Treasurer | Chief Financial Officer

Charles & Margery Barancik Foundation
Florida, United States
Salary Not specified
Closing date
Sep 24, 2021

View more

Position Type
Administrative, Accounting and Finance
Arts, Community Development, Education, Environment, Health, Other Fields, Social Services
Employment Type
Full Time
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Job Summary:
The Treasurer | Chief Financial Officer is responsible for maintaining the financial integrity of
Charles & Margery Barancik Foundation through the expert direction of its financial, fund
accounting, and investment activities.

Essential duties and responsibilities, include but are not limited to the following:

  • Supervises and manages all aspects of Barancik Foundation’s financial and accounting systems.
  • Develops and implements the financial and accounting procedures based on generally accepted accounting principles.
  • Develops and manages systems for effective internal controls.
  • Monitors and manages cash flow requirements so as to maximize the return on investment.
  • Oversees the preparation and adherence to the annual budget.
  • Oversees the annual financial audit and preparation of all tax filings.
  • Prepares timely financial analysis to guide the President|CEO, committees, and the Board of Directors in decision-making and to advise them of any financial matters needing their attention.
  • Serves as a liaison to the Investment Committee as well as between Barancik Foundation and its outsourced chief investment officer.
  • Ensures adherence to the investment policy.
  • Understands the roles of all parties involved in investment decision making – committees, board, CIO, etc.
  • Oversees maintenance, insurance, taxes, and related issues for real estate owned or leased by Barancik Foundation.
  • Oversees IT management and cybersecurity.
  • Provides technical assistance to nonprofit organizations and peer foundations from time to time.
  • Carries out special assignments as requested by the President|CEO.


  • Commitment to Barancik Foundation’s values of service, integrity, and stewardship.
  • Accurate, intelligent, strategic-thinker.
  • Self-motivated and able to make solid and well-thought-out business decisions.
  • Ability to understand and communicate the broad goals of Barancik Foundation while remaining focused on the detail-oriented work and follow-through.
  • Demonstrated experience working in a fast-paced environment.
  • Ability to work well independently and within a multi-disciplinary team environment and manage multiple projects and priorities.
  • Commitment to the highest standards of service to internal and external customers.
  • Ability to recognize confidential information and to handle appropriately.
  • Minimum of a BA or BS degree in accounting or finance, master’s degree in business or finance and CPA certification preferred.
  • Minimum of eight years’ experience in accounting or finance.
  • Expert in the use of software programs, e.g. word processing, spreadsheet applications, presentation software, and database applications.
  • Excellent decision-making and problem-solving skills; initiative; resourcefulness; the ability to develop, motivate, lead, and supervise staff to achieve positive outcomes for the organization; and a willingness to work collaboratively with the President |CEO, Board members, staff, and constituents.
  • Proven ability to interact successfully and build effective relationships with a wide range of constituents and have excellent presentation, written communication, and meeting facilitation skills.
  • Highly-developed people skills and the ability to interact respectfully with people of diverse backgrounds, perspectives, and cultures.
  • Enthusiastically live the mission, vision, and values of Barancik Foundation.

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