Chief Financial Officer

Job ID 10669 // Posted March 20, 2026

Position Title: Chief Financial Officer

Major Function: Directs financial activities and provides business leadership to CASA, CASA Marion LLC, and The CASA Foundation. Prepares computerized reports that summarize and forecast business activity, financial position and cash flow projection. Uses considerable independent judgment in decisions that influence operations. Advises and assists other members of management. Serves as liaison between the department, the Board of Directors and the other management staff and employees of the organization.

Typical Duties:

1. Oversees a wide range of difficult-to-complex administrative activities related to finance and accounting, operations, and discretionary activities that serve to support effective business operations. Manages contract negotiation; risk management; administration and operations; and maintenance of corporate files and records.

2. Oversees day to day financial operations. Reviews and approves accounting, accounts payable, accounts receivable, grant reimbursement and cash receipts processes. Ensures compliance with generally accepted accounting principles and with FASB, regulatory and contractual guidelines.

3. Prepare and post monthly closing journal entries. Maintain payroll and benefits cost allocations to proper funding sources.

4. Oversee bi-weekly payroll for CASA Pinellas and CASA Marion. Review and approve payroll submission in the Paycor platform. Serve as Paycor payroll system administrator, ensuring proper configuration and access maintenance. Ensure all tax payments are properly submitted by Paycor. Maintain integrations with separate 401k platform and separate benefits administration system.

5. Establishes and maintains an organizational internal control structure; establishes the method and means of determining fiscal accountability.

6. Maintains organization corporate and fiscal records (including trust agreements and contracts) according to organization policy and funding requirements.

7. Prepares and distributes timely and accurate financial statements for internal and external users. Provides guidance to program and administrative staff in understanding and interpreting financial statements. Analyzes financial information to provide timely decision-making information to board and staff.

8. Performs bank reconciliations in a timely manner according to organization policy. Reconciles balance sheet accounts according to organization policy. Oversees maintenance of fixed asset, depreciation and prepaid expense schedules.

9. Monitors monthly aging schedules to ensure timely payment of obligations and receipt of funds owe

10. Oversees funding contract negotiations and provides ongoing oversight of grant and contract management, ensuring contract compliance and timely reporting.

11. Prepares the annual budget and subsequent modifications and transfers in conjunction with administrative and program staff. Make presentations of budget to the Finance Committee, Board of Directors.

12. Coordinates annual audit and all monitoring required by funders. Ensures that audit preparation is completed in a timely and accurate manner and that all financial audit issues and funder monitoring issues are addressed satisfactorily.

13. Oversees grant management and compliance. Reviews and approves monthly grant invoices. Oversees grant budget submissions. Monitors utilization of grant funds, recommends grant budget amendments to ensure maximum utilization of grant funds. Serves as primary finance contact with grant contract managers.

14. Oversees banking and other external financial relationships. Manages savings, checking, investment and other financial accounts. Administer investments and report activity according to organization policy.

15. Provides recommendations to improve the financial strength of CASA through efforts to maximize revenue and minimize expenses. Organizes and deploys resources in the most cost-effective manner. Monitors and ensures adequate cash flow for operations.

16. Maintains an integrated accounting software package used to process accounts payable, accounts receivable, fixed assets, and general ledger. Ensures separate funds (CASA Pinellas, CASA Marion, Victoria’s Place, CASA Foundation) are maintained and transactions are appropriately categorized.

17. Secures services and products such as business insurance;; real property; and legal or other advisory/support services. Partners with HR Director to review and analyze annual benefits renewals options; prepares recommendations to the CEO.

18. Actively participates as a member of the senior management team of CASA. Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly with other Directors to provide quality seamless customer service.

19. Serves as staff liaison to the Board Finance Committee in order to keep Board of Directors apprised of the organization’s financial situation. Prepare agendas, attend, and give financial presentations at monthly Finance Committee meetings. Attend semi-monthly Board meetings and give financial presentations.

20. Serves as staff liaison to the CASA Foundation to keep Board of Trustees apprised of the organization’s financial situation.

21. Performs other duties as assigned.

22. Responsible for understanding and acting in accordance with CASA policies regarding harassment and discrimination complaints.

Qualifications, Knowledge, Skills, & Abilities

1. Bachelor’s degree in accounting and five years of progressively responsible experience in managing a medium not for profit finance department. Other combinations of experience and education that meet the minimum requirements may be substituted. CPA is preferred.

2. Ability to pull together and present information in a useful and easy to understand format targeted to the specific audience

3. Ability to juggle multiple priorities, prioritize work load and delegate tasks in order to ensure completion of deadlines in a timely manner.

4. Ability to develop and maintain effective working relationships with professionals and community persons from a variety of cultural and ethnic backgrounds in task oriented environments. Must demonstrate awareness and acceptance of cultural differences of clients, staff and community contacts

5. Ability to read, understand and comply with all organization contracts as they relate to fiscal processes.

6. Must possess excellent organizational skills, well-developed verbal and written communication skills, and the ability to effectively deal with complex issues.

7. Ability to exercise good judgment, to problem solve and work independently as well as part of a team.

8. Must maintain a high degree of professionalism and reliability within areas of responsibility by providing leadership, direction, motivation and training.

9. Ability to manage investments and debt administration.

10. Ability to drive personal or CASA owned vehicles on organization’s business. Must be physically capable of operating the vehicles safely, possess a valid Florida driver’s license and have an acceptable driving record.

11. Should possess characteristics that show sound judgment in fulfilling position duties and responsibilities, as well as a cooperative attitude in working relationships with senior members of management.

12. Extensive experience in personal computers and personal computer based networks. Intermediate to Advanced skills in Excel. Knowledge of nonprofit accounting software packages. Knowledge of Abilia MIP preferred.