Chief Financial Officer

Overview:

The Chief Financial Officer (CFO) is responsible for the fiscal oversight of Trilogy.  The CFO will oversee all financial compliance and governance as it relates to federal, state, county, and city contracts, as well as private grants. They must be able to adapt to a continually evolving environment and thrive in an autonomous and deadline-oriented workplace.   The CFO is a strategic thought partner and plays a critical role in strategic decision-making, ensuring that the organization continuously enhances its financial management.   The CFO will lead, develop, and mentor financial professionals dedicated to a culture of excellence through servant leadership and exemplary fiducial responsibility.

• Ensures proper functioning of accounting systems including the implementation and management of system changes and upgrades.
• Manages cash flow planning and ensures availability of funds as needed.
• Evaluates financial information and makes actionable recommendations to senior leadership.
• Oversees cash investments and asset management. Oversees financing strategies and activities as well as banking relationships
• Develops and maintains financial management policies and procedures that align with the organization’s mission, ensuring that Trilogy is in compliance with all applicable accounting standards and best practices for nonprofit organizations.
• Prepares monthly and quarterly financial statements and financial analysis for strategic leadership, the Trilogy Board of Directors’ Finance and Audit Committees, and the Board of Directors at large.
• Oversees and leads annual budgeting and planning process; administers and reviews all financial plans and budgets; monitors progress and changes and keeps senior leadership team abreast of the organization’s financial status.
• Develops and utilizes forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans.
• Participates in corporate policy development as a member of the senior management team
• Engages the Finance Committee of the Trilogy Board to develop short-, medium-, and long-term financial plans and projections
• Represents the organization to financial partners, including financial institutions, investors, foundation executives, auditors, and public officials.
• Implements a robust contracts management and financial management/ reporting system; ensures that the contract billing and collection schedule is adhered to, and that financial data and cash flow are steady and supports operational requirements.
• Ensures maintenance of appropriate internal controls and financial procedures
• Coordinates preparation for external audits and filing of tax returns and 990 forms; ensures that Trilogy follows all applicable GAAP accounting standards and best practices with respect to accounting for non-profits and community foundations.
• Oversees the administration of professional liability programs of the agency and recommends insurance requirements and policies that meet both staff, operational and financial needs
• Coordinates the purchase or lease of major fixed assets.
• Develops, leads, manages, and evaluates all accounting and finance staff, providing feedback, setting professional development goals, and completing thorough performance evaluations

• Must have a) received or be willing to receive the COVID-19 vaccination by the date of hire or b) submitted and received approval of a religious or medical exemption, prior to start date, in order to be considered.
• A minimum of 7 years of senior financial leadership (CFO/Controller/Finance Director) with direct supervision of financial staff and reporting directly to President/CEO.
• An MBA and CPA are strongly preferred; In their absence, demonstrated experience must be evident.
• Demonstrates direct experience in or knowledge of nonprofit accounting, including sophisticated fee-for-service, fund and grant accounting, compliance, and reporting.
• Demonstrates current knowledge of all nonprofit audit best practices, as well as state and federal laws regarding nonprofit operations
• Demonstrates excellent analytical and strategic thinking skills, along with excellent presentation skills