CFO / COO
Santa Clara Vanguard - Santa Clara, CA

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Santa Clara Vanguard (SCV)

Chief Financial Officer (CFO )/Chief Operating Officer (COO)

Organization

Founded in 1967, we are a 501(c)(3) nonprofit organization. Our mission is to be the recognized leader in music and movement education for young people in Silicon Valley.

We do this by teaching participants (ages 12 to 22) a variety of performing and musical arts. We field four performing groups which have won a combined total of 11 World Championships competing throughout the United States, presenting brass, percussion and color guard. We audition, clinic, rehearse and enable young people to perform year-round in pursuit of the highest musical and performance standards. We provide instructional talent to local schools and after-school programs for music and movement education, where budgets have otherwise limited such talent development.

For more information, please visit www.scvanguard.org

Position

Reporting to the CEO and serving as an integral member of the senior leadership team, the CFO/COO will be responsible for the development of SCV’s financial and operational management strategy, contributing to the development of the organization’s strategic goals. In addition to the strategic components, you will be charged with developing and implementing more sophisticated policies and procedures, both in the finance and general operations realms. This is an outstanding opportunity for a finance executive with operational experience and a proven track record of creative problem-solving and change management to join in a solid-growth, mission-driven organization.

Qualifications:
  • Bachelor’s degree in business administration, economics, finance or other related field. Master’s degree or CPA preferred .
  • Minimum 3 years’ experience in a senior management role ideally with both external audit and in-house financial management experience gained in a high-growth organization.
  • Experience either as an employee or board member of a nonprofit organization; ideally is familiar with nonprofit finance, accounting and tax regulations.
  • Proven track record of success facilitating progressive organizational change and development within a growing organization.
  • Excellent interpersonal and conflict resolution skills.
  • Strong mentoring, coaching experience to a team with diverse levels of expertise.
  • Entrepreneurial team player who can multitask and assist in the development of new initiatives.
  • Superior management skills; ability to influence and engage direct and indirect reports and peers.
  • Consulting and leadership skills, ability to lead professionals and manage others through influence and collaboration.
  • Energetic, flexible, collaborative, and proactive; a team leader who can positively and productively impact both strategic and tactical finance and administration initiatives.
  • Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with senior management, SCV’s Board of Directors and Staff. Ability to operate as an effective tactical as well as strategic thinker.
  • Highest ethical standards.
  • Passion for SCV’s mission.
Responsibilities:

Strategy, Vision and Leadership:
  • Advise the CEO and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters.
  • Serve as the financial management liaison to the Board of Directors and Audit Committee; effectively communicate and present critical financial matters at regular Board and Committee meetings.
  • Contribute to the development of SCV’s strategic goals and objectives, as well as overall management of the organization.
  • Maintain continuous lines of communication, keeping the CEO informed of all critical issues.
  • Represent the organization externally as necessary, particularly in banking, vendor management, lease negotiations, and community relationships.

Team Development / Leadership:
  • Oversee, direct and organize the work of the Finance and Operations teams.
  • Promote a culture of high performance and continuous improvement that values learning and a commitment to quality.
  • Ensure staff members receive timely and appropriate communications, training, and development.
  • Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals, and administer salary adjustments.
  • Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results.

Operations:
  • Upgrade and implement an appropriate system of policies, internal controls, accounting standards, and procedures.
  • Plan, coordinate, and execute the annual budget process.
  • Manage the HR policies, procedures, and training for the organization, including all staff and participants.
  • Provide analytical support to SCV’s internal management team including development of management reporting capabilities.
  • Improve administrative and operational accounting services such as treasury management, grants payment processing, payroll, accounts payable and purchasing.
  • Interview, recommend for hire, supervise and periodically evaluate office staff, or contracted services, based upon established or revised standards and performance goals.
  • Maintain and revise all job descriptions for the organization and ensure that all pre-employment procedures and guidelines are followed in conjunction with the CEO.
  • Maintain necessary payroll documents and reporting requirements through local, state, and federal governments.
  • Respond to the health and safety needs of staff and support team building activities which relate to the purpose of the organization.
  • Refer to the CEO, practices which interfere with or are not in alignment with the goals of the organization.
  • Ensure that all assets and personnel of the organization are adequately insured.

Fiscal Management:
  • Work with the CEO in the development and management, and preservation and sustainability of the organization’s income, assets, and operating budget.
  • Work with the CEO and Program Managers to establish the annual operating budget.
  • Oversee the expenditure of approved budget categories and line items and communicate to the CEO any expenditure overages which place budgets and programs in jeopardy.
  • Develop a monthly report to the board, through the CEO, which responds to the actual spending status around visible and hidden costs.
  • Sign, jointly, with the CEO, Treasurer, or other authorized officials, checks issued by the organization.
  • Develop the financial reports necessary for submitting reports to the CEO and board and keep full and complete records of the chart of accounts belonging to the Santa Clara Vanguard organization, showing all transactions of the organization, assets, liabilities, and financial conditions, and see that all expenditures are duly authorized.
  • Within five days after the close of each month, prepare and submit to the CEO and board of directors, a financial statement showing the condition of the organization, including the receipts and disbursements made during that month and liabilities outstanding at the end of the month.
  • Assist in establishing and supporting new and existing fundraising efforts by documenting results and following standard non-profit practices.
  • Support program managers and CEO with the collection and documentation of program revenue and expenses by offering monthly reports, analysis, and training as needed.
  • Work with the SCV outside auditors to prepare audited financial statement each year and all other required statutory reports.

Communication:
  • Work directly with the CEO and Board of Directors in all aspects of the organization.
  • Meet regularly with the CEO regarding the short and long range goals of the organization.
  • Work with the CEO to establish annual program objectives and targets.
  • Assist the CEO in annual evaluation of SCV programs, and make policy recommendations to keep the organization in legal compliance.
  • Manage maintenance, repair and replacement schedules for capital equipment including the facility, fleet vehicles, office and other equipment.
  • Oversee the ordering of office supplies, including the computer hardware and software; develop procedures to maintain the flow of materials in and out of the organization.
  • Work with established Board Committees and Ad-hoc Committees as appropriate to ensure that events and programs stay within approved budgets.
  • Maintain good public relations in dealings with the City and community of Santa Clara and Silicon Valley as a representative of the organization, and work cooperatively with staff, volunteers, and other members of the organization.
  • Facilitate the needs of the volunteer association (Team SCV) functions and activities.
  • In collaboration with the CEO, represent the interests of the SCV organization with the regional and national pageantry organizations.

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