Description

OUR MISSION

The mission of the Urban League of Rochester, NY, is to enable African-Americans, Latinxs, the poor, and other disadvantaged populations to secure economic self-reliance, parity and power, and civil rights.

OUR PROGRAMS

The Urban League of Rochester supports the Greater Rochester community and promotes equity through over 25 programs in Business Development, Developmental Disabilities, Equity & Advocacy, Family & Children Services, Homeownership, Workforce Development, and Youth Education & Development. 

PRIMARY FUNCTION:

The Chief Financial Officer is a hands-on, strategic thinking professional responsible for the overall financial well-being of the Urban League of Rochester (ULR) and its Affiliates. They are a valued member of the Mission Team (Executive Leadership). The ideal candidate has a unique skill set in turnaround strategies. The CFO manages all financial functions of the Urban League of Rochester. Those functions include but are not limited to accounting, audits, billing, reconciliations, budget development and tracking, governmental grants reporting, financial operations, management of finance personnel, determination of insurance coverage, management of legal requirements, and the development of projections on individual project budgets, grant budgets, and capital improvement budgets.

KEY RESPONSIBILITIES:

• Oversee all accounts, ledgers, financial software (Microsoft Dynamics), and reporting systems, ensuring policies and procedures comply with appropriate GAAP standards and regulatory requirements.
• Direct responsibility for managing and maintaining banking and financial services relationships. 
• Monitor, manage, and plan for cash flow.
• Oversee an inclusive process to establish an annual operating budget for the Organization and Urban League of Rochester’s Economic Development Corporation’s (ULREDC) budgets.
• Provide staff training in budget development, budget management, fiscal accountability, finance procedures, and related matters.
• Consistently analyze financial data and present financial reports accurately and timely; clearly communicate monthly, quarterly, and annual financial statements.
• Ensures accurate and timely submission of documents to funding sources for reimbursements.
• Monitor progress, changes, and provide timely updates to the leadership team on ULR’s financial status;
• Develop plans to address areas of opportunity within the Organization’s financial health and financial processes.
• Provide strategic vision, planning, and oversight of ULR’s financial outlook.
• Manage finance department personnel to include hiring, training, the delegation of duties, performance management, and review.
• Participate in weekly leadership meetings to discuss the direction of the Organization and present financial data.
• Work closely with ULR’s leadership to: a) maintain, analyze, and interpret the general ledger for all funds; b) manage the preparation and analysis of financial reports on a monthly and as-needed basis.
• Manage organizational cash flow forecasting by working in partnership with department and subsidiary leaders; collaborate to assess the financial efficacy of program operations and establish finance and administrative systems to support program operations.
• Work with external funders (i.e., state, county, city) and auditors to prepare and review audit schedules and annual reports of audit findings.
• Oversee the process for identifying and evaluating opportunities for improved financial operations, recordkeeping, and reporting.
• Monitor investment and cash management accounts and work to maximize return on all ULR investments and resources while operating within government regulations.
• Assist the Program, Planning, Research, and Evaluation team in preparing budgets for grant proposals that fit the Organization’s strategic priorities.
• Lead organizational planning and development of operating and fund account budgets, and control expenditures against budget.
• Ensure the maintenance of financial records and recordkeeping systems (including grant/fund accounting) to ensure compliance with all regulations, generally accepted accounting practices, and contractual requirements.
• Oversight responsibility for the Consolidated Fiscal Report on an annual basis and other program reports as required by the funder.
• Ensure a productive work environment within the finance and accounting function.
• Manage and support financially-related organizational committees such as the Finance Committee, Audit Committee, Investment Committee, and other related groups.
• Attend additional committee and board meetings in an advisory capacity.
• Represent the organization as a member of the Mission Team (Executive Leadership).
• Perform other such duties as assigned by the President and CEO.

RELATIONSHIPS:

Internal – Maintain contact with the Leadership Team and supervisors to provide technical assistance in financial operations; regularly interact with the President & Chief Executive Officer and the Board of Directors to develop fiscal policies and budgets and present updated reports in an advisory capacity. Direct, consult and counsel all organization employees, board members, volunteers, and community members in all financial aspects of Urban League of Rochester.

External – Maintain contact with external funders, auditors, vendors, insurance carriers, and other groups.

Requirements

Education: CPA or Master’s degree preferred. Any combination of education and experience that demonstrates the ability to perform the job as CFO effectively.

Years of Relevant Experience: Minimum of 3-5 years experience progressively responsible work experience managing the accounting functions in a non-profit agency or equivalent experience—familiarity with Microsoft Dynamics.

Physical requirements: Ability to remain stationary for long periods of time.

Competencies

• Ability to manage complex accounting
• Thorough knowledge of budgeting and accounting practices, processes, and procedures of non-profit organizations.
• Demonstrated ability to organize, direct and coordinate operations in personnel supervision, the recruitment and retention of key personnel, and budget management.
• Excellent verbal and written communication skills.
• Strong organizational and analytical skills.
• Consistently demonstrate attention to detail.
• Advanced knowledge and utilization of Excel.
• Strong computer literacy, including using Microsoft Word, PowerPoint, Outlook, and more.
• Passion for the mission of the Urban League of Rochester
• Collaboration and teamwork 
• Creative problem solving