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California Environmental Associates

Job Type: Part Time
Location: San Francisco, California

California Environmental Associates (CEA) is a privately held, small business, environmental consultancy based in San Francisco, CA. Since 1984, CEA has helped transform business practices, public policies, nonprofit organizations, and philanthropic strategies to improve environmental outcomes. Our work is guided by a deep knowledge of the scientific, regulatory, political, social, and economic underpinnings of our most pressing environmental problems. CEA provides consulting services in three main practice areas: Philanthropic Services, Recruiting and Organizational Design Services, and Regulatory and Compliance Strategy. For more information about CEA and these practice areas, please visit: www.ceaconsulting.com.

CEA employs approximately 25 consultants out of its San Francisco office with select employees working out of Denver, CO and Washington, DC. The firm is run by four principals.

Chief Financial Officer

CEA is seeking a Chief Financial Officer (CFO) to lead the team that conducts the firm’s financial, operational, and human resource activities in a dynamic and collaborative environment. The CFO will be a thought partner to the four principals of the firm, as well as a self-starter who takes the initiative on all financial and operational matters. This position is an excellent opportunity for an individual looking for exposure to high-impact environmental work.

The CFO is responsible for leadership and execution on all financial activities including: financial management, accounting functions, foundation grant management, financial reporting and planning, budgeting and cost management, banking, insurance, taxes, risk management, and providing data for the annual external audit. S/he will administer relationships with a variety of external contractors, including those providing IT expertise and legal counsel. On occasion, the CFO may be requested to provide analysis or expertise in support of consulting projects. S/he should be familiar with current trends and issues in finance and operations and be able to thoughtfully and strategically revamp, reinvigorate, and revise current systems to operate from a proactive position. The CFO will advise and guide the principals to expand upon the current culture of creative, high achievement and open lines of communication. S/he will be a resource for questions related to employee relations issues; counseling with management and staff and collaborating with legal counsel on issues as appropriate. The CFO will be instrumental in making recommendations to maintain/improve firm profitability, optimize the firm’s capacity, and continuously improve our administrative processes and procedures.

The CFO will supervise a three-person team composed of a Staff Accountant, Operations Manager, and Administrative Assistant and will report to CEA’s principals.

Primary Duties and Responsibilities

The CFO will perform the following and other duties as assigned:

Financial and Operational Management

  • Build and maintain monthly operating budget and annual company operating budget.
  • Prepare and present monthly financial budgeting reports including monthly profit and loss, forecast vs. budget and cash flow and provide recommendations.
  • Oversee the month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation.
  • Ensure timeliness and accuracy of financial and management reporting data
  • Administer employee trimester and year-end bonuses and principal distributions.
  • Administer monthly invoicing to clients.
  • Oversee the preparation and timely filing of all local, state and federal tax returns.
  • Improve and maintain financial and accounting systems, processes, tools and control systems
  • Manage cash flow planning process and ensure funds availability.
  • Maintain banking relationships, including line of credit and alliances with vendors and business partners.
  • Advise on, review, and administer client contracts and NDA's.
  • Prepare grant and other funder financial reports.
  • Serve as a key point of contact for external auditors; manage preparation and support of all external audits.

Administrative Leadership and Management

  • Serve as strategic business partner to principals.
  • Assess and evaluate financial performance of the organization with regard to long-term operational goals, budgets and forecasts. Provide insight and recommendations to both short-term and long-term growth plan of organization.
  • Utilize forward-looking models and activity-based analyses to provide financial insight into the organization’s plans and operating budgets.
  • Identify, acquire and implement systems and software to provide critical financial and operational information.
  • Select and engage external consultants, vendors/professional service providers, and auditors.
  • Manage compensation structure, employee hire and termination procedures, benefit design and, employee relations.
  • Provide guidance on employee relations and human resources; maintain company handbook and human resource policies.
  • Mentor and develop a team of three, managing work allocation, systems training, performance evaluations, and the building of an effective and efficient team dynamic.
  • Partner with principals to manage employee relation issues; provide mentorship to management and staff; collaborate with legal counsel on issues as appropriate.

Insurance and Risk Management Programs

  • Manage business liability insurance, workers compensation insurance, D&O and employment practices.
  • Oversee and manage IT and facilities/administrative functions.
  • Review and approve capital expenditures.
  • Evaluate and recommend IT projects.
  • Oversee management of day-to-day IT environment.
  • Review and approve major vendor contracts.
  • Liaise with outside service providers and landlord for major issues.

Skills and Experience

The desired applicant has a professional background which aligns with the following:

  • 10+ years of senior financial/operational management experience with a track record of success.
  • MBA preferred or BA with significant experience required; financial or accounting emphasis or background strongly preferred
  • Demonstrated strong financial, operational, and business acumen – experience with a client services firm and/or small privately-held business
  • Knowledge of the foundation and not-for-profit sector highly desired; experience with GAAP and non-profit accounting, relevant Federal Accounting Standards, as well as California and Federal non-profit reporting requirements
  • Experience with QuickBooks or similar software program
  • Experience with Timeslips or similar time-keeping software highly desired
  • Proficiency in Excel and experience with spreadsheet modeling
  • High level of motivation and energy with desire to “roll up sleeves” and a collaborative nature and the ability to lead a team
  • High level of personal and professional integrity and trustworthiness with a strong work ethic and the ability to work independently with minimal direction
  • Dedication to the mission and values of CEA

Compensation and Location

This is a part-time position and is not eligible for benefits. Ideally, the CFO will work an average of 24 hours per week and will be in the office four days per week. CEA offers a competitive salary commensurate with experience.

The position will be based in San Francisco, CA.

To Apply

To be considered for this position, interested candidates must click "Apply to this job" to submit a resume, cover letter, and salary expectations through CEA’s job portal. Please direct all applications and inquiries to CEA Recruiting.

California Environmental Associates is an Equal Opportunity Employer

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