Chief Financial Officer

The Batten Group Executive Search & Consulting - Washington, DC

Full-time - Senior

Remote - Washington, DC

Administrative and Support Services

About the position

The Chief Financial Officer (CFO) of the Lupus Foundation of America (LFA) will report directly to the Chief Executive Officer and will be a key member of the Senior Leadership Team. This role is pivotal in overseeing and directing all financial activities of the Foundation, ensuring the integrity of financial management, regulatory compliance, and contract management. The CFO will lead the organization’s financial planning and sustainability efforts, which includes managing all financial and accounting functions and coordinating annual audit reports. The ideal candidate is a creative visionary who is committed to continual growth and is always looking for ways to improve processes and enhance overall productivity. This position is hybrid, requiring a presence in the Washington DC office while allowing for remote work two days a week.

Responsibilities

• Oversee and direct all finance functions and projects to support the financial management and integrity of the Lupus Foundation of America.
• Build business models and forecasting tools for robust scenario planning and real-time decision-making.
• Communicate effectively with the Foundation's Board of Directors regarding the organization's financial health and sustainability.
• Build the capacity of the Foundation Board and appropriate Board committees for effective oversight and guidance on financial analysis, decision-making, and reporting.
• Work closely with relevant Board committees to develop, implement, and monitor an effective investment strategy for budget reserves.
• Provide staff support to the Finance and Audit Committees of the Board.
• Communicate the organization's financial strategy to partners, funders, auditors, and internal staff.
• Collaborate with the development team to support revenue operations and provide financial documentation for estate planned gifts.
• Develop and implement systems for aligning changes in grant funding with the organization's consolidated budget.
• Manage spending against federal, local, and donor-restricted contributions and grants.
• Ensure compliance with financial and contract reporting requirements for funding, licensing, or regulatory agencies.
• Develop and implement activities-based costing processes for budget decision-making.
• Manage and oversee all financial and business planning activities of LFA and LAC, including financial plans and internal accounting controls.
• Review and analyze financial reports, lead budgeting, projections, and forecasting processes.
• Direct the preparation for independent audits and required tax filings.
• Manage accounting of intercompany activity and related cash settlements with LAC.
• Oversee budget planning and manage cash flow.
• Manage, review, and provide oversight on contracts to ensure compliance with organizational goals.
• Establish and maintain fiscal relationships with banking, investments, IRS, and independent auditors.
• Oversee maintenance and renewal of all state business licenses and ensure tax-exempt status compliance.
• Implement and maintain IT solutions to support financial management.
• Partner with the President and CEO on operational and strategic issues, providing recommendations based on financial analysis.
• Participate in the ongoing strategic planning process as a senior management team member.
• Support senior leadership and teams through financial modeling and data-driven analysis.
• Engage the senior leadership team to align financial management with financial planning and projections.
• Oversee long-term budgetary planning and cost management in alignment with the Foundation's strategic plan.
• Provide executive management with advice on the financial implications of business activities.
• Ensure credibility of the finance group by providing timely and accurate analysis of budgets, financial trends, and forecasts.
• Develop and manage finance and HR staff, ensuring support for operational functions.
• Engage senior management to facilitate cross-department collaboration for financial, IT, and HR solutions.
• Oversee benefits negotiations, providing competitive packages for employees.
• Review finance, HR, and IT-related procedures, recommending improvements and planning.
• Oversee the Foundation's physical infrastructure and system maintenance.

Requirements

• Strong financial fluency and demonstrated ability to conduct financial analysis and support strategic decision-making.
• Team player with a collaborative style and service-oriented approach.
• Ability to communicate effectively across teams in a national, virtual organization.
• Ability to work independently and collaboratively in a hybrid team environment.
• Ability to rapidly acquire understanding and absorb new information.
• Outstanding organizational and project management skills with high attention to detail.
• Entrepreneurialism and resourcefulness, with the ability to deliver results in a dynamic environment.
• Exceptional oral and written communication skills, with excellent follow-through skills.
• Strong analytical skills and experience interpreting a strategic vision into an operational model.
• A hands-on manager with integrity and a desire to work in a mission-driven environment.
• Deadline-driven with a proven track record of meeting financial reporting and compliance deadlines.
• Proficiency with Microsoft Office Suite.
• Experience with donor databases and nonprofit financial systems, such as Blackbaud, MIP or Sage, is a plus.
• Minimum of eight years of progressive leadership experience.
• CPA and/or advanced degree preferred.
• Demonstrated success leading teams and serving as a coach and mentor to staff.
• Experience with or exposure to the nonprofit sector in a significant and complex organization is preferred.
• Understanding of organizational development, human resources, and program operations.
• Hands-on knowledge of effectively managing diversity in the workplace.
• Demonstrated commitment to the social sector with a passion for the organization's mission.

Nice-to-haves

• Experience with donor databases and nonprofit financial systems, such as Blackbaud, MIP or Sage.
• CPA and/or advanced degree.

Benefits

• Competitive salary and benefits package.
• Flexible work schedule with hybrid options.
• Professional development opportunities.
• Supportive work environment focused on mission-driven goals.