Chief Financial Officer - Mission, United States - Sbnature

Description

Title:
Chief Financial Officer

Classification:
Full-Time, Exempt

Department :
Administration

Reports To :
President and CEO

Wage Band :
Executive Staff


Compensation:
$140,000 - $180,000* annually

Created :
January 2009


Revised :
March 2024


Mission:
The Santa Barbara Museum of Natural History inspires a thirst for discovery and a passion for the natural world.
Position Summary

The Santa Barbara Museum of Natural History is seeking a dynamic Chief Financial Officer (CFO) to join our team.

This role presents a unique opportunity for an accomplished senior financial management executive to play a pivotal role in ensuring the long-term growth and prosperity of our historic institution.

With ambitious plans for the years ahead and a very healthy financial position, we are looking for a strategic leader who can bring enthusiasm and expertise to drive our mission forward.

If you're ready to make a significant impact and be part of shaping the future of the museum, we want to hear from you

As part of the Executive Team, the Chief Financial Officer (CFO) serves as a strategic partner to the President and CEO, leadership team, and Board of Trustees.

The CFO develops a comprehensive and future-oriented financial strategy that supports the Museum's strategic priorities, manages the accounting and financial functions, and oversees administrative functions for the Museum.

The CFO encourages, supports, and exemplifies the highest ethical standards to ensure the smooth operation of the Museum, the professionalism of the staff, the quality of the guest experience, and the continued development of the institution's administrative processes.

Specific Responsibilities:
Finance and Accounting
Directs the accounting and related financial activities of the Museum to ensure sound fiscal administration.
Responsible for the preparation and integrity of the Museum's financial statements and related reports and budgets.
Recommends appropriate policies and establish internal control procedures to safeguard the assets of the Museum.
Establish and maintain accounting control over the Museum's operating, restricted, board-designated, endowment and quasi-endowment funds.
Ensures museum-wide adherence to proper accounting standards.

Directs preparation, review and analysis of financial reports to ensure the Museum's financial condition is in accordance with the guidelines established by the CEO and the Board.

Provides regular financial reports to the Finance Committee and the Board.
Provides staff support to Finance Committee.
Ensures that Department Heads have access to timely financial data for decision making.

Oversees and prepares annual operating budget with operating plans and financial information prepared by department managers, vetted in discussions and modified as necessary.

Implements policies as approved by Museum's Investment & Finance Committees and Board.
Investments and Cash Management
Monitors the investment portfolio. Provide staff support to the Investment Committee and work with the Museum's Investment Consultants.
Directs cash activities to maintain appropriate cash levels.
Compliance
Provides staff support to Audit Committee.
Directs preparation for the annual audit and other audit activities.
Acts as principal liaison with the Museum's accounting firm in preparing the annual audit.
Coordinate issuance of annual audited financial statements and form 990.
Manage/ direct preparation of tax returns, information returns and related reports to ensure compliance with governmental reporting requirements.

Manage preparation of the financial portion of grant reports and billings to ensure compliance with requirements and policies of funding sources.

Ensures that any grants or contracts administered by the division are managed properly.

Manages the financial risk management program including:
o Works with insurance brokers to select appropriate insurance package and levels of insurance.
o Oversees filing of any insurance claims
o Oversees Museum's contract management.
Maintains corporate records and legal files for the Museum including contracts, agreements, policies, and titles.
Train and develop a strong team, preserving high ethical standards and processes.

Manage Administration staff to ensure that the Museum's accounting, finance, payroll and benefits, HR, and IS administration functions are performed effectively.

Oversees implementation and application of compensation policy and compensation changes.
Oversee employee benefit program including offerings and selection of providers.
Approves overall museum-wide employee professional development program.
Department Head
Assumes responsibility for division operations.
Acts as a liaison between staff and others outside the division.
Establishes short and long-range goals for the division.
Attends and actively participates in department head, division director (management team), board committee and full board meetings.
Drafts division portion of President & CEO's report to the Board.
Ensures Division activities align and support strategic priorities.
Prepares Division budgets, annual reports, and grant and contract proposals.
Oversees the acquisition of all supplies and equipment necessary to run the department.
Oversees staff instruction on emergency procedures and the use of museum and departmental safety equipment.
Authorizes and signs purchase orders for departmental purchases.
Delegates any of the above as appropriate and oversees delegated responsibilities.

Contributes to a positive guest experience by greeting and addressing any questions when encountering guests as they navigate through the Museum and Sea Center.

Supports the Museum's commitment to diversity, equity and inclusion for fellow staff, guests and the community.
MBA or CPA required.
7 + years of experience in the field of accounting or finance.
5 + years of experience in the supervision and training of staff, both paid and voluntary.

Financial expertise, strong technical knowledge, and skills in a range of finance disciplines, a deep understanding of financial operations, and proven talent for the development and execution of a long-term financial strategy.

Proven ability to think strategically about complex operational practices in a thoughtful manner and the skill to implement change, when necessary, and establish best practices tailored to the Museum's unique needs, while building consensus among peers, subordinates, and others throughout the organization.

The demonstrated disposition and commitment to cooperation, superb listening and partnering skills, and the ability to cultivate trust and credibility with colleagues.

Experience as a fair, respectful leader, as well as a proven ability to manage resources—human, financial and physical—to maximize productivity and assure the highest quality work.

Excellent oral and written communication skills, the ability to convey technically complex financial information and concepts in accessible terms, and negotiation skills.

A bright, inquisitive, and agile mind, as well as a commitment to the highest ethical and professional standards.

An ability to work successfully in a complex and fluid environment demanding self-reliance combined with team spirit, outstanding judgment and people skills, and a sense of humor.

Strong working knowledge of computer software including MS Office (Word, Excel, Outlook).
Proficiency with accounting software, preferably Financial Edge and Raiser's Edge.

Preferred Qualifications:
Demonstrated experience with non-profit accounting and/or auditing, or related work.
CPA license preferred.
Knowledge of nonprofit GAAP preferred.
Experience accounting for investments preferred.
Experience working at a museum desirable.
Interest in the natural world and science.
This is a full-time on-site position.
General office environment with occasional work throughout the Museum and Sea. Center facilities (galleries, scientific laboratories, conference rooms, and exhibit halls) and outdoors.
Significant telephone and computer work (repetitive movement – typing).
Frequent sitting, standing, walking, climbing stairs and bending with occasional lifting of light loads (10lbs).
Occasional work at the Sea Center facility located on an ocean wharf environment.
The incumbent must perform each position requirement as outlined in the job description.

Essential Requirements

are representative and are essential for satisfactory job performance. The

Work Environment

characteristics are representative of those that may be encountered while on the job. The Museum will make reasonable accommodations to enable individuals with disabilities to perform the essential functions of the position.

• The pay range above represents the lowest possible rate for the position and the highest possible rate. Factors that may be used to determine where newly hired employees will be placed in the pay range include the employee specific skills and qualifications, relevant years of experience and comparison to other employees already in this role. Most often, a newly hired employee will be placed below the midpoint of the range.

Please email your completed application (including the three professional references), your resume, and a cover letter to the Human Resources Manager at .

In the subject line, please include the job title followed by your full name.
We kindly ask that all required documents be submitted together for consideration.
Please note that screening of complete applications will commence immediately and continue throughout the search process. We appreciate your understanding and patience as we carefully review each submission.

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