ABOUT US
United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.
JOB SUMMARY
The UWSA Chief Financial Officer (CFO) is an experienced financial leader responsible for administrative service departments that include accounting, pledge processing and collections, grants accounting and reporting, information services, and human resources. The CFO directs all areas of internal and external financial reporting and budgeting for UWSA and acts as the staff liaison to the Audit Committee, Finance Committee, and the Diversity and Human Resources Committee.
PRIMARY DUTIES AND RESPONSIBILITES
• Lead all aspects of finance and administrative departments of the organization with annual revenues of approximately $46MM.
• Manages the organization’s treasury functions and relationships, including cash flow planning, investment management, and relationships with financial institutions and investment managers. This includes the investment of excess cash balances with approved investment management firms.
• Establishes and monitors internal controls to assure safekeeping of the organization’s assets and the integrity of its financial reporting.
• Directs the development of the annual budgets for UWSA. Responsible for presenting annual budgets to the UWSA finance committee for review and approval. Manages and approves expenditures throughout the fiscal year to stay within budget.
• Directs the preparation and review of the annual GAAP basis financial statements of UWSA and coordinates the annual independent audit of the consolidated financial statements.
• Responsible for consulting with and advising the CEO in matters associated with the management of financial reserves necessary to provide for the financial health of the organization.
• Facilitates the preparation of tax related reports including the annual IRS Form 990 and retirement plan reporting.
• Oversees the execution of the annual compensation study for the UWSA staff and coordinates the review of this report with consultants appointed by the Diversity and Human Resources Committee.
• Manages the preparation of the monthly internal financial statements for UWSA and presents them to the Board of Directors for approval.
• Responsible for reviewing and approving all processes of the accounting department, including revenue recognition, accounts payable, pledge processing and accounts receivable, adjusting journal entries, payment of agency allocations, etc.
• Responsible for allocating resources necessary for the Information Services department. Meets with department vice president regularly to ascertain department’s effectiveness, security, software requirements, and budget needs.
• Oversees Human Resources department and coordinates the use of Human Resources consultants.
• Risk management and coordination of all insurance policies.
• Manages the process of negotiating employee benefit contracts. Oversees the retirement plan advisory and TPA contracts.
• Manages the allocation of capital expenditure funds and oversees the expenditure of these funds.
• Consults with department heads as necessary to address personnel matters, costs, and budget needs.
EDUCATION AND EXPERIENCE
• Bachelor’s degree required / master’s degree preferred in accounting or other related field of study.
• CPA certification strongly preferred.
• Public accounting experience preferred.
• Ten years or more experience in the human services field preferred.
• Experience in program evaluation
• Experience staffing a broad cross-section of volunteer leaders and/or non-profit partners.
• Strategic leadership of collective impact efforts.
• Experience in working effectively in multicultural environments.
• Strong relationships in the nonprofit, public and private sectors.
• Staff and volunteer management.
• Budget and fiscal management.
KNOWLEDGE, SKILLS & ABILITIES INFORMATION
• Knowledge of the nonprofit arena and the ability to develop and maintain strong relationships with clients, community partners, donors and volunteers.
• Proficiency in Microsoft Word, Microsoft PowerPoint, Microsoft Excel, budgeting and general ledger tools.
• Strong verbal and written communication skills including development of content relevant to the Impact Council for a wide variety of audiences and media.
• Professional demeanor, confident and goal oriented.
• Self-motivated and creative.
• Dynamic, authentic leadership and team building skills.
• Strong organizational skills
• Ability to manage multiple deadlines and priorities and problem-solve issues as they arise.
• Strategic thinking ability.
• Demonstrated independent decision-making and problem-solving ability.
• Excellent verbal and written communication skills.
• Facilitation and presentation skills and experience.
• Knowledge of Results-Based Accountability™, preferred.
• Data utilization expertise related to community issues.
• Budget management experience.
• Committee-level volunteer management.
• Relationship management with a broad array of individuals and organizations.
• Attention to detail in a multitasking environment.
• Competent with Adobe Products Suite, preferred.
UNITED WAY COMPETENCIES
Core Competencies (all United Way Professionals): Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand Steward
Leadership Roles Competencies (building on Core Competencies): (check for People Leaders)
Talent Management & People Development, Business Acumen & Strategic Direction, Operational Planning & Execution, Outward Turning
Senior/Functional Level Leadership (C-Suite and SVPs): (check for Senior Leaders)
Strategic Community Collaboration, Deep Community Expertise, Product Development and Implementation, Donor Influence, Volunteer Engagement, Advocacy and Public Policy
BENEFITS
• Employer-subsidized healthcare plan with employer-funded HRA offered.
• Group dental, vision, life insurance and other insurance products available.
• Paid holidays, personal and sick leave time.
• 403(b) retirement plan with employer matching available.
WORK ENVIRONMENT
• Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures.
• Extended work on personal computing equipment, telephone, multi-functioning printer and calculator.
• Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally.
PHYSICAL DEMANDS
• Sedentary work on a PC; sitting for extended periods of time, routinely.
• Movement within the office and during external meetings and events, regularly.
• Bends, stoops and twists, occasionally.
• Exerts up to 25 lbs. of force, occasionally.
• Facilitates, presents and collaboratively interacts with others, routinely.
• Perform repetitive tasks, i.e., typing and texting, routinely.
APPLY
To submit your application visit https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY.
• Applications WILL NOT be accepted via email.
• Contact uwjobs@unitedwaysatx.org should you experience problems submitting your application.
United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.
United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment.
