Treasurer/ Director of Finance and Administration (CFO)

General Council on Finance and Administration•Sun Prairie, WI

2d•Onsite

About The Position

The Wisconsin Annual Conference of The United Methodist Church is seeking a Treasurer/Director of Finance and Administration (CFO). The Wisconsin Annual Conference is a regional body of The United Methodist Church, consisting of four districts with 370 churches. The Conference is organized as a 501(c)(3) nonprofit corporation. The CFO is responsible for providing strategic financial leadership for Conference to advance denominational ministries, to achieve the financial goals of the Conference, and to apply proven corporate practices in financial management to benefit the Conference. This position provides visionary and hands-on leadership in areas including Conference-wide property, liability, and workers’ compensation insurance programs. The person in this role will serve as the chief source of advice and information on fiscal stewardship, ensuring alignment with the Conference’s mission, vision and values. The CFO supervises the Finance Administration Staff which includes Benefits Officer, Accountant, Office Manager and Archivist. This position reports to the Bishop and the Council on Finance & Administration. The person in this role will serve as a key resource to Conference leadership, clergy and local churches and serves as a member of the Leadership Team collaborating with Conference Leadership and other directors to address organization needs, support coordinated planning, communication, and implementation of Conference priorities.

Requirements

Bachelor’s Degree in a relevant field is required (e.g., Finance, Accounting, etc.).
Minimum of seven years of experience in non-profit accounting; progressive experience related to human resources preferred.
Minimum of four years of supervisory experience, with previous management experience supervising professional staff.
Comprehensive knowledge of non-profit governance, management, accounting, financial planning, and business processes.
Working knowledge of networks and financial software, including spreadsheets, databases, and accounting systems.
Proficient in Microsoft Suite.
Proven experience in strategic planning, including goal setting, action planning, and performance measurement.
Excellent interpersonal skills.
Strong written and verbal communication skills.
Ability to maintain confidentiality in all aspects of employment and interactions with others.
Organized, detail-oriented, persistent in finding solutions.

Nice To Haves

CPA preferred.
Knowledge of and familiarity with the United Methodist structure is preferred.

Responsibilities

Work collaboratively and strategically with the Bishop, Cabinet and Conference leadership to resource the mission and vision of the Conference.
Oversee all treasury responsibilities of the Conference, including the Council on Finance and Administration, Joint Board of Pension and Health Benefits and the Board of Trustees, assuring professional application of Generally Accepted Accounting Principles (GAAP).
Serve as the treasurer of the Conference Board of Trustees.
Provide support for Trustee investment and property activities including Conference Center and other Conference-owned properties in compliance with federal, state, and United Methodist Book of Discipline requirements.
Coordinate the mandatory property, liability and workers compensation insurance program for all churches, camps, new church start facilities, and subsidiaries of the Conference.
Prepare and develop the Annual Conference budgets in consultation with the Director of Connectional Ministries, Council on Finance and Administration, the Joint Board of Pension and Health Benefits, the Board of Trustees, the Episcopal Offices and Cabinet.
Oversee the receipt and disbursement of all apportioned funds in compliance with the approved legislation passed at the Annual Conference meeting of lay and clergy members.
Oversee the receipt and disbursement of all board and subsidiary designated funds in compliance with GAAP, federal and state laws, and the decisions made by the various oversight boards for each of the board designated funds.
Oversee the receipt and disbursement of all donors designated funds in compliance with the trusts, endowments, and other fiduciary instruments established for the mission and ministry in the Conference.
Review and interpret accurate and timely month-end and year-end reports for all Annual Conference boards and agencies, local churches, and other related parties as may be required.
Coordinate the preparation and distribution of regular and periodic reports related to receipts and disbursements to appropriate persons, boards, and agencies.
Convert financial information into actionable plans and communicate results throughout the Annual Conference.
Identify and drive opportunities related to growth, operating efficiencies, revenue maximization, and cost mitigation.
Support the local churches in financial matters by appropriate conference staff through training and leadership.
Identify and mitigate risks to the organization by implementing effective internal controls to safeguard financial assets.
Oversee investment strategies and portfolio management.
Develop legislation for presentation to the Annual Conference based on the votes of the boards, committees and commissions staffed by CFA administrative areas.
Responsible for the direct supervision of designated staff members.
Establish and maintain positive relationships with key stakeholders in the Conference.
Other duties as assigned.