212-564-6500 info@joelpaul.com

Our client is a not-for-profit human service agency that provides individualized support services and programs for individuals living with developmental disabilities, and for the families that care for them.

Job Summary

The Chief Financial Officer will be responsible for overseeing all fiscal and fiduciary responsibilities for 3 corporations, for operations in 2 states, with annual budget of $48 million.  Oversight of the Accounting /Finance, Information Technology, and General Services Departments. Works with the Executive Director, the Audit and Finance Committee of the Board of Directors, and the senior leadership team, to assess financial performance, assist with strategic and operational planning, and improve systems and efficiency of operations.

Responsible for regulatory compliance of financial processes.  Must be able to adapt to a continually evolving environment and thrive in an autonomous detail and deadline oriented workplace.

Main Duties and Responsibilities

  • Manage and review the work of Director of Finance, the Controller (staff of 11), Director of Information Technology (staff of 3), and the Fleet and Facilities Manager.

Financial Management 

  • Review and approve preparation and finalization of monthly and annual financial reporting materials and metrics.
  • Oversee budgeting, financial forecasting, and cash flow needs of the organization.
  • Represent the organization to financial partners, including banks, bond underwriters, auditors, and public officials.
  • Report financial results to senior management and the Board of Directors.

Accounting and Administration

  • Supervise the Director of Finance and the Controller to ensure proper maintenance of all accounting systems, internal controls, and financial procedures.
  • Ensure timeliness and accuracy of financial and management reporting. Oversee audits by funding sources and the agency’s annual external audit of the financial statements.
  • Ensure timely filing of the corporation’s tax returns and cost reports.
  • Serves as Chairperson of the Corporate Compliance and Risk Assessment Committee, which identifies significant financial and operational risks to the organization, and develops plans to mitigate those risks.
  • Serves as a fiduciary for the employee retirement plans. Serves on the Pension Investment Committee, which meets periodically with the third parties who manage and administer the plans, and evaluates the performance of the investment options available to the plans.
  • Works with insurance brokers regarding workers compensation, commercial liability, directors and officers, and cyber liability coverage issues and claims monitoring.
  • Oversees Fleet and Facilities Manager. Monitors automobile accident data and complaint data received about our employee drivers.  Summarizes data and reports to the Corporate Compliance and Risk Assessment Committee with recommendations for improvement in driver safety.  Approves vehicle leases and oversees bidding.  Approves capital expenditures related to agency owned facilities and vehicles.

Information Technology

  • Oversees the IT Director. Ensures that there is a 5 year IT plan that addresses technology needs of the organization, that there are regular backups of data, that there are security procedures in place to minimize the risk of unauthorized access or destruction of data, and that there is a disaster recovery plan.
  • Works with senior management on the identification, selection, and implementation of systems to improve the efficiency of operations.
  • Other duties as assigned.


  • The Chief Financial Officer will be a seasoned and mature leader with at least 12-15 years of broad finance experience including gathering and evaluating financial information and making recommendations to management on actions to improve efficiency and effectiveness.
  • Minimum of MBA or CPA.
  • Human/Social Services organization experience is preferred.
  • Knowledge and experience with NYS fiscal requirements, particularly CFR, a plus.
  • Excellent written and verbal communication skills.
  • Experience managing finance (accounting, budgeting, control, and reporting) for a complex nonprofit with multiple funding sources for an organization with revenues of at least $20 million.
  • Experience with process management and improvement, and selection and implementation of information systems.
Hadassah Wachstock
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