Chief Financial Officer

The Chief Financial Officer (CFO) is responsible for managing the financial operations of the Santa Fe Community Foundation (SFCF), including the systems for reporting the financial and program activities and safeguarding the assets of the Foundation.

Founded in 1981, the Santa Fe Community Foundation inspires philanthropic generosity, strengthens nonprofits, and fosters positive change to build a more vibrant, healthy, and resilient region. We envision a thriving northern New Mexico, where all people can find opportunity, build connections, and contribute to the well-being of their communities. Learn more about the Foundation by visiting SantaFeCF.org/About

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Key Responsibilities

Executive Management and Leadership
Work in concert with the Executive Team and the President and CEO to:

• Formulate, execute, adjust, and evaluate the foundation’s strategic plan and to further SFCF’s mission and goals, maintain and improve operational efficiencies and maintain a motivated and effective staff.
  • Help translate the organizational vision and strategy into integrated operational tactics and to strengthen the human and technical infrastructure needed to achieve SFCF’s vision.
  • Encourage the setting of clear priorities to enable SFCF to be a greater resource to Santa Fe.

Interdepartmental Collaboration and Team Building
Foster and promote interdepartmental collaboration that capitalizes on diverse backgrounds, perspectives, and
skills to accomplish foundation goals.

• Lead Finance team efforts to engage other departments in collaborative opportunities to advance goals and initiatives.
• Work internally to maximize inter-departmental communication, effectiveness, and coordination.
• Foster and encourage excellent employee morale and open communications with/between all foundation staff.

Planning and Strategy
Develop plans and objectives for Finance Departments support of SFCF’s strategic and operating plan goals.

Department Oversight
Manage the Finance function to ensure smooth operations. Directly supervise the Controller and indirectly the Finance Manager and Finance Associate.

• Build, develop, and manage a team capable of executing needed strategies.
• Create budgets and timelines for projects and manages workflow internal to the department, prepare and review staff work assignments, and evaluate individual and department performance.
• Ensure department staff has clearly defined and communicated goals designed to advance and support SFCF’s strategic objectives.
• Actively support professional development of staff, utilizing SFCF resources and training. Coach the staff in the areas of problem solving, understanding SFCF’s financial priorities and developing strategies and goals for the Finance department.

Board and Committee Relations
Provide staff support to the Finance, Investment, Impact Investing, and Audit Committees of the Board of
Directors (“Board”).

• Prepare agendas, reporting and other advance materials, and notifications of meetings.
• Execute transactions as directed by the Committees and the Board.

Budget
In collaboration with the President and CEO and the Executive Team, prepare and administer the annual budget for the operations and grantmaking activities of SFCF.

• Present the operating budget to the Finance Committee and the Board for approval.

Financial Reporting
Maintain accurate and complete financial records for the foundation, in accordance with generally accepted accounting principles, and ensure financial activity is both accurate and timely.

• Prepare and distribute a quarterly financial reporting package, including financial statements and variance analyses/explanations, investment, and other reports, as appropriate, to the three Committees and the Board.
• Manage the preparation of periodic fund statements for donors and nonprofits and materials for the annual report and other publications.

Investment and Treasury
Working with the Investment Committee, manage the relationship with the Outside Chief Investment Officer
(OCIO) and the other outside managed fund (OMF) investment advisors.

• Prepare investment and asset analysis reports and monitors the performance of investment advisors.
• Review investment performance and investment information to ensure accurate and equitable allocations and accounting to funds for investment income and expenses to funds.
• Review the calculation and recording of the spendable amounts and fund management fees for each quarter.
• Manage the short-term cash flow of operations and long-term investment of assets.

Impact Investing
Working with the operating committee overseeing Impact Investing, assists in evaluating potential impact investments, tracks cash flows of investments and prepares reports for the Committee.

Audit and Form 990
Plan for, coordinate, and manage the annual audit and the preparation of the Form 990 by an outside independent
auditor, providing financial statements, footnotes and audit and tax schedules.

• If applicable, reviews evaluation recommendations by auditors with the President and CEO and the Audit Committee and implements, as necessary.

Technology
Maintain the current accounting system, Financial Edge (FE), and the interfaces with the donor / contributions system, Raiser’s Edge (RE), and the grants system, Granted Edge (GE).

• Maintain a working knowledge of Excel, Word, Outlook, PowerPoint, Box, and other programs, as necessary.
• Remain current on technology that will improve the working conditions and efficiency of the staff

Human Resources and Personnel
Work with the Vice President of People and Culture and the President and CEO to budget, monitor, and report
on annual salaries, benefits, and other employee related expenses.

• Oversee the processing of and accounting for payroll.
• When needed, work with the above two positions on retirement and other benefit plans and other employee related matters.

Building Facilities
Works with the CEO and Vice President of People and Culture to oversee building operations and investment in the building asset, including required insurance coverages, repairs and maintenance expenses, other building related expenses and additional long-term investments in the building.

Legal and Compliance for Legal Entities of SFCF
Maintains tax exempt status of SFCF.

• Monitor activities of all legal entities and all applicable local, state, and federal laws and ensures timely compliance of required reporting and filings.

Policies, Procedures, Internal Controls and Contracts
Develop and maintain appropriate policies, procedures, and internal controls related to all the above.

• Within policies and procedures, negotiates and monitors contacts, as needed.

Special Projects
Provides research and analysis on other projects, as requested by the President and CEO and other members of the Leadership Team.

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Qualifications

To perform this job successfully, an individual must be able to perform each essential job function assigned satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Experience
Minimum of I0 years related experience, preferably in a nonprofit or foundation accounting environment, including endowment management. General knowledge of tax laws regarding donations, non-profits, and businesses.

Education
Master’s degree in accounting, business or finance or a similar field.

• Certification as a Public Accountant required.
• Maintain certification and participates in relevant professional associations.

Leadership Skills
Ability to make well-reasoned decisions as part of a team and in the best interests of the organization for the present and future.

• An ability to work collaboratively and effectively with individuals of diverse backgrounds.
• Good meeting management skills.

Supervision and Management Skills
Demonstrated skills in management, planning, staff supervision and development.

• Successful managerial experience in leading a team and mentoring / coaching staff.

Communication Skills
Superior interpersonal, verbal, and written communication skills.

Organizational Skills
Excellent organizational skills and attention to detail.

• Ability to prioritize work effectively and adjust to multiple demands.
• Experience in creating realistic project budgets and timelines.

Technology Skills
Internet competency and strong computer proficiency, including the understanding of the Microsoft Office software suite and a familiarity with database software.

• Working knowledge of Blackbaud software preferred, with a willingness and ability to learn appropriate database, spreadsheets, financial accounting systems and other computer programs.

Project Management Skills
Strong organizational skills and attention to detail. Ability to prioritize work and adjust to multiple demands.

Teamwork & General Skills
Ability to work well independently and as team member. Ability to take initiative and follow tasks through to completion.

• Ability to lead a team toward SFCF’s goals, leveraging each team member’s skill set.

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How to Apply

We are looking for top talent: people who want to use their abilities to make a lasting difference. If that is you, then please send a cover letter explaining your interest in the Chief Financial Officer (CFO) position and what you would bring to the Santa Fe Community Foundation. Send cover letter and resume in Word or PDF format via
email to careers@santafecf.org. No calls please.