Sr. Director of Financial Services​/CFO

POSITION TITLE:
Sr. Director of Financial Services

DEPARTMENT:
Financial Services

REPORTS To:
Executive Director

FLSA Status:
Exempt

SUPERVISES:
Financial Services and Information Technology teams

TRAVEL:
Less than 15%.

STARTING ANNUAL PAY RANGE: $200K – 220K

The Senior Director of Financial Services is a strategic, hands‑on leader responsible for directing, managing, and performing the full scope of the organization's financial operations while also overseeing the Information Technology department. This role is ideal for a leader who not only guides and mentors staff but also actively participates in day‑to‑day work — modeling accountability, technical expertise, and operational excellence.

The Senior Director ensures accurate financial reporting, sound fiscal management, effective internal controls, and compliance with all regulatory requirements. This position also leads IT oversight with an emphasis on modernizing systems, adopting cloud-based tools, and supporting digital transformation initiatives that enhance efficiency across the organization. This role requires someone who can balance high-level strategy with a willingness to “roll up their sleeves” and support staff in completing essential work.

• Provide strategic direction, administrative oversight, and hands‑on support for all financial functions, including budgeting, forecasting, accounting, cash flow management, investments, and financial reporting.
• Prepare and deliver financial statements, analyses, and reports to the Executive Director, Cabinet, Finance Committee, Board of Directors, and region leaders.
• Participate directly in complex financial work, such as reconciling accounts, reviewing grants and reimbursements, preparing audit documentation, and analyzing financial trends.
• Ensure accurate and compliant accounting across the organization and related entities, including foundations, PACs, insurance groups, and affiliated programs.
• Maintain strong internal controls, including policies, procedures, and financial safeguards.
• Manage the audit process, serving as the primary internal lead and preparing necessary documentation.

• Oversee the IT department, ensuring effective support for staff, secure systems, and proactive technology planning.
• Lead initiatives to migrate from legacy systems to modern digital platforms consistent with organizational goals.
• Champion digital transformation by encouraging collaboration, adoption of cloud technologies, and improved information‑sharing practices.
• Work closely with Finance and IT teams to ensure accounting systems (e.g., Microsoft D365) are optimized, accurate, and functional.
• Strategic Planning & Organizational Leadership
• Serve as a key member of the leadership team, providing financial insight and recommendations that support organizational goals.
• Evaluate financial and technological opportunities to improve efficiency, reduce risk, and strengthen the association’s long‑term sustainability.
• Lead cross‑departmental initiatives, fostering collaboration and problem‑solving across the organization.
• Serve as staff liaison to committees such as Finance, Audit, and others as assigned.

• Serve as a key member of the leadership team, providing financial insight and recommendations that support organizational goals.
• Evaluate financial and technological opportunities to improve efficiency, reduce risk, and strengthen the association’s long‑term sustainability.
• Lead cross‑departmental initiatives, fostering collaboration and problem‑solving across the organization.
• Serve as staff liaison to committees such as Finance, Audit, and others as assigned.

• Supervise, coach, and develop Financial Services and IT staff to ensure high‑quality performance and continuous learning.
• Model a hands‑on leadership style by participating directly in operational work and supporting team members in meeting deadlines.
• Foster a culture of accountability, transparency, and professional growth while maintaining positive and collaborative relationships.