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Job Title: Chief Financial & Administrative Officer
Location: Washington DC
Reporting to the CEO, the CFAO shapes Climate Advisers’ long-term business strategy, while developing and implementing policies and procedures to ensure good governance, including sound financial controls. The CFAO oversees and manages the finances for all three entities (with CAT being the largest), human resources, information systems, contracts, and facilities. Direct reports include the Human Resources Director, Executive & Program Assistant, and an accounting/finance contractor.
Working with the CEO, VP & Head of Programs and other staff, the CFAO will focus on the following priorities:
Ensuring funding flows appropriately across legal entities (CAI, CAT, CA UK).
Assuring Climate Advisers manages its grant reporting and compliance with foreign funders and investors.
Strengthening financial systems and other internal systems and processes.
Continuously improving the organization’s fiscal function and performance.
Supporting the program teams with budgeting and program management; improving the budgeting process across the organization.
Working collaboratively with the Climate Advisers’ operations team to share knowledge across the organization.
In addition to these key priorities, the CFAO is responsible for the following:
Financial and Strategic Planning:
Prepare annual budgets and financial targets for strategic plan, and support CEO in strategic planning processes and business analysis.
Perform ongoing financial analysis; develop financial reports, and present financial information to the team, Board, funders, and partners in an accurate and timely manner.
Manage organizational cash flow and forecasting on a monthly basis.
Ensure that a robust contracts management and financial management/reporting system are in place.
Accounting, Budgeting and Financial Controls:
Manage all day-to-day financial activities, including coordinating and overseeing bookkeeping, accounts receivable and accounts payable, journal entries (e.g., for accruals, payroll), fixed asset control, monthly account and bank reconciliations, QuickBooks, and preparing monthly and year-end closing.
Maintain and implement necessary business and accounting policies, procedures and practices to support Climate Advisers’ various entities.
Coordinate audits and tax return filings with outside auditors, tax accountants, and payroll company tax filing service.
Support Grants Administrator on proposals, budgets and donor regulation compliance for subgrantees and subcontractors.
HR, Operations and Information Technology:
Oversee the Director of Human Resources, ensuring that HR best practices are in place, and that all entities (CAI, CAT, and CA-UK) follow HR policies and procedures, and federal, state, local and international regulations.
With HR Director, oversee compensation and benefits, run semi-monthly payrolls, and ensure performance reviews and development plans are done regularly.
Act as member of the Investment Committee and oversee the 401(k) administration and investment decisions; liaise with CAT Board committees.
Oversee contract review and approval for new clients and/or projects as well as partners, subgrantees and contractors.
Oversee contracts with IT consultant, including procurement, installation and maintenance of all IT hardware and software; coordinate software packages.
Maintain facilities, office equipment, supplies, liaising on building management as needed.
Climate Advisers uses a variety of tools to support its operations: Gmail, Dropbox, Slack, Tsheets, Zoom, Adobe, Microsoft Office, QuickBooks, Bill.com, Asana and Nexonia.
Experience and Attributes
Highly qualified candidates will share Climate Advisers’ vision to shape the low-carbon economy and contribute to a positive workplace. The ideal candidate will bring the following:
15+ years of accounting or finance experience.
Minimum 7 years of corporate and/or nonprofit accounting experience with exposure to finance and accounting management at the Director or CFAO level.
Experience in nonprofit and grants accounting and reporting to bilateral or multilateral donors; preference for experience with NGO/international development funding streams.
Solid understanding of accounting processes and procedures based on GAAP.
Significant experience working with external auditors, internal controls and compliance-related responsibilities.
Demonstrated leadership abilities and executive presence; with the ability to coach, motivate and lead staff.
Strong communication skills, both written and verbal, as well as presentation skills.
Strong organizational skills and the ability to prioritize and perform detail-oriented work with a high level of accuracy.
Excellent analytical, reasoning and problem-solving skills.
Demonstrated ability to handle confidential and sensitive information.
Advanced Excel and QuickBooks skills, and familiarity with other online accounting services such as Bill.com, time and expense reporting systems, etc.
Bachelor’s Degree in Accounting, Finance or related field.
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