Organization Summary:

United Way of New York City (UWNYC) is a nonprofit mobilizing people and organizations to eradicate barriers and create opportunities that improve the lives of low-income New Yorkers. Part of the United Way Worldwide system, one of the world's most recognized charitable brands, we envision caring communities in which all individuals and families have access to quality education and the opportunity to lead healthy and financially secure lives. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance.

Reports to: President & Chief Executive Officer (CEO)

About United Way of New York City

Founded in 1938, United Way of New York City (UWNYC) is a nonprofit mobilizing people and organizations to eradicate barriers and create opportunities that empower and improve the lives of low-income New Yorkers. Part of the United Way Worldwide network, one of the world's most recognized charitable brands, we envision caring communities in which all individuals and families have access to quality education and the opportunity to lead healthy and financially secure lives. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. Today, our organization is still creating solutions for our City's toughest challenges, but in a more innovative, efficient, and effective way. Over the past eighty-plus years, we've grown from being more than just a fundraising entity, to becoming a leader in collaboration, capacity building, and systems change. While funding is critical to fuel our mission, we measure success, not in the dollars we raise, but in the lives we impact.

Position Overview

Reporting to the President & Chief Executive Officer (CEO), the Senior Vice President & Chief Financial Officer (CFO) plays a critical role in developing and implementing the multi-year financial strategy for UWNYC. The CFO is a sounding board and strategic partner for the CEO and the Board of Directors. As a member of the Executive Leadership Team (ELT), the CFO is an advisor on a broad range of financial issues to all department leads, evaluating and assisting them with their financial plans and modeling. They will be responsible for overseeing all fiscal and fiduciary responsibilities for the organization, including evaluating the financial viability of new programs in conjunction with the Board of Directors, particularly the Finance and Investment Committee and the Audit Committee.

This is an ideal opportunity for an experienced leader with broad finance experience gathering and evaluating financial information and making actionable recommendations to senior leadership.

Responsibilities include, but are not limited to:

• Hire, train, develop, and mentor finance staff; lead a high-capacity and effective team
• Serve as an inspirational leader for staff; promote a culture of strong integrity, high performance, meaningful collaboration, and continuous improvement that values commitment to equity, learning, and quality
• Provide financial guidance and leadership for larger, cross-departmental teams.

• Oversee long-term financial planning and management in alignment with UWNYC's strategic plan, especially as UWNYC considers changes in program and revenue models, sponsorships, collaborations with external organizations, and potential commercial co-ventures.
• As a business partner to the CEO and ELT, assess organizational performance against financial plans (both the annual budget and UWNYC's long-term needs and goals) and provide financial expertise for efforts to remediate identified deficiencies or shortfalls.
• Develop, implement, and continuously improve tools and systems to provide critical financial and operational information to the CEO and ELT
• Manage the Board Finance & Investment and Audit Committees; report to the Board regarding issues, trends, and changes in the financial operating model(s) and UWNYC's delivery against financial plans.
• Establish yearly objectives and meeting agendas, and select and engage outside consultants (auditors, investment advisors)

• Oversee the preparation and implementation of annual budgets and ongoing budget performance reports so as to monitor progress and present financial metrics both internally and externally.
• Manage cash flow and forecasting; maintain a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs.
• Oversee all accounts, ledgers, and reporting systems, ensuring compliance with Generally Accepted Accounting Principles, regulatory requirements, and NYC Office of Management and Budget audit requirements as well as any New York City or State-specific regulations and practices. Maintain internal control safeguards and coordinate all audit activities.
• Oversee preparation of all tax and regulatory filings, ensuring compliance with IRS and state regulations
• Optimize the handling of banking relationships and initiate appropriate strategies to enhance cash positions.
• Oversee the management of and track the performance of UWNYC's endowment and restricted funds in keeping with applicable legal requirements and the policies and investment guidelines established by the Finance and Investment committee.
• Develop plans for and oversee implementation and performance of financial monitoring of contractual relationships and program to ensure appropriate performance and clear accountability to fund grantors, community-based organizations participating in each program and financial services contractors; develop and implement financial audit and control measures for all Community Impact programs.
• In partnership with the Chief Legal & Administrative Officer, oversee financial management of benefits programs including medical, retirement and 401k. Partner with HR to design benefit plans for employees.
• Oversee the selection and directly manage all investment advisors in all aspects of UWNYC's financial planning and investment activities.
• Oversee financial operations function to ensure donor data and revenue is properly recorded while providing appropriate support and metrics to the Resource Development department
• In partnership with the Chief Legal & Administrative Officer, oversee procurement, building facilities maintenance, space planning and subleasing and real estate projects.
• Support Legal department in internal audit activities.

• Demonstrated passion for UWNYC's mission and core values, strong commitment to racial equity.
• Bachelor's degree required, MBA and/or CPA preferred.
• 15+ years of experience overseeing finance (accounting, budgeting, control, and reporting) within a complex, multi-division organization (non-profit and/or non-profit board experience preferred)
• A hands-on, collaborative leader who has integrity, a service orientation, strong communication skills, and thrives in a dynamic environment.
• Experience serving as a business partner to the CEO of a multi-divisional organization; Strong analytical skills and experience operationalizing a strategic vision.
• Deep understanding of and experience with the NYC Office of Management and Budget, GAO and state and local standards and regulations pertaining to audits
• Deep experience with grants management and understanding the nuances of public funders.
• Expertise in cash flow oversight (strategic planning, analysis, forecasting)
• Understands the importance of balancing the needs of the organization with the needs of the communities UWNYC serves.
• Experience successfully partnering with IT and operations staff to manage critical financial management systems.
• Exceptional people management skills; experience in building and retaining strong teams.
• Excellent stakeholder management skills (internally & externally); experience partnering with staff, leadership, and an active board.

• $200,000 - $250,000
• The final determination of salary, within this range, will depend on the candidate’s education, skills, and experience required for the particular position.

• Fully vaccinated for Covid-19
• Background check
• UWNYC is presently on a Hybrid/In-Person work schedule.

Additional Requirements:

Background check

UWNYC is presently on a Hybrid/In-Person work schedule

United Way of NYC Core Competencies for All Staff

Mission Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.

Relationship-Oriented: Understands that people come before processes and is astute in cultivating and managing relationships toward a common goal.

Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement

Results Driven: Dedicated to shared and measurable goals for the common good: creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact

Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

Please add salary requirements in your cover letter/additional information section. No phone calls or faxes are accepted.

United Way of New York City is an Equal Employment Opportunity Employer