The Chief Financial
Officer (CFO) reports to the Senior Vice President and COO and is an integral
member of NEHGS’s senior leadership team. Responsible for developing,
implementing and ensuring financial compliance with sound and prudent policies
and practices consistent with generally accepted accounting principles while supporting
the mission of American Ancestors and the New England Historic Genealogical
Society. The CFO is responsible for maintaining and continuously improving the
systems of financial controls, including general accounting, investment and
endowment accounting, banking, payroll and department management. The
successful candidate will develop and maintain strong, effective working
relationships with internal departments through collaborative leadership. The
CFO is responsible for the mentoring, development, daily supervision of, and
work delegation for the Senior Accountant, Accountant, AP Associate and AR
Duties and Responsibilities:
Direct and manage the
accounting and financial related matters of NEHGS through supervision of the
Finance Department; establish and maintain internal controls to monitor and
safeguard the assets of the society. Assuring that NEHGS operates within accepted
accounting standards and in accordance with all legal requirements.
Provide leadership, direction
and management of the Finance team.
Oversee all NEHGS’s financial
transactions, recordkeeping, inventory and cash management. Provide administrative and technical
supervision to members of the finance team.
Serve as resource to senior
management on financial, accounting, and payroll issues; work with managers to
ensure cost control, compliance with regulations and maximization of budgets.
Serve as staff liaison to the
Finance and Investment committees.
Attend and present financial information to the Board of Trustees,
executive committee and other committee meetings as requested by SVP/COO. The
reports must be informative, accurate and geared to the appropriate audience.
Responsible for all aspects of
the budget cycle including maintenance of the budget template, analysis,
financial planning, and importing budgets into accounting system and working
with other managers through modifications.
Manage the annual audit and
assist an outside audit firm during the course of the audit. Maintain and
prepare the necessary work papers in preparation for the annual audit.
Hands-on oversight for a broad
range of activities including month end close, financial statements, general
ledger, accounts payable, accounts receivable, payroll, internal and external
financial reporting, cash management, and internal controls
Develop, communicate, and
monitor financial policies and procedures that comply with GAAP. Ensure the allocation and expenditure of
funds consistent with the Society’s strategic goals and the advancement and
support of its programs.
Regulatory reporting and
compliance. Ensure compliance with IRS and government regulations through
administration of procedures and guidelines surrounding unrelated business
income tax, property and sales taxes, contribution acknowledgements, retirement
accounts, payroll and health and welfare plan filings.
Oversee the preparation and
communication of weekly, monthly and annual financial statements.
Guide the development and
administration of the Society’s budget, including the preparation of the budget
analyses, writing support narratives, assisting the SVP/COO presenting such to
the Board of Trustees and monitoring performance against budget.
Advanced degree in accounting, management, or finance.
Bachelor’s degree in Accounting or Finance.
Master’s degree and/or CPA strongly preferred.
Skill and Qualifications:
Strong understanding non-profit fund
accounting and GAAP guidelines.
10+ years of related work experience managing
accounting and financial operations. Non-profit experience a plus.
Demonstrated management skills required. Strong ability to provide collaborative
leadership and effective service to internal departments.
Demonstrated ability to participate as a team
member in the decision-making process, providing creative input related to the
business and financial affairs of NEHGS.
Excellent oral and written communications skills
and strong interpersonal skills required.
Knowledge of computer systems related to
accounting and financial management required
Ability to professionally interact with staff,
senior management and Board of Directors.
Exceptional analytical skills and strong
attention to detail.
About this Organization:
American Ancestors / New England Historic Genealogical Society (NEHGS) is America’s founding genealogical organization and the most respected name in family history. Established in 1845, American Ancestors / NEHGS is the nation’s leading resource for family history research. American Ancestors / NEHGS provides comprehensive family history services through an expert staff, original scholarship, educational opportunities, world-class research center, and award-winning website, AmericanAncestors.org, to help family historians of all levels explore their past and understand their families’ unique place in history.
American Ancestors / NEHGS is a member-based nonprofit corporation dedicated to advancing the study of family history in America and beyond, by educating, inspiring, and connecting people through our scholarship, collections, and expertise.
As the flagship genealogical society in the nation, American Ancestors / NEHGS serves more than 260,000 members and millions of online users with more than a billion searchable records on AmericanAncestors.org, and through the assistance of a full-time staff of more than 100 genealogical experts and nonprofit professionals.