Chief Financail Officer – Rhode Island, United States job with The Preservation Society of Newport County | 44319

Working closely with and serving as the key strategic advisor to
the Chief Executive Officer (CEO), Trudy Coxe, the Chief
Financial Officer (CFO) will lead the organization’s financial
management strategy and ensure it supports and executes on the
overarching strategic goals of the organization. The CFO is the
chief financial, business, and administrative officer of the
institution and a strategic and operating partner to the CEO. As an
integral member of the senior management team, they will ensure a
sound financial underpinning and put in place the necessary
infrastructure to shape the Society of the future. They will be a
purpose-driven, mission-focused, forward-thinking executive who
will lead the business direction to deliver on the overall mission
of the Preservation Society.

With direct oversight of finance, technology, human resources,
and compliance, as well as playing an integral role in ensuring
that the facilities function operates at the highest level, the CFO
will develop and execute a financial strategy, enhance and
strengthen business operations, optimize the institution’s systems,
and ensure the delivery of high-quality infrastructure and support.
The incoming CFO will bring a strong focus on data-driven
decisions. They will collaborate with senior leaders across the
organization to ensure that the finance function is aligned on best
practices, provide consultative support on all planning
initiatives, and address financial challenges as they arise. The
CFO will identify and focus on key metrics and technology systems
to drive and scale the organization’s work and impact, ensuring
long-term financial sustainability.

The CFO will advise on all fiscal matters and provide leadership
to guide the organization’s financial activities, including annual
and long-term planning/forecasting, accounting, budgeting, risk
management, compliance, analysis, tax, and the real estate
portfolio. This executive will play a key role in ensuring that the
Society has the right tools and systems in place to support a
dynamic work environment and a culture that supports growth and
evolution.

Candidates with diverse professional backgrounds will be
considered, although ideal candidates will have demonstrated
experience and success in many of the following areas:

• Work in collaboration with the CEO to develop the Society’s
  strategic goals and drive the execution of those objectives,
  guiding the overall implementation of plans across the
  organization.
• Oversee the management of financial resources, including the
  development of annual and long-range operating and capital budgets,
  and advise the CEO and other key members of senior management on
  financial planning, budgeting, cash flow, investments, and policy
  matters.
• Ensure that financial, capital, and operational resources and
  controls are in place and are deployed with integrity and are
  aligned with the mission and ambitions of the Society.
• Provide regular financial planning reports to the CEO and Board
  of Trustees, including analysis of financial results and relevant
  recommendations to assist in the development of business
  initiatives.
• Create predictive models and resource-based financial analyses
  to provide information into the organization’s operations and
  business plans. Facilitate the use of key performance indicators
  (KPIs), metrics, and institution-wide financial analysis to inform
  decision making.
• Ensure the maintenance of appropriate internal controls and
  financial procedures, including the timeliness, accuracy, and
  usefulness of financial and management reporting.
• Promote a culture of high performance and continuous
  improvement that is aligned with the Society’s values, including
  learning and a commitment to quality, while mentoring and
  developing staff using a supportive, collaborative approach.
• Establish and monitor staff performance and development goals.
  Assign accountabilities, set objectives, establish priorities,
  conduct annual performance appraisals, and administer salary
  adjustments.
• Prioritize modernizing and updating the technology platform to
  improve workflow productivity and enhance data and information flow
  through the organization.
• Focus on modernizing processes and policies to simplify
  workflows and internal controls with the goal of making the
  operating organization more efficient and streamlined.
• Oversee audits and the proper filing of tax returns; ensure
  legal and regulatory compliance regarding all financial
  functions.
• Support the delivery of high-quality HR services and compliance
  with all relevant federal, state, and city laws. Ensure the
  recruitment, development, recognition, and retention of a diverse,
  high-performing, and engaged workforce.
• Staff the appropriate committees of the Board and work to
  develop sound management approaches that best position the
  institution for financial security, rigorous compliance, and
  efficient operations.
• Foster a culture and work environment that values commitment,
  collaboration, integrity, continuous improvement, diversity, and
  inclusion.

The Preservation Society has retained the leadership advisory
firm Spencer Stuart to support it in the search for the next Chief
Financial Officer. If you wish to submit your own application or
nominate a candidate for this position, please send an e-mail
message with supporting materials to PS_CFO@spencerstuart.com.

The Preservation Society provides equal employment
opportunities to all employees and applicants for employment
without regard to race, color, ancestry, national origin, gender,
sex, sexual orientation, marital status, religion, age, disability,
gender identity or expression, results of genetic testing, physical
or mental disability, or service in the military. Equal employment
opportunity applies to all terms and conditions of employment,
including hiring, placement, promotion, termination, layoff,
recall, transfer, leave of absence, compensation, and
training.