Chief Financial Officer (CFO)

Position Summary-FT- Chief Financial Officer- Closes June 30, 2026

Essential Duties

• Reports to the CEO/SP, executive leadership team and the Zion Board of Trustees on the financial health of the organization, budget, investments, lending, and program operating activities.
• Reports financial results to the CEO/SP, C-Suite, and Board of Trustees. Prepare, analyze, and present weekly financial reports for the organization, its programs, and activities.
• Actively manages cash flow and investments to ensure compliance with the organization’s liquidity covenants and investment strategies while meeting operational needs.
• Arrange financing (debt, equity, bridge loans) and maintain relationships with banks/investors.
• In conjunction with the Chief Accounting Officer, conducts financial due diligence with funders, negotiating covenants, executing contracts and other terms in investment and funding agreements with vendors and collaborative service providers.

• Develops capital plans for new loan and grant revenue, debt capital, joint financing partnerships, and other sources of capital for the organization.
• Participates in creating diverse capital solutions to expand the scale of financing activities, support the creation of new programs, and real estate initiatives.
• Serves as additional representative to financial partners, including investors, foundation executives, auditors, public officials, etc.
• Develops and utilizes forward-looking, predictive models and activity-based financial analyses to provide insight into Zion’s operations and business plans.

• Coordinates the development and monitoring of Zion Global budgets. 
• Forecasts return on investment (ROI)/profitability for current and future programs.
• Develops and utilizes forward-looking, predictive models, and activity-based financial analysis to provide insight into the organization’s operations and business plans.
• Drives annual budgeting process by developing budgets for the organization, its individual programs, and new/proposed/expanded services, including the preparation of budget revisions as needed. 

• Creates short, medium, and long-term financial plans and projections; review these plans with the CEO/SP and the Zion Board of Trustees.
• Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
• Knowledge of general accounting and financial reporting procedures in accordance with GAAP.
• Federal and State contract/grant budgeting/reporting procedures and requirements.
• Hands-on experience with accounting and financial management software (e.g. Netsuite/Oracle) and operating systems.
• Excellent knowledge of data analysis and forecasting methods.
• Previous oversight of human capital and compensation programs and/or policies.
• Expertise in MS Excel and Microsoft Office Suite. 
• Knowledge of AI tools to improve the efficiency of the Finance function.

Qualifications, Knowledge, and Skills

• Knowledge of general accounting and financial reporting procedures in accordance with GAAP.
• Federal and State contract/grant budgeting/reporting procedures and requirements.
• Hands-on experience with accounting and financial management software (e.g. Netsuite/Oracle) and operating systems.
• Excellent knowledge of data analysis and forecasting methods.
• Previous oversight of human capital and compensation programs and/or policies.
• Expertise in MS Excel and Microsoft Office Suite. 
• Knowledge of AI tools to improve the efficiency of the Finance function.

• MBA in Finance is desired but not required from an accredited college or university, or 15+ years of senior management experience preferably in the non-profit financial sector.
• Impact and mission focused with the ability to develop, implement and monitor goals, objectives, programs and strategies which align with Zion’s mission, critical standards and vital signs.
• Experience with an organization that has an operational budget of more than $30 million per year.
• Experience in a senior financial management role, partnering with an executive team and the CEO and the Board of an organization, resulting in the development and implementation of effective financial management strategies and reporting tools.
• Significant experience in or knowledge of nonprofit accounting, including sophisticated fund and grant accounting, compliance, and reporting.
• Experience working with information technology staff or consultants to manage finance and accounting software packages.
• Excellent oral and written communication, facilitation, and negotiation skills.
• Demonstrated leadership ability, team management, and interpersonal skills.
• Excellent analytical and abstract reasoning skills, plus organizational skills.
• Knowledge and experience in real estate development, housing, and/or business finance.
• History of managing growth and aligning operations to support strategic business priorities.
• Proven track record of problem-solving, resourcefulness, and exceeding set goals.
• Effective planning and deadline orientation to business management and operations.
• Ability to think strategically, anticipate future trends, consequences, and build the organization framework to address dynamic circumstances.
• Strong communication skills, community and client relations and board relations skills. 

About:

It is the mission of Zion Church to help people EXPERIENCE God, ENGAGE in connections, be EQUIPPED through training, and EMPOWERED to serve.

Zion Church offers a generous benefits package for its full-time team which includes health, vision, dental, and life insurance; many of which are funded at 90-100% by the organization, a selection of elective benefits; along with education reimbursements for upskilling, degree pursuit and certifications. Also included is a 401K plan for full and part-time team members with company matches; unlimited PTO for full-time team members; and 60-hours of PTO for part-time team members prorated depending upon a start date.

All new team members at Zion Church complete a 90-day probationary period. During this time, supervisors assess performance, job readiness, and alignment with Zion’s employment standards, while team members also determine whether the role is a good fit. At the end of the 90 days, performance will be reviewed. Based on management’s judgment, employment may continue as regular status, the probationary period may be extended, or employment may be ended. Completion of the probationary period does not alter the team member’s at-will employment status.

EEO Statement: Zion Church is an equal employment opportunity to all employees and applicants for employment. Zion prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.