and establish clear expectations and accountability.
Ability to develop and implement financial strategies, long-term forecasts, capital plans, and reserve management programs.
Strong analytical skills and ability to turn financial information into business insights and recommendations.
Ability to serve as a strategic business partner to department heads and senior leadership.
Strategic thinking and ability to balance long-term organizational objectives with day-to-day operational needs.
Excellent communication and presentation skills, including explaining complex financial information to the Board, committees, management, and other constituents.
Strong business judgment, financial acumen, and problem-solving abilities.
Ability to manage multiple priorities, meet deadlines, and allocate resources effectively.
Initiative, sound judgment, and independent decision-making.
Ability to work independently and collaboratively toward shared organizational goals.
Positive, solutions-oriented approach and commitment to professionalism, integrity, and continuous improvement.

Nice To Haves

Active or inactive CPA license, with audit experience preferred.
Experience in nonprofit accounting and financial management.
Experience implementing financial systems, modernizing technology, and improving processes.
Strong background in information technology and/or experience supervising IT functions.

Responsibilities

Define and implement financial strategies, policies, and recommendations that support the Association’s short- and long-term objectives.
Monitor the financial health and performance of the Association and its divisions, identifying trends, risks, and opportunities for improvement.
Oversee the preparation, maintenance, and analysis of financial statements, management reports, and financial planning documents.
Lead annual budgeting, long-term financial forecasting, capital planning, reserve management strategies, and financial modeling.
Present financial reports, analysis, and recommendations to the Audit/Finance Committee, Board of Directors, and Golf and Tennis Finance Committees.
Oversee financial transactions and establish, maintain, and monitor internal controls, accounting policies, and procedures.
Oversee long-term budget planning, cost management, and resource allocation; evaluate performance against budgets, forecasts, and strategic objectives and recommend corrective action as needed.
Assess organizational and departmental performance against budgets, forecasts, and long-term financial strategies; evaluate the financial and operational impact of programs, projects, and initiatives.
Oversee cash, investments, asset management, cash-flow forecasting, liquidity planning, banking relationships, financing strategies, and investment policies.
Provide financial oversight and recommendations on reserves, liquidity, and capital funding requirements.
Lead accounting and financial operations, ensuring accuracy, efficiency, accountability, and compliance with policies and procedures.
Ensure timely month-end and year-end reporting, reconciliations, and financial close processes.
Improve accounting operations, workflows, financial processes, systems, and reporting to support effective decision-making.
Manage vendor relationships and provide appropriate oversight and controls for contracts and leases.
Partner with Association leadership and department heads to identify financial opportunities and address operational challenges; provide Golf and Tennis with financial analysis, performance reporting, budget guidance, and recommendations.
Collaborate with department heads to review operating results, identify financial trends, manage expenses, and improve performance; provide financial and operational support to Human Resources.
Evaluate the financial implications of operational initiatives and capital investments for alignment with the Association’s financial objectives.
Build, lead, and develop the finance and accounting team; set expectations and performance standards, clarify accountability, coach employees, and support professional development.
Promote collaboration, accountability, continuous improvement, customer service, and organizational alignment across departments.
Direct information technology strategies and functions, including network infrastructure, hardware, software, databases, and related systems.
Lead financial systems implementation and modernization, process automation, system integration, and improvements to reporting and operational efficiency.
Manage technology security and data-related risks, establish technology policies, and oversee security systems and safeguards.
Manage the technology and financial aspects of the future fiber-optic network and evaluate technologies that support operational needs and long-term objectives.
Develop and maintain processes to identify, monitor, assess, and mitigate organizational and financial risks.
Maintain appropriate insurance coverage and oversee risk management programs.
Coordinate financial audits and ensure timely, accurate tax filings and required financial reports.
Ensure legal, regulatory, and financial compliance and monitor controls designed to minimize financial, operational, and organizational exposure.