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    Chief Financial Investment Officer Remote USA - San Antonio, United States - Creative Financial Staffing

    Creative Financial Staffing background
    Description

    Our client is a faith-based nonprofit organization dedicated to alleviating poverty, addressing injustice, and responding to disasters around the world. Their mission is to empower communities to overcome adversity and foster sustainable development through a holistic approach. They are currently looking for a dynamic and visionary Chief Financial Investment Officer (CFIO) to lead their financial strategy and investment initiatives. The CFIO will play a critical role in managing their global financial resources, ensuring sustainable growth, and maximizing the impact of their programs. The ideal candidate will possess exceptional leadership skills, extensive nonprofit experience, and a robust background in global accounting and financial management.

    Key Responsibilities for the Chief Financial Investment Officer:

    1. Strategic Financial Leadership:
    • Develop and implement financial strategies to support the mission and long-term goals.
    • Oversee financial planning, budgeting, forecasting, and reporting processes.
    • Provide strategic recommendations to the Executive Leadership Team and Board of Directors.
  • Investment Management:
    • Manage and optimize their investment portfolio to ensure alignment with their values and financial objectives.
    • Conduct thorough financial analysis and risk assessments to inform investment decisions.
    • Develop and implement investment policies and procedures.
  • Global Accounting and Financial Management:
    • Oversee global accounting operations, including compliance with international accounting standards and regulations.
    • Ensure accurate and timely financial reporting across all regions where they operate.
    • Lead initiatives to enhance financial systems, processes, and controls.
  • Leadership and Team Development:
    • Provide strong leadership to the finance team, fostering a culture of excellence, collaboration, and continuous improvement.
    • Mentor and develop staff to build a high-performing finance team.
    • Promote a shared vision of financial stewardship and transparency within the organization.
  • Nonprofit Financial Expertise:
    • Leverage extensive experience in nonprofit financial management to support grant acquisition, donor relations, and program funding.
    • Ensure compliance with all regulatory and donor requirements.
    • Oversee the preparation and presentation of financial statements, audits, and tax filings.
  • Stakeholder Engagement:
    • Engage with key stakeholders, including donors, partners, and regulatory bodies, to enhance financial sustainability and accountability.
    • Represent the organization in financial and investment discussions with external partners and networks.

    Qualifications for the Chief Financial Investment Officer:

    • Degree in Finance, Accounting, Business Administration, or a related field.
    • Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation preferred.
    • Willingness and ability to travel internationally throughout the year.
    • Several years of progressive financial management experience, including senior leadership experience.
    • Proven experience in nonprofit financial management, including global accounting practices.
    • Demonstrated success in managing investment portfolios and making strategic financial decisions.
    • Strong leadership skills with the ability to inspire and develop high-performing teams.
    • Excellent analytical, problem-solving, and decision-making skills.
    • Exceptional communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.
    • Commitment to the mission, vision, and values of the organization.

    This role can be fully remote in the USA.

    #CPA #CFA



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