The Unitarian Universalist Association (UUA) seeks a deeply seasoned and highly versatile finance professional to oversee and strategically steward a complex and diversified financial portfolio, and lead and mentor the talented Finance, Information Technology, and Operations/Facilities teams. The diverse UUA financial portfolio consists of a $50 million annual budget and $750 million in assets including a $235 million endowment (about half of which is invested on behalf of participating member congregations and other affiliated organizations), a $435 million defined contribution retirement plan, and $47 million in outside trusts and real estate carried at $33 million. Sources of annual budget funding include the annual fund and other gift income, Beacon Press publishing revenue, lease income, and grant and trust income. The operating budget supports equipping congregations, training leaders, and advancing Unitarian Universalist values.
Reporting to the President, with an indirect reporting relationship to the Executive Vice President and accountability to the Board of Trustees, they will provide excellent management and oversight responsibility for the Finance team, the Operations and Facilities team, and Information Technology Services. The CFO/Treasurer will serve as a member of the Executive Team and help lead the UUA staff to achieve the UUA’s mission, values, and aspiration to be an imaginative, liberatory and anti-oppressive organization where people of all backgrounds and identities can thrive. The CFO/Treasurer will provide comprehensive leadership and strategic direction for financial planning, budget preparation and control, and management of endowment and other assets to ensure financial decisions are aligned with UUA mission and values.
The successful candidate for CFO/Treasurer will have a deep and broad set of experience strategically and ethically managing complex financial portfolios. Qualifications may be met through lived and professional experiences, volunteer work, and/or formal or informal training.
For a full description of the opportunity and desired qualifications, please download the Position Profile.
Beth Schaefer and Laurie Casteen of Koya Partners/DSG, the executive search firm that specializes in mission-driven search, have been exclusively retained for this search. To express interest in this role please submit a compelling cover letter and resume by filling out our Talent Profile. All inquiries and discussions will be considered strictly confidential.