Finance

National Association For Latino Community Asset Builders; Martinsburg (WV); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

403(b) retirement plan

FSA

Paid time off

Holidays

Professional development

Job summary

HCi Advisory Group is seeking a Chief Financial Officer for a confidential nonprofit CDFI focused on expanding access to capital and creating jobs in underserved communities. You will lead financial strategy, planning, and investor relations from the senior leadership team.

The role oversees budgeting, GAAP compliance, CECL, and risk management while guiding treasury, audits, and financial systems modernization. Strong nonprofit/CDFI experience is essential.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related discipline; MBA, CPA, CMA strongly preferred.
• 15+ years of progressively responsible experience in financial management within nonprofit, CDFI, or commercial lending organizations.
• 7+ years in senior management roles with supervisory responsibility.
• Track record of raising/managing capital from banks, foundations, institutional lenders, and government sources.
• Strong command of ALM, capital planning, credit risk, liquidity risk, and enterprise risk management.
• Skilled in financial modeling, multi-year forecasting, and use of BI tools.
• Familiarity with CDFI compliance, federal/state funder regulations, and nonprofit financial reporting standards.

Responsibilities

• Lead multi-year financial modeling, scenario analysis, and long-range forecasting.
• Oversee capital strategy, ALM, and liquidity Planning.
• Manage relationships with investors and funders, including reporting and due diligence.
• Direct the annual budgeting process, reforecasting, and financial performance analysis.
• Ensure GAAP compliance and oversee funder reporting requirements.
• Guide CECL methodology and portfolio risk oversight.
• Direct treasury operations, cash management, and risk policy.
• Oversee annual external audit, Form 990, and internal controls.
• Build and lead a Finance and Loan Servicing team.
• Champion modern financial systems, BI platforms, and data analytics.

Skills

ALM

Capital planning

Credit risk

Liquidity risk

Enterprise risk management

Financial modeling

Multi-year forecasting

BI platforms

Data analytics tools

Education

MBA

CPA

CMA

Bachelor’s degree in Finance/Accounting

Tools

BI platforms

Data analytics tools

Job description

Company: HCi Advisory Group (Client is Confidential)

Locations: , Hybrid; Martinsburg, WV

Job Function: Finance

Posted on: August 3, 2026

Background

Our client, a well-established nonprofit Community Development Financial Institution (CDFI), is seeking an accomplished and mission-driven Chief Financial Officer to join its senior leadership team. This role goes beyond traditional financial oversight, it offers the chance to help steer the financial direction of an organization focused on expanding access to capital, fueling entrepreneurship, and creating jobs in underserved communities.

Our client is committed to closing the capital access gap for small business owners in low-income and historically underinvested communities. Through flexible, mission-driven lending, the organization supports entrepreneurs who are creating jobs, building wealth, and revitalizing their neighborhoods. Its team is united by the belief that financial tools can serve as a genuine engine for equity.

A Note on Confidentiality: At this stage of the search, the identity of the hiring organization is being kept confidential. The organization’s name and additional details will be shared directly with candidates as they advance in the interview process.

Summary

Reporting to the President & CEO and serving as a core member of the leadership team, the CFO will drive the organization’s financial strategy, long-term planning, and investor and funder relationships, while directing the audit, finance, loan servicing, and treasury functions. This position carries real influence over strategic decision-making and will directly shape the organization’s ability to expand its lending activity and deepen its community impact.

This opportunity is well suited for a finance leader who is energized by pairing disciplined financial strategy with tangible social impact, and who is comfortable operating in a fast-moving, mission-oriented environment that calls for creativity, flexibility, and strong technical grounding.

Responsibilities

Key Responsibilities:

• Lead multi-year financial modeling, scenario analysis, and long-range strategic forecasting
• Oversee capital strategy, asset-liability management (ALM), and liquidity planning
• Manage relationships with investors and funders, including reporting, covenant compliance, and due diligence
• Direct the annual budgeting process, reforecasting, and ongoing financial performance analysis
• Ensure GAAP compliance and oversee CDFI Fund and federal/state funder reporting requirements
• Guide Current Expected Credit Loss (CECL) methodology and portfolio risk oversight
• Direct treasury operations, cash management, and financial risk policy
• Oversee the annual external audit, Form 990 filing, and internal controls
• Build and lead a high-performing Finance and Loan Servicing team grounded in accountability and growth
• Champion the adoption of modern financial systems, BI platforms, and data analytics tools

Requirements

Minimum Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related discipline; MBA, CPA, and/or CMA strongly preferred
• 15 or more years of progressively responsible experience in financial management within nonprofit, CDFI, or commercial lending organizations
• A minimum of 7 years of experience in senior management roles with supervisory responsibility
• Track record of raising and/or managing capital from banks, foundations, institutional lenders, and government sources
• Strong command of ALM, capital planning, credit risk, liquidity risk, and enterprise risk management
• Skilled in financial modeling, multi-year forecasting, and use of business intelligence (BI) tools
• Familiarity with CDFI compliance requirements, federal/state funder regulations, and nonprofit financial reporting standards

Compensation and Benefits

Compensation, Location and Benefits:

• The compensation range for this position is between $150,000 to $200,000, commensurate with experience
• This is a hybrid role, with an onsite presence expected 2-3 days per week.
• Benefits: Medical, dental, vision, life, short-term, and long-term disability coverage, 403(b) retirement plan, FSA, paid time off and holidays, and professional development support

How to Apply

Application Requirements and Deadline:

Please submit your required application materials (e.g., Resume and Cover Letter), by Wednesday, August 12, 2026.

Questions: For questions regarding this opportunity, please contact Kristin Richards [emailprotected]