Chief Financial Officer

Clearwater, United StatesOn-SiteFull-time10+ yrs experiencePosted 1w ago

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Job description

Position Summary

The Chief Financial Officer is a strategic member of the executive leadership team responsible for the financial stewardship, long-term sustainability, and operational excellence of LiFT. This position provides leadership in financial planning, accounting, budgeting, treasury management, compliance, risk management, and strategic decision-making while ensuring the organization's resources support its mission of serving students and families.

The CFO partners closely with the Chief Executive Officer, Board of Directors, Finance Committee, and senior leadership to develop and execute financial strategies that support organizational growth and long-term sustainability.

Essential Responsibilities

Strategic Leadership

Serve as a strategic advisor to the CEO and Board on financial performance, growth opportunities, and organizational sustainability.
Develop long-term financial plans, forecasts, and financial models.
Present financial results, key performance indicators, and strategic recommendations to the Finance Committee and Board of Directors.
Evaluate new initiatives, capital investments, and financing opportunities.

Financial Management

Direct all accounting and finance operations, including:

General ledger and financial reporting
Accounts payable and receivable
Payroll oversight
Monthly and year-end close
Cash management
Fixed assets
Ensure timely and accurate monthly financial statements.
Oversee annual operating budget.
Develop and maintain cash flow forecasts and liquidity strategies.
Monitor organizational financial performance and recommend corrective actions when necessary.
Oversee accounting and reporting for grants
Ensure appropriate internal controls and segregation of duties.
Monitor financial policies and recommend updates as needed
Promote cross-functional collaboration with Operations, Development, Human Resources, and Academic Leadership.
Treasury and Debt Management
- Manage banking relationships and financing activities
- Oversee debt compliance and lender reporting
- Monitor investments and reserve funds.
- Optimize cash flow and working capital.
Board Relations
- Prepare financial materials for Board and Finance Committee meetings
- Present financial reports in a clear and strategic manner
- Support organizational planning and governance initiatives.

Required

Bachelor's degree in Accounting, Finance, or Business Administration.
CPA preferred.
Minimum of 10 years of progressive financial leadership experience
At least 5 years in a senior finance leadership role.
Experience with nonprofit accounting, fund accounting, and grant management.
Strong knowledge of GAAP and nonprofit financial reporting.
Experience managing audits and working with external auditors.
Demonstrated experience with budgeting, forecasting, and financial modeling.
Excellent leadership, communication, and presentation skills.

Preferred

Experience in nonprofit, nonprofit education, and/or private school finance.
Experience managing organizations with multiple funding streams, including tuition, philanthropy, grants, and government funding.
Experience with debt financing, capital projects, and treasury management.
Familiarity with QuickBooks Online or comparable accounting systems

Job details are sourced from the employer's original posting.

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About the company

Lift

LIFT is a non-profit organization focused on empowering individuals and families through coaching in finance, education, employment, and well-being. They aim to help people build futures, find balance, and belong.

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Industry: Non-profit
Open roles: 9