Chief Financial Officer (Sausalito)

Description

Location of Position: Marin Headlands, Sausalito, California

Position Classification & Expected Hours of Work, and Travel:

· This is a full-time position.

· Regular onsite work is required.

· Days and hours of work may vary according to the needs of The Marine Mammal Center.

· Evening and weekend work may be required as job duties demand.

· Some travel within California and within the Hawai’ian Islands is expected for this position.

Benefits:

· Generous time off policies, including Holidays, Sick, and Vacation

· Medical, Dental, and Vision

· Life Insurance

· Long Term Disability Insurance

· 401k Retirement Plan

· Employee Assistance Program

Position Overview

The Chief Financial Officer reports to the Chief Executive Officer, is a member of the Executive Team, and works with the Board of Directors and staff to ensure a sustainable, effective, and mission centered organization by driving the organization’s overall financial strategy. Primary responsibilities include day-to-day oversight and responsibility for planning, implementing, and managing all financial-related activities including accounting, payroll, finance, and forecasting. This position will ensure the department maintains a customer service and solutions-oriented role within the organization to encourage and develop financial literacy, and engages outside resources such as attorneys, auditors, tax accountants, insurance brokers, investment managers, IT outsourcing firms, and other professionals as needed.

Essential Functions:

Financial Strategic Vision

· Develop and maintain a strong strategic partnership and serve as a financial thought leader for the Executive Team and Board of Directors.

· Executive lead for the Finance, Audit, Investment, and IT Board committees.

· Utilize leading non-profit business practices and funding models to lead efforts that support the growth of the organization using scalable financial business models.

· Proactively and perpetually identify and manage ways to maximize return on mission and return on investment to ensure the Center’s financial sustainability.

· Approach emergent financial needs and challenges with a positive, collaborative, and solutions-focused attitude leveraging partnerships with peers.

· Keep abreast of the latest research on financial strategy and implementation to ensure best practices are in place.

· Support the ongoing growth of the organization through effective change management practice.

· Support and influence progress toward a fair, equitable and belonging vision and plan to ensure that all financial policies, practices, communications, and actions support the organization in becoming more inclusive.

· Represents the Center internally and externally at meetings and speaking engagements.

Financial Management

· Develop long-term financial planning in alignment with the Center’s strategic priorities.

· Manage the comprehensive annual budget preparation and quarterly projections to monitor progress and provide real time data on key performance indicators.

· Provides leadership oversight of Life Support Systems & Facilities budgeting and forecasting, including capital planning, facilities, fleet, and vessels are amortized.

· Collaborate with People & Culture leadership on personnel budget.

· Provide oversight of Finance, Development, and Program staff grant budgets and reporting.

· Monitor the cash position and receivables to ensure liquidity needs are met.

· Advise, monitor, and report on investments.

· Clearly communicate financial data in a manner that enables informed decisions.

· Ensure the establishment, monitoring, and enforcement of finance policies and procedures and internal controls.

Operations Management

· Partner with Development leadership to reconcile fundraising numbers and report on a cohesive, clear, and accurate basis.

· Oversee purchasing and procurement of equipment and vehicles to ensure the most competitive contractual agreements for the Center.

· Staff and support the Finance, Investment, and IT Committees and attend other Board Committee meetings as necessary.

· Build and maintain a strong working relationship with the Center’s external Information Technology (IT) vendor, ensuring the vendor meets the needs of the Center and its contractual agreement.

· Ensure a broadened remit on cyber, systems, and data security to protect the Center’s digital assets and information.

· Continually improve efficiencies in accounting, administrative, and back-office processes, achieving objectives with new solutions and software as needed.

Compliance & Risk Management

· Ensure the preparation and approval of annual financial statements in accordance with Generally Accepted Accounting Principles.

· Ensure the timely completion of the external audit and IRS Form 990.

· Staff and support the Audit Committee of the Board of Directors.

· Regularly advise leadership on areas of liability and risk.

· Ensure that all property and casualty insurance needs are met.

Leadership and Management

· Manage and partner in the development of the department’s budget; direct the forecast of additional funds needed for staffing, equipment, materials, and supplies; approves and directs the monitoring of expenditures.

· Define and apply metrics and accountability to measure and ensure progress toward strategic priorities; identifies opportunities for improvement; directs the implementation of improvements.

· Facilitate communication of relevant information and ideas across the organization, ensuring integrated and successful operations.

· Ensure cross-organizational collaboration between and among teams to improve fundraising effectiveness and drive strategic outcomes.

· Foster and maintain a sense of shared financial accountability across the organization.

· Provide leadership support to increase understanding of financial topics and competency among staff in organizational financial matters.

· Recommend staff growth opportunities for Finance and Life Support Systems & Facilities as appropriate, and in a manner consistent with institutional policies.

· Create and promote a positive and supportive team environment.

Other Duties as Assigned

· Perform special projects and research as assigned.

· Perform other duties as assigned.

Supervisory Responsibility:

· 1 – Controller (2 indirect reports)

· 1 – Director, Life Support Systems & Facilities (5 indirect reports)

Knowledge, Skills, and Abilities:

· Comprehensive understanding of all aspects of nonprofit finance and accounting.

· Broad and deep knowledge and experience with federal, state, and local government grant reporting, financial accounting, internal management control systems, information systems applications, audit planning, Generally Accepted Accounting Principles (GAAP), non-profit accounting, and related FASB/OMB requirements.

· Significant knowledge and experience with integrating IT/Systems to improve accounting productivity and accuracy.

· Proven track record of creating, maintaining, and sustaining strong vendor relationships.

· Excellent strategic planning skills with the ability to advance the mission of the organization through the implementation of departmental and inter-departmental initiatives and external partnerships.

· Proven capability to set and meet deadlines, manage, and track work on multiple projects concurrently, and adjust quickly to changing factors.

· Ability to lead in a mission-driven culture founded on honest, thoughtful communication, collaboration, integrity, assuming goodwill in others, and continual learning and improvement.

· Demonstrated ability to think strategically while executing tactically, strong project management and execution skills.

· Strong verbal and written communication skills, including effective and inspiring public speaking.

· Strong knowledge of budget preparation and administration.

· Strong knowledge of people-management principles and practices, with an ability to inspire staff and foster a sense of team accountability and high performance.

· Skills operating Microsoft Office applications (Excel, Outlook, PowerPoint, SharePoint, Word) and videoconference technology (Slack, Teams, Zoom).

· Strong accounting software skills, and experience with Adaptive, Paylocity, online banking, and accounting management software.

· Knowledge of financial management software transitions, i.e. Blackbaud Financial Edge and/or NetSuite.

· Ability to establish and maintain effective working relationships with those contacted in the course of work, which may include staff, volunteers, training participants, and members of the public.

· Ability to practice self-awareness and respect while engaging with staff, volunteers, training participants, and members of the public.

Qualifications and Experience:

· This position requires a combination of education and experience equivalent to an advanced degree in accounting, or related field; with at least 10 years of senior/executive management experience in finance. CPA/CMA preferred.

· Valid driver license with acceptable motor vehicle record to maintain standards of insurability.

· Proof of COVID-1