Chief Financial Officer

AP has been retained in search of a CFO for a local, growing, financially stable, non-profit. The organization works with people with disabilities to support them and their families. The CFO, in collaboration with the CEO, will be “hands-on” and drive the strategy. Ideal candidates will have prior non-profit leadership experience, along with a CPA and excellent communication and presentation skills. In addition to a supportive culture, they offer outstanding benefits and the chance to make a difference in the lives of others. This is a special opportunity!

• Lead the Finance Department, overseeing all financial operations and ensuring alignment with agency goals.
• Evaluate and improve internal accounting controls; ensure compliance with federal, state, and agency regulations.
• Stay current on relevant financial laws, codes, and policies at both federal and New York State levels.
• Oversee financial audits; implement corrective actions and policy improvements as needed.
• Ensure timely and accurate preparation of monthly financial statements and year-end audit documentation.
• Manage agency cash flow, forecasting both short- and long-term financial requirements.
• Prepare and present the agency’s annual fiscal budget; provide strategic financial recommendations to the President/CEO.
• Advise on investment strategies for excess cash and support long-term financial planning.
• Build and maintain relationships with funding source representatives and ensure compliance with reporting requirements.
• Develop, update, and enforce Finance Department policies and procedures.
• Hire, train, and supervise Finance Department staff; provide ongoing coaching, support, and performance evaluations.
• Serve on the Leadership Team, Finance Committee, Audit Committee, and Corporate Compliance Committee.
• Lead financial planning efforts, including forecasting, scenario analysis, and strategic modeling.
• Provide high-quality financial analysis and reporting to support strategic initiatives and business development.
• Track, analyze, and report key financial and operational metrics.
• Collaborate with the President/CEO on operational and strategic issues, offering insight on financial planning and analysis.
• Participate in external peer networks to share knowledge and stay informed on industry best practices.

• Bachelor’s Degree in Finance or Accounting required.
• CPA preferred.

• At least eight years of experience in business operations and analysis in an organization with multiple contracts, grants, and services.
• At least five years of accounting experience in the non-profit sector.
• At least five years of experience in staff supervision and team leadership.
• At least five years of experience presenting financial data to senior leadership, boards, stakeholders, or external partners.

• Advanced skills in Excel, PowerPoint, and database management.
• Skilled in data analytics and financial modeling techniques.
• Strong ability to communicate complex financial concepts clearly to non-financial staff, board members, and external stakeholders.
• Experienced in fostering cross-functional collaboration and building effective working relationships to support decision-making and consensus.
• Strong analytical thinker with the ability to translate strategic vision into actionable operational plans.
• Highly organized with excellent time management skills and strong attention to detail.