About Catholic Charities of the East Bay: :
Catholic Charities East Bay is a nationally accredited non-profit social services agency. Since 1935, we have provided innovative solutions to help people who struggle with poverty and other complex issues. We offer immigration legal services, housing assistance, Mental Health Services, Violence Prevention, and more.
Position Summary:
The Chief Financial Officer (CFO) supervises the strategic direction and operational oversight of the Finance/Accounting Department. The CFO is responsible for creating and managing an effective and streamlined administrative/financial system. Responsibilities include accounting, financial reporting, entrepreneurial activities, investments, banking relations, budgeting, benefits, grant billing and other financial activities as necessary and assigned. As a member of the leadership team the CFO is jointly responsible for the efficient and effective operation of the agency.
Responsibilities:
Overall Leadership:
- Commitment to the Mission and to Organizational Sustainability: Model commitment to CCEB mission and planning for sustainable organizational future of services, including work with the executive team and representation of the agency.
- Executive Team Collaboration: Work with other members of the executive team to create and continually represent a unified leadership perspective.
- Culture: With the other members of the executive team, ongoing work toward maintaining a results-oriented, learning organization culture to increase positive social impact.
Strategic Management:
- Overall Organizational Strategy and Indicators: Help guide the development of the overall organizational strategy and key indicators of success.
- Program Strategy and Indicators: Based on the overall organizational strategy and strategic plan, guide development of program strategy and indicators.
- Strategy Implementation: Guide the implementation of organizational and program strategy within Programs and Services.
- Systems Strategy: Investigate and implement system design changes (policies, processes, software) that enable Agency to focus on Mission.
Essential Responsibilities:
- Work with leadership and team to develop agency strategies, policies, and practices for best management practices and to ensure compliance with regulatory requirements.
- Lead the development, implementation, and monitor of financial policies and procedures for effective internal control over receipts and disbursements and correct allocation in the accounting system.
- Monitor financial health of agency and work with leadership team to develop and implement action plans to ensure the agency remains viable.
- Supervise financial operations and accounting staff in financial reporting, accounts payable, payroll, billing, and cash receipts.
- Provide coaching and professional development opportunities for accounting staff.
- Lead the development of the annual budget process.
- Lead proper financial analysis, financial reports for management and board of directors.
- Provide staff support for Board of Directors, Finance & Investment, and Audit committees.
- Ensure contract billing preparation and monitor accounts receivable for timely payment.
- Supervise the preparation of budgets and other grantor specific reports for grant proposals and final accounting for grantors to assist development efforts.
- Facilitate the annual audit process and draft the GAAP financial reports. Ensure no audit findings through compliance with internal control procedures and proper transaction recording and documentation.
- Administer 403b plan, which includes ensuring timely 5500 filing and audit.
- Ensure all quarterly and annual filings have been made. These include payroll tax returns and bureau of labor reports, 1099’s, sales tax returns, annual 990, 199, and RRF-1, welfare exemptions, business property tax returns, and business licenses.
Culture of Philanthropy:
- A culture of philanthropy is where each person in the organization serves as an ambassador by promoting the organization’s mission and giving to the agency. The Director is an ambassador for the agency through his/her cultivation efforts in the community working with various community leaders, other agencies, foundations, and donors.
Success Metrics:
- Creation of a fully functional and strategic Finance & Accounting department that fosters collaborative relationships with programs, Board of Directors and funders.
- Finance & Accounting department demonstrates excellent customer service orientation in all of its transactions with internal and external partners.
- Policies and procedures are well thought through and implemented in a consistent manner.
- Communication with Finance & Accounting staff is conducted regularly and consistently. Programs and other departments are apprised of key Finance & Accounting changes in procedures, system implementation, or other key projects that have impact on workflow or work processes.
Agency Culture:
The business and social environment we operate in today has changed. What worked yesterday may not work today and will likely not work tomorrow. To thrive, we must incorporate new ways of thinking and embrace new practices. As part of our individual and agency cultural change process, it is critical that all employees of Catholic Charities aspire to the following:
- A commitment to the agency’s mission, vision, and values.
- A commitment to excellence in everything we do.
- A commitment to accreditation as well as performance and quality improvement.
- A commitment to outcomes and measured results.
A commitment to innovation and to what is possible
Why work @ Catholic Charities of East Bay?
Our Mission is to support children, youth, families, and seniors from crisis to stability to well-being. We were the first to provide hospice care to those with HIV-AIDS in the 90’s and continue to make an impact focusing on social justice and advocacy. We help families avoid homelessness, provide support to those facing trauma, work with youth harmed by violence and help people navigate immigration issues. We are making a real impact (over 22k people received support from Catholic Charities in 2021!) in people’s everyday lives and everyone is welcome here.
Catholic Charities values our employees, and it is important that everyone who joins us is true to our values. We respect each other by showing empathy, we create an environment of support and collaboration leading to trust, we strive for excellence by setting high standards across the company, we hold everyone accountable for set goals and work performed, and most importantly we welcome all and serve everyone as a faith-based agency.
Benefits:
We walk the walk when it comes to work-life balance, including industry beating time off, work flexibility, and other benefits!
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35 Hour Work Week
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Summer Friday’s (workday ends at 2pm!)
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15 Days paid vacation for first year of employment (20 days after 2 years)
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Generous leave policy, including paid sick leave, personal leave and FMLA benefits
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Life insurance plans, including Group Life, Short term/long term and AD&D
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Medical (Kaiser or BlueShield), dental (Delta), vision (VSP)
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Flex Spending Account
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Employee Assistance Programs that include Emotional Support, Legal Guidance, Financial Resources, Will Preparations, Parent Guidance and Work Life Solutions
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403(b) Retirement Plans (Employer Matching available after 1 year of service for full-time employees or 1000 hours of service for part-time employees)
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Legal and ID Theft Protection
Department: Finance
Reports to: Chief Executive Officer
Supervisory Responsibility: Controller, Finance staff
