Chief Financial Officer

San Diego Museum of Art; San Diego (CA); On-site; USD 180,000 - 280,000; Full time

Job summary

The San Diego Museum of Art seeks a Chief Financial Officer to lead all financial functions, refine the new NetSuite system post-implementation, and partner with senior leadership on long-term planning and capital budgeting. This on-site executive role drives financial strategy, reporting accuracy, and compliance across the organization.

Key responsibilities include creating financial statements, guiding the annual budget process, coordinating audits, and overseeing donor funds and endowment

Qualifications

• Bachelor's degree in Accounting/Finance required.
• CPA preferred; MBA in Finance or Accounting preferred.
• Ten years of progressively responsible financial leadership in nonprofit or related sectors.
• Experience with grant proposals and reporting a plus.
• Experience auditing NetSuite configurations and post-launch optimization.

Responsibilities

• Provide strategic leadership and supervise financial reporting and statements.
• Review monthly departmental results and advise on corrective actions.
• Prepare monthly projections and long-term financial planning.
• Lead Audit, Finance and Investment Committee activities and reporting.
• Oversee risk management, payroll coordination with HR, and month-end close.
• Manage cash flow and liaison with banks for planning.
• Oversee donor fund accounting for capital campaigns and projects.
• Supervise endowment management and quarterly investments reporting.
• Lead annual budgeting with Executive Director/COO and Board input.
• Develop and implement accounting and finance policies.

Education

Bachelor's degree in Accounting/Finance

CPA preferred

MBA in Finance or Accounting preferred

10+ years financial leadership

Nonprofit / grant reporting experience

Vendor and Independent Contractor Agreements

Tools

Oracle NetSuite

Microsoft Office

Job description

Classification: Full-Time, Exempt (onsite)

Position Summary

The Chief Financial Officer is a strategic partner with planning experience who directs financial activities and develops long-term strategies for the institution's growth. This leadership position acts as a key member of the Senior Leadership Team and has oversight of all the museum's financial functions including accounting, financial reporting, budget preparation, tax, fund accounting and audit activities of the organization.

Central to this role is the refinement and optimization of the museum's newly launched financial infrastructure. The CFO will serve as the executive champion and system owner of Oracle NetSuite, taking immediate ownership of the post-implementation phase to fine tune reporting, streamline training, and maximize system capacity across the institution.

Primary Duties and Responsibilities

• Provide strategic leadership and supervise preparation of financial records and reports, including the monthly and annual financial reports and all financial statements generated on behalf of the museum. Identify trends, areas of opportunity, and potential concerns. Ensure accuracy and consistency of reporting, as well as compliance with all applicable accounting rules, guidelines and laws.
• Review monthly financial statements for each department. Partner with department heads to review results, provide financial guidance and recommend corrective actions, as necessary. Prepare a monthly financial analysis for review by Executive Director/CEO, COO, Deputy Director, Director of Development and Board of Trustees.
• Prepare monthly financial projections (for the current month and for the fiscal year) and any recommended courses of action.
• Facilitate and lead logistics for the Audit, Finance, and Investment Committees of the Board of Trustees. Prepare reports and minutes for Audit, Finance, and Investment committee.
• Support the Executive Director and partner with the COO in the management of the museum's two facilities as it relates to strategic planning, long-term capital budgeting and planning, and financial analysis.
• Provide leadership and oversight of the Accounting/Finance team's work related to risk management, payroll processes in coordination with Human Resources, and monthly and annual financial closing processes.
• Act as the main liaison with banks and financial institutions for planning and management.
• Responsible for oversight of all record keeping and management of donor funds as it pertains to the Museum's capital campaign and capital project expenses.
• Manage cash and cash flow.
• Oversee accounting and financial system controls and standards and ensure timely preparation of financial and statistical reports for management and/or Board use.
• In partnership with the Investment Consultant, supervise the management of the endowment funds. Provide quarterly investment reports to the members of the Investment Committee, as well as the Executive Director/CEO and Chief Operating Officer. Conduct periodic analysis of endowment and make recommendations to the Investment Committee and senior management, as appropriate. Transfer funds between accounts, as directed by the Investment Committee.
• Supervise operation and management of 403b plan. Oversee preparation of monthly pension calculation and fund transfers. Ensure accuracy and timeliness of filings, as well as compliance with all applicable laws. Manage plan provider; conduct annual plan reviews. Coordinate plan activities with Human Resources department.
• Lead the annual budget development process. Identify revenue forecast and then work with each department to ensure reasonableness of budget proposals and sources/uses of funds. Compile individual budgets and prepare total budget for organization. In partnership with the Executive Director/CEO and Chief Operating Officer, present a budget analysis to senior management and the Board of Trustees.
• Develop, implement, and manage all policies related to accounting and finance functions. Review annually and update as necessary. Provide policy recommendations to Executive Director/CEO and Chief Operating Officer. Disseminate to staff as appropriate.
• Supervise annual audit and tax return. Review all audit and tax return materials and report to Executive Director and Audit Committee of the Board.
• Works collaboratively with Development department responding to grant proposals.
• Develop financial management strategies and review with Executive Director and Chief Operating Officer.
• Lead and supervise Accounting and Financial Reporting departments. Provide guidance, coaching and mentoring to staff members. Ensure implementation of best practices throughout the department and seek areas for continued process improvement. Lead regular staff department meetings.
• Partner with the Director of Human Resources to manage all non-fine art insurance contracts, coordinate broker renewals, evaluate rate increases, and conduct annual policy reviews. Work with the Deputy Director of Curatorial Affairs on fine art insurance contracts. Review contracts with Executive Director and Chief Operating Officer as necessary.
• Manage donations of securities by donors. Value securities and coordinate sale in accordance with investment guidelines approved by the Board. Report all transactions to Executive Director/CEO, COO, and the Development department in a timely fashion.
• In partnership with Executive Director/CEO, COO, Deputy Director and Director of Human Resources, supervise legal matters on behalf of the museum.
• Performs other duties as assigned by the Executive Director/CEO.

Qualifications

Education/Experience Qualifications

• Bachelor's degree in Accounting/Finance required.
• CPA preferred.
• MBA in Finance or Accounting preferred.
• Requires a minimum of ten years of progressively responsible financial leadership positions in the nonprofit or for profit sectors, including budget management, staff supervision and strategic planning.
• Experience working in nonprofit and Fund Accounting desired.
• Experience working on grant proposals and reporting a plus.
• Vendor and Independent Contractor Agreements.

Required Skills

• Exhibits business acumen, entrepreneurial spirit and has demonstrated the ability to think "big" and to serve as a strategic partner to the Executive Director, Chief Operating Officer and the Board of Trustees.
• Experience acting as a key stakeholder or system manager during an Oracle NetSuite implementation or post-launch optimization phase is highly preferred. Ideal candidates will have a track record of auditing configurations, creating custom saved searches, troubleshooting segment codes, and leading system training or adoption for staff.
• Possesses excellent oral and written communication skills, including the ability to present fiscal information and reports to Board and other groups, both internally and externally.
• Works well independently and within a multi-disciplinary team environment, managing multiple projects and priorities, and working cooperatively to meet internal and external requests.
• Must be deadline driven and possess project management and facilitation skills.
• Excellent knowledge of Microsoft Office and Windows-based computer applications.
• Experience managing a Capital Campaign preferred.

Physical Demands

• Sitting for long period of time at a desk using a computer.
• Carrying and lifting up to 25 lbs.
• Daily walking which includes stairs.
• Noise level is quiet to moderately noisy.

The San Diego Museum of Art is an equal opportunity employer and does not discriminate in the hiring of personnel on the basis of sex, race, religion, color, national origin, disability, protected medical condition, marital status, age, sexual orientation, gender, gender identity, gender expression, ancestry, military or veteran status, genetic information or any other characteristic protected by federal, state or local law.