New England Historic Genealogical Society

99-101 Newbury Street
Boston, MA 02116

Date Posted:
July 22, 2019

Eastern Massachusetts



Chief Financial Officer


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 Associate.

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.


Education Level:

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.

How To Apply:
Please send a resume and compelling cover letter to Michelle Major, Director of HR, phone calls please.
Apply by:
August 12, 2019
Competitive nonprofit salary and exceptional benefits package.
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,, 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, and through the assistance of a full-time staff of more than 100  genealogical experts and nonprofit professionals.