Executive Financial and Operations Officer (Chief ...

Job OverviewExecutive Financial and Operations Officer (Chief Financial Officer)Posted: 2025-09-24 | Kalamazoo, MI (Vine area) | United StatesJob Type: Full Time | Category: AccountingLocation: Kalamazoo, MI (Vine area) | United States. This position can work fully in-person or on a hybrid model. Our hybrid work schedule includes two days a week in-office on Tuesdays and Thursdays. This position can work out of the (a) Battle Creek, (b) Kalamazoo, (c) Jackson, or (d) Lansing offices. Routine travel within the region is required. Job DescriptionExecutive Financial and Operations Officer (Chief Financial Officer) from the Company United Way of South Central Michigan, this latest Executive Financial and Operations Officer (Chief Financial Officer) job vacancy is located in Kalamazoo, MI (Vine area) United States. This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree. Job Vacancies in this Accounting field have been opened and published up to the specified time. Key Responsibilities / Essential DutiesContributes to an equitable, diverse and inclusive organizational culture that centers people in every solution, process and function.Oversees the preparation and communication of monthly and annual financial statements. Ensure the timely reporting of key financial data and updates to the CEO, Board of Directors, and other key stakeholders.Ensures legal and regulatory compliance regarding all financial functions. This includes tax planning and compliance with local, state, and federal tax regulations and coordinating 990 filing.Provides financial forecasting and planning, including multi-year forecasting.Leads collaborative strategic planning and initiative development and implementation related to finance, accounting, and operations functions.Manages and coordinates annual audit (including single audit as required) with third party auditing firm. Communicate audit findings to the executive leadership team and board including any updates to address risk management or internal controls.Grows the capacity and business plan for finance and accounting department to provide financial services to other United Ways and nonprofits.Implements sophisticated cash flow forecasting and management.Collaborates to develop and execute strategic plan for expansion of campaigns, programs, or funding sources.Plans for and adapts to complex transactions from development efforts, such as legacy gifts, private grants, and government grants.Revises budgets and works with programmatic leaders to ensure budgetary compliance and accuracy including restricted grant management and reporting for federal, state, and private grants.Identifies and implements investment strategies in collaboration with the Finance and Audit Committee of the Board including evaluation and regular contact with investment managers/brokers.Evaluates current treasury management, risk management, and audit partners and conducts periodic Requests for Proposals to ensure current services are values aligned, aligned with organizational priorities, and competitively priced.Provides strategic leadership to operations department ensuring equitable access, both physically and digitally, to develop and maintain efficient tools and processes that allows the organization to advance its mission. This includes integration of digital tools and resources to enhance performance and processes.Partners with President/Executive Officer and Director of Operations to develop master facilities plan and implement strategic priorities.Hires, manages, and develops an effective team that promotes equity, diversity, and inclusion. Assesses required competencies and partners with leadership team to support and develop staff to further the organizations mission. This includes creating a culture of belonging that sets clear expectations and shares and welcomes constructive feedback.Participates in key decisions as a member of the Executive Leadership Team.Continuously improves Finance & Accounting and Operations departments, including process improvements, internal control environment enhancements, and evaluation of the services provided to stakeholders and improvements to efficiency or quality of services provided. Direction of OthersController, AP/AR Associate, AP/Payroll Sr. Associate, Director of Operations, administrative staff (indirect supervision) Job RequirementsDemonstrates a commitment to equity, diversity and inclusion and ability to apply anti-oppressive and anti-racist principles in the workplace.Bachelor's degree in accounting, finance, treasury or a related field and 5+ years of senior-level accounting and financial management experience. A master's degree in accounting, finance, treasury, or a related field, CPA license, and experience in the not-for-profit or governmental sector is desired.High degree of experience with general ledger accounting software required. Experience with online general ledger account software, Acumatica, and NonProfitPlus, preferred.Strong adaptability and change management skills.High degree of experience and knowledge of Microsoft Office 365 including Word, Excel, Outlook, and PowerPoint, required; Teams and SharePoint, preferred.Demonstrates a comprehensive understanding of the financial considerations and complexities of not-for-profit accounting, including:Progressive leadership in a finance or accounting function.Ability to adapt the reporting packages, tone, and analysis to each audience, experience in multi-year forecasting and financial planning.Ability to support operational changes and revenue diversification in organizations.Ability to plan strategically for both the accounting and finance department and offer ideas for fiscal sustainability, revenue diversification, and resource management to executive leadership partners in each organization based on the needs and strategic plans of the organizations.Demonstrates an ability to provide leadership to collaborate with, and support operations department team. This includes co-creating strategic priorities for operations department functions including oversight and support of systems operations, physical plants, and technology. Work Environment and Physical DemandsAbility to work in front of a computer for extended periods of time.Frequent sitting, standing, and walking.Reliable transportation for local travel. Use of a personal motor vehicle for transportation requires proof of insurance and the driver must have a valid Driver's license.Occasional work outside of normal business hours.Successful completion of a criminal background check.Candidate must be able to work successfully in a remote environment with private office space and high-speed internet. SalaryAll the roles within UWSCMI have pay ranges that commensurate with the knowledge, skills, and abilities of the successful candidate. The minimum salary for this position is $108,000/year About UWSCMIUnited Way of South Central Michigan (UWSCMI) gathers the power of three legacy organizations-Capital Area United Way, United Way of the Battle Creek and Kalamazoo Region, and United Way of Jackson County-to mobilize financial and volunteer resources, partners, and voices, creating equitable and lasting change for the most vulnerable people in our communities.Our vision: Strong, caring communities where every person is valued, thriving, and connected for the common good.Our path: Our work lifts our local communities by reducing racial and economic disparities; addressing the needs of ALICE (Asset-Limited, Income Constrained, Employed) households in financial stability, education, health, and basic needs; and creating opportunities for every person to reach their full potential. Equity, Diversity, and InclusionUWSCMI is committed to dismantling systemic inequities that continue to cause harm for BIPOC, LGBTQ+ people, women, and people with disabilities. We believe that these communities must be centered in the work we do. We strongly encourage applications from people with these identities or who are members of other marginalized communities. NoteAll duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Background Check DisclosureWe require background checks for certain roles. Checks are completed by ProScreening and results are only communicated to the Hiring Manager if they may impact employment. We do not use prior arrests, only convictions, considered if directly connected to the role. Total Rewards PackageUnited Way of South Central Michigan offers a competitive total rewards package including salary, medical coverage with employer contribution, dental and vision with employer contribution, life insurance, disability coverage, retirement plan with employer contributions, and paid time off. Hybrid and/or remote work arrangements are available for many positions. Note: Keywords/Closed Date line present in original text has been omitted in this refined version. #J-18808-Ljbffr

Created: 2025-09-30