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Chief Financial Officer

Company: Upstate Cerebral Palsy
Location: Utica
Posted on: June 4, 2021

Job Description:


The CFO is responsible for all aspects of the financial operations for the agency. Provides account, budgetary, operational and programmatic support to all the agency programs and activities. The CFO directly oversees the financial/accounting staff. The CFO serves as an active member of the Executive Management Team helping to develop and implement the agencies vision and mission.


Activities include but are not limited to the following:

Strategy, Planning, and Management

  • Act as strategic business partner to senior executive leadership team of CNYHHN and The Kelberman Center organizations.
  • Assess and evaluate financial performance of organization with regard to long-term operational goals, budgets and forecasts. Provide insight and recommendations to both short-term and long-term growth plan of organizations.
  • Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments and make suggestions for automating processes and increased working efficiency.
  • Communicate, engage and interact with Board of Directors, Executive Directors and Executive Leadership Teams.
  • Create and establish yearly financial objectives that align with the company's plans for growth and expansion.
  • Select and engage consultants, auditors and investors.
  • Recruit, interview and hire finance, accounting staff as required.
  • Serve as a key member of executive leadership team.
  • Interact with and bring department into line with Board of Director's plans, initiatives and recommendations.
  • Implement policies, procedures and processes as deemed appropriate by senior leadership team.

Financial Analysis, Budgeting and Forecasting

  • Prepare and present monthly financial budgeting reports including monthly profit and loss by department / program, forecast vs. budget by department / program and weekly cash flow by department / program.
  • Review and analyze monthly financial results and provide recommendations.
  • Identify, develop and execute analysis of business initiatives, new services/lines of business and grants.
  • Develop and maintain monthly operating budget and annual company operating budget.
  • Management financial planning and analysis department. Supervise creation of reports, software implementation and tools for budgeting and forecasting.
  • Participate in conference calls with Lenders, Vendors, Regulatory Agencies, Community Partners, and other Stake Holders.

Accounting, General Ledger, Administration and Operations

  • Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software. Provide regular maintenance and backup of all accounting systems and supervise company financial staff.
  • Review and ensure application of appropriate internal controls, SOX compliance and financial procedures.
  • Ensure timeliness and accuracy of financial and management reporting data for federal and state funders, foundations, investors, and grant funders.
  • Oversee the preparation and communication of weekly, monthly and annual financial statements.
  • Oversee the preparation and timely filing of all local, state and federal tax returns.
  • Ensure SOX compliance regarding all financial functions.
  • Work with Human Resources to ensure appropriate legal compliance.
  • Oversee the month-end close process, constant

Cash Management

  • Oversee weekly cash management and AP Department. Approve large payables, sign checks, authorize wires and ACHs.
  • Supervise Accounts Receivable management and provide guidance relating to the collection process.

Finance and Accounting Team Management

  • Mentor and develop a team of accountants, revenue cycle specialist, managers and/or directors, managing work allocation, systems training, performance evaluations and the building of an effective and efficient team dynamic.
  • Guide larger, cross-divisional teams outside of direct span of control within both CNYHHN and Kelberman Center.

Financial Management

  • Manage cash flow planning process and ensure funds availability.
  • Oversee cash, investments and asset management area.
  • Explore new investment opportunities and provide recommendations on potential returns and risks.
  • Maintain outstanding banking relationships and strategic alliances with vendors and business partners.
  • Utilize forward-looking models and activity-based analyses to provide financial insight into the organizations' plans and operating budgets.

Universal Responsibilities

  • Comply with all pertinent regulatory and agency regulations and operating standards.
  • Establish a work environment that creates positive communication between supervisors and employees and assimilates new employees to the Agency's culture, values and mission.
  • Participate in activities as part of the team that may include meetings, trainings, and committees.
  • Other duties as assigned.


  • Ability to build consensus and relationship among executives, partners, and the workforce.
  • Understanding of human resources and personnel management.
  • Experience with corporate governance.
  • Proven negotiation skills.
  • Ability to understand new issues quickly and make wise decisions.
  • Ability to inspire confidence and create trust.
  • Ability to work under pressure, plan personal workload effectively, and delegate.
  • Knowledge of profit and loss, balance sheet and cash flow management, and general finance and budgeting.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and negotiation skills.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with proven ability to meet deadlines.
  • Strong analytical and problem solving skills.
  • Strong supervisory and leadership skills.
  • Ability to prioritize tasks and delegate them when appropriate.
  • Thorough knowledge of employment-related laws and regulations.
  • Proficient with Microsoft Office Suite or related Software.
  • Proficiency with or the ability to quickly learn the organization's HRIS and talent management systems.


  • Bachelor's degree or master's degree in relevant discipline or MBA.

  • 5 - 7 years' experience in a senior management position preferably for a nonprofit organization.

  • Must have a valid New York State Driver's License travel is required.

  • Must possess the ability to make independent decisions when circumstances are warranted.

  • This position does not have regular and substantial unsupervised or unrestricted physical contact with individuals receiving services and is not required by law to be fingerprinted for a criminal history record check under OPWDD (Office for People with Developmental Disabilities) or OMH (Office of Mental Health).


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. Minimal risk of chemicals used in cleaning. Job related tasks do not involve exposure to blood, body fluids, or tissue and tasks are not a condition of employment. May have exposure to unpredictable individuals and situations when working at Kelberman Center sites. OSHA Exposure Category III.


  • Certain deadlines and unanticipated developments may require work during evenings, weekends.
  • Ability to quickly address any emergent issues without losing focus on task at hand.
  • The employee must have full sight and hearing with fluency in the English language. While performing the duties of this job, the employee is regularly required to talk or hear.
  • The employee frequently is required to stand, walk and sit. Must be able to sit for long periods of time.
  • Constantly operates a computer and other office productivity machinery, such as a copy machine, scanner, computer printer, etc.
  • Must have the ability to lift 25 pounds at a time.

  • Ability to handle stressful and unpredictable situations.

  • 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 of the position without compromising work-flow and efficiency.

Keywords: Upstate Cerebral Palsy, Utica , Chief Financial Officer, Other , Utica, New York

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