Vice President, Finance and Operations
The Calgary Homeless Foundation
The Calgary Homeless Foundation (CHF) is a registered charity that exists to end homelessness in our city. Working with Calgary’s non-profit sector, business, government, the faith community and the public at large, the Calgary Homeless Foundation is leading the implementation of Calgary’s 10 Year Plan to End Homelessness. To make this plan a reality, we are looking for passionate, entrepreneurial and talented people to join our high impact team.
Reporting to the President and Chief Executive Officer and as a key member of CHF’s leadership team along with the Vice Presidents of Strategy, Fund Development & Communications, Housing and Social Enterprise, the Vice President of Finance and Operations (VP F&O) is primarily responsible for leading CHF finance and controls, reporting and compliance, business strategy and operational management.
The VP F&O will be charged with maintaining, enhancing, developing and implementing policies and procedures both in the finance and general operational realms including oversight of human resource services and information technology. S/he will provide leadership in a manner that gains and maintains the confidence of public, private and non-profit funders, stakeholders and the public at large. Additionally, the VP F&O will act as the CHF “Corporate Secretary” providing administrative and governance support to the Board of Directors in partnership with the President & CEO.
CHF is an organization with a multi-million dollar capital asset portfolio and an annual budget of over $40 million. This is an outstanding opportunity for a finance executive with considerable operational experience and a proven track record in stakeholder partnerships, creative problem-solving and change management to join a mission-driven organization.
CHF staff are action oriented team players who have dedicated themselves to ending homelessness in our city. CHF staff have a passion to serve those in need. They work cooperatively with others in a strong team environment; demonstrate flexibility in organizing and undertaking work; show a high degree of initiative, discernment and resourcefulness; exhibit excellent communication and relational skills; demonstrate thoughtfulness and intelligence in decision making; and focus on outcomes for persons without homes.
Key Accountabilities and Deliverables
Strategy and Leadership
- Provide expert advice and support to the Board, President & CEO and the leadership team on financial planning, budgeting, forecasting, cash flow, investment priorities and policy manners.
- Lead the development of the overall annual operating financial strategy and model in the CHF and Calgary Community Land Trust (CCLT) annual business plans.
- Effectively communicate and present critical financial matters at select Board meetings and other committee meetings; as required
- Contribute to the development of the Foundations (CHF and CCLT) strategic goals and objectives as well as the overall management of the organization.
- Maintain continuous lines of communication, keeping the President & CEO and leadership team informed of all critical issues in a timely manner.
- Represent the organization externally, as necessary, particularly in funding and banking roles.
- Ensure the continued financial viability of the Foundation’s program/service/business units through sound fiscal management.
- Ensure that the Foundation is adhering to the strategic plan, delivering status reports to the Board and the President & CEO.
- Provide analytical support to Foundation’s internal management team including development of internal management reporting capabilities and metrics.
- Direct, oversee, organize and coordinate the work of the finance and operation support teams; within and between departments.
- Lead and oversee the work of Human Resources, Facility Management and Information Technology.
- Promote a culture of high performance and continuous improvement that values learning and a commitment to quality.
- Ensure staff members receive timely and appropriate training and development.
- Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals, and administer salary adjustments; oversee process and philosophy for Foundation.
- Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results.
Finance and Operations
- Maintain, monitor, enhance, and/or develop and implement an appropriate system of policies, internal controls, accounting standards, and procedures that support organization wide efficiencies and effectiveness.
- Lead, plan, coordinate, and execute the annual budget process.
- Ensure annual departmental budgets are prepared and updated as required and that all necessary Board approvals are in place to support management authority within approved limits.
- Oversee accounting and cash flow analysis of capital and operating projects and/or proposals; ensure reliable cash flow projection processes and reporting including minimum cash threshold to meet operating needs; initiate appropriate financial strategies to enhance cash position.
- Lead the development of the annual business plan
- Oversee donations in accordance with CHF’s policies and CRA guidelines
- Provide advice on long-term business strategy where sponsorships, potential acquisitions, and collaborations with external organizations are being considered.
- Communicate complex financial reports and other financial results and/or information in language that promotes uptake by internal users without a financial background.
- Support the President & CEO, in the negotiation of multi-year funding commitments with Governments (Municipal, Provincial and Federal) and other key stakeholders.
- Establish key indicators of operating performance for monitoring and decision making by the leadership team
- Refine, enhance and/or develop the foundations performance monitoring system including a Balanced Scorecard, Dashboard or other common management reporting tool
- Lead quarterly and annual financial reporting, drafting MD&A, statements and notes in annual report
- Ensure appropriate tax planning and compliance.
- Ensure Management and the Board of Director’s meet their legal and fiduciary responsibilities including but not limited to annual meetings, regulatory filings and reporting.
- Ensure compliance with Agreements with all CHF funders and regulatory requirements; support required reporting, as required.
- Ensure CHF appropriately protects all confidential information and is compliant with all relevant Federal and Provincial privacy legislation.
- Maintain an assigned CHF Privacy Officer at all times.
- Ensure all legal and official records including but not limited to articles of incorporation, bylaws, charitable returns, society returns, minute books and member’s register for the CHF and the CCLT are current and maintained in accordance with accepted standards for the charitable sector.
- Engages the board and Board Audit & Risk Management Committee (ARMC) at a strategic level around issues, trends, and changes in operating, financing and investing model(s); provides sound business advice and assists the President & CEO to take action as directed.
- Support the work of the Board Governance Committee through (but not limited to): facilitating orientation of incoming Directors; agenda management; updates to CHF and CCLT By-laws; maintaining a Director Manual; and an annual process for evaluating Board effectiveness.
Education and Experience
- The position requires at a minimum a professional finance designation (CPA,CA, CGA or CMA) and 8 years of progressive senior management experience; an MBA is considered an asset.
- Experience managing large investment portfolios, property acquisitions, enterprise risk and financial reporting is essential
- Experience having overseen Human Resources and IT services is required.
- Prior experience in the public and/or charitable sectors is an asset.
General Competency Requirements
- Strategic perspective – The team member will have the ability to adopt a long-term view of the organizational strengths and weaknesses. He or she will have the ability to see the whole picture in complex situations to ensure that the mandate and objectives of each department are aligned with those of the larger organizational structure.
- Business acumen – The team member will have the ability to apply the principles of finance, accounting and business management within a not-for-profit environment and to recognize opportunities and identify risks.
- Financial management – The team member will possess an understanding of financial principles and the impact of financial information and decisions on the organization, and will make a measurable contribution to financial goals and targets. He or she will have the ability to apply the principles of entrepreneurship, finance and business management to recognize opportunities and identify risks. Also important is the ability to develop accurate budget projections, monitor expenses and ensure adherence to budget forecasts.
- Fostering collaboration, cooperation and teamwork – The team member will promote cooperation, collaboration and partnerships between individuals or groups both inside and outside of the organization, ensuring that everyone understands each other’s roles, responsibilities and contributions and works toward win/win successes.
- Results orientation and maintaining direction – The team member will have the desire to meet a high standard of performance. This includes setting goals and priorities that maximize the use of resources available to consistently deliver results against the Foundation’s direction, objectives and public expectations. The team member will have the ability to monitor progress towards a goal and make adjustments when necessary, including the ability to review and adjust plans and multiple priorities on an ongoing basis and to set up procedures for regular review of progress.
- Developing people – The team member will possess a genuine commitment to foster the long-term success and growth of others, including the ability to help employees recognize developmental needs and opportunities, obtain needed resources, and provide coaching and follow through to achieve developmental goals.
- Enhancing organization image – The team member will focus on building and protecting the image, reputation and long term interests of the CHF. This will include promoting the CHF’s reputation as a leader in ending homelessness, and addressing the issues if the CHF’s knowledge or expertise is questioned.
- Environmental sensitivity and political acumen – The team member will have a clear understanding of the pertinent economic, political, social and demographic environment and its impact on the CHF. This includes being able to explain the impact of significant external events on the CHF, introduce external events and trends into relevant discussions, and to look outside the CHF when analyzing current and future needs.
- Resource management – The team member will have the ability to identify, obtain and effectively allocate the resources required to achieve the CHF’s goals. This includes the ability to accurately identify resource requirements, to ensure that everyone understands each other’s responsibilities, and to assign appropriate resources to problems and opportunities.
- Building credibility – The team member will have the ability to build organizational trust in his or her own professionalism, integrity, expertise and ability to get results.
- Self-confidence – The team member will project an assurance in his or her ability to be successful, to meet challenges, and to overcome obstacles. This will include the ability to manage stress effectively, take setbacks in stride and to bring situations under control and not be threatened by conflict.
- Dedication to quality/excellence – The team member will have commitment to continuous improvement of financial, operations and business practices, policies, procedures and products.
- Organizational awareness – The team member will understand the CHF’s structures, goals, norms, policies and politics. He or she is aware of the impact and implications of decisions and activities and knows the formal decision-making process. This will include an understanding of the political undercurrents of events or issues, understanding the implications for various stakeholders and understanding the importance of the history and background of the organization.
- Managing change – The team member will have flexibility and be effective in a changing environment, and will apply these traits to all tasks, responsibilities and people. He or she will be capable of maintaining stable performance in a high pressure environment and will relieve stress in a manner that is acceptable to the CHF and those directly impacted.
- Effective oral, written and presentation skills – The team member will have the ability to actively listen to messages being communicated by stakeholders, and to communicate the right messages in an effective manner. This includes the ability to create and conduct effective presentations to small and large groups.
- Strong judgement – The team member will have the ability to utilize objective and valid information from a variety of sources to make informed decisions, understand the potential impacts, and keep all relevant parties informed.
Please submit resumes to: [email protected]
Deadline to apply is August 28, 2014