Careers

TITLE: Vice President and Chief Financial Officer (“CFO”)

REPORTS TO: President and CEO

STATUS: Regular, Full-time, Executive Exempt

POSITION DESCRIPTION: The CFO has executive responsibility for the Foundation’s accounting, financial management, budgeting, audit, tax, investment, human resources and general operations. The CFO supports the Foundation’s mission by providing and supporting excellent service to internal and external constituents, with a focus on efficiency and excellence through diligent management of operational processes and procedures. The CFO is a strategic financial leader who serves as a key member of the Foundation’s leadership team.

MAJOR RESPONSIBILITIES:

• Financial Management.
  • Oversee accounting and financial reporting for the Foundation, ensuring that effective accounting policies and internal controls are in place.
  • Oversee the development of the Foundation’s annual budget and monitor performance throughout the fiscal year.
  • Provide timely, accurate, and user-friendly financial information, analysis and projections as needed for the Foundation’s board, staff and fundholders.
  • Lead the Finance Department, providing supervision to the Controller.
• Philanthropic Services: Grants Management and Gift Processing.
  • Provide proactive, creative, cross-functional thinking and ideas to enhance philanthropic services provided to donors and other Foundation constituencies.
  • Ensure a timely and accurate disbursement process for grants in accordance with Foundation policies and relevant legal and best practice standards.
  • Serve as a member of the Foundation’s Gift Acceptance Committee with other staff officers in support of the Foundation’s processes for charitable fund creation and acceptance of complex gifts and assets.
• Investment Management.
  • Responsible, along with the President/CEO and Finance Committee and in consultation with the Foundation’s investment consultant, for investment strategy, asset allocation, manager selection and evaluation of all investments and investment activities. Serve as the primary liaison for the Foundation’s investment consultant and managers of the Foundation’s main investment pool, the Socially Responsible Investment pool and other separately managed funds.
  • Manages financial and investment transactions to maintain cash flows and rebalance investment portfolios as appropriate in consultation with the Foundation’s investment consultant. Reviews balances of investment, bank and brokerage accounts regularly. Provides regular reports to staff regarding investment matters.
  • Serve as a member of the Foundation’s Local Impact Investment team, assessing opportunities for non-grant financial strategies that support local nonprofit organizations, such as loans and loan guarantees.
• Foundation Operations.
  • Oversee operations of the Foundation’s facility, the CNY Philanthropy Center, and supervise staff engaged in general office management.
• Human Resources.
  • Manage the provision of the Foundation’s human resources and operations staff, programs and policies to attract and retain a motivated, high quality, diverse and mission-driven workforce, including: employee benefits and payroll, recruiting and staffing, performance assessment, organization development, diversity equity and inclusion training and regulatory compliance.
• Compliance and Risk Management.
  • Oversee the timely and efficient preparation of annual audited financial statements, 990 tax returns, Form 1099s and relevant New York State filings.
  • Oversee compliance matters relating to federal, state and local laws and national best practice standards, including requirements applying to Section 501(c)(3) nonprofit public charities and those specific to community foundations.
  • Oversee the risk management function and insurance coverages.
• Information Technology.
  • Assess Foundation technology needs in coordination with other staff and consultants, identify proposed solutions and manage implementation of selected technology as appropriate.
• Institutional Leadership.
  • Maintain strong working relationships with Foundation colleagues, donors, board members, community groups, grantees and organizations within the philanthropic field.
• Board of Directors.
  • Serve as primary staff for the Foundation’s Finance and Audit Committees, while providing staff support to other committees of the board of directors as needed; attends all meetings of the Foundation’s board and its committees.
• General. Other duties as assigned from time to time.

PREFERRED QUALIFICATIONS:

• Deep interest in and commitment to philanthropy and the mission and goals of the Foundation. A demonstrated commitment to the Central New York area, its people and their concerns is preferred.
• A commitment to be guided in all work by the vision of diversity, equity and inclusion that has been established by the Foundation’s staff and board.
• A minimum of 10-15 years of relevant experience, preferably in a nonprofit or foundation environment, with a proven track record in the areas of planning, financial management and operational oversight. Thorough knowledge of GAAP and FASB topics as applied to nonprofits and familiarity with nonprofit endowment accounting and management.
• Bachelor’s degree in finance, accounting or related field. A CPA certification is required; an MBA is preferred. This position requires a high level of financial and analytical skills and an extensive knowledge of financial policies, practices and nonprofit systems.
• At least 5 years of managerial experience in leading a team and mentoring/coaching staff.
• Excellent interpersonal, verbal, listening and written communication skills and problem-solving abilities. Highly motivated and self-confident, with the ability to work independently while participating as an effective and collaborative member of interdisciplinary teams.
• Excellent organizational skills and attention to detail. Ability to prioritize, work effectively, adjust to multiple demands and follow tasks through to completion.
• Proficiency with computer technology and its use in communication, information gathering and management; extensive experience with MS Word and Excel; experience with nonprofit Blackbaud Financial Edge and related software a plus.

TIME REQUIREMENT: This is a full-time, executive exempt position requiring 37.5 hours per week. Work hours are 8:30 a.m. to 4:30 p.m. with some flexibility. Occasionally, early, late or weekend hours are required. Tuesdays through Thursdays are designated in-office days.
Staff that choose to work a hybrid work schedule may choose to do so on Mondays and/or Fridays,
dependent on management approval.

SALARY AND BENEFITS: The salary range for this position is $150,000-$200,000. Employee benefits include health insurance, annual vacation and sick days, twelve paid holidays, term life insurance, additional disability insurance, parking, 401(k) retirement savings program with employer contribution and match, optional flex spending accounts for medical or dependent care expenses and other benefits as outlined in the employee handbook.

HOW TO APPLY: Please send a letter of interest and resume to careers@cnycf.org. Applications will be accepted until the position is filled.

TITLE: Accountant

REPORTS TO: Controller

STATUS: Regular, Full-Time, Exempt

POSITION DESCRIPTION:  The Accountant for the Central New York Community Foundation (“CNYCF”) is responsible for working inter-departmentally to maintain the accuracy of accounting systems as they relate to the various fund types held at CNYCF. The position is highly process oriented – requiring an individual who can prioritize and multi-task, while maintaining a high level of customer service. It also requires an individual who can identify and offer solutions to isolated and systemic problems.

MAJOR RESPONSIBILITIES:

• Ensure accuracy between accounting software, grants management software, and financial statements by performing timely reconciliations and journal entries for processes including but not limited to:
  • Deferred gift funds
  • Separately managed investments
  • Various bank accounts
  • Corporate credit card
  • Tenant rent receivables
• Assist Controller in month end closing tasks.
• Process incoming checks, such as contributions, grants and other payments, ensure they are coded to the proper fund. Troubleshoot issues with remote deposit, credit card processing, and online bank portal.
• Prepare audit schedules for CNYCF’s year-end financial audit and preparation of 990 as needed. Prepare quarterly reports on granting activities for Board review.
• Manage Say Yes to Education program distributions and external compliance reporting to New York State.
• Perform annual calculation of spending amounts from endowment funds and communicate such to staff.
• Administration of deferred gift funds including:
  • Calculation of annual payment amounts
  • Disbursement of approved payments
  • Preparation of materials for and review of annual tax return
• Communicate regularly with all departments on donor activities, reporting needs, issues and concerns.
• Provide research and analysis on other projects as requested by the Leadership Team and other staff.  As needed, provide backup assistance to Finance staff.
• Analyze, recommend, write and implement changes to policies and procedures related to department workflow and job functions.
• Attend Finance and Audit committee meetings; compose meeting minutes
• As appropriate, work as a member of interdepartmental teams to ensure effective and efficient CNYCF operations.  At all times, demonstrate cooperative behavior with supervisors and coworkers.  Other duties as assigned, dependent on organizational needs and employee skills.

PREFERRED QUALIFICATIONS:

• Deep interest in and commitment to philanthropy and the work of the Community Foundation, with a demonstrated commitment to the Central New York area, its people and their concerns
• Minimum of 3-5 years of related work experience required, preferably working in an accounting position.
• Minimum of Bachelor’s Degree in accounting or equivalent.
• Computer proficiency including knowledge of Microsoft Office (preferably with an intermediate knowledge of Microsoft Excel), and a willingness to learn all appropriate Community Foundation software
• Superior customer service skills to external and internal constituents.  Excellent listening skills, follow through and problem-solving abilities.
• Excellent interpersonal, verbal and written communication skills.
• Excellent organizational skills and attention to detail.  Ability to prioritize work effectively and adjust to multiple demands.
• Highly motivated, with the ability to work independently, take initiative, participate as an effective team member and follow tasks through to completion.

TIME REQUIREMENT: This is a full-time, exempt position requiring 37.5 hours per week. Work hours are 8:30 a.m. to 4:30 p.m. with some flexibility. Tuesdays through Thursdays are designated in-office days. Staff that choose to work a hybrid work schedule may choose to do so on Mondays and/or Fridays, dependent on management approval.

SALARY & BENEFITS: The salary range for this position is $60,000 – $70,000. Employee benefits include health insurance, annual vacation and sick days, twelve paid holidays, term life insurance, additional disability insurance, parking, 401(k) retirement savings program with employer contribution and match, optional flex spending accounts for medical or dependent care expenses and other benefits as outlined in the employee handbook.

HOW TO APPLY: Please send a letter of interest and resume to careers@cnycf.org. Applications will be accepted until the position is filled.