Chief Financial Officer

January 30, 2025
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Chief Financial Officer – Sample Job Description

A prestigious university in the Northeast is seeking a dynamic and strategic Chief Financial Officer (CFO) to lead its financial operations and drive long-term fiscal sustainability. The CFO will serve as a key member of the executive leadership team, providing strategic financial guidance and ensuring the institution’s financial health aligns with its academic mission and institutional goals.

Key Responsibilities:

  • Develop and execute financial strategies to support the university’s long-term growth, stability, and operational efficiency.
  • Oversee all financial operations, including budgeting, accounting, financial reporting, endowments, investments, and risk management.
  • Lead financial planning and analysis efforts, ensuring data-driven decision-making to enhance resource allocation and institutional priorities.
  • Collaborate with the President, Board of Trustees, and senior leadership to align financial objectives with academic and operational goals.
  • Ensure compliance with all financial regulations, reporting standards, and institutional policies.
  • Manage relationships with external stakeholders, including auditors, financial institutions, and government agencies.
  • Drive financial sustainability initiatives, including revenue diversification, cost optimization, and strategic investment planning.
  • Provide leadership and mentorship to finance teams, fostering a culture of transparency, accountability, and innovation.

Qualifications:

  • Education: A master’s degree in finance, accounting, business administration, or a related field is required; CPA or CFA designation is a plus.
  • Experience: A minimum of 10+ years of progressive financial leadership experience, ideally in higher education, nonprofit organizations, or complex institutional settings.
  • Expertise: Strong background in financial strategy, endowment management, budgeting, and regulatory compliance within large institutions.
  • Leadership: Proven ability to lead cross-functional teams, drive financial performance, and collaborate with executive leadership.
  • Skills: Exceptional analytical, communication, and problem-solving skills, with a commitment to fiscal responsibility and institutional excellence.

Why Join This Institution?

This opportunity offers the chance to make a lasting impact on a leading university’s financial future, supporting its mission of academic excellence, research innovation, and student success. The CFO will play a critical role in shaping financial policies that drive institutional growth and sustainability in an ever-evolving higher education landscape.


Need to Hire?

For institutions committed to financial excellence and strategic leadership, Excelon Associates is your trusted recruitment partner. With deep expertise in the higher education sector, we specialize in connecting universities with top-tier financial leaders. If your institution is seeking a visionary Chief Financial Officer (CFO) to drive fiscal strategy, optimize resource allocation, and ensure long-term financial sustainability, we are here to assist. Whether your goals include enhancing financial operations, strengthening endowment management, or driving institutional growth, Excelon Associates is dedicated to helping your organization achieve lasting success in today’s evolving higher education landscape.