The Collaboratory Chief Financial Officer, as a member of the senior executive team, manages the financial operations of Collaboratory while working with both internal and external resources.
The CFO reports to the President & CEO. The chosen CFO will join a team committed to supporting Collaboratory’s mission and maintain fiduciary responsibility to the organization. Collaboratory is a regional community foundation with an evolved mission committed to coordinating the solving of Southwest Florida’s major social problems by 2040.
Essential Responsibilities:
- Establish / maintain / ensure compliance with financial policies, procedures and internal controls, including proper separation of duties and adherence to CAAP as well as local, state, and federal regulations.
- Ensure the accuracy of financial statements and financial reporting and provide financial forecasting and strategies to meet Collaboratory’s strategic goals.
- Drive the annual budget process, working with team members to identify operating expenses, capital expenditures, and program and grant budgets. Ensure compliance with IRS payout rules and self-imposed spending policy assumptions.
- Oversee the annual audit, preparation and filing of Forms 990, and all other tax reporting requirements. Support the elected CPA firm by preparing all required documentation.
- Serve as the primary liaison with the Board Treasurer as well as the Finance, Audit & Risk Committee and the Portfolio Oversight Committee.
- Serve as the primary liaison to the outsourced investment management firm(s). Monitor and ensure adherence to Collaboratory’s investment policies.
- Serve as internal consult for financial, operational, and community foundation matters to include program expansion as it relates to the alignment of financial strategies with the mission of Collaboratory.
- Source and manage relationships with consultants, contractors, vendors, and any resource required to succeed in the position.
- Attend board and board committee meetings as deemed appropriate, reporting on financial activities and issues.
- Serve as a model for organizational culture where core values are both understood and embraced by team members.
- Communicate and exhibit a commitment to equity in all internal and external relationships.
Essential Qualifications
- 10+ years of professional experience in strategic leadership at a mission-driven organization, including non-profit accounting, legal, tax, and regulatory requirements.
- Master’s degree in finance, accounting, or related field. CPA preferred.
- Demonstrated experience providing compliant stewardship of financial programs, with clear capabilities with managerial accounting, cash basis accounting, and experience with investments and/or investment accounting, budgeting, and financial controls.
- A strategic thinker with the ability to be an implementer, translating vision into precise and deliverable action steps, both short and long term.
- Competence in setting priorities, navigating change management, and presenting opportunities to achieve desired outcomes with successful approaches to planning, problem solving, and decision making.
- Exceptional oral and written communication skills with the ability to prove ability in research, synthesizing and analyzing data, composing documents, and presenting data.
- Ability to manage diverse group dynamics while leading toward common goals.
Compensation is dependent upon experience.
Please email a cover letter and resume to hr@collaboratory.org.
Collaboratory provides equal employment opportunities to all employees and applicants for employment in all job classifications without regard to race, color, religion, age, mental disability, physical disability, medical condition, gender, sexual orientation, genetic information, ancestry, marital status, national origin, veteran status, and other classifications protected by applicable state and local non-discrimination laws. Collaboratory is an EOE and participates in the Federal E-Verify program.
