Chief Financial Officer

Job Description

Legatus, a membership organization for Catholic CEOs, is seeking a full-time Chief Financial Officer for its headquarters office in Ann Arbor, MI. The Chief Financial Officer works with and for the President to manage all financial aspects of the organization including financial results, budgets, audits and taxes. Duties include:
• Directing and overseeing all aspects of the financial systems and accounting department
• Preparing monthly reporting results packages with commentary and monthly forecasts
• Monitoring financial results and advising the President on progress and issues
• Supervising accounting staff & administrative assistant/receptionist
• Giving financial presentations to the Board of Governors
• Participating in the Finance Committee and the Audit Committee of the Board of Governors
• Preparing annual budgets and all supporting detailed budgets
• Collaborating with the appropriate staff members to prepare individual budgets for events and projects such as conferences, meeting budgets and developing chapter budgets
• Preparing audit materials for the annual external audit and preparing annual audited financial statements for issuance with the auditors
• Monitoring and reporting on the organization's investment portfolio while working with the Finance Committee to manage and optimize portfolio performance
• Preparing and filing annual 990 return along with other tax filings such as 1099 and Subsidiary Information filing
• Overseeing revenue collections of membership renewals and new members
• Managing monthly closing process and reviewing all accounts and reconciliations prepared by staff accountants
• Reviewing and approving all bank reconciliations
• Reviewing payroll submission and reports from payroll vendor and recording payroll in accounting system
• Reviewing, approving and processing all employee expense reports
• Reviewing all accounts payable transactions and all chapter payments and approving disbursements
• Monitoring incentive programs, analyzing results and making recommendations to the President
• Managing relationships with the bank and payment processors
• Ensuring application of and compliance with policies and procedures for segregation of duties and checks & balances
• Performing related duties as assigned by the President

Education and work experience qualifications include:
• Bachelor's degree in accounting with a master's degree and/or CPA preferred
• 10+ years in accounting or finance
• Extensive experience in reporting, forecasting and budgeting
• Audit experience
• Nonprofit tax experience
• 5+ years supervisory experience
• Knowledgeable in small business accounting software, particularly QuickBooks and Microsoft Excel

Send cover letter and resume to Kirsten Pogozelski, Executive Assistant, at kpogozelski@legatus.org.

About the Employer

Legatus is an international organization of lay executives whose mission is to study, live, and spread the Catholic faith in our personal, business, and professional lives. Legatus is comprised of a growing network of CEOs, presidents, managing partners, and founders who aspire to be faithful ambassadors for Christ and lead as many other souls to heaven as possible. Our founder, Tom Monaghan, established Legatus to attract Catholic business owners, company presidents, and CEOs who stand as some of the most proven lay leaders in the Church today.

The goal of Legatus was to create an environment that would help nourish the faith of these leaders while enhancing their marriages, families, and businesses. Since then, Legatus has welcomed more than 5,500 members across 95 chapters.