Chief Financial Officer

Position Overview:

Reporting to the CEO, the Chief Financial Officer (CFO) serves as a key member of the executive leadership team and the organization’s senior financial strategist. Reporting directly to the President & CEO and working closely with the Board of Directors, the CFO provides strategic financial leadership and oversight for all aspects of financial management, planning, reporting, and compliance.

This executive role requires a visionary financial leader who can balance long-term strategic planning with operational excellence. The CFO plays a critical role in driving financial sustainability, supporting organizational growth, and ensuring the highest standards of fiscal stewardship and transparency.

Key Responsibilities

Strategic Financial Leadership:

 Serve as the chief financial strategist and trusted advisor to the CEO and Board of Directors on all financial matters

Develop and execute comprehensive financial strategies that support organizational mission, sustainability, and long-term growth

Lead multi-year strategic financial planning and scenario modeling to inform organizational priorities and resource allocation

Provide strategic financial analysis and recommendations on major organizational initiatives, partnerships, and program expansion

Identify and assess financial risks and opportunities, developing mitigation strategies and contingency plans

Partner with executive leadership to align financial resources with strategic priorities  

Financial Planning, Budgeting and Forecasting:

Lead the development and execution of the annual organizational budget aligned with strategic priorities and mission impact

Develop advanced financial models and forecasting tools to support data-driven decision making

Create and maintain rolling forecasts and scenario planning models

Establish a comprehensive KPI framework to monitor organizational financial health and performance

Oversee capital planning and major financial commitments

Drive the budget development process with department leaders to ensure alignment and accountability

Financial Reporting and Compliance:

Ensure accurate, timely, and comprehensive financial reporting for internal stakeholders, the Board of Directors, funders, and regulatory agencies

Present financial reports, analysis, and recommendations to the Board of Directors and the Finance & Audit Committee

Ensure compliance with GAAP, non-profit accounting standards, and all applicable laws and regulations

Maintain strong internal controls and financial policies to safeguard organizational assets

Treasury and Risk Management:       

Oversee cash flow management, banking relationships, and treasury operations

Manage the organization’s investment portfolio in alignment with Board-approved investment policies

Develop and monitor cash flow projections to ensure ongoing liquidity

Manage debt obligations, lines of credit, and financial institutional relationships

Oversee insurance coverage and enterprise risk management strategies

Systems and Process Leadership:

Drive continuous improvement of financial systems, processes, and infrastructure

Champion optimization and full utilization of financial technology platforms, including NetSuite and financial planning tools

Lead evaluation, selection, and implementation of financial system enhancements

Ensure efficiency and integration across financial systems

Establish standardized financial processes and documentation across the organization

Leadership and Team Development:

Provide strategic leadership, mentorship, and professional development for the finance function

Build and sustain a high-performing, collaborative finance team culture focused on service excellence

Directly supervise senior finance leadership, including the Controller and senior financial staff

Foster strong cross-functional partnerships with programmatic and administrative teams

Develop succession planning and a strong talent pipeline within the finance function

Required Qualifications:

Education and Credentials

Bachelor’s degree in accounting, Finance, Business Administration, or related field required

MBA, CPA, or CMA required; CPA strongly preferred

Master’s degree in a relevant field preferred

Experience:

Minimum of 15 years of progressive financial leadership experience

7–10 years in an executive-level CFO or equivalent senior finance role

Experience managing finances of organizations with $20M+ budgets and complex funding streams

Deep expertise in non-profit financial management, compliance, and reporting

Proven experience with government contracts and/or foundation grants

Demonstrated success leading financial transformations and system implementations

Technical and Strategic Skills:

Expert knowledge of GAAP and non-profit accounting principles

Advanced financial modeling, forecasting, and scenario planning skills

Strong experience with ERP systems; NetSuite experience highly preferred

Advanced Excel and financial planning/analysis tool proficiency

Strong understanding of regulatory and compliance requirements, including Uniform Guidance

Ability to identify systemic issues and implement scalable solutions

Leadership and Communication:

 Executive presence with exceptional communication and influencing skills

Ability to translate complex financial data into clear, actionable insights

Proven ability to build, develop, and lead high-performing finance teams

Strategic thinker with strong judgment and organizational awareness

Collaborative leadership style with strong relationship-building skills

Preferred Qualifications

Prior CFO experience in non-profit human services, workforce development, or social services
Experience with financial planning platforms such as Workday Adaptive Planning or Solver
Experience with indirect cost rate development and negotiations
Knowledge of workforce development or vocational services programs
Public speaking or external presentation experience

Key Competencies and Attributes:

Strategic Vision: Aligns financial strategy with mission and long-term impact
Executive Leadership: Operates effectively at the highest organizational levels
Financial Expertise: Applies deep technical knowledge to complex challenges
Innovation: Drives modernization and continuous improvement
Mission Alignment: Leads with commitment to JVS’s purpose and community impact
Collaboration: Integrates financial and programmatic perspectives
Integrity: Demonstrates the highest standards of ethics and stewardship
Adaptability: Thrives in a dynamic, complex environment
Results Orientation: Delivers outcomes with accountability and discipline