NFP Chief Financial Officer

Our client, a prominent NFP headquartered in NYC, is seeking a Deputy Chief Financial Officer to join their team. This is a newly created senior management position reporting directly to the CFO. The Deputy CFO will work collaboratively with the current CFO in coordinating, managing, streamlining, and transitioning overall operations, including financial, personnel, human resources, information technology, building operations, and administration functions for the organizations.

Finance and Audit

• Responsible for all financial reporting for the Boards of Directors, Finance and Audit Committees, auditors, donors, and government grants.
• Works in collaboration with the President / CEO and team the Annual Operating Budget ad Capital budgets. (Line by line / by department / by fund)
• Responsible for creating monthly financial reporting, mid-year forecasts, year-end projections, budget modifications, audits, tax returns and all special reporting as required.
• Works closely with the Treasurer, Audit Chair and members of the Finance and Audit Committees. Coordinates committee meetings, agendas, minutes, and all related information for 5 FC and 2 AC meetings per year.
• Oversees all financial and accounting systems and controls, standards, and financial reporting.
• Implements compliance and fiscal reporting measures for restricted governmental grants, capital, and special projects.
• Coordinates with Klingenstein Fields investment advisors in their managing of endowment and special gifts and other investments.
• Manages current banking / investment relationships with Citi, Morgan Stanley, UBS and Empower.
• Oversees cash balances for operating, restricted, special, endowment and reserve cash accounts.
• Secures all equipment lease and financing arrangements.
• Reconciles monthly and annual endowment, Board Designated fund, special gift, and reserve fund investment activity.
• Works closely with auditors to implement new changes, resolve audit issues, and coordinate the annual audit.
• Working with the Finance team, prepares audit schedules, financial statement drafts, footnotes, and related supporting schedules. Implements changes to financial statements as required due to changes in industry pronouncements and best practices.
• Responsible for key account reconciliations and analysis for audit including, endowment, lease obligations, capital activity, direct cost allocations, affiliate fee calculations, intercompany transactions, restricted analysis, statements of functional expense, etc.
• Responsible for annual preparation of significant schedules to support tax filings including Form 990, Form 990T and NYS CT-13 (Unrelated Business Income), and Form CHAR 500 (Annual Filing for Charitable Organizations), and NYS Form 497.
• Identification of any unrelated business income tax issues, due diligence with regards to all tax matters.
• Prepare all applications for the Organization’s annual insurance renewals. Works closely with USI insurance brokers to manage overall insurance risk and requirements including property, general liability, umbrella, directors’ and officers’ liability, fine arts, etc.
• Works to identify and secure and complete all documentation for any additional funding opportunities that may be available including PPP loans, SBA loans, capital Grants as well as applications and documentation for collection or forgiveness.
• Worked with the President & Finance Committee to analyze and secure a license agreement with Latin Trade and its subsequent acquisition at the end of FY20.
• Coordinate requests with the team concerning financial and administrative matters.

Administration / Building Management

Personnel / Benefits

Information Services

The compensation for this position ranges from $175,000.00 - $200,000.00. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills and certifications.

To all staffing agencies : PKF O’Connor Davies TalentConnect (“PKFOD TalentConnect”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD TalentConnect recruiters, partners and / or employees at any of our locations regarding this position. Please be reminded, PKFOD TalentConnect is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD TalentConnect.

#LI-SF1

#LI-Onsite

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

#J-18808-Ljbffr