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Chief Financial Officer

I.                   QUALIFICATIONS

A.                Education/Certifications

1.                  Minimum of a Masters level degree or an equivalent combination

of education and experience, preferably in public administration, accounting, or related field OR Bachelor’s degree with 7 years experience.

2.         CPA desirable.

B.                 Experience

1.                  A minimum of five (5) years experience in an appropriate

position in a profit or not-for-profit organization, with demonstrated supervisory and administrative experience;

2.                  Experience in budget preparation, financial management,

accounting and supervision; and

3.                  Experience in program and staff planning and development.

C.                 Skills

1.                  Demonstrated knowledge of all aspects of non-profit accounting and auditing standards;

2.                  Excellent analytical and problem solving skills;

3.                  Ability to develop and execute internal audit plans;

4.                  Demonstrated expertise in software systems, particularly database systems;

5.                  Demonstrated ability to communicate orally and in written form

with a high level of organization and conciseness;

6.                  Demonstrated ability to establish and maintain, in a professional manner, relationships with community leaders, administrators, funding sources, staff, and the public-at-large;

7.                  Excellent supervisory skills;

8.                  Creative problem solving;

9.                  Leadership abilities which include group skills, training skills, ability to delegate responsibility and use authority productively; and

10.              Demonstrated knowledge in all aspects of Medicaid and third party insurance billing.

II.        RESPONSIBLE TO:            Executive Director


A.                Administrative/Supervisory

1.                  Leadership  and management of the finance/ accounting team including all aspects of recruiting, training, and disciplinary actions;

2.                  Provide strategic recommendations to the CEO and members of the executive management team;

3.                  Oversee  financial forecasting and budgets, and preparation of all financial reporting, to include monthly financial reports and metrics needed to support monitoring of financial performance;

4.                  Oversee preparation of the New York State Consolidated Fiscal Report;

5.                  Provide ongoing analyses related to cost of service provision;

6.                  Initiate and oversee software implementation as needed, maintaining excellent relationships with software vendors;

7.                  As the finance department representative for the Finance and Pension Committees, make recommendations to the Executive Director for scheduling, agendas, written materials and meeting minutes;

8.                  Oversee periodic review and maintenance of pension plans as requested by the Executive Director and in conjunction with the Board Pension Committee;

9.                  Develop, prepare, and monitor funding grants and/or contracts;

10.              Oversee purchasing and make recommendations for achieving cost savings and efficiency in the Agency’s purchasing;

11.              Provide written and/or oral reports to the Executive Director, the Finance Committee, funding sources, and any required government or service agency;

12.              Develop and maintain investment portfolio for agency assets; propose and maintain investment and Endowment policies in conjunction with Executive Director and Board Finance Committee;

13.              Develop and maintain Fiscal Policies Manual;

14.              In consultation with Quality Improvement staff and executive staff  develop and execute internal audit programs according to an established risk assessment;

15.              Develop and maintain plan for use and replacement of capital assets;

16.              Insure that the administrative and financial policies of the agency are implemented and take appropriate action to correct discrepancies;

17.              Remain current on new fiscal models and potential financing arrangements such as value based payments; and

18.              Special projects as needed

B.        Catholic Charities Agency and Community Related

1.                  Conduct departmental staff meetings on a regular basis;

2.                  Attend Executive Directors meeting, Executive staff, and Catholic Charities Board meetings and relevant meetings with funding sources and other community organizations;

3.                  Participate in, conduct, and/or inform staff of any relevant in-service training sessions, workshops, conferences or continuing education services available within Catholic Charities or the larger community;

4.                  Maintain contact and open communications with other Catholic Charities staff and strive to enhance working relations within Catholic Charities;

5.                  Perform other duties within the organizations as necessary and make suggestions for improving the efficient provision of services by Catholic Charities as a whole; and

6.                  The utmost respect for the confidentiality of payroll and all other sensitive information is expected.


In compliance with all applicable government laws, rules, regulations and standards and all Catholic Charities Policies and Procedures, the duties and responsibilities of this position include but are not limited to the above.