SummaryThe Chief Financial Officer (CFO) manages the financial operations of the Morris K. Udall and Stewart L. Udall Foundation. The CFO formulates, implements, and ensures compliance with agency and Federal fiscal policies, internal controls, and audits; oversees budget formulation, interagency agreements, and agency acquisitions, including contracts; monitors, forecasts, and reports on agency fiscal positions; and contributes financial expertise to agency operations and strategic planning.
DutiesHelp
- Leads the Udall Foundation's Finance unit, overseeing all aspects from day-to-day operations to strategic planning. Applies proven project and program management techniques to ensure financial services are efficient and effective.
- Maintains expert knowledge of Federal rules, regulations, and policies in order to plan, direct, review, and approve all agency financial operations and actions. Works with the Accountant to establish and maintain appropriate accounting structures, budget formats, and expenditure and obligation tracking mechanisms. Follows up on undelivered orders, accrued payables and receivables, and other obligations and implements corrective actions when necessary.
- Oversees fund receipts and distribution of funds, including payroll expenditures. Works with the Senior Accounting Officer to maintain the agency's trial balance (General Ledger), which reflects a double-entry accounting system maintained on an accrual basis, and oversee reconciliation, compliance, and certification of the accuracy of the trial balance. Prepares accounting and cost reports, financial statements, and other necessary information reflecting the agency's financial position.
- Oversees agency agreements and acquisitions activities, including contracting actions performed by the Contracting Officer and Contracting Officer's Representative. Works with the Contracting Officer to ensure agency acquisition processes comply with the Federal Acquisition Regulation and are supported by internal controls and standard operating procedures. Works with the Contracting Officer and General Counsel to ensure interagency agreements for program-specific and agency-level operations comply with appropriate administrative, regulatory, and procedural requirements.
- Establishes, develops, and maintains manual and automated internal controls to manage organizational financial risk, including through oversight of the agency's annual external financial audit. Corrects identified financial errors and recommends actions to improve the accounting or financial posture of the agency and identify and prevent waste, fraud, abuse, and mismanagement. Oversees development of agency financial policies, plans, and procedures, as needed, and negotiates and resolves financial issues of considerable significance including by determining alternative ways to resolve conflicting objectives among competing agency goals or priorities.
- Works with the Senior Accounting Officer to facilitate the formulation, tracking, and reporting of annual agency budgets at the unit level. Meets with unit leadership on a regular basis to review assigned budgets and actual expenditures, and to proactively identify and resolve issues. Provides technical assistance, including supportive financial expertise, to agency units and analyzes, advises on, and recommends solutions to budgetary problems in all phases of budgetary and financial process administration.
- Serves as the primary agency liaison with the White House Office of Management and Budget regarding annual budget submissions and passbacks, apportionments, and budget data requests. Supports the Executive Director with additional mandatory financial reporting and data calls from the Administration, Congress, and Federal agencies such as the Department of the Treasury and the General Services Administration.
- Serves as the primary agency liaison to the General Services Administration regarding financial services, including financial accounting, management, and investments within the agency's Morris K. Udall and Stewart L. Udall Trust Fund and Environmental Dispute Resolution Fund.
- Supervises Finance team employees. Directs and evaluates subordinate work to ensure the agency's timely and accurate delivery of financial operations. Leads team meetings, monitors progress on team projects, and provides guidance, assistance, and mentorship to Finance team members. Serves as a backup on subordinate employee functions to ensure continuity of agency operations.
- Performs other duties as assigned.
- This position is telework eligible subject to relevant agency policy.
- Occasional travel may be required.
RequirementsHelp
Conditions of employment- You must be a United States citizen to apply for this position.
- This position requires that you obtain and maintain a background/suitability investigation with favorable results.
- A trial (probationary) period may be required.
- All Udall Foundation employees are required to have payments made by direct deposit.
QualificationsGeneral Qualifications:- Superior character, good judgment, interpersonal skills, and an ability to work in a supportive, professional, and problem-solving manner with agency employees, outside partners, and stakeholders.
- Leadership skills as characterized by the ability to develop a common vision with colleagues, superiors, subordinates, and a facilitative management style that emphasizes teamwork, collegiality, and flexibility.
- Skill in assessing a problem or requirement, organizing an appropriate, solutions-focused response, and engaging others as needed to achieve a desired outcome.
- An ability to manage multiple requirements simultaneously and effectively while maintaining oversight over areas of responsibility.
- Flexibility and adaptability to changes in requirements, including Administration and Congressional direction, often with limited lead times.
- Ability to work independently to plan, organize, and coordinate technical projects, and to monitor and report on progress towards project objectives and milestones.
- Superior oral and written communications skills, including the ability to communicate clearly, listen effectively, and engage and collaborate with others.
Technical Qualifications - Required:- A bachelor's degree in accounting or a related field.
- At least ten (10) years of applicable experience in budgeting, accounting, or related financial processes and activities for a Federal agency.
- At least three (3) years of demonstrated experience leading, mentoring, and/or managing Federal accounting or budgeting staff, including at least one (1) year of direct supervisory experience.
- Knowledge and competency in Federal accounting principles, compliance with Federal financial regulations, and experience with Federal financial reporting requirements as demonstrated through experience, education, or a combination of both.
- Knowledge and competency in Federal agreements and acquisitions principles, including the Federal Acquisition Regulation, as demonstrated through experience, education, or a combination of both.
- Demonstrated ability to oversee budget formulation, accounting structures, processes, and/or financial and performance reporting within a Federal agency.
- Demonstrated experience managing, overseeing, or supporting financial audit processes within a Federal agency.
- Demonstrated ability to translate technical financial language and topics for non-technical audiences, including preparing materials for or providing briefings to agency leadership.
- Proficiency with MS Office 365, virtual collaboration tools such as MS Teams, and accounting-specific software as appropriate.
Technical Qualifications - Preferred: - Appropriate professional-level certifications, e.g., Certified Public Accountant, Certified Government Financial Manager.
- Experience working with or responding to budget data requests and related directives from the Office of Management and Budget.
- Proficiency in financial management systems appropriate to the requirements of a small Federal agency.
EducationA bachelor's degree in accounting or a related field.
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