Chief Financial Officer
Company: Upstate Cerebral Palsy
Posted on: June 4, 2021
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
- 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
- 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
- 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
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
- Oversee the month-end close process, constant
- 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.
- Manage cash flow planning process and ensure funds
- 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
- Comply with all pertinent regulatory and agency regulations and
- 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.
REQUIRED SKILLS AND ABILITIES
- 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
- 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
- Strong analytical and problem solving skills.
- Strong supervisory and leadership skills.
- Ability to prioritize tasks and delegate them when
- Thorough knowledge of employment-related laws and
- Proficient with Microsoft Office Suite or related
- Proficiency with or the ability to quickly learn the
organization's HRIS and talent management systems.
EDUCATION AND EXPERIENCE
Bachelor's degree or master's degree in relevant discipline or
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
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
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.
Keywords: Upstate Cerebral Palsy, Utica , Chief Financial Officer, Other , Utica, New York
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