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CHIEF FINANCIAL OFFICER, CFO
Accounting/Finance, FT Employee
St. Labre Indian Catholic School (Ashland, MT)
St. Labre Indian Catholic School
Job Title: Chief Finance Officer (CFO)/Assistant Treasurer
Reports To: Executive Director
FLSA Status: Exempt
Salary Grade: 13A ($80,497 – $120,746/year
Approved Date: 07-01-13
The CFO manages the finances of the organization in accord with the by-laws, organizational policies, Church and civil law, and the direction of the Executive Director and his/her advisors.
The CFO office is the focal point for fiscal affairs, and is responsible for the handling of both routine and extraordinary functions. The CFO is the administrative leader of the Finance office and responsible for the total performance of the staff and system. More specifically, the CFO is generally responsible for the following activities and may delegate many of these tasks to competent, professional persons. The CFO serves as Assistant Treasurer and functions within the scope of the authority given by the Corporate Board.
The CFO represents the organization’s values and goals in all that pertains to finances.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. *Indicates the non-essential duties and responsibilities. Nothing in this job description restricts St. Labre’s right to assign or reassign duties and responsibilities to this job at any time.
FINANCE and ACCOUNTING
1. Determines policy on accounting, auditing, financial, and budgeting activities.
2. Oversees proper processing of receipts and disbursements by staff.
3. Maximizes and reviews cash flow investments through up to date cash flow analysis.
4. Reviews office procedures & accounting duties to insure appropriate internal controls are in place.
5. Verifies complete and timely closing of accounting records.
6. Guides and participates in implementation of the investment policy.
7. Assures in-depth analysis and interpretation of organization finances is presented to the Corporate Board on a timely basis
8. Approves all “deposit transfer of monies” and wire transfers.
9. Approves the setting up of accounts and closing of accounts.
10. Authorizes and signs all checks.
11. Reviews monthly financials for variance analysis and accuracy.
12. Reviews all bank statements periodically for accuracy as needed.
13. Interacts with the Development Office in regards to the financial aspects of development activities.
14. Primary contact person for insurance issues with the broker and providers.
15. Prepares for and oversees financial audits.
16. Understands relevant tax guidelines and ensures the preparation of all corporate tax filings.
17. Supports Finance Committee and Investment Committee.
18. Serves as St. Labre representative on local bank board of directors.
19. Serves on employee benefits and compensation committee and administers employee benefit plans.
20. Monitors and records investment activities.
PLANNING and BUDGETING
1. Develops and implements strategic and operational plans for the department.
2. Oversees & assists in the development of the annual operating budget for timely approval by Board of Directors.
3. Reviews budget performance with accountant monthly and department supervisors as needed.
4. Assists with budget preparation for finance office and other departments as needed.
5. Reviews, evaluates and safeguards property and auto insurance policies.
6. Puts insurance policies out for bid at least every five years.
7. Responsible for contacting agent to underwrite coverage at annual renewal date.
8. Authorizes the use of organization credit cards
9. Monitors and analyzes actual versus budget financial performance for the association and by division and recommends adjustments as appropriate.
10. Prepares regular budget versus actual reports for the executive director, directors, and appropriate board members, and makes financial recommendations.
11. Coordinates the budget process for the association and provides guidance to other directors in preparing their strategic plans, operational plans, and budgets.
1. Verifies there is an up to date record of our investment activity.
2. Participates in periodic meetings with investment manager.
3. Provides investment authorization as needed.
4. Assists in the development of investment guidelines and goals.
5. Assists the Board of Directors, Investment Committee, and financial advisors in the direction for investments based on investment guidelines and goals.
1. Participates in the development of policies which have significant financial implications.
2. Determines policies for periodic audits and evaluations of the Corporation’s financial status including our investments.
3. Participates in Board meetings as Assistant Treasurer.
4. Reviews financial reports for Board and/or outside organizations.
5. Makes certain necessary financial and/or corporate reports are properly archived.
6. Provides input to the Board on the broader impact of changes in financial policies or directions.
7. Provides information as needed from RCRI (Resource Center for Religious Institutions) and/or legal bulletins to the appropriate person(s) or department(s).
8. Meets with financial advisors at least quarterly and more often as needed.
9. Seeks necessary legal and ecclesiastical advice when appropriate.
10. Serves as an officer of the corporation: St. Labre Indian School Educational Association.
11. Participates in employment decisions affecting the finance office staff with the Human Resource Director.
12. Verifies the continuance of memberships in national professional financial organizations.
13. Verifies appropriate taxes and corporation reports are completed and filed in a timely manner.
14. Verifies changes or developments in the federal, state and local tax status affecting our institute or employees are implemented.
15. Recommends any changes in employee wages and benefits.
1. Motivates and develops staff members.
2. Manages the work of outside consultants, including auditors, retained for accounting/financial matters.
3. Takes lead in chairing meetings whose purpose is to address financial matters.
1. Assist in development of capital projects.
2. Represent corporation in professional meetings.
3. Arranges for monthly staff meetings.
4. Responsible for staff evaluations as directed by Employee Handbook.
The assistant treasurer is appointed for a term of one year by the Board of Directors.
Directly supervises employees in accounts payable, accounts receivable, payroll, and fixed assets operations. Carries out supervisory accounting responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor’s degree (B. S.) from four-year college or university in business administration, accounting, or finance (Masters preferred); and five to ten years experience required; or equivalent combination of education and experience.
KNOWLEDGE, SKILLS AND ABILITIES
1. Knowledge of bookkeeping, accounting and investment theories and practices and accepted office procedures.
2. Ability to perform a volume of numerical detail work with speed and accuracy.
3. Excellent verbal and written communication skills.
4. Excellent analytical and organizational skills.
5. Ability to read, analyze, and interpret the most complex documents.
6. Ability to respond effectively to the most sensitive inquiries or complaints.
7. Ability to write speeches and articles using original or innovative techniques or style.
8. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.
9. Leadership or supervisory abilities.
10. Respects the teachings of the gospel of Jesus Christ in private, personal, and public life.
11. Commitment to the mission of the Roman Catholic Church in Native American education.
12. Sensitivity to and appreciation of Native American people and their cultures.
13. Ability to serve as an appropriate role model for students.
CERTIFICATES, LICENSES, REGISTRATIONS
Certified Public Accountant license required.
Valid Montana Drivers License
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms; stoop, kneel, crouch, or crawl; and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision while working on a computer and reading, reviewing, and approving documents.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet. (169)