The Chief Financial Officer (CFO) oversees financial operations for multiple entities within NASW, including the 501(c)6, the 501(c)3, a trust, and a political action committee, as well as oversees the inclusion of a for-profit subsidiary on the Association’s annual consolidated audit. The CFO is responsible for anticipating, managing and evaluating NASW’s financial performance, including timely and accurate financial reporting for multiple entities within the Association and as required by multiple state and local jurisdictions pursuant to NASW’s chapter structure.
The CFO has primary day-to-day responsibility for planning, implementing, managing and controlling NASW’s financial operations and related activities, including but not limited to accounting operations (e.g., General Ledger accounting and financial statement preparation, Accounts Receivable and Accounts Payable, Tax and Fixed Asset Accounting), budgeting and forecasting, grant accounting, cash management/treasury operations, investor relationships/partnerships, and all aspects of audit and compliance including compliance with General Accepted Accounting Principles (GAAP), the Financial Standards Accounting Board (FASB), and reporting required by federal and state laws and regulations (e.g., as promulgated by the Internal Revenue Service (IRS) and state and local tax jurisdictions, the Department of Labor (DOL) and the Employee Retirement Income Security Act (ERISA)).
The CFO continually reviews and assesses processes, systems, Finance and Accounting staff roles and responsibilities, and recommends and implements actions to improve efficiency, strengthen internal controls, and improve customer service.
Provides leadership, oversight and guidance for NASW’s financial operations and processes, including but not limited to accounting, financial reporting and financial statement preparation, audits, grants management, payroll, AR/AP, treasury and investments, cash management, internal controls, budgeting, and financial systems.
Oversees establishment of and monitoring of financial policies and procedures.
Ensures the timely preparation of all required financial reports, including the monthly financial statements and reports required by government agencies.
Directs the preparation of the annual budget in collaboration with the CEO, COO, Chapter Executive Directors and other members of NASW’s Senior Management Team (SMT).
Oversees the Association’s treasury functions, including oversight of the cash management function and management of the Association’s investment portfolios and banking relationships.
Advises the CEO, COO, SMT, Board Committees, and the Board of Directors (BoD) on NASW’s financial status; makes presentations as required.
Advises NASW chapters on various financial matters and processes.
Meets with stakeholders to provide fiscal direction and support to address operational issues and barriers.
Exhibits and promotes a standard of excellence in the performance of all duties and interactions with staff, senior leadership, colleagues, chapters, co-workers, and outside contacts.
Promotes a culture of high performance and continuous process improvement based on a commitment to quality, efficiency, and effectiveness.
Provides continuous evaluation of short and long-term strategic financial goals and objectives.
Assesses, recommends and implements efficiencies to improve the effectiveness of accounting operations and other operational processes within the Association, contributing to the financial and operational success of the Association.
Provides sound ethical and transparent fiscal planning, financial management and budgetary processes that ensures the long-term financial position of NASW.
Identifies, analyzes and recommends strategic business opportunities working with managers throughout the Association with the goal of enhancing the financial performance of the Association.
Ensures compliance with professional accounting standards, rules, regulations and laws by directing and facilitating the preparation and maintenance of required financial records, monthly and annual financial reports and all other financial reporting as may be required by federal, state and local agencies, or established accounting standards.
Oversees the annual audit for multiple entities within the Association, including the consolidated financial audit and the audits for the Association’s pension plans; the IRS 990; and other financial reporting requirements.
Ensures effective internal controls are in place in accordance with GAAP, applicable federal, state and local regulatory laws and rules for financial and tax reporting.
Provides guidance and oversight on the selection of accounting, finance and other related software.
Ensures effective maintenance of financial applications including interfaces with the Association’s management system that impact accounting.
Provides strategic oversight and direction to a team of Finance and Accounting professionals.
Establishes and monitors staff performance, develops goals, sets objectives, establishes priorities and appraises performance.
Provides staff with opportunities for professional growth and development.
MINIMUM WORK REQUIREMENTS:
Excellent verbal and written communications skills, including the ability to effectively communicate technical financial matters to non-financial managers; the ability to effectively communicate at the executive level, including communications to the CEO, the Board of Directors, and various Board committee members; and the ability to make presentations to a wide variety of audiences.
Ability to lead, collaborate and manage in a complex environment with multiple competing priorities.
Requires strong time-management skills.
Ability to plan, organize, and direct a wide array of business and financial services.
Ability to establish and maintain cooperative business relationships and to build credibility and trust throughout the organization; includes the ability to effectively manage conflict to successful resolution.
Strong problem identification skills, including the ability to problem solve and generate creative solutions, exercise common sense and sound judgment, and make effective decisions based on accurate and timely analyses.
Master’s degree from an accredited College or University in business, accounting, economics, finance or a related field required.
Certified Public Accountant (CPA) required.
Extensive knowledge of GAAP, FASB, and Sarbanes Oxley regulations, and other federal and state laws, regulations and requirements.
In-depth knowledge of acceptable association accounting principles, practices and procedures, and understanding of proper accounting treatment for contracts, grants and contributions.
Knowledge of best practices in accounting and financial operations.
Working knowledge of various financial accounting systems (e.g., Dynamics SL, Budget Maestro, PN3 Solutions, Ceridian Payroll).
Ten years of demonstrated experience in managing complex financial systems, including oversight of a broad scope of accounting and financial operations.
Experience with managing accounting and financial operations for multiple entities -- including a 501(c)(3), a 501(c)(6), a Political Action Committee (PAC), a trust, and for-profit subsidiaries -- highly preferred; includes experience working in an operation that provides consolidated accounting processing (e.g., generation of financial statements, processing of AP and AR) for state chapters or a similar structure.
Experience with non-profit accounting required; experience with insurance accounting a plus.
Experience working in a professional association with multiple state chapters highly preferred.
Experience working in a union environment highly preferred.
Hands-on experience with software packages such as Dynamics SL, Management Reporter, PN3 Solutions, iMIS strongly preferred.
Experience with defined contribution and defined benefit pension plans and knowledge of ERISA, IRS and DOL rules and regulations regarding pension plans required.
Founded in 1955, the National Association of Social Workers (NASW) is the largest membership organization of professional social workers in the world, with more than 120,000 members. NASW works to enhance the professional growth and development of its members, to create and maintain professional standards, and to advance sound social policies.