Chief Financial Officer


Accounting and Finance


Responsible for the fiscal health of the College. The CFO’s responsibilities include, but aren’t limited to, building a top-notch finance and accounting team, ensuring revenues and expenses stay in balance, overseeing financial planning and analysis functions, working closely with division heads and budget managers to analyze financial data and craft budgets, attesting to the accuracy of reports and consulting with the ACEP COO and CEO on strategy.

Characteristic Duties and Responsibilities

  1. Direct, administer, and maintain approved uniform accounting of activities throughout the College for the purpose of obtaining sound financial information and protecting assets and liabilities, income, and disbursements, managing risk and maintaining required records.  This includes, but is not limited to, establishing, and maintaining a system of procedures and controls for general accounting, cost accounting, budgetary control, and signing authorities.

  2. Develops financial strategies by forecasting capital, facilities, and staff requirements; identifying monetary resources; and developing action plans.

  3. Formulate, recommend, and implement financial control policies for the College and advise the Chief Operating Officer on all matters affecting financial control policies. Develop effective procedures and operating guidelines.

  4. Monitor financial performance of the College by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances. Reports financial status by developing short- and long-range forecasts, reporting results, analyzing variances, and developing improvements. Maintain a multiyear strategy for the college’s finances, with the ability to change course as circumstances require.

  5. Oversee investment portfolio, successful completion of annual audits, IRS filings, and other mandated reporting for a 501(c) (6) nonprofit organization. Maximize return on invested funds by identifying investment opportunities and maintaining relationships with the investment community.

  6. Prepare and oversee regular financial, analytical, and interpretive reports for management, College leadership, and regulatory agencies required by law; provide statistical and analytical services to departments and managed organizations; assist applicable departments in the formulation of pricing policies and provide information for pricing review and analysis.  Review contracts, grants, and leases on request and provide assessment of financial impact.

  7. Develop and maintain accounting systems, records, tax, and other reports for managed associations, special grants, NEMPAC, and fiduciary accounts for chapters. Ensure compliance with special legal requirements pertaining to PACs.

  8. Set high standards of professional, technical, and ethical business conduct and competence for the College; direct the staffing and allocation of the Accounting and Finance Department resources to assure that accounting/financial operations are effectively and efficiently performed.

  9. Through continuing contact with responsible departments in the College, keep abreast of operating plans which have significant impact on financial projections, including staffing, capital expenditures, operating programs, program development, pricing, etc. Studies long-range financial trends and projects their impact on future growth and market share.

  10. Oversee and fully utilize FMS system for maximum efficiency. Work collaboratively with the Chief Technology Officer to ensure ACEP is making appropriate investments in technology needs to facilitate the work of the college.

  11. Develops organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; and accumulating capital to fund expansion.

  12. Ensure adequacy of bank balances, maintain effective banking relationships, and invest excess cash per established policies and guidelines.

  13. Update job knowledge by remaining aware of new regulations, participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.

  14. Provide staff counsel and assistance, and administer controls on credit and collection activities throughout the College.

  15. Manage or oversee the relationship with independent auditors.

  16. Serve as staff liaison to Finance Committee, provide support to Secretary – Treasurer and serve as a member of the Retirement Committee.

  17. Attend business and educational meetings as assigned.

  18. Perform other tasks of an accounting/financial nature as assigned by the Chief Operating Officer or Executive Director.

Relationships and Contacts

Reports to:

Chief Operating Officer



Internal Contacts:

All ACEP staff

External Contacts:

Auditors, attorneys, chapters, College leadership, committee members, customers, financial institutions, IRS, FEC, managed associations, members, flex and retirement plan providers

Required Education and Experience

  1. Bachelor's degree in accounting or equivalent experience.

  2. Minimum of 5 years experience as a CFO.

  3. Minimum of 10 years related experience in accounting and financial management practices with an understanding of advanced accounting, regulatory issues and tax planning.

  4. Hands-on experience with financial management software.

  5. Solid GAAP and financial reporting technical skills.

  6. Minimum of 5 years experience in a non-profit environment.

  7. Experience with grants management.

  8. Supervisory experience of a department.

  9. High level proficiency with Microsoft Office products.

  10. Exceptional verbal, written and visual communication skills.

Other Desired Qualifications 

  1. Experience in a senior management position.

  2. CPA designation.

  3. Master’s degree in Business Administration, Accounting or Finance.

  4. Nonprofit and association finance experience.

  5. Practical experience or knowledge of cost accounting, budgeting and cash flow management, financial money markets and investment alternatives.

We are an equal opportunity and E-Verify employer who offers a competitive salary, an excellent benefits package, a retirement plan and more.

If you have questions regarding this position or would like to submit your resume, please contact us.

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