Chief Financial Officer

Risch Results; Dallas (TX); On-site; USD 300,000 - 375,000; Full time

Job summary

An established organization in Dallas seeks a Chief Financial Officer (CFO) to shape financial strategy and oversee fiscal operations. The role involves developing annual plans, ensuring compliance, and mentoring a high-performing team. A successful candidate will have strong leadership and extensive experience in nonprofit finance, ideally holding a CPA and an MBA.

Qualifications

• 5 years of leadership experience in finance, ideally in a nonprofit.
• Effective communication of finance information.
• Knowledge of advanced nonprofit accounting principles.

Responsibilities

• Oversee fiscal functions, accounting, budgeting, and forecasting.
• Present financial reports to the CEO and senior leadership.
• Evaluate new business ventures and financial sustainability.

Skills

Communication skills

Attention to detail

Interpersonal skills

Process-oriented approach

Education

CPA licensed in Texas

MBA or related advanced degree

Proven experience in CFO role

Tools

Advanced Excel

Raiser’s Edge/Financial Edge

Yardi Breeze

Microsoft Suites

Job description

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JOB SUMMARY

The CFO is a critical member of the executive leadership team, responsible for shaping financial strategy, overseeing fiscal operations, and supporting the mission through sound stewardship. The CFO ensures financial sustainability, drives operational excellence, and mentors a high-performing team in a collaborative, non-profit environment.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Provide full oversight of fiscal functions and financial performance, including nonprofit accounting, budgeting, forecasting, and strategic planning.
• Lead the development and execution of the Annual Operating Plan (AOP), multi-year strategies, and long-range financial forecasts.
• Ensure timely and accurate monthly financial close by the 15th, and deliver actionable reporting to the CEO, senior leadership, and Board (Finance Committee/Advisory Board).
• Present regular financial reports and analyses to inform decision-making and monitor performance against organizational goals.
• Drive financial efficiency and organizational performance through cost controls, productivity improvements, and process enhancements.
• Manage capital planning, cash flow, and balance sheet reconciliation to support fiscal stability.
• Evaluate new business ventures, revenue opportunities, and strategic initiatives for financial impact and sustainability.
• Oversee contract and grant compliance, financial reporting, and regulatory submissions including Form 990, endowment, and grant reports.
• Maintain robust financial policies, procedures, and systems, and lead cross-departmental financial training.
• Supervise and mentor a team of professionals across Finance, Accounting, IT, and Property Accounting.
• Manage financial operations related to property management, ensuring compliance with HUD regulations and specialized nonprofit accounting codes.
• Provide strategic and operational leadership to IT functions, ensuring a secure, reliable technology environment.
• Support responsible volunteer engagement through proper financial oversight aligned with the mission and client service standards.

OTHER DUTIES

• Identify and pursue diverse funding opportunities and implement cost-saving strategies to enhance financial sustainability.
• Oversee lease and contract negotiations, ensuring favorable terms and organizational compliance.
• Represent the organization at external meetings and events with professionalism, upholding confidentiality and organizational values.
• Prepare and present materials for Board meetings, senior leadership discussions, and all-staff gatherings.
• Lead strategic planning initiatives focused on program expansion and infrastructure development.
• Champion continuous quality improvement efforts, monitoring progress and making data-informed adjustments.
• Foster a culture of accountability, mission alignment, and operational excellence across all departments.
• Ensure strict adherence to client protection policies, including abuse prevention training and mandatory reporting requirements.
• Promote transparency and a healthy organizational culture by promptly addressing policy violations.
• Consistently uphold and advance the mission, vision, and core values of the organization.
• Adhere to policies related to boundaries with and protection of clients.
• Complete required abuse prevention training (Safe Environment) and others, as required by program.
• Report suspicious and inappropriate behaviors.
• Follow mandated abuse reporting requirements.
• Adhere to job specific abuse risk management responsibilities.
• Adhere to procedures related to managing high risk activities and supervising clients, as applicable.
• Respond quickly and effectively to policy and procedure violations using the organization’s disciplinary procedures.
• Provide staff with regular feedback regarding abuse risk prevention and a healthy reporting culture.
• Ensure required abuse prevention practices are followed, and a healthy reporting culture is maintained.

EDUCATION & TRAINING:

• CPA licensed in Texas preferred.
• MBA or related advanced degree preferred.
• Proven experience in serving as a Chief Financial Officer (CFO), Financial Director, or a comparable leadership role in financial management.
• Minimum 5 years of leadership experience in finance, ideally within a nonprofit or mission-driven organization

KNOWLEDGE, SKILLS & ABILITIES:

• Great communication skills: ability to communicate finance information in an engaging style.
• Knowledge of principles and practices of advanced nonprofit accounting required
• Knowledge of the laws, rules, and regulations for nonprofit financial record keeping and reporting especially regarding grant and other donor requirements
• Effective oral and written communication
• Proficiency in business and accounting systems, including advanced Excel; Raiser’s Edge/Financial Edge, Yardi Breeze, Microsoft Suites preferred
• High initiative, attention to detail, and process-oriented approach
• Strong interpersonal skills and ability to collaborate or work independently

OTHER REQUIREMENTS:

Background Check: This position requires a criminal background check

Job Type: Full-time, On-Site supervision (required)

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Religious Institutions and Non-profit Organizations

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