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Chief Financial and Administration Officer

title

Chief Financial and Administration Officer

location

United States remote-text

type

Full-Time

date

01/04/2023

ABOUT

Equis is a set of organizations working to create a better understanding of Latinos, innovate new approaches to reach and engage them, invest in the leadership and infrastructure for long-term change and increased engagement. Since 2019, we have served as a hub of Latino polling, qualitative insights, and data, with analysis based on a large set of interviews, focus groups, online journals, ethnographies, and vote simulations.  Equis is a leader in digital innovation, focused on message testing and experiments, anti-disinformation tracking, and digital capacity-building for grassroots groups. Equis is also committed to developing Latino leaders across the progressive space, serving as a convener of organizations and individuals leading Hispanic-focused programs.

POSITION SUMMARY

We envision a world where Latinos feel influential and powerful, and where we feel at home in our families, communities, and our country. Equis is seeking a Chief Financial and Administrative Officer (CFAO) to join the team during this exciting time of growth.  

Reporting to the Equis President and CEO, Equis is seeking a dynamic and experienced Chief of Finance and Administration who will be a critical member of the Executive Leadership Team and will help Equis achieve its mission by providing strategic financial and operational direction and oversight by building systems for growth across a range of internal teams and functions. The CFAO will help build and lead a Finance, Operations, Compliance and Human Resources team that will provide shared services to a varied set of entities. As a rapidly growing start-up organization, building a strong operational infrastructure is key to Equis’ success. 

A successful candidate will be a skilled strategic financial professional and people developer who can work collaboratively with peers, internal stakeholders, direct reports, auditors and external vendors to manage a key set of functions for an ambitious and rapidly growing organization. The position requires a strategic, big-picture thinker who can balance long-term views with immediate needs and challenges. A passion for the purpose, a deeply collaborative approach to work, and comfort navigating a unique, complex and evolving organization are essential. 

The candidate will be a strong organizational and team manager and leader, have experience in building and leading teams, budgeting and financial planning, non-profit and business start up operations, legal and compliance and talent and human resources management.  Strong candidates will offer the requisite strategy, finance, and administrative skills as well as a collegial, supportive, and engaging management style and the ability to adapt to change with tact and diplomacy. 

KEY RESPONSIBILITIES 

The CFAO provides strategic leadership and oversight of Equis’ financial and administrative functions and works in close collaboration with the Executive Leadership Team to steward and promote overall organizational effectiveness. Key areas of focus and responsibilities include:

Organizational Leadership and Building and Leading Teams 

  • Build and lead a finance, operations, legal and compliance and human resources team of approximately 10 full-time staff and vendors that will provide shared services to Equis and its related entities. 
  • Provides leadership and direction to a 10-person team made up of finance, human resources, and operations and ensures each team is achieving operational excellence and advancing organizational goals.
  • Drives financial strategies and activities in support of Equis’ mission and goals. Works in close partnership with the CEO and Executive Leadership Team on financial and operational planning, and provides regular updates, forecasting, reporting, and solutions. 
  • Advises the Executive Leadership Team and Equis’ multiple boards on the impact of long-range financial and organizational planning. Regularly provides comprehensive presentations and reports for the Board of Directors, auditors and funders. 
  • Works closely with the Chief of Fundraising and Program Directors to build a plan that aligns with anticipated fundraising goals and cash flow to ensure financial, operational, and compliance needs are understood, supported, and managed, particularly as the organization grows. 
  • Serve as a key member of the Equis leadership team, working closely with executive leadership to develop systems and strategies that strengthen Equis’ role as a thought leader in the industry. 
  • Ensures all finance and administrative staff and services are aligned in support of strategic and programmatic directions. 
  • With an eye firmly focused on the future, the CFAO will know how to best adapt Equis’ finance and administrative teams to a changing and dynamic environment. 
  • Develops systems with the Chief of Staff to strengthen and streamline internal workflows related to operations, finance, legal compliance and human resources.

Financial Leadership and Strategy 

  • Design and lead Equis’ annual budgeting process and works to ensure timely and accurate budget modeling, analysis, and financial reporting for the Executive Leadership Team and Equis’ multiple Board of Directors.  
  • Sets a high bar for fiscal responsibility, compliance and controls. Stays on top of trends and models best practices in financial management, risk management, and compliance.
  • Reviews finance department operations and makes recommendations for policy, system, and process improvements that support organizational needs and growth plans.
  • Identifies and oversees the implementation of enhancements to internal and external reporting, including the creation of financial dashboards and reporting that allow for immediate and long-range analysis and planning.
  • Oversees liquidity management, including banking relationships, investments, and credit lines.
  • Ensures that: 
    • Audits are completed on a timely basis, tax returns are filed, and required financial reports are submitted to regulators.
    • Relevant information is compiled in financial statements, with accompanying disclosures, and presented to various internal and external stakeholders.
    • Finance staff maintains financial record systems and processes in accordance with Generally Accepted Accounting Principles and monitors the use of all funds. 
    • Oversee implementation of a new accounting system upgrade and migration. 

Administrative and Operations Leadership and Strategy 

  • Build the operational support and systems that allow Equis’ operations, finance and administrative functions to run smoothly and efficiently. 
  • Ensure legal, tax and regulatory compliance across all of Equis entities by working closely with outside counsels, tax, and audit firms.
  • Serves as primary liaison with external counsel regarding employment law, contracts, regulatory compliance, and other legal needs. 
  • Provides guidance related to non-profit and business start-up operations. 
  • Provides strategic guidance and oversight of Equis’ human resources plans and priorities. 
  • Oversees the work of the HR Director to ensure policies, plans, and processes are best in class and can scale to meet Equis’ needs as it grows. 
  • Partners with the HR Director and Executive Leadership Team to strengthen organizational culture and practices around talent development, performance management, and diversity, equity, inclusion and belonging. 
  • Oversees the technology and infrastructure systems across Equis and its related entities. Works with external IT partners to identify and champion the development of IT systems and strategies to support Equis operations, productivity, and data security. 
  • Develops and implements enterprise risk management programs and inspires risk-aware thinking to enable Equis to run effectively, operate efficiently, and manage risk thoughtfully. Mitigates operational risks by maintaining internal controls, reviewing insurance coverages, and ensuring compliance with relevant internal policies as well as federal, state, and local regulations.

MISSION AND CULTURE ALIGNMENT

  • Fully embraces the mission of Equis and understands the full potential, power and impact of Latinos in the United States and abroad. 
  • Demonstrates excitement to be part of a team that is focused on identifying creative and strategic solutions and  ability to be part of a dynamic, rapidly growing startup with a purpose driven mission.
  • The CFAO will be an individual of unquestioned integrity, ethics, and values, and someone who can be trusted without reservation. Leads by example, understanding that at times, empathy is an essential quality. 

CANDIDATE PROFILE:

The ideal candidate possesses the following professional and personal qualities, skills, and characteristics:

  • Minimum of 15 years of senior leadership experience working across multiple functional areas such as Finance, Operations, Human Resources, and Legal andCompliance. 
  • Proven experience overseeing finances for complex organizational structures, both nonprofit and for profit, including knowledge of GAAP.
  • Ability to serve as an effective member of an executive team, collaborating with colleagues on visioning, strategy development, and execution geared toward helping the entire organization improve performance.
  • Proven people manager with a strong track record of coaching, empowering, and developing staff and supporting a culture that is respectful, fast-paced, and mission-driven.
  • Prior experience identifying and implementing new systems, platforms, and processes that result in greater efficiency and innovation.
  • Demonstrated knowledge of best practices employed in Finance, HR, and Administrative Operations.
  • Excellent business acumen with the ability to comprehend programmatic activities and convey complex financial and technical information to people with varying levels of financial expertise.
  • Strong written and oral communicator with excellent presentation and organizational skills.
  • High standards of performance, eager to pursue ambitious goals,  working hard and smart to achieve them.
  • Highly collaborative with excellent relationship-building skills.  
  • Exceptional customer service orientation and able to foster a resourceful, proactive, and results-driven culture within and across teams.
  • Highly flexible and adaptable with the ability to drive organizational change and build consensus internally and externally.
  • Fully embraces the mission of Equis and understands the full potential, power, and impact of helping people build the skills that enable them to change their lives.
  • Bachelor’s Degree in accounting, finance, or a related discipline. 

Preferred Qualifications  

  • MBA or CPA preferred
  • Experience working in a start-up and/or nonprofit environment.

PHYSICAL REQUIREMENTS

  • Prolonged periods of sitting at a desk and working on a computer.

COMPENSATION & BENEFITS

This is a fully remote (USA only), full time position with occasional domestic travel and a competitive salary range of $165,000 to $210,000 per year. This salary range represents a good faith estimate of what Equis may pay for this position at the time of posting. The salary offered to the selected candidate will be determined based on factors such as budget availability and commensurate with the selected candidates’ experience. Equis offers medical, dental, vision coverage (at no premium), 4% employer match 401K, and excellent vacation, sick and personal leave.

Equis is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, age, gender identity, disability, protected veteran status or any other status protected by applicable federal, state, or local laws. Equis is committed to providing reasonable accommodation to individuals with disabilities. Should you need reasonable accommodation, due to a disability, for any part of the recruitment process, please email hr @equislabs.us