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Opening: Chief Financial Officer

Publication date: 
August, 2022
Position: Chief Financial Officer
Organization: Emerging Practitioners in Philanthropy
Location: Remote
Deadline: September 9, 2022

About Emerging Practitioners in Philanthropy

Emerging Practitioners in Philanthropy (EPIP), a fiscally-sponsored project of Tides, is a growing community of foundation professionals and other changemakers working to advance equity within and through philanthropy. EPIP's mission is to empower emerging leaders and elevate philanthropic practice to build a more just, equitable, and sustainable world. EPIP has established itself as a leading network for diverse early-and mid-career philanthropic professionals, particularly those who identify as people of color, women, and/or LGBTQ. EPIP's 14 member-led chapters span the country and provide peer-to-peer programs, networking opportunities, and support while serving as platforms for member leadership. National programs like the biannual conference and Philanthropology, a grounding in philanthropy with a social justice lens, coupled with local programming led by EPIP Chapters, connect members to additional support, knowledge, and opportunities. 

EPIP envisions a world where people of all identities can live full and prosperous lives, supported by a diverse, equitable, inclusive, and effective philanthropic sector. As an anti-racist and inclusive organization, EPIP is committed to empowering staff to apply an equity lens to their work and champion social justice. EPIP is currently at a critical transition point of internal and external practice, process, and growth. This is an exciting time to influence culture and infrastructure at EPIP while championing inclusion and equity within the philanthropic sector! To learn more about EPIP, visit https://www.epip.org.

About the Opportunity

EPIP has experienced tremendous growth and transition since the implementation of its 2017 Strategic Plan. EPIP's Chief Financial Officer (CFO) is a critical contributor to a diverse leadership team in an evolving organization. A key piece of this will be providing strategic oversight of the financial and operational transition from fiscally sponsored to a 501(c)3 entity in 2023. The position will facilitate the advancement of an effective business model that maintains fiscal integrity. 

The ideal candidate will possess a strong knowledge of financial, operational, and nonprofit human resource practices. They will possess a strong understanding of IRS and GAAP rules. As a subject matter expert, the CFO will be able to communicate financial matters to a broad audience with varying levels of expertise and insight. They will have hands-on experience in human resources and risk management as this will be an important pivot for EPIP. They will be able to interface with HR, IT, and legal contractors to explore and implement alternatives to standard practices that promote equity. This position requires the candidate to be detailed-oriented, reflective, and able to provide and receive feedback in a way that supports and builds a collaborative culture.

The ideal candidate will also serve as a trusted advisor to the Executive Director, working closely with EPIP's senior leadership team, Advisory Board, and staff to develop an inclusive culture throughout the organization and with current and former members. This position will require occasional travel (no more than 15%).

Key Roles and Responsibilities

The Chief Financial Officer is a strategic, thought-leader partner reporting directly to the Executive Director. The role is a new position scheduled to join EPIP’s leadership team during the conversion to a 501(c) 3 organization. The role focuses on three primary areas: finance & accounting, operations, and human resources. In this capacity, this leader will streamline operational and human resources processes, help set financial and administrative priorities, and manage a team of two, the Finance and Operations Manager and the Director of Advancement, to ensure EPIP’s long-term fiscal and operational health.

Organizational Leadership

  • Serves as a critical member of the senior leadership team and trusted advisor to the Executive Director, ensuring that organizational initiatives are aligned with EPIP’s financial strategy and effective operations
  • In collaboration with the Chief of Staff and Executive Director, enhances and establishes strategies to strengthen EPIP’s current infrastructure, enabling EPIP to meet current and projected organizational goals
  • Collaborates with the Director of Advancement and Finance & Operations Manager to fulfill key objectives and ensure appropriate goal-setting while also supporting their professional development and leadership
  • Promotes a culture of care that values social justice, creative problem solving, work ethic, and work-life balance

Finance and Accounting 

  • Oversees, develops, and revises the tools, systems, and processes (as needed) for all finance and accounting functions, including organizational budgeting, cash flow management, forecasting, and upon transition to 501c3, year-end audit, and tax filing
  • Leads the quarterly, annual, and long-term budgeting processes with report outs to the staff, senior leadership team, Executive Director, and the Board, while making financial concepts more readily accessible and understood by those without a financial background 
  • Identifies and develops additional processes and systems to ensure strong financial and operational practices in support of EPIP’s mission and organizational growth 
  • Develops and updates accounting, reserve, documentation and description policies in collaboration with the Executive Director, Treasurer, and Finance Committee
  • Monitor all financial and accounting transactions for grants, dues, and other income and expenses
  • In collaboration with the Director of Advancement, ensures resources are allocated in alignment with grant agreements and oversees all financial and budget reporting for grants
  • Develops, analyzes, and presents financial reports in a clear and easily accessible format
  • Provides ongoing analysis of financial and economic trends for decision-making, cash flow analysis, strategic direction, and long-term planning
  • Serves as the primary point of contact with Tides (until formal conversion) for all financial, contract, and special events cases to ensure compliance with the fiscal sponsorship agreement

Human Resources

  • Leads human resources and administration; centering a social justice and anti-racist lens that aligns EPIP's human-centered values and HR best practices
  • Continually evaluates and modifies the human resources infrastructure; including overseeing, updating and creating policies, philosophies and practices around employee compensation and benefits, talent acquisition and onboarding processes, and performance management, working with fiscal sponsor and/or external contractors as needed
  • Leads and refines staff performance management processes, including annual reviews, ensuring a process that is centered on EPIP’s values and supports, measures, and evaluates staff’s professional development and progress against staff and organizational goals
  • Communicates and explains new directives and policies and procedures to staff, including as needed meeting with entire team to explain changes, answer questions, and maintain morale
  • Evaluates and augments the recruitment process and materials to ensure that human resources continue to align with HR methodologies and labor laws

Operations and Technology

  • Refines and directs the implementation of organizational-wide financial, administrative, technology, and operational systems, policies, and practices to support organizational growth and foster a spirit of collaboration across the organization
  • Enhances current processes for managing consultant and vendor contracts, working with staff involved with the identification, development, negotiation, and implementation of contracts to ensure alignment through and after the transition. 
  • Leverages knowledge of trends, best practices, regulatory changes, and new technologies in human resources, IT, and operations to provide strategic direction in support of EPIP’s mission and to ensure a streamlined approach toward data management and efficient technology use
  • Ensures that strategic legal advice anticipates potential issues, estimates risks, and identifies proactive solutions to eliminate or mitigate risks
  • Serves as liaison to legal counsel, external HR vendors, and other contractors as needed 

About the Ideal Individual

  • A Nonprofit Finance Expert. You possess strong finance skills supported by a deep understanding of the nuances in the nonprofit world. 
  • Tech Savvy. You are an early adopter of new technologies and platforms that facilitate streamlined processes and collaboration across teams. You recognize the importance of technology in creating an efficient workplace that enhances daily operations. You have previous experience in creating workflows in finance and human resources.
  • Communicative and Approachable. You can communicate and educate on financial matters to a diverse audience with varying levels of financial expertise. You possess a solid ability to build and maintain healthy relationships with staff, volunteers, members, and other key stakeholders with diplomacy, discretion, and tact. 
  • A Solid Leader. You are a person with high-emotional intelligence able to model sound-decision making and judgment.
  • A Creative Finance Producer. You are not confined by traditional finance roles. You can view and share the organization's finances through a nontraditional social justice lens. 
  • Resourceful and Adaptable. You are a problem solver who is at ease with rapid change. You possess a positive attitude and look for creative solutions within the structured world of finance. 
  • An Abundant Thinker. You believe that we are living in a world of abundant resources and that the right team of partners can make incredible things happen. You can see the possibilities, even in seemingly impossible situations. 

What You'll Need:

  • Demonstrated commitment to EPIP's values, particularly social justice, equity, diversity, and inclusion 
  • Minimum of eight years of finance and operational management experience working in the non-profit sector
  • Knowledge of accounting and operational systems, including QuickBooks Online, Netsuite,Expensify, Bill.com, GAAP principles
  • Experience with change management for a transitioning organization with an understanding of the nuances involved in managing the pace and capacity of growth
  • Experience managing mixed revenue streams including grant commitments, earned revenue, and philanthropic pledges
  • Ability to be a strong team player with a small staff and to pitch in with all work required 
  • Five years of experience managing others 

Compensation and Benefits

This position reports to the Executive Director and is a permanent, remote, exempt position that will be compensated in the $150,000 - 165,000 range. EPIP employees receive access to a variety of benefits, from comprehensive healthcare to a robust 403(b) Retirement Plan, and more, designed to support the health and well-being of our staff (e.g., home office, internet, and professional development stipends).

Physical Demands 

The physical demands described here represent those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform these essential functions. The employee must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to move around a space when hosting or attending EPIP events and travel via ground or air transportation. 

Equal Employment Opportunity

We strongly encourage women, people of color, bilingual and multicultural individuals, as well as members of the lesbian, gay, bisexual, and transgender communities to apply. Applicants shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition, including acquired immune deficiency syndrome (AIDS) and AIDS-related conditions. We encourage and will consider for employment qualified applicants with arrest and conviction records.

Reasonable accommodations will be made so that qualified disabled applicants may participate in the application process. If you seek an accommodation, please advise in writing at the time you apply.

Emerging Practitioners in Philanthropy (EPIP) is a project of the Tides Center. The Tides Center is an equal opportunity employer.

Application Inquiries

EPIP has retained the services of McNeil Creative Enterprises (MCE) to assist with the recruiting process. To apply, please upload your resume and a one-page cover letter that responds to the following questions:

  • What draws you to EPIP's work at this time?
  • How might your specific skills and experience make you well-suited for this role?
  • What is your personal commitment to social justice, and how do you see the EPIP’s CFO position aligning with that? 

You can email questions about the position and EPIP to jobs@mcearts.com.

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