Description

Primary Function 
The Chief Financial Officer (CFO) serves as a member of the Leadership Team and is responsible for the financial strategy, asset protection, administrative compliance, and real estate oversight of the Oklahoma Center for Nonprofits and its related entities. 
The CFO oversees all accounting functions, audits, financial reporting, employe benefits administration, risk management, and strategic oversight of the Center’s real estate operations. This position safeguards organizational assets and ensures long-term financial and operational sustainability. 

Essential Functions 
Accounting Functions 

• Handle all accounting functions including but not limited to:
  • Receivables and payables
  • Vendor files
  • Financial projections and forecasting
  • Financial reporting and monitoring of OK Center for Nonprofit Properties LLC, and OK Center for Nonprofit Properties Tulsa, LLC
  • Daily bank deposits
  • Daily credit card deposits
  • Payroll
  • Monthly training reports
  • Monthly journal entries and accruals  
  • Monthly bank reconciliations
  • Simple IRA
  • Monthly scholarship reconciliation to the general ledger
  • Proper restriction and release of funds honoring donor intent
• Work with the program staff to maintain an accurate list of participants in classes and consulting contracts. Prepare all invoices and coordinate unpaid accounts. Coordinate registrations and payments with outside foundations or agencies for classes and conferences as needed. 
• Staff liaison for the Finance, Audit, and Property Committees. Assist them in planning meetings; prepare minutes, create reports and documents as requested, following the Centers’ Committee Protocol. 

Reporting 

• Prepare weekly & monthly accounting reports for the Board of Directors, Executive Committee, Finance Committee, Resource Development Committee, and other committees as requested. These reports include but are not limited to: 
  
  • Monthly and Year to Date Statement of Activities 
  • Monthly Cash Flow Projection 
  • Accounts Receivable report 
• Coordinate with the Chief Development Officer to:
  • Maintain accurate information on contributions and pledges for the Annual Center campaign 
  • Maintain financial records and assist with all fundraising events 
  • Assist with grant applications and reporting 
  • Assist with budget and financial reporting for special events and other development programs as needed

Budget Process & Implementation 

• Coordinate the Center’s annual budget and revise as needed, in conjunction with the Board’s approval. 

Audit 

• Coordinate the Center’s annual audit and act as liaison to the Audit firm to ensure a smooth and deficiency free audit, in conjunction with the Center’s Audit Committee. 
• Coordinate the Center’s annual 990 filing and act as liaison with the audit firm and the Audit Committee to ensure accurate and timely filing with the IRS and the state. 

Legal Compliance & Risk Management 

• Maintain and update all Center licenses and registrations. 
• Maintain and update all Center contracts and legal documents. 
• Manage the Center’s Umbrella and D&O policies. 
• Maintain and update all Center inventories. 

Payroll & Benefits

• Maintain accurate information on Center benefits package and act as a liaison to Center benefits providers. 
• Maintain up to date Human Resources benefits records for all Center staff members. 
• It is the responsibility of all Center employees to recruit, recognize and retain volunteers and donors. 

Professional Financial Services

• Oversee the strategic direction and growth of the Shared Financial Services program, ensuring alignment with the organization’s mission and financial goals. 
• Review and approve policies and procedures developed by the Director to guide the Shared Financial Services program. 
• Monitor the recruitment of new clients and staff to support program expansion and ensure the delivery of high-quality financial services. 
• Ensure that the program adheres to non-profit accounting with best practices and remains up to date with relevant software and GAAP standards. 
• Provide guidance on the development of financial service offerings and the execution of client service delivery to maintain excellence in customer service. 
• Approve training and consulting initiatives led by the Director to promote best practices in non-profit accounting and finance. 
• Support the Director in fostering a collaborative culture within OKCNP, contributing to strategy, goal setting, and cross-departmental integration. 
• Review and endorse reports generated by the Director for the staff and board of directors. 
• Ensure the Director maintains professionalism and confidentiality in all interactions with donors, members, and stakeholders. 
• Evaluate and facilitate the Director’s involvement in professional development, travel, and attendance at special events and board meetings. 
• Confirm that the Director effectively manages the Shared Financial Services team, including managers, accountants, coordinators, volunteers, and interns.

Human Resource Operations

• Implement and adhere to all relevant employment laws and regulatory compliance requirements. 
• Develop HR compliance strategy, ensuring it aligns with the organization's objectives and risk management policies. 
• Monitor the development and implementation of internal HR policies and procedures to ensure they are up to date with current laws and best practices. 
• Oversee the financial aspects of the human resources department, including payroll, benefits administration, and budgeting for HR initiatives. 
• Coordinate training programs on compliance and ethical conduct for all employees. 
• Maintain accurate and confidential employee records, and that the reporting systems follow legal requirements. 
• Conduct audits of HR processes and policies to identify areas for improvement and to prevent compliance violations. 
• Assess and mitigate financial risks associated with employment practices and benefits programs. 
• Stay abreast of changes in HR compliance regulations and that these changes are communicated and reflected in company policies and practices in a timely manner. 
• Employee relations, personnel disputes, performance management, disciplinary actions, and workplace investigations are overseen by the Chief Operating Officer. 

Real Estate & Asset Management

• Provide strategic and financial oversight of the Center’s real estate entities and facilities, including: 
  
  • Oversight of OK Center for Nonprofit Properties LLC and OK Center for Nonprofit Properties Tulsa, LLC 
  • Financial monitoring of lease agreements, tenant billing, and collections 
  • Oversight of capital improvement planning and maintenance reserves 
  • Oversight of property-related insurance, contracts, and regulatory compliance 
  • Serve as staff liaison to the Board’s Property Committee 
  • Provide executive oversight of all New Markets Tax Credit (NMTC) transactions, compliance reporting, and post-closing obligations to ensure adherence to federal regulations, investor agreements, and long-term financial sustainability.
•  Supervise the Vice President of Facilities, who manages day-to-day building operations, vendor coordination, tenant relations, and facilities maintenance.
• Ensure property assets are managed to support long-term sustainability and mission alignment. 

Administration and Other Duties 

• Maintain professionalism, organizational standards and confidentiality as a representative of the Center to donors, members and other key stakeholders. 
• Recruit and retain volunteers, donors, interns, and other partners as necessary. 
• Ability to travel occasionally throughout the state and outside of Oklahoma as needed. 
• Provide guidance and expertise to nonprofits through helplines, informal consultation, training and consulting projects, community events and other channels as needed.  
• Engage in professional development activities such as training, conferences, research, and coaching. 
• Provide general administrative functions such as expense reporting, budget oversight, consultation with other team members, attendance at scheduled meetings, and acting as a liaison to various committees as assigned, and the board of directors.  
• Always maintaining the strictest of confidentiality. 
• Ability to occasionally lift to 25 lbs.  
• Other duties may be assigned by President & CEO. 

Requirements

Education and Experience

• Bachelor’s Degree from an accredited college or university. In lieu of a degree, job experience will be accepted with approval of the President and CEO. Equivalent combinations of education, certification, and experience will be considered. 
• A minimum of ten years of experience in accounting and financial reporting. Nonprofit accounting background preferred.  
• Certified Public Accountant (CPA) Preferred. 
• SHRM Certification Preferred. 
• Certified Nonprofit Executive (CNE) Preferred. 
• Exemplary knowledge of technology such as Microsoft Office Suite, database technology, etc. 
• Advanced proficiency in QuickBooks required, including financial reporting, fund restriction tracking, multi-entity consolidation, and internal control configuration. 
• Exceptional communication skills (verbal, written, presentation) 
  Relationship management and professionalism 

Reports To

• President & CEO

Supervises 

• Controller  
• Vice President of Facilities  
• Director of Professional Financial Services 
• Volunteers and Interns (paid and unpaid) 

Location

• Oklahoma City, OK

This position is not eligible to work from home.

Exempt Position

• This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.