Chief Financial and Administrative Officer

OVERVIEW

Catholic Guardian Services (CGS) is a sophisticated human
services nonprofit organization with important programs that
respond to the needs of some of the neediest people in the New York
City metropolitan area. Our mission is focused on building stronger
families and healthier communities among some of the highest-risk
and underserved populations and communities. Catholic Guardian
seeks to understand and impact the social determinants of health
that will allow people to thrive.

In pursuit of this ambitious mission, Catholic Guardian develops
and delivers high impact, high quality, and high utility services
to a broad client base. The organization employs deeply
mission-oriented professionals. Committed to making a significant,
positive impact with and for its clients, Catholic Guardian works
with policymakers, practitioners, research, and academia, using the
best practices to meaningfully influence lives of infants,
children, youth, and adults.

With operating revenues of up to $95 million and over 825
employees deployed across four offices and 18 residential
facilities serving thousands of people daily, Catholic Guardian’s
reach and impact are vast. The organization, working at the local
and state levels for more than 130 years, operates 15 distinct
programs, and provides a wide range of services.
 

Services are delivered in the following areas: child abuse and
neglect prevention, foster care, maternity services, developmental
disabilities, behavioral health, and immigration services.
Increasingly, Catholic Guardian seeks to reach families and special
needs populations before they have incurred significant deficits
and come to the attention of government’s protective services.
Catholic Guardian’s strategic plan seeks growth in the areas where
critical gaps exist, and in particular in the areas of behavioral
health, services for people with autism, supportive housing, and
immigration services.

Catholic Guardian’s programs and services are delivered in
partnership with affiliates within the Archdiocese of New York, New
York City and State governments, education agencies, foundations,
policymakers, advocacy groups, and others also committed to the
wellbeing of those entrusted to our care.

POSITION

Reporting to and partnering with the chief executive officer
(CEO) and Board of Directors, the Chief Financial and
Administrative Officer (CFAO) plays a critical role in developing
and implementing the strategy developed for Catholic Guardian’s
financial stability and ongoing growth, allowing the organization
to reach more people in need. As a member of the senior leadership
team, the CFAO is an advisor to the CEO and Board of Directors,
evaluating and assisting them with their financial plans and
economic modeling. The CFAO is responsible for overseeing all
fiscal and fiduciary responsibilities for the organization, in
conjunction with the Board of Directors and the Finance, Audit, and
Investment Committees of the Board.

Direct Reports Include:

Chief Accounting Officer

Assistant Executive Director for Administrative Services

SPECIFIC RESPONSIBILITIES INCLUDE:

Strategy, Vision, and Forecast

• As a true business partner to the CEO and Board of Directors,
  assess organizational performance against both the annual budget
  and Catholic Guardian’s long-term strategy. Develop tools and
  systems to provide critical financial and operational information
  to the CEO and make actionable recommendations on both strategy and
  operations.
• Work alongside program leadership to understand the agency’s
  client base, talent resources, and community needs.
• Generate actionable business plans that align with the agency’s
  strategic goals.
• Engage the Board’s Finance, Audit, and Investment Committees
  around issues, trends, and changes in the operating model(s) and
  operational delivery. Assist in establishing yearly objectives and
  meeting agendas, and selecting and engaging outside consultants
  (auditors, investment advisors, analysts, etc.).
• Oversee long-term budgetary planning and costs management in
  alignment with Catholic Guardian’s strategic plan, especially as
  the organization considers management services agreements, mergers,
  acquisitions, and collaborations with external organizations.
• Generate a monthly financial dashboard which accurately
  forecast cash, revenue, and expenses, and help the CEO and Board’s
  Finance Committee to “see around the corner.”
• Work closely with the development team to provide necessary
  financial analysis and support for revenue generation.

Treasury Functions

• Oversee all investments. Work with the Board to establish
  investment strategy. Monitor investment performance. Manage and
  track the performance of Catholic Guardian’s endowment in keeping
  with the policies and investment guidelines established by the
  Board’s Investment Committee, with knowledge about who has access
  to the organization’s funds and any outstanding bills or debts
  owed.
• Create and maintain systems for ensuring the organization’s
  ongoing solvency and oversee the development of the organization’s
  financial policies, to include investing, borrowing, cash reserves,
  check signing authority, expense reimbursement, credit card usage,
  and petty cash policies.

Financial and Operational Management

• Oversee all accounts, ledgers, and reporting systems, ensuring
  compliance with appropriate Generally Accepted Accounting
  Principles, regulatory requirements, and governmental audit
  requirements. Maintain internal control safeguards and coordinate
  all audit activities.
• Assess the information technology (IT) requirements of the
  division and manage the necessary procurement of specialized
  finance IT systems that meet the needs of the organization.
• Manage cash flow and forecasting. Develop a reliable cash flow
  projection process and reporting mechanism that includes minimum
  cash threshold to meet operating needs. Optimize the handling of
  banking relationships and initiate appropriate strategies to
  enhance cash positions.
• Oversee budgeting and the implementation of budgets so as to
  monitor progress and present financial metrics both internally and
  externally.
• Develop the annual budget for the agency working closely with
  top management, the Finance Committee of the Board and program
  directors.
• Prepare midyear budget, projecting yearend results. Recommend
  and implement changes to ensure that the agency achieves a
  responsible budgetary position by yearend.
• Responsible for the preparation of monthly accounting reports
  for management and the Board, including balance sheet, statement of
  activities, and budget variance.
• Work with government agencies to maximize rates and
  reimbursements.
• Responsible for the preparation and submission of OPWDD appeals
  in order to maximize retroactive rate increases.
• Meet with funding sources to negotiate rates for new
  programs.
• Responsible for developing capital budgets for new projects and
  ensuring that spending is within the planned budget.
• Meet with the Board’s Audit Committee and auditing firm, prior
  to yearend, to establish audit process. Identify timing of audit,
  audit fees, and areas of concentration for the audit.
• Responsible for the filing of tax forms, including forms 990,
  W-2, 1099, and 1096. Responsible for reviewing the 990 with the
  auditors and the Audit Committee of the Board.
• Responsible for the filing of the Standard of Payments,
  Consolidated Financial Report, and A-133 audit report.
• Responsible for securing and managing financing for mortgages,
  term loans, and line of credit. Meet and negotiate with financial
  institutions in order to obtain the best available financing for
  the agency.
• Negotiate with union representatives to agree upon a benefit
  package for the staff that is in the best interest of the
  agency.

Administration

• Meet with brokers to obtain insurance for major medical,
  workers compensation, and disability. Ensure that the agency
  negotiates the best possible rates and obtains policies that
  conform with agency policies.
• Meet with brokers to secure commercial liability
  insurance.
• Oversee the interface between Catholic Guardian, liability
  insurance broker, and insurance carriers to ensure an efficient and
  effective working relationship. Monitor the status of litigation
  against the agency, perform risk management and trend analysis
  functions, and provide periodic reports to the CEO and Board of
  Directors on the status of legal matters and recommended courses of
  action to minimize risk to the agency.
• Collaborate on the comprehensive planning, acquisition, and
  integration of administrative IT systems, including hardware,
  software, local and wide-area networks, telecommunications,
  internet accessibility, and computer security.
• Oversee the purchasing of vehicles, furniture, and equipment
  for offices and residential facilities. Ensure that the best prices
  are secured and that the purchasing process is consistent with
  agency policy. Ensure that all agency property is secured and
  maintained in a safe and responsible manner.
• Ensure that the agency’s offices and residential facilities are
  managed and maintained in a safe, reliable, and efficient manner,
  including HVAC, elevator, water, maintenance, office management,
  space planning, and security systems.
• Negotiate and maintain lease arrangements for properties leased
  by the agency. Negotiate the most favorable terms to Catholic
  Guardian, consistent with agency strategic program and
  administrative needs, market conditions, and available financial
  resources.

Team Management

• Mentor and develop a direct team of finance professionals,
  managing work allocation, training, problem resolution, performance
  evaluation, work-life balance, and the building of an effective
  team dynamic.
• Guide larger, cross-divisional teams outside of direct span of
  control within the four main Catholic Guardian program areas.

QUALIFICATIONS

The CFAO will have the following experience and attributes:

• CPA preferred, with 10-plus years of progressively responsible
  financial management experience in a large, diverse, and complex
  nonprofit human services organization with a minimum budget of $50
  million. Knowledge of GAPP for the nonprofit sector.
• Demonstrable leadership skills, with a passion for Catholic
  Guardian’s mission; a hands-on manager with integrity, ethical
  standards, and a desire to work in a dynamic environment.
• Strong strategic thinking skills and forward-looking vision are
  paramount. A passion for “seeing the problem and wanting to fix
  it.”
• Desire to engage with staff and clients to better understand
  the agency’s operations and needs.
• Mature, confident, and proactive, with evidence of having
  worked as a true business partner to the CEO of a large and
  multidivisional organization. Experience working with a nonprofit
  board is preferred.
• Strong analytical skills and experience interpreting a
  strategic vision into an operational model with specific,
  measurable, achievable, relevant, and traceable goals.
• Deep understanding of and experience with a diverse set of
  governmental audits.
• Experience in areas of projected growth for Catholic Guardian
  is desirable (i.e., behavioral health services, services for people
  with autism, immigration services, etc.).
• Past experience successfully partnering with IT staff to manage
  critical financial management systems.
• Experience with human resources, property, and liability
  insurance management.
• Experience building, coaching, and mentoring high-performing,
  diverse teams with multiple layers.
• An effective communicator at all levels in the organization,
  with strong oral and written skills and a willingness to share
  information.
• A collaborative and flexible style, with a strong service
  mentality.
• Creativity, with experience funding activities in ways that
  both cover costs and generate operating margins.

The compensation range for this
position will be $250,000 to $275,000.

CGS offers a comprehensive and
competitive benefits package.

For more information about
Catholic Guardian Services and its programs, please visit
https://www.catholicguardian.org/.

Catholic Guardian Services is an
equal opportunity employer and considers all applications without
regard to race, color, religion, creed, gender, national origin,
age, disability, marital or veteran status, sexual orientation, or
any other legally protected status.

Applications, including cover
letters and resumes, and nominations should be sent to the
attention of Paul Spivey at [email protected].