NOLS is looking for a CFO/Finance Director

by | Dec 9, 2019 12:46PM

Reports to: President (Terri Watson)

• Controller: Monthly financial statements preparation, Receivables, Payables, Payroll, Audit
• Information Systems Director: Software engineers, Network Admin, System Admin, Support
• Purchasing Manager: Schoolwide purchasing, Mailroom, Shipping/receiving
• Does not supervise, but provides key input to the Rocky Mountain Facilities Manager

• The Chief Financial Officer (CFO) is a member of the senior leadership team.
• Responsible for the finance, information systems, purchasing and HQ facilities functions, the CFO works closely with committees of the Board of Trustees.

Key Responsibilities:

Schoolwide Financial Leadership
• Responsible for the overall financial management of NOLS including financial statement preparation, receivables, payable, and payroll.
• Present and interpret financial information to other members of the Executive Leadership team.
• Respond to inquiries and provide analysis to the President.
• Lead schoolwide annual budget process
• Provide financial modeling to inform decision making at all levels of the organization.
• Provide education on relevant financial topics to school directors and other staff via written papers, presentations, and interactive educational sessions.
• Responsible for determining and implementing schoolwide financial policies and procedures.
• Responsible for compliance with all US financial regulations (taxes, payroll withholding etc.)
• Work with Operations on compliance with non-US tax and other regulations. Lead on ensuring business compliance in international operations.

Board of Trustees
• Be the primary staff representative to the Finance Committee, Audit Committee & Investment Committee of the Board of Trustees.
• Work with Treasurer to determine appropriate topics for the Finance and Investment Committee and to keep them informed, so that they can most effectively participate in the governance of NOLS.
• Work with the Chair of the Audit Committee to coordinate audit activities throughout the year.
• Arrange regular meetings of the Finance and Investment Committee with our investment manager to review performance.
• Provide education to trustees and respond to requests for information.

Executive Leadership Team Member
• Be an active member of the school-wide senior leadership team, guiding overall strategy.
• Lead financial modeler to support schoolwide decision discussions.
• Actively contribute to the development and execution of the strategic vision and plan of NOLS.
• Part of crisis response team, as/if needed.

Information Systems
• Provide leadership for, and manage the strategic development and deployment of, information and technology at NOLS.
• Responsible for the overall Information Systems strategy, including budget allocations to both capital and operational needs.
• Oversee the IT Department as they lay framework for future systems review and lead future implementations.

Facilities Management
• Determine the maintenance priorities for the HQ facility and budget needs.
• Oversee third-party contractors for facilities work and City relationships.
• Act as one of the primary points of contacts for any after-hours HQ building issues.
• Work with Fremont County to obtain and maintain appropriate property tax exemptions.
• Work with other local governments to obtain and maintain property tax exemptions.

• Provide leadership for, and manage the enterprise-wide purchasing function.

• Manage overall liability and property insurance programs including organizational liability, property and other non-health insurance policies as the lead agent.
• Employee benefit programs:
• Oversee the plan design for the NOLS 403(b) and act as Plan Administrator
• Lead role in the overall management of NOLS’s self-funded health plan including obtaining administrative services and reinsurance.

• Manage primary banking relationships including cash management.
• Responsible for obtaining any needed financing including the line of credit.
• Oversee the investment of the endowment and other funds, in partnership with the Investment Committee.
• Support and advance the professional development of the finance, information systems and facilities staff.

Candidate Profile:

The ideal candidate will have the following professional and personal skills, qualities and characteristics:

Professional Experience:
• Minimum 10 years of experience leading finance in a complex philanthropic environment, including hiring, training and staff leadership/team development.
• Strong financial management skills and experience, including coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger and payroll.
• Additional experience leading a technology function would be highly beneficial, especially experience in large scale implementations of enterprise systems.
• An understanding and sensitivity to the complexity of the various funding streams at NOLS (earned revenue and philanthropy, domestic and international).
• The technical abilities and confidence to ensure that the NOLS financial oversight is of the highest caliber in terms of both best practices and compliance.

Personal Attributes:
• Passionate about the mission and impact of NOLS, comfortable working in partnership with the staff, funders and other partners to advance the mission and agenda.
• A strategic finance leader with the tactical ability to “deep dive” into the details with strong quantitative and analytical skills; able to transition seamlessly between the “big picture” and minutia.
• Comfortable with both the rigor of the finance function and the ambiguity of a growth organization that operates across multiple geographies and cultures.
• Ability to set clear priorities, delegate and guide investment in people and systems.
• A creative approach to problem-solving that supports and enables sound decision-making and empowers others to contribute to the overall success of the organization.
• A high level of intellectual horsepower with a collaborative and service-oriented mindset.
• Skilled at building effective relationships at multiple levels across complex institutions.
• A strong leader, communicator and collaborator, with the ability to engage with the wide range of stakeholders including team members, funders, Trustees and other partners.
• Skilled at presenting financial information in a clear, confident fashion to a range of constituents.
• Skilled at building and leading high-performing, diverse teams of the highest degree of professionalism and guiding team members’ growth and development.
• A high level of emotional intelligence; a style that will resonate in the NOLS community and beyond.
• Sensitivity to culture and passion for the mission and programs of the school is essential, as is the ability to operate within a transparent and collaborative a team culture.
• Able to develop a powerful sense of shared purpose, productive and fulfilling relationships with others, motivating them to engage the opportunities and challenges ahead, providing true leadership for this next chapter.
• Highest levels of integrity, ethics and values.

• MBA and/or CPA required

NOLS is committed to creating and fostering environments that are welcoming, equitable, and inclusive for all of our past, present, and future students, instructors and staff.

We seek to celebrate the breadth of diversity represented within our community, while keeping our eyes on the continued journey that we must walk, run, or stroll to create spaces made with everyone in mind.

NOLS is committed to building a diverse community that is inclusive of people from all backgrounds. NOLS does not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, genetics information, disability unrelated to job or admission requirements, or veteran status.

For more information, click here.

If you or someone in your network is interested in exploring this opportunity, please contact:

Tory Clarke
Partner, Bridge Partners
[email protected]

Larry Griffin
Partner, Bridge Partners
[email protected]


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