Chief Financial & Administrative Officer

Employer
Confluence Philanthropy
Location
New York, United States
Salary
$150,000.00 - $175,000.00
Closing date
Mar 5, 2024

About Confluence Philanthropy

Confluence Philanthropy is a non-profit, membership-based network of 260 foundations, high-net-worth families and their financial advisors representing a combined $3.5 trillion in assets under management. Our mission is to transform the practice of investing by aligning capital with our community’s values of sustainability, equity, and justice.

Confluence is a powerfully committed, small and tight-knit team of ten, supported by a highly engaged membership. Working collaboratively with our clients, we confront some of the most challenging issues of our time - climate change, racial equity, and investor accountability. Ultimately, our goal is to support the creation of a new economy. As a team, we are motivated by a sense of urgency, and we enjoy intellectual creativity and challenge. We are respected as leading organizers and conveners, and our unique purpose is to awaken hearts and minds. We generate action. We are beloved by our members for creating authentic community – and fun.

 

Position Summary

Confluence Philanthropy seeks a hands-on, process-minded Chief Financial & Administrative Officer that is seasoned and thrives in managing a small nonprofit organization. This is a uniquely positioned that serves as the right hand to the CEO, overseeing all administrative functions, including Finance, HR, IT, Facilities, Office Management, and internal Operations. Reporting to the Chief Executive Officer, this role will ensure the financial health of the organization, implement organizational and personnel policies, manage all external vendors and consultants, lead the preparation of board meetings (3 annually), oversee fiscal partnerships and organizational development projects.

 The successful candidate will have demonstrable professional experience in establishing strong internal systems, maintaining accountability within a busy hybrid staff, and exhibiting comfort in challenging management decisions. Most importantly, the right personality understands that in a small entrepreneurial organization, their role may cover everything from organizing expense reports to meeting with the Board of Directors. This role will oversee two direct reports and manage external consultants as well as outsourced IT, HR, Legal, Audit and Accounting firms. 

 

Responsibilities

Financial Management: Ensure the financial health of the organization.

  • Oversee all aspects of financial management, including directing external outsourced accounting firm, supervising office finance team, managing membership-based revenue model, and ensuring accurate and timely monthly financial statements.
  • Guide the annual budget process and manage a budget growing from $2.75M+. 

  • Manage all aspects of the annual audit, communicating with the audit committee and managing the relationship with the external audit firm. 

  • Report the organization’s financial position and provide operational updates to the Board quarterly, and to the CEO and Program Directors monthly.
  • Demonstrate tactical and visionary financial leadership with the ability to roll up their sleeves to perform a “deep dive” into the details while staying focused on the overall financial health of the organization.
  • Strategize with Board, CEO, and Chief External Officer in evolving the business model. 

  • Monitor event revenue and expense from balance sheet, providing regular updates to staff to tightly manage conference costs. 

  • Seek cost-saving interventions as possible and appropriate. 


Hybrid Office & Team Management: Confluence is only as strong as our team.

  • Oversee the Office Manager and manage the lease, maintenance requests, procurement, and establish onboarding and training curriculum for new hires.
  • Promote a positive hybrid office environment that motivates and inspires the team to work together, come in, have fun, and get the job done. Contribute to a culture of authentic laughter and camaraderie.
  • Develop and manage virtual office systems. Ensure that staff has all the resources needed to perform their jobs efficiently. Sustain a clean, safe and functional office environment.
  • Recruit and manage consultants and staffing as needed within budgetary constraints.
  • Maintain state filings, licenses, and employee benefits accounts current.


 

Organizational Systems and Management: Confluence is a place where we are committed to excellence and performance-based outcomes through intelligent collaboration, strong team plays, respect, and enjoyment in one another.

  • Cultivate and nurture the values of Confluence within the organization and the membership, serving as a representative of the Board and CEO. 

  • Guide the Executive Team in creating the operational three-year strategic plan and support program staff in executing monthly workplans. 

  • Devise clear workplans and benchmarks for Operations, Finance, and special projects. Instate accountability mechanisms.
  • Oversee the development and management of virtual systems, processes and policies that support effective client management, team collaboration and virtual communication. 

  • Spearhead special projects and new initiatives, such as retirement plan research and new technology implementation.

  

Qualifications

The new CFAO will roll up their sleeves and provide laser-sharp clarity around goal setting, efficiency, and accuracy while nurturing a culture of teamwork and productivity. The successful candidate will set priorities decisively, delegate responsibilities, assure accountability, and allocate resources to produce results.

 

Strong candidates will offer the following attributes:

  • Passion for the mission of Confluence Philanthropy
  • Possess a minimum of five+ years experience in nonprofit financial management, including having led audits and annual budgeting processes; Director level experience required. 

  • Dynamic organizational skills: the ability to multi-task and pay close attention to detail while handling large volumes of administrative work.
  • Seasoned executive leader with strong management acumen, with demonstrated ability to manage staff in a small hybrid organization, direct external consultants and outsourced firms, and maintain relationships with vendors.
  • Excellent written and oral communication skills; experience in effectively communicating key information both verbally and in writing to CEO, Board, and direct reports.
  • Experience in upholding New York State employment laws and managing HR operations and admin; IT systems management; and overseeing a business-styled office.
  • Ability to self-direct, listen and ask questions, and establish relationships with staff at all levels within the organization and with external stakeholders.
  • Experience with a member-driven and focused organization and with conference/event management is highly prized. 

  • Resilient in solving unexpected problems as they arise while considering resources, liability, precedence, financial implications, and other possible future impact to the organization.
  • Leadership qualities that demonstrate discretion for both professional and personal affairs coupled with a personable and approachable manner.
  • Graduate degree in nonprofit management, business, communications, or experience years equivalent.
  • Technology requirements include proficiency in Office 365, QuickBooks Online for Nonprofit, and CRM system. 


  

Location

Based in New York City, NY (Mid-Town Manhattan). This position is required in the office Monday- Thursday and may work remotely on Fridays. Must be available weekdays with office hours from 9:00 am ET to 6:00 pm ET with shorter hours seasonally.

 

Compensation & Benefits

This is an outstanding opportunity for a highly motivated professional to assume a leadership role in the evolution of a fast-growing, highly respected organization. We value applicants with a track record for commitment, longevity, and accomplishment in previous roles. Confluence provides an attractive non-profit compensation package, including a competitive base salary as well as health / dental, 401(k), flex plan, and generous vacation benefits. The starting salary will range from $150,000 - $175,000 based on experience and references with the opportunity for salary promotion based upon revenue growth.

 

How to Apply

Maneva Group, a woman and minority-owned national executive search firm that specializes in mission-driven searches, has been exclusively retained for this engagement. To express interest in this role, please submit your resume and cover letter to https://adr.to/2a5dgai  -  All inquiries and discussions will be considered strictly confidential. This position is available immediately; we will accept and review new applications until the position is filled.

 

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