Post Date: 02/08/2019
Close Date: 03/31/2019
Position Title: Chief Financial Officer
Location: Portland, OR
Posting Date: February 8, 2019
Application Deadline: Accepted until our ideal candidate is identified
Anticipated Start Date: April 15, 2019
Who we are
Ecotrust is powered by the vision of a world where people and nature thrive together. Since 1991, we have partnered with local communities from California to Alaska to build new ways of living and doing business. From forestry to finance, food access to green building, we work to advance social equity, economic opportunity, and environmental well-being. Learn more at ecotrust.org.
Ecotrust seeks a strategic, collaborative leader to join our Leadership Team as Chief Financial Officer (CFO). Reporting to the Executive Director, the CFO provides financial oversight of a hybrid organization of over 60 staff including for-profit and not-for-profit entities, real estate, and a New Markets Tax Credit program. The CFO oversees an annual organizational budget of $14.4M and a $200M balance sheet. Specific responsibilities of the CFO include: contributing at the highest level to the strategic direction of the organization; timely, accurate operation of Ecotrust’s accounting and financial reporting; leadership of our annual budget process; oversight of the annual consolidated audit, which includes multiple related legal entities; and maintenance of the property and liability insurance coverage for assets and operations. Directly supervising two staff and managing a team of five, the CFO is responsible for setting the tone for team culture, management, and professional development. The CFO also provides critical leadership and vision to center racial equity and social justice in Ecotrust’s financial decision-making.
This is a full-time position based in Portland, Oregon, and requires occasional regional travel.
Who you are
You are a big picture thinker who excels at managing complex systems and focuses on creating value, as well as managing costs. You have an in-depth understanding of hybrid organizational structures and a keen ability to coherently communicate financial concepts to diverse audiences. You have utmost integrity, with the ability to nurture a culture of transparency and demonstrated skill in forming trusting relationships. You enjoy and excel at developing people and teams, and are committed to bringing out the best in the people you work with. You are proactive, analytical, curious, creative, and flexible. You have a commitment to and a passion for Ecotrust’s mission, and are eager to use your influence to help make the organization stronger and more inclusive.
Equity at the center
Ecotrust holds a deep commitment to equity and inclusion as core principles integral to the work we do. As we add new members across all levels of the organization, we seek diverse perspectives that will help focus our priorities and fill key gaps in our networks. The Finance team provides leadership and vision to center racial equity and social justice in Ecotrust’s financial decision-making.
The CFO performs a wide range of duties including, but not limited to, the following:
Leadership, Planning, and Supervision
• Participates as a member of the Leadership Team driving organization's strategic direction.
• Reports to the Executive Director and communicates directly with Ecotrust’s Board of Directors, supporting the board in exercising its fiduciary responsibilities.
• Coordinates tracking of Ecotrust’s performance to annual and longer-range financial plans.
• Develops and maintains the annual budget, rolling forecast, and systems to facilitate resource allocation (including staff time) between programs.
• Works closely with the managing director of Ecotrust Investments to develop, evaluate, implement, and monitor capital projects and investments along with their financial results both on a GAAP and cash basis.
• Directly supervises the Controller and Director of Talent and Culture, leading an extended team of five including the Senior Accounting Manager, Financial Analyst, and the Staff Accountant/HR Administrator.
• Oversees finance team recruitment, training, mentoring, development, and coaching.
• Engages in and provides team leadership for organization-wide Equity, Diversity, and Inclusion (EDI) initiative, and strives for racially equitable outcomes; takes responsibility for creating and maintaining a safe and welcoming community by making room for people of color, trans and gender-non-conforming folks, and other populations who routinely encounter systemic oppressions.
• Provides oversight to IT procedures and budgeting, working closely with Office Manager.
Financial and Risk Management
• Designs and maintains systems that accurately record the financial activity of Ecotrust and its subsidiaries, allowing reporting of results on a timely basis to management, the board, and key stakeholders
• Ensures resources are used in accordance with restrictions placed upon them by donors or the board of directors; works closely with the Development Department to assure accurate and timely tracking of donor funding and monitor funding pipeline to anticipate revenue shortfalls.
• Monitors and manages cash flow, investing any excess in accordance with anticipated future needs, and ensuring that sufficient cash is available to pay bills.
• Reports to the board on financial matters, working directly with the finance & audit committee of the board to oversee annual audit and assess financial risks.
• Designs and maintains internal control procedures and policies to reduce risk and optimize use of resources, while ensuring legal compliance and oversight.
• Oversees HR operations, including laws, regulations, and policies that affect the organization, promote a safe work environment, and protect against workplace hazards.
• Works closely with Director of Talent and Culture to oversee staff pay and benefit programs.
• Provides oversight for Director of Talent & Culture’s work leading initiatives related to recruitment and retention, performance, organizational culture, staff training and development, and employee relations.
*Transferable skills: any skills gained through education, work experience (including the military) or life experience that are relevant for this position. Be sure to describe any transferable skills in your cover letter and clearly explain how they apply to this position.
• Deep commitment to Ecotrust’s mission and values, including a demonstrated commitment to equity, diversity and inclusion, with a history of grounding those principles in everyday work
• Experience negotiating and managing complex organizations/corporate structures (dealing with multiple entities and the relationships between them).
• Strong, multi-disciplined, financial generalist. Level of technical skill in the following areas to allow for work with outside specialists, problem-spotting, and identifying opportunities:
o Corporate finance
o Employee benefits (health insurance, 401k, life insurance, etc.)
o Systems/Information Technology
o Risk management and insurance
o New market tax credit structures
• Experience developing and tracking complex budgets.
• Excellent verbal and written communication skills, including the ability to communicate complex financial information to audiences ranging from non-technical to board level using a variety of media, and the capacity to deliver difficult messages in a skillful way.
• Experience working with communities of color and considering racial equity and social justice in financial decision-making.
• Outstanding interpersonal skills: good listener and thoughtful respondent with deep commitment to transparency and collaboration.
• Strong emotional intelligence and effective listening skills, as well as the ability to honestly and compassionately deliver different types of feedback.
• Experience working with a racially diverse staff, managing, developing, and retaining individuals and teams, and success empowering them to elevate their levels of responsibility and performance.
• High level of integrity: commitment to ensuring financial integrity, and the ability to handle highly confidential information with discretion.
• Strong project management skills with experience managing complex, multifaceted projects resulting in measurable successes.
• Strong analytical ability, including the ability to quickly and effectively analyze, compare, and interpret data.
• Demonstrated understanding of Generally Accepted Accounting Principles (GAAP).
• Demonstrated expertise with computerized accounting systems (ERP software preferred); Ability to adapt to and innovate with new technology.
Preferred, but not required:
• Strong preference for 8+ years of senior financial leadership experience within a nonprofit or business environment, including 5+ years of supervisory experience
• Advanced degree and/or accounting credentials (e.g., CPA, CGMA, or MBA), or relevant experience
• Strong preference for accounting experience within a nonprofit organization
• Experience reviewing and negotiating contracts
• Experience with New Markets Tax Credits or similar tax credit program
• Experience with tenant management and recruitment
• Experience with risk management, facilities management, and IT management
• Knowledge of OMB, federal, state, and local laws, standards and requirements related to non-profit accounting
Salary Range: $120,000-$150,000 DOE
This is a full-time position at Ecotrust, based in Portland, Oregon. Ecotrust offers a full benefits package including medical and dental insurance, retirement plan with employer direct and matching contributions, life insurance, and disability coverage. Ecotrust is committed to growth and learning for all staff members and provides relevant developmental training opportunities.
Ecotrust is an Equal Opportunity Employer. We believe that a diverse staff of qualified, highly-skilled, and creative individuals is necessary to achieve the vision and mission of the project. We welcome and encourage applications from candidates who can contribute to the diversity of our workforce across a range of dimensions.
Veterans' Preference: Under Oregon Law, qualifying veterans may apply for veterans' preference for this recruitment. The contact listed on the job announcement must receive all required documentation by the closing date of the recruitment.
Accommodation under the Americans with Disabilities Act: We gladly provide reasonable accommodation to anyone whose specific disability prevents them from completing an application or participating in this recruitment process. Please reach out to the contact above in advance to request assistance.
Learn more about this position: Info session February 18th at 3:30pm PST
Ecotrust is hosting an informational session about this position at Ecotrust on Monday, February 18th at 3:30pm PST. You can join us in-person at the Natural Capital Center (721 NW 9th Ave, Suite 200, Portland, Ore.) or call in via conference line to ask questions:
• Click this link to join by computer audio/video: https://zoom.us/j/731437862
● Dial this number by your location to join by phone:
○ +1 669 900 6833 US (San Jose)
○ +1 646 876 9923 US (New York)
● Meeting ID: 731 437 862
If you will be unable to join, you may also submit questions to email@example.com ahead of time. We will record the session and post the recording to the Ecotrust website shortly afterwards.
How to Apply:
Please follow these directions closely. Complete (1) an Ecotrust Employment Application form (available above as a PDF or Word Doc) and forward with (2) a cover letter (1 page maximum), and (3) your resume to firstname.lastname@example.org with this position’s title in the subject line.
Your cover letter should clearly explain how your skills, experience, and interests fit this position. Additionally, you should address the following request either within the text of your cover letter or as a response on a supplemental page: Share an example of a time when you considered racial equity and social justice in financial decision-making as part of your job.
The Selection Process:
1. Initial review of minimum qualifications
2. Interview (over the phone or video call)
3. Consideration of top candidates (in-person hiring activities)
4. Reference checks