Chief Financial Officer

501(c) Services; San Jose (CA); On-site; USD 220,000 - 260,000; Full time

Job summary

501(c) Services is seeking a strategic Chief Financial Officer to lead the financial function across the organization, its captive insurer, and the 501(c) Agencies Trust. You will guide budgeting, forecasting, audits, treasury, and compliance while building scalable financial systems and robust controls.

As a key member of the Executive Leadership Team, you will translate complex financial information into actionable strategy, partner with executives and the Board, and steward resources to

Job description

Position: Chief Financial Officer

Reports to: Chief Operating Officer

Classification: Exempt

Compensation: 220,000-260,000

About 501(c) Services

501(c) Services exists to strengthen the organizations that strengthen our communities. Through innovative business services, risk management solutions, and strategic partnerships, we help nonprofit organizations operate more effectively, manage risk responsibly, and maximize their ability to fulfill their missions. Our work supports hundreds of nonprofit organizations whose collective impact reaches millions of people.

As our organization continues to grow and evolve, we are seeking an experienced financial executive who shares our commitment to responsible stewardship, collaborative leadership, and continuous improvement.

The Opportunity

The Chief Financial Officer serves as a strategic member of the Executive Leadership Team and is responsible for ensuring the long-term financial strength, operational integrity, and sustainability of 501(c) Services, its captive insurance company, and the 501(c) Agencies Trust.

This role extends beyond traditional financial management. The CFO serves as a trusted advisor to executive leadership, the Board of Directors, and the Board of Trustees, translating complex financial information into thoughtful strategy while ensuring every financial decision supports the organization's long-term mission and objectives.

This position requires an executive who is equally comfortable discussing enterprise strategy in the boardroom, partnering with department leaders to solve operational challenges, and remaining engaged in the day-to-day financial management expected within a growing, entrepreneurial organization.

Success in this role requires intellectual curiosity, exceptional judgment, humility, and the ability to build trusted relationships across every level of the organization.

What You'll Lead

• Strategic Financial Leadership
• Provide executive leadership for all financial operations across 501(c) Services, the captive insurance company, and the 501(c) Agencies Trust.
• Lead long-term financial planning, annual budgeting, forecasting, financial reporting, treasury management, cash flow planning, and financial analysis.
• Develop financial strategies that position the organization for sustainable growth.
• Continuously evaluate financial performance, identifying opportunities, risks, and emerging trends.
• Executive Partnership
• Serve as a strategic thought partner to the Executive Leadership Team.
• Collaborate with leaders across the organization to evaluate opportunities and strengthen operational performance.
• Communicate complex financial information clearly to financial and non-financial audiences.
• Governance & Board Relations
• Develop productive partnerships with the Board of Directors and Board of Trustees.
• Present financial results, forecasts, investment performance, and organizational risks.
• Support Board committees through analysis and strategic recommendations.
• Enterprise Risk & Compliance
• Maintain strong financial controls that protect organizational assets.
• Oversee audits, tax reporting, regulatory compliance, and external advisor relationships.
• Continuously improve financial systems, reporting tools, and internal controls.
• Treasury, Investments & ESOP Administration
• Provide oversight of treasury operations, investments, liquidity management, and capital planning.
• Administer the Employee Stock Ownership Plan (ESOP) with trustees and external partners.
• Leadership & Organizational Development
• Lead, mentor, and develop a high-performing finance team.
• Build collaborative partnerships across departments and strengthen organizational capacity.
• What Success Looks Like
• Become a trusted advisor to executive leadership and governance bodies.
• Strengthen financial reporting and strategic decision-making.
• Lead successful audits while maintaining exceptional compliance.
• Improve systems that increase efficiency and scalability.
• Develop a finance team recognized for collaboration and excellence.

Who You Are

You are a collaborative executive who combines strategic thinking with operational discipline. You enjoy solving complex business challenges, communicate with clarity, build trust across diverse stakeholders, and lead with integrity, humility, accountability, and curiosity.

What Will Help You Succeed

We recognize there are many paths to becoming an exceptional financial leader. Rather than viewing qualifications as a checklist, we encourage candidates whose experience aligns with many of the capabilities below to apply.

• Experience leading finance, accounting, financial planning, treasury, or related executive functions.
• Success developing long-term financial strategy and organizational sustainability.
• Knowledge of budgeting, forecasting, reporting, internal controls, audits, investments, and enterprise risk management.
• Experience presenting to executive leadership, boards, or trustees.
• Ability to translate complex financial concepts into practical recommendations.
• Collaborative leadership grounded in integrity, sound judgment, and continuous learning.
• CPA, MBA, or other advanced financial credentials are welcomed but not required.

Why Join 501(c) Services

This is an opportunity to help shape the financial future of an organization dedicated to strengthening nonprofit organizations and the communities they serve. You will join a collaborative executive leadership team committed to thoughtful decision-making, responsible stewardship, and sustainable growth.

Our Commitment to Inclusion

501(c) Services is committed to creating a workplace where every employee experiences; respect, belonging, and opportunity. We welcome applicants with diverse backgrounds, perspectives, identities, and lived experiences because they strengthen our organization. If this opportunity excites you—even if you don't meet every listed qualification,we encourage you to apply.

Reasonable accommodations are available throughout every stage of the hiring process and employment.

Equal Opportunity Employer

We are an Equal Opportunity Employer committed to creating an inclusive workplace. We consider all qualified applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, military or veteran status, reproductive health decision-making, or any other characteristic protected by applicable federal, state, or local law.

We provide reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs, practices, and observances, in accordance with applicable law.