PKF O'Connor Davies TalentConnect
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 on the Annual Operating Budget and Capital budgets. 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. 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 investment advisors in managing endowment and special gifts and other investments. Manages current banking / investment relationships. 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. Prepares audit schedules, financial statement drafts, footnotes, and related supporting schedules. Responsible for key account reconciliations and analysis for audit. Responsible for annual preparation of significant schedules to support tax filings. Identification of any unrelated business income tax issues, due diligence with regards to all tax matters. Prepares all applications for the Organization’s annual insurance renewals. Works to identify and secure and complete all documentation for any additional funding opportunities. Administration / Building Management
Works closely with the President /CEO with respect to updates to governance matters. Jointly prepares minutes of the Board of Directors meetings and coordinates with others in the preparation of all materials for Board meetings. Manages the ongoing maintenance of the organization’s facilities. Works closely with the DC and Miami offices in all matters including securing new and favorable office lease renewals. Plans and manages improvements to the historic landmarked townhouse. During FY 20-21, managed the $4.3M Exterior restoration, Window and Gallery Restoration Project. Managed the build-out of the Miami office space. Coordinated the renovation of the DC office space. Works with various lawyers with respect to various organizational matters. Builds relationships with the trades servicing the building. Completes all annual real estate tax filing. Personnel / Benefits
Maintains and updates personnel policies and procedures manual for the Organization as needed. Prepares offer / benefits offering for all new hires. Prepares renewal information, reviews, negotiates, and administers employee benefits plans. Coordinates all 401k administrative, financial, compliance, updates, and other matters for the Organization’s 401(k) retirement plan. Information Services
Works closely with the Director of IT to address the organizations operational needs with respect to its information management systems. Negotiates financing arrangements and leases for new equipment. Works closely with Director of IT in determining solutions / strategies of new projects. 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.
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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 on the Annual Operating Budget and Capital budgets. 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. 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 investment advisors in managing endowment and special gifts and other investments. Manages current banking / investment relationships. 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. Prepares audit schedules, financial statement drafts, footnotes, and related supporting schedules. Responsible for key account reconciliations and analysis for audit. Responsible for annual preparation of significant schedules to support tax filings. Identification of any unrelated business income tax issues, due diligence with regards to all tax matters. Prepares all applications for the Organization’s annual insurance renewals. Works to identify and secure and complete all documentation for any additional funding opportunities. Administration / Building Management
Works closely with the President /CEO with respect to updates to governance matters. Jointly prepares minutes of the Board of Directors meetings and coordinates with others in the preparation of all materials for Board meetings. Manages the ongoing maintenance of the organization’s facilities. Works closely with the DC and Miami offices in all matters including securing new and favorable office lease renewals. Plans and manages improvements to the historic landmarked townhouse. During FY 20-21, managed the $4.3M Exterior restoration, Window and Gallery Restoration Project. Managed the build-out of the Miami office space. Coordinated the renovation of the DC office space. Works with various lawyers with respect to various organizational matters. Builds relationships with the trades servicing the building. Completes all annual real estate tax filing. Personnel / Benefits
Maintains and updates personnel policies and procedures manual for the Organization as needed. Prepares offer / benefits offering for all new hires. Prepares renewal information, reviews, negotiates, and administers employee benefits plans. Coordinates all 401k administrative, financial, compliance, updates, and other matters for the Organization’s 401(k) retirement plan. Information Services
Works closely with the Director of IT to address the organizations operational needs with respect to its information management systems. Negotiates financing arrangements and leases for new equipment. Works closely with Director of IT in determining solutions / strategies of new projects. 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.
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