Chief Financial Officer

The Chief Financial Officer serves as a member of the executive senior leadership team and is responsible
for all aspects of WWBIC’s financial and accounting operations, human resources, and information
management functions.

ESSENTIAL JOB FUNCTIONS:
• Actively participate in WWBIC’s senior management team to provide leadership to the organization.
Work collaboratively with the President / Chief Visionary Officer, Chief Operating Officer, and Chief
Lending Officer, and other leadership to set and support agency direction and consistent policies and
procedures.
• Plan, develop, organize, implement, direct, and evaluate fiscal functions, including strategic and dayto-
day oversight of financial operations, including establishing financial policies, procedures, controls,
and reporting systems.
• Assure timely and accurate analysis of budgets and financial reports to assist the President/CVO, Board,
and leadership in managing their corporate responsibilities.
• Ensure timely financial reporting for lending, grant, and contract compliance.
• Set priorities, goals, and direction; support, guide, direct, encourage, and develop team members.
Supervise and coach staff (paid, consultant, volunteer) with positive influence to achieve results that
are in the best interest of the organization, including hiring process, employee feedback/reviews, team
coordination, educational opportunities, access for employee questions/concerns, budgeting input,
and HR documentation.
• Co-manage IT / Cybersecurity Committee of the Board with the Chief Credit Officer.
• Manage strategies with the support of information technology staff to ensure current and future
information technology needs are met.
• Enhance, develop, implement, and enforce policies of the organization by way of systems that will
improve the overall operation and effectiveness.
• Manage the activity of WWBIC Audit and Finance Committee.
• Establish credibility throughout the organization and with the Board as an effective problem solver; be
viewed as approachable and as a mentor to people in financial, technical, and operational issues.
• Maintain related vendor and banking relationships.
• Oversee timely coordination of all audits.
• Maintain expertise in accounting and tax issues for both tax-exempt as well as CDFI issues. Guide and
educate staff on compliance issues.
• Behave ethically and understand ethical behavior and business practices. Ensure your own behavior and
the behavior of others are consistent with these standards and align with the values of the organization.
• Represent and/or speak on behalf of WWBIC at community and/or professional functions, which may
include expos, collaborations, conferences, and meetings.