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CFO (Non-Profit)

SNI Companies Branchburg, NJ

30d ago

$110k - $115k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Job Details

Location: Branchburg, NJ 08876

Position Type: Full-Time, Exempt

Salary: $110,000 – $115,000 per year

Reports To: Chief Executive Officer (CEO)

Supervises: Finance Supervisor

Position Summary

The Chief Financial Officer (CFO) oversees all fiscal operations and financial reporting for the Care Management Organization (CMO). This role ensures compliance with applicable state and federal reporting requirements and aligns financial activities with regulatory best practices while embodying the CMO's core values.

Essential Functions

Fiscal Management: Direct and oversee all financial functions, including accounts payable, accounts receivable, and payroll processes.
Financial Reporting: Manage the preparation of monthly and annual financial statements and present findings to the CEO and Board of Trustees.
Budgeting & Strategy: Lead the development of annual and monthly budgets and implement cash management strategies.
Audit & Compliance: Ensure timely completion of annual financial statements, audits, and required state fiscal reports.
Risk Management: Collaborate with insurance brokers and carriers for non-benefit-related coverage.
Cross-Departmental Collaboration: Work with Human Resources to secure and maintain employee benefits and insurance.
Board Relations: Respond to financial data analysis requests from the Board of Trustees and the Fiscal Stability Committee.

Knowledge & Skills

Technical Proficiency: Advanced Excel and strong command of MS Office Suite (Word, Outlook, PowerPoint), SharePoint, and accounting/payroll software.
Communication: Ability to translate complex financial information into clear, accessible insights for non-financial stakeholders.
Leadership: Experience directing, supervising, and evaluating finance staff performance.
Adaptability: Capable of working independently, meeting tight deadlines, and rapidly adjusting to urgent requests.

Standards & Competencies

Compliance: Adherence to HIPAA and strict confidentiality of financial and employee information.
Ethics: Commitment to the highest ethical standards and a collaborative, strength-based approach.

Requirements

Additional prerequisites include maintaining a valid driver’s license in good standing and having a vehicle available for business use.

Eligibility

Must be eligible to work in State DCF and Medicaid-funded programs.

Qualifications

Education: Minimum bachelor’s degree in Finance, Business, Accounting, or a related field; master’s degree preferred.
Experience: At least ten years of progressive accounting/finance experience, including five years in a leadership role within a nonprofit environment.

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Client Service Associate - Financial Services

Larson Wealth Partners, LLC Minneapolis, MN

1mo ago

Full time Associate Attention to Detail Client

Associate Attention to Detail Client

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Job Description

Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This role will provide direct contact with clients to help them reach their financial goals by performing operational duties, delivering diligent follow-up, and maintaining organized client information. This is a fast-paced, rapidly growing practice, and the CSA is responsible for ensuring the Advisor spends time in meetings and on prospecting. Location: Minneapolis, MN 55401. The position offers a guaranteed base salary with significant upside potential based on the performance of the individual and the practice.

Responsibilities

Serve as the primary point of contact for client service needs, ensuring clear and timely communication.
Process new business and complete paperwork for investments, insurance, and alternative assets.
Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers.
Maintain and track tasks, follow-ups, and planning milestones using Salesforce.
Schedule and prepare for client meetings, including calendar management and pre-meeting materials.
Gather and organize financial and insurance data to support planning and underwriting.
Ensure accurate recordkeeping and support regulatory compliance in all workflows.
Provide high-level support to advisors by anticipating needs and keeping client processes on track.

Requirements & Experience

Previous financial advisory services or a similar role is required.
Ability to collaborate with the Advisor and other support team members to achieve a common goal.
Ability to adapt to a changing environment and work at a fast pace to meet deadlines.
Be the reliable resource for clients, ready to provide answers or have them prepared as needed.
2+ years of experience with Salesforce.
Proficiency with Microsoft Office, including SharePoint, OneDrive, and Outlook.
Self-starter with a goal-oriented mindset.

Education & Qualifications

Four-year degree or equivalent work experience.
Knowledge of the insurance/financial services industry.
Excellent verbal and written communication skills.
Service-oriented attitude.
Ability to maintain confidentiality of information.
Ability to coordinate multiple tasks and priorities in a fast-paced environment.
High attention to detail and exceptional organization and problem-solving abilities.

Compensation

Base salary is guaranteed, with substantial upside income potential based on personal and practice performance.

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SharePoint Finance Jobs

CFO (Non-Profit)

Client Service Associate - Financial Services

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