Chief Financial Officer (63067)

• Serve as a key member of the executive leadership team, contributing to enterprise-wide strategy, planning, and decision-making.
• Advise the CEO and Board on financial strategy, organizational sustainability, risk, and growth opportunities.
• Develop multi-year financial strategies that align resources with mission, programmatic priorities, and operational goals.
• Provide financial analysis and decision support for major initiatives, including product investments, pricing, channel strategies, partnerships, technology investments, and organizational expansion.
• Translate financial data into actionable insights for non-financial leaders by helping leaders understand cost structure, gross margins, operating leverage, and financial tradeoffs.
• Provide leadership and problem solving on publishing supply chain issues including offshore outsourcing, economic order quantities, warehousing and transportation.
• Assist with business development efforts including working with attorneys on royalty agreements, licensing agreements, resale agreements and asset acquisition/merger agreements.

• Lead the annual budgeting process and long-range financial planning including generating forecasts, financial scenarios, cash flow projections, and variance analysis by partnering with department leaders to build budgets, monitor performance, and improve financial accountability.
• Develop clear reporting on financial performance, key drivers, trends, and risks.
• Perform financial modeling and performance analysis related to curriculum products, customer segments, and revenue streams.
• Maintain financial models in support of fundraising needs and the capital campaign.

• Oversee all accounting operations, including general ledger, accounts payable, accounts receivable, payroll, monthly close, sales tax reporting, royalty statement reporting and financial reporting and ensuring timely and accurate preparation of monthly and annual financial statements.
• Oversee revenue recognition, restricted and unrestricted funds, grants, contracts, deferred revenue, and other nonprofit accounting matters as applicable.
• Ensure appropriate systems, workflows, and controls are in place to support operational excellence and maintain strong internal controls, policies, and procedures to safeguard organizational assets.

• Manage the Business Technology team and provide executive oversight of all internal business technology functions including: cybersecurity, identity and access management, technology vendor management, systems administration, mobile device management platforms, data backups and archives, internal help desk support, office infrastructure, website, phone system, license and equipment inventories, and reference materials.
• Manage the Human Resources function by providing executive oversight for HR strategy, workforce planning, organizational policies, compensation administration, benefits, compliance, and employee relations.
• Manage the Business Operations team and provide executive oversight for key operational functions, including client support, inventory management, logistics, and warehouse operations.

• Partner with the Finance Committee, Audit Committee, and Board of Directors on financial oversight and reporting.
• Lead preparation for the annual audit and serve as primary liaison with external auditors.
• Ensure compliance with nonprofit accounting standards, tax filings, regulatory requirements, and donor or grantor restrictions.
• Oversee Form 990 preparation and review, as well as any state and local reporting requirements.
• Maintain compliance with applicable federal, state, and nonprofit governance requirements.

• Oversee cash management, liquidity planning, reserves, and investment monitoring.
• Recommend policies and practices related to financial risk management and operating reserves.
• Evaluate insurance coverage, contractual risk, and financial exposure across the organization.
• Ensure the organization has sound financial infrastructure to support both stability and strategic flexibility.

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 12+ years of progressive financial leadership experience, including senior finance roles with organization-wide responsibility.
• Excellent problem-solving skills.
• Demonstrated success leading budgeting, forecasting, and strategic financial planning; expertise in financial modeling and scenario planning.
• Familiarity with revenue models involving product sales, services, grants, contracts, subscriptions, or blended nonprofit earned-income streams.
• Experience with cloud-based Enterprise Resource Planning (ERP) systems such as Netsuite.
• Strong knowledge of GAAP, nonprofit accounting principles, internal controls, and financial reporting.
• Experience presenting financial information to executive teams, boards, and committees.
• Strong leadership, communication, and cross-functional partnership skills.
• High level of integrity, judgment, and mission commitment.

• CPA and/or MBA strongly preferred.
• Experience overseeing business operations functions that include: Human Resources, accounting, payroll, customer support, and logistics as well as supply chain management (inventory, logistics, distribution, and warehousing) and knowledge of supply chain issues including offshore outsourcing, economic order quantities, warehousing and transportation.
• Experience with internal business systems including desktop support, internal systems and cybersecurity.
• Experience in working with attorneys in drafting, reviewing and negotiating legal agreements pertaining to royalties, licensing, resale and asset acquisition/merger.