Chief Financial Officer

Summary : Responsible for planning, implementing and managing the financial activities of CASA and four related entities. Establishes policies, procedures and internal controls to ensure the accuracy of financial statements and financial reporting to all stakeholders. Provides financial forecasting and strategies to meet the goals of CASA’s strategic plan and growth.

Duties and Responsibilities include the following. Other duties may be assigned.

• Manage and report on the financial condition of CASA to the CEO and board, and provide timely financial updates to Operations, Fundraising, and Real Estate Development teams.
• Coordinate with all teams to prepare Agency budgets and monitor operating results and cash flow.
• Evaluate real estate development and acquisition opportunities utilizing a variety of financing and deal structuring strategies.
• Establish and monitor financial investment policy; manage allocation of resources between operations and capital needs, balancing liquidity and performance.
• Ensure effective internal controls and cyber security to safeguard assets.
• Evaluate and negotiate insurance contracts to provide adequate coverage and mitigate risk of loss.
• Coordinate with CAO to implement and integrate efficient technology, property management and accounting systems.
• Coordinate with Property Management and Real Estate Development teams to establish and monitor strategic development and asset management goals for CASA’s portfolio.
• Support Resource Development team with fundraising initiatives including social impact investing products, budgets and financial data for grant requests and reporting.
• Supervise Finance team. Provide oversight to ensure compliance, workflow, cash requirements and regulatory and grant deadlines are met.
• Establish and maintain banking relationships to support business operations and commercial lending.
• Act as liaison to all outside auditors and financing partners.
• Oversee annual audits and preparation and filing of Forms 990 and all other tax reporting requirements.
• Review all legal documents including contracts, sales and acquisition documents, grants and developer agreements.
• Attend CASA fundraising events as needed.

Supervisory Responsibilities :

Supervises two finance staff who perform all the routine functions of capturing and reconciling financial activities of the Agency. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.

Language Ability :

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability :

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability :

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills :

To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Excel, QuickBooks, property management software, Microsoft Outlook, HR and payroll online options. This position must also be able to navigate multiple third-party online portals for submittal of Agency financial data.

Education / Experience :

Minimum : Bachelor's degree (B. A. / B. S.) from four-year college or university; and four to six years related experience and / or training; or equivalent combination of education and experience.

Knowledge, Skills and Other Abilities :

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to climb or balance, stoop, kneel, crouch or crawl, and taste or smell. The employee must occasionally lift and / or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally exposed to outdoor weather conditions.

The noise level in the work environment is usually moderate.

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