Chief Financial Officer Opportunity

UWBA is an equal opportunity employer committed to a diverse workforce. UWBA is committed
to building and maintaining a diverse staff and an inclusive workplace that values equity. We
welcome applications from immigrants, BIPOC, LGBTQ applicants, and people with lived
experience in poverty.
 

Overview:

United Way Bay Area (UWBA) mobilizes the Bay Area to dismantle the root causes of poverty
and build equitable pathways to prosperity UWBA brings together partners from the nonprofit,
business, and government sectors to address Bay Area poverty. We partner across sectors,
develop solutions, capture the data we need, and use those insights to support public policy and
create research-backed community initiatives. These initiatives include:
 

• Housing Justice: Improve access to stable, affordable housing and homelessness
  prevention.
• Employment & Career Opportunities: Build systems and pathways to career and
  employment opportunities.
• Financial Stability: Help families increase income and savings on their way to financial
  stability.
• Basic Needs: Ensure access to basic needs like food, housing, and legal services.

 
UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that
values equity. We particularly welcome applications from immigrants, BIPOC, LGBTQ+
applicants, and people with lived experiences in poverty. To foster an open and impartial
application review process that minimizes the potential for bias, please remove any reference to
academic institutions from which you obtained a degree, if applicable. For example, simply list
“Bachelor of Arts in Sociology.” Not having a degree will not preclude you from being
considered; applicable work experience is equally considered.
 
The Opportunity:
 
UWBA seeks a strategic and entrepreneurial Chief Financial Officer (CFO) to lead the finance
and infrastructure teams during a time of opportunity, challenge, and transition.

Reporting to the CEO, the CFO is a valued member of the Executive and Leadership Teams. The
CFO staffs two board level committees—Finance (which also serves as the Investment
committee), and Audit committee. As an organizational leader, the CFO works across the
organization to insure sound financial management and a strong infrastructure. The CFO leads
and supervises staff who manage the finance, human resource, information technology, and
facilities teams within an organization that raises approximately $20 to $30 million dollars
annually. The CFO has two direct reports – a VP of Finance/Controller and a VP of Operations.
Additionally, the CFO acts as the primary legal liaison with pro bono and paid counsel and is
responsible for operational risk management activities. Finally, the CFO plays a crucial role in
ensuring the success of UWBA’s Strategic Plan and DEI Action Plan, particularly the Operations
and Culture Pillar of the Strategic Plan which focuses on ensuring our systems and internal
culture is effective and equitable. As a nonprofit committed to centering equity on our pathway
to becoming a more anti-racist organization, the CFO will need to have personal commitment to
these goals as well. View information about our Strategic Plan and DEI Action Plan
 
As CFO, the successful candidate will play a pivotal role in creating, maintaining, and expanding
transactional, financial, legal, and operational excellence.
 
What you’ll do:

Finance

The CFO will oversee the financial and accounting operations of the organization, through
supervision of the VP of Finance/Controller, who supervises the accounting and finance team.

Partner with members of the executive team to establish financial and strategic objectives,
to implement organizational strategy, and to oversee mission critical projects and
initiatives.
 

• Develop and evaluate short and long-term strategic economic objectives for the
  organization, ensuring always that they are aligned with overall strategy and mission.
• Collaborate with the VP Finance/Controller and the Senior Manager of Grants and
  Contracts to ensure best-in-class audit, general and grant budgeting, forecasting, financial
  reporting, and gift-processing functions.
• Serve as prime banking and Treasury relationship manager, negotiating loans and other
  credit facilities, and ensuring our Investments are in line with our board-approved
  Investment Policies and best practices
• Lead finance staff in the provision of timely and accurate analyses and financial reporting,
  thereby providing the highest level of executives and board financial oversight.
• Collaborate with both program and fundraising staff to provide leadership in developing
  and budgeting of program initiatives. Ensure established pricing captures and accurately
  reflects the full cost of creating, managing, and overseeing these programs, while being
  responsive to donor interests.
• Ensure compliance across the organization with governance requirements and applicable
  local state and national regulatory laws, and rules for financial and tax reporting, as well
  as United Way Worldwide membership compliance and reporting. Be bold to take action
  where non-compliance is identified.
• Staff two board level committees –Finance/Investment and Audit—and act as
  organizational liaison to investment advisors selected by the Finance Committee.

Create a culture of excellence and customer service within the finance department,
ensuring high level performance of accounting and gift processing staff.

 
Legal and Risk Management
 

• Act as primary liaison to outsourced General Counsel.
• Ensure that the enterprise risk management function is operating effectively to protect
  organizational staff, data, and assets—brand, financial, physical and intellectual property.
• Secure all necessary insurance and conduct periodic market surveys.

Oversee review of all contracts, sponsorship agreements, and grant compliance
documents, revising and negotiating as necessary.
Management of Human Resources, Information Technology, Facilities, Systems Change
Management
Human Resources, IT, Facilities, and Systems Change Management are managed by the VP of
Operations, who reports directly to the CFO, and supervises multiple directors and staff in
performing these functions which include:

 
Human Resources
 

• Oversee payroll and benefits administration (inclusive of frozen pension plan), employee
  relations, leave management, performance and compensation management, recruiting and
  retention efforts, and professional development initiatives.
• Design, maintain, and source a cost-effective employee benefits program, with sustained
  attention to building an outstanding menu of offerings.
• Ensure compliance with changing array of local, state, and national labor policies as with
  union contract.
  Information Technology
• Oversee information technology function serving approximately 65 employees in 2
  offices.
• Partner with Director of IT and Facilities Manager to design, fund, and implement multiyear initiatives to keep equipment and software in state-of-the art status, insofar as
  limited budget allows.
• Collaborate with Director of IT and Facilities Manager to instill and enforce a security
  focused mindset across the organization, with a focus on meshing the ways people work
  with the need for ensuring that donor, client, and organizational data is protected.
  Facilities
• Oversee the functioning of up to three offices, with an eye to safety, security,
  professionalism, and productivity, in a Hybrid work environment.
• Negotiate, secure, and administer property leases.

 

Who you are:
 

The CFO position calls for an entrepreneurial spirit, bold leadership, and financial savvy.
Specifically, the successful candidate will have:
 

• 15+ years of professional experience in finance and operations, with at least 5 years in a
  senior leadership role, ideally at an organization with an operating budget of $20M or more.
• Deep and continuously updated knowledge of nonprofit accounting.
• A strategic and visionary mind for problem-solving around core business challenges.
• Have a personal commitment to ensuring equity and inclusion are centered in organizational
  practices
•  Demonstrated ability to balance big thinking with pragmatic implementation.
• Ease in building trusting relationships and inspiring confidence with a variety of
  stakeholders, including staff, Board members, peers, and external partners.
• A traditionalist when it comes to financial rigor, a modernist when it comes to systems, a risk
  taker when it comes to strategy, and a “roll up your sleeves” team member when it comes to
  getting work done.
  Education:
• Bachelor’s degree is required, preferably in business, accounting, or finance.
• Advanced degree, such as an MBA or an MPA, is desirable.

Salary: $200,000 to $240,000.
 
PHYSICAL DEMANDS:
 
The physical demands described here are representative of those that
must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions. While performing the duties of this job, the employee is regularly required
to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific
vision abilities required by this job include close vision, color vision, and ability to adjust focus.
UWBA does not discriminate on the basis of race, color, gender (including actual or perceived
gender, and gender identity), sexual orientation, age, marital status, medical condition, religious
affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any
other characteristic protected by applicable state, federal or local law. UWBA will consider
qualified applicants with criminal histories in the manner consistent with the requirements of the
San Francisco Fair Chance Ordinance. If you need a reasonable accommodation in order to apply
for a job, please let us know. If the reason you need an accommodation is not obvious, we may
ask for documentation confirming your functional limitations.
 
Download Chief Financial Officer Opportunity (PDF)
 
APPLY HERE::
Please include salary requirements in cover letter. Please send inquiries to Mary Law