Chief Financial Officer

United Way of Metropolitan Dallas
July 26, 2023
Dallas, Texas
Job Type


UWMD is a fast-paced, growing social change organization that unites the community to create opportunity for all North Texans to thrive.  We have a collaborative mission focused Senior Leadership Team with a strong culture and are looking for a CFO to join UWMD’s transformational work.

The Chief Financial Officer (CFO) reports to the CEO and serves in an advisory capacity to the CEO, Committee Chairs, and Board of Directors providing strategic leadership where needed. The CFO is a member of the Senior Leadership Team (SLT) and is a strategic thought leader that embraces change for growth.  The CFO has a strong business and financial acumen and is accountable for the financial and risk management operations of the organization.  The CFO is responsible for financial planning, financial reporting, budgeting, compliance, tax, treasury and accounting operations as well as IT Operations and Building Services.

Working collaboratively with leadership team members, the CFO is responsible for developing and implementing the organization’s long and short-term financial operating model with metrics tied to the strategy. The CFO provides organizational and functional leadership and direction regarding all finance related activities, guided by a commitment to providing timely, accurate and high-quality information and service. The CFO will be a critical thought partner to the organization’s program, marketing, technology, talent management, and fundraising functions.

The CFO:

  • Stewards’ donor investments with highest ethics and integrity
  • Brings strong financial leadership and excellence in all areas of finance
  • Has the ability to examine and understand strategic business needs and develop financial plans to support those needs as part of the overall growth strategy
  • Has experience driving for results using various tools and methods to monitor organizations progress toward goals objectives and strategies
  • Can deliver comprehensive information in a clear and concise manner to the Board, SLT and the UWMD organization
  • Thrives and delivers results in a fast-paced mission driven environment across multiple programs and projects
  • Has strong collaborative skills with experience leading and working in a team environment
  • Values and works effectively in a fully inclusive, multicultural, anti-racist organization
  • Is a proven leader in building a high performing team
  • Is a proven leader in talent management and development
  • Ensures all financial reporting complies with GAAP as well as other national and local financial requirements (Includes grant and IRS reporting)
  • Has responsibility for building services, ensuring the UWMD building is a safe and engaging workplace
  • Handles proprietary and confidential information and as such requires confidentiality in these matters
  • Has the ability to reengineer processes to optimize operational controls and business processes
  • Has a customer service mindset

CFO Essential Role Functions: (Accountabilities / Responsibilities)

  • Responsible for financial management and reporting of UWMD and UWFMD
  • Responsible for strategic (and short term) financial planning, forecasting and financial analysis for UWMD and UWFMD
  • Responsible for leadership and facilitation of UWMD and UWFMD Board Committees and support overall UWMD governance.  (Audit & Ethics, Compensation, Executive, Finance and Investment Committees)
  • Responsible for IT Operations: consulting and collaborating with external technology advisors and ensuring strong support for the Resource Development CRM requirements
  • Responsible for Building Services: ensuring a safe and clean building and workspace for the UWMD team.

Senior Leadership Team Expectations:

  • Executive leadership experience
  • Monitor business performance with scorecard tracking tools, establish corrective measures as needed, and prepare detailed reports for Board, Committee, management team, and rest of the organization
  • Support overall Board governance activities
  • Collaborate with Chief Human Resources Officer in overall people success strategies
  • Collaborate with Resource Development in fundraising strategy as it supports the growth strategy
  • Identify and manage business risks and insurance requirements (commercial and employee medical)
  • Ensure cross functional collaboration to support achievement of UWMD goals and objectives
  • All other duties as required


Leadership  Attributes

  • Highest Integrity as a steward of donor investments
  • Passion for the work of the organization
  • High energy, positive, “can-do” attitude
  • Action-oriented, hard-worker with an ability to make decisions in a fast-paced, changing, and interactive environment
  • Ability to adapt and operate in a high-speed, dynamic environment
  • Strong interpersonal and collaboration skills
  • Strategic thought leader
  • Team builder willing to develop and empower staff to get the job done through providing the needed support; strong competency in leading others to meet goals, establishing clear direction, setting objections, and monitoring progress and results in a deadline-driven environment

Minimum Educational/Experience Requirements:

  • Bachelor’s degree in Accounting / Finance required; Masters preferred
  • Certified Public Accountant designation
  • Ten or more years’ experience leading and managing a team
  • Five or more years’ experience as CFO, Financial leader or relevant role

Application Instructions

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