Job Summary:

The CFIAO directs and coordinates all the financial, internal audit, procurement, and contracts affairs of the organization and subsidiaries according to financial principles and government regulations and establishes primary economic objectives, business strategies, and policies and procedures for the company.

Essential Functions:

• Provide leadership in the development for the continuous evaluation of short and long-term strategy in support of Southwest Key’s goals and mission.
• Establish and maintain strong relationships with the Cabinet Members so as to identify their needs and seek full range of business solutions.
• Provide Cabinet Members with advice on the financial implications of business activities.
• Ensure credibility of Finance and Accounting, Internal Audit/Enterprise Risk Management, Procurement & Contracts group by providing timely and accurate analysis of budgets, financial statements, forecasts, internal audits, enterprise risk management, procurement and contracts.
• Provide fiscal training to Cabinet Members.
• Lead, manage, coach, mentor a team of over 150 staff.

Finance and Accounting:

• Direct and oversee all aspects of the Finance & Accounting functions of the organization with over $1B in revenue by developing and monitoring organizational budgets and proposal budgets against expenses to proactively mitigate the risk of over/under runs.
• Build a financial planning and analysis fuction to monitor key financial indicators, dashboards, and provide a clear interpretation of financial performance and results.
• Standardize and consolidation financial reporting.
• Establish efficient accounts payment and accounts receivable units that proactively monitor the aging of receivable and payables to manage cash flows efficiently.
• Develop and implement the Enterprise Resource Planning (ERP) system.
• Work with Cabinet Members to strategically enhance financial performance and business opportunities.
• Oversee and negotiate Indirect Cost Proposal with HHS or other entities.
• Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.

Internal Audit & Enterprise Risk Management:

• Serve as the SWK chief Internal Audit and Enterprise Risk Management officer.
• Direct and develop a risk-based annual internal audit plan and budget for evaluating the effectiveness of controls in place to manage significant financial reporting and other risk exposures, safeguard company assets, and compliance with laws and regulations.
• Regularly evaluate departments/divisions of the organization to determine if they are performing in compliance with recommended processes, procedures and business controls.
• Regularly evaluate SWK processes, procedures, and business controls to determine if they are written in compliance with federal guidelines and requirements.
• Suggests new initiatives, controls, and procedures to ensure good business practices are in place.
• Ensures internal audit and compliance training programs for management and staff are established and regularly updated.
• Select, develop, and evaluate personnel to ensure the efficient operation of the function.
• Provide strategic leadership to the internal audit staff at the regional or organization-wide level. Determine departmental operational plans, goals and policies.
• Work with multiple SWK departments and generates “best practices” for internal audit project. Leverage support and buy-in for major initiatives.
• Work with internal audit and other manager to establish strategic workflow plans. Oversee the departmental budget.
• Execute the department’s operational plan and is responsible for the performance and goal achievement of the group.
• Collaborate with senior leadership on critical and complex aspects of internal audit and make operational recommendations.
• Responsible for developing an Enterprise Risk Management monotiling that defines risk categories and tolerance then recommends actions and mitigation plans on identified risks in coordination with Senior Management.
• Compile and analyze data on risk and organizational trends.

Procurement & Contracts Management:

• Serve as the SWK chief procurement officer.
• Represent SWK in all procurement matters with external and internal parties (funding sources, auditors, Board, etc.)
• Develop, implement, and oversee agency procurement policies and procedures and ensure compliance with regulatory requirements
• Establish and maintain a quality system to ensure that procurement policies and procedures are being utilized accurately
• Create and maintain educational efforts to ensure that SWK stakeholders understand procurement regulations, policies, and procedures.
• Develop a vendor communication plan to ensure that external stakeholders understand how to do business with SWK.
• Oversee the administration of the Corporate Credit Card (P-card) program.
• Oversees the vendor management program, including the recruitment of underutilized businesses
• Institute and oversee the formal solicitation process, working with SWK departments to develop business requirements, identify project scope, and acquire the needed systems and tools to perform sustainable, scalable, and reliable operations.
• Develop relationships with new vendors, nurtures existing vendor relationships, and maintains open lines of communication with suppliers for prompt resolution of price discrepancies, quality, or delivery problems.
• Develop and establishes procurement metrics that facilitate data-driven decisions
• Establish, approves, and evaluates contract monitoring policies, standards, and workflows for SWK to ensure that vendors are fulfilling contract requirements
• Oversee the contract monitoring department, responsible for confirming deliverables, performing billing validations, conducting vendor reviews, and maintaining vendor files.
• With SWK Legal, oversee vendor corrective action plans and adverse actions
• Develop reporting systems to track and analyze vendor performance and generate reports to assist in purchasing decisions
• Devise a communication system that educates vendors on the monitoring process at SWK and on changes in the organization or market that might affect demand for vendors products or services
• Develop a system to rate vendors and associated performance through data collection efforts and risk analysis
• Maintain an SWK contract database that contains all executed contracts and creates a knowledge base of negotiating strategies, best practices, and negotiation personnel and teams.
• Establishes and maintains policies and procedures related to the acquisitions and disposal of fleet assets
• Develop strategic short- and long-term fleet management plans that promote cost savings
• Develop metrics and performance reports that allows SWK to make data-driven decisions regarding fleet assets
• Oversee the gas card administration.
• Oversee the acquisitions and management of the SWK fleet management vendor
• Develop metrics and performance reports that facilitates data-driven decisions regarding travel management
• Establish and maintain policies and procedures related to the SWK travel program
• Develops strategic short- and long-term travel management plan that promotes cost savings
• Oversee the acquisitions and management of the SWK travel management vendor

Other Functions:

• Assist with development and administration of revenue generation activities, including fundraising, business development for non-profit, for-profit, and grants applications.
• Able to react to change productively and handle other essential tasks as assigned.

Qualifications and Requirements:

• Bachelor’s degree in Accounting, Finance, or Economics, and/or CPA designation with fifteen (20) years of direct experience in financial leadership roles. 
• Master’s in business administration (MBA) in Finance. 
• Strong interpersonal skills, ability to communicate and manage well at all levels of the organization and with staff at remote locations essential. 
• Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.
• High level of integrity and dependability with a strong sense of urgency and results-orientation. 

Physical Demands:

Must be able to read, write, and communicate both verbally and in written form to express and exchange ideas. While performing the responsibilities of this job, the employee must be able to access all components of work station and other office equipment. Frequent typing, writing, bending and twisting. Must be able to lift up to 10 pounds.

Work Environment:

General office environment with moderate noise. This position requires a lot of travel. A busy environment with many unscheduled interruptions. Frequent computer use at workstation for extended periods of time. Public contact position requiring appropriate business apparel.