Chief Financial Officer

Location
Boston, Massachusetts
Posted
Feb 27, 2019
Closes
Mar 29, 2019
Position Type
Full Time
Degree Level
Masters
Willingness to Travel
100%
Experience Level
Executive

Purpose

To ensure the effective stewardship of the Unitarian Universalist Association’s (UUA) resources, including expenditure and investment of financial assets and care of physical assets, in order to advance the mission, aspiration, and values of the UUA. Oversees an annual budget of $50 million (including UUA Health Plan) and $600 million in assets including a $190 million endowment, a $360 million retirement plan, and $45 million in outside trusts. Reports to the President, with an indirect reporting relationship to the Executive Vice President and accountability through the Board of Trustees. Serves as a key senior staff leader and member of the Leadership Council with management responsibility for financial services, facilities management, information technology services, and conference planning. Provides leadership and strategic direction for financial planning, budget preparation and control, and management of endowment and other assets.

Principal Responsibilities

  1. As a key senior staff member of the Association, participates in the development of the Association’s goals, objectives and strategic plans to advance the mission, aspiration, and values of the UUA, and analyzes financial resources available for those ends.
  2. Manages the administration of the Association’s invested assets including UU Common Endowment Fund (UUCEF), the Unitarian Universalist Organizations Retirement Plan, Unitarian Universalist Organizations Health Plan, outside trusts, split interest agreements, congregational building loans and guarantees. Supports the UUA’s goal of reflecting its values of social justice through Environmental, Social and Governance (ESG) evaluation in the investment process.
  3. Serves as a voting member of the Investment Committee, Socially Responsible Investing Committee, Retirement Plan Committee, and the Health Plan Trust Board. Regularly communicates with investment managers, bankers, lawyers and other professional and congregational representatives.
  4. Supervises the Financial Services staff group, including accounting, payroll administration, and cash management functions. Oversees the annual audit process for three legal entities: the UUA (nonprofit corporation), the UUCEF (nonprofit LLC), and the Health Plan (trust).
  5. Oversees the preparation of annual budgets for the UUA’s six business units: Current Operations, General Assembly, Group Insurance Plans, Beacon Press, Congregational Properties and Loan Fund, and the UUCEF.  Prepares budget materials for review by senior staff and for presentation to the Board of Trustees.
  6. Directs the management and strategic planning for information technology services, conference planning, and facilities management. Carries oversight responsibility for the financial management of Beacon Press, which has its own Chief Financial Officer.
  7. Oversees the application process for congregations seeking building loans, guarantees and grants and makes the final determination on these awards.
  8. Reports on the financial status of the Association to the Board of Trustees, to member congregations, and to the Association’s annual General Assembly. Serves as liaison to the Financial Advisor, the Audit Committee, and the Association’s external auditors. 
  9. Assumes additional responsibilities as requested by the Executive Vice President or President.

Qualifications

This is an exempt Grade 18 position (salary commensurate with experience). Note that qualifications may be met as a result of lived experience, volunteer work, professional experience, and/or formal or informal training. Requirements include:

  • A record as a proven and experienced financial leader and manager in a values-based or social impact setting.
  • Minimum of ten years’ experience as a senior level financial executive with both technical and management experience, preferably in the not-for-profit sector.
  • A strong team leader and collaborator, with excellent supervision and staff management skills.
  • Deep strategic and analytical capacity to lead planning around fiscal dimensions of organizational goals and operations.
  • Graduate degree in business or related field expected.
  • Outstanding communications skills, both written and oral.
  • Knowledge of information technology.
  • Proficiency in Microsoft Office applications (Excel, Outlook, PowerPoint, and Word) with especially strong Excel skills.
  • Some travel required, primarily to General Assembly, President’s Council, and other UU meetings.
  • Knowledge of Unitarian Universalism.
  • Membership in a Unitarian Universalist congregation, or willingness to become a member.
  • Understanding of issues around anti-racism, anti-oppression, and multiculturalism.
  • Work or lived experience with communities of color or indigenous peoples is of particular value.
  • Eagerness to work in an organization in which the dismantling of white supremacy culture is a high priority.
  • Comfort acting as a public leader of a faith-based institution.

How to Apply

People with disabilities, people of color, indigenous people, Hispanic/Latinx, and LGBTQ candidates are encouraged to apply. The UUA is committed to developing a diverse and talented staff team. If you are excited about this role, but are unsure whether you meet 100% of the requirements, we encourage you to inquire and/or apply. Send cover letter and résumé—indicating “Chief Financial Officer” in the subject line—via e‑mail to careers@uua.org, via fax to (617) 948-6467, or to Human Resources, UUA, 24 Farnsworth Street, Boston, MA 02210. E‑mail submissions preferred.