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Treasurer / Chief Financial Officer

New York City, NY, USA | Leading Non-Profit / Social Enterprise Company

  • Industry:
    Non-Profit / Social Enterprise
  • Position Type:
  • Functions:
    Accounting / Control
    Finance (Internal)
    General Management
  • Experience:
    7-10 years
Job Description:
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United Methodist Women is seeking a Treasurer/Chief Financial Officer who is a forward thinking, strategic advisor that promotes and enables change throughout the organization. A fully-qualified candidate will understand the pivotal role that finance plays in the organization and can provide the necessary analysis and decision tools to drive the organization forward and execute its strategy. You are suitable for this role if you are mission oriented and can integrate between the organization’s overall financial strategy and member solutions.

Position Summary

The Chief Financial Officer is accountable for the financial operations, grants administration and property and risk management work of the organization. This includes the development of a financial plan to fulfill the organization’s existing obligations and to support its operational strategy, identify the benchmarks needed to achieve these plans, and the ongoing development and monitoring of control systems designed to preserve organization assets and report accurate financial results. Principal accountabilities are monitoring and directing the implementation of strategic financial operations, participating in key decisions as a member of the UMW leadership, overseeing the issuance of financial information, supervising the management of UMW investments, understanding and mitigating key elements of the organization’s risk profile and monitoring cash balances and cash forecasts. The Treasurer/CFO leads strategic and practical engagement with the property owned by the organization operated by others and recommends needed investment and transactions to the Board for action. 

Essential Job Functions (Other related duties may be assigned):

Financial Oversight

Manages annual budget and budget creation process of under direction of the General Secretary/CEO and the Board of Directors

Ensures financial viability of the organization, from budgeting to reporting to auditing

Maintains accountability of financial records in partnership with the senior leaders in the Finance area, including Controller

Responsible for ensuring that the Financial and Administration unit employs sound financial practices and effective risk management strategies

Keeps the Board of Directors informed about all financial matters

Authorized to sign all contracts and financial instruments

Organizational Management

Work with UMW Board of Directors to provide vision/direction and fiscal planning for the organization

Provides oversight for the monitor analysis functions of finance to provide data and guidance to organization management, for good stewardship of organizational assets and member giving.

Professionally manages UMW day-to-day finance operations while maintaining standards in the nonprofit industry and consistent with the Code of Ethics for UMW, the General Agencies and the UMC Book of Discipline.

Directs and supervises staff, including hiring, training, evaluating, developing and terminating finance personnel

Skillfully plans, organizes and implements UMW efforts to assure progress on immediate and long-term.

Oversees the expenses of the Finance, Property, NMI and Grants Management units to ensure most effective and efficient use of dollars spent and good stewardship of resources entrusted to United Methodist Women.

Oversee the legal review and signing of all contracts with external vendors. 

Responsible for serving as primary point of contact for external legal counsel.

Supervisory Responsibilities

Manages subordinate managers and establishes objectives/provides general direction to areas. Has hiring, discipline and promotion authority. Responsible for conducting performance appraisals and reviewing appraisals completed by others. The following subdivisions are direct reports to the Treasurer/Chief Financial Officer:

· Finance Department

· Property Management

· Grants Administration

· Endowment Administration

· Missionary/Deaconess Retirement/Health Plan Administration

· National Mission Institution (NMI) Relationship and Property


·Membership in The United Methodist Church with familiarity and general knowledge of agencies of the United Methodist Church is required. A dedicated member of United Methodist Women who possesses a strong witness for Christ and mission along with an understanding of The United Methodist Church, its polity, its connectional structure and the interfaith communities is preferred. 

·Bachelor’s Degree and at least 7 to 10 years of experience in a senior level finance position and/or finance managerial position in a faith-based or not-for-profit financial management preferably religious not-for-profits and non-governmental organizations (NGO’s); handling pension, 403 (b) plans, self-funded health plans, property management and investment management.

·Proven ability to discreetly handle sensitive matters.

·Able to effectively communicate with key constituencies including UMW Conference, District and Jurisdiction treasurers.

·Able to work collaboratively across the organization to produce and present needed reports and presentations to the Board of Directors and members.

·Ability to analyze and interpret Financial statements and to report verbally and/or in writing. Ability to oversee and implement best financial practices.

·Experience in and knowledge of Pension and Health Administration, including familiarity with federal laws and HIPAA compliance. Knowledge of UMW Denominational Benefits Plans helpful.

·Familiarity with endowment administration including current legal requirements.

·Oversee internal Grants and Scholarship Management processes. 

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