Chief Financial Officer

Position Overview The Chief Financial Officer (CFO) provides strategic, financial, and operational leadership to the Chief Executive Officer (CEO), senior leadership, program directors, subsidiary leaders, and CEIs Board of Directors to plan, direct, and coordinate all financial activities necessary to achieve CEIs organizational goals.

As a member of the Senior Leadership Team, the CFO ensures that proper financial systems, controls, and resources are in place and conducts financial analysis and modeling of existing and potential financial scenarios, all to effectively support the organizations mission, growth, and sustainability.

The CFO reports to the CEO and leads the finance and accounting staff.

The CFO represents CEI on several subsidiary boards and works closely with subsidiary finance staff to track and incorporate the financial data and forecasts of subsidiaries into CEIs consolidated budget and financials.

In collaboration with CEIs CEO, President and Chief Lending & Investment Officer (CLIO), the CFO manages relationships with existing and potential capital sources and is responsible for providing financial reporting to these investors.

The CFO brings diverse perspectives, deep technical experience, and leadership skills that allow them to work with people from different backgrounds and foster strong relationships internally with staff and with external partners and networks, and model CEIs values and good management and supervisory practices as the leader of the department, as well as model CEIs values and leadership practices as a member of CEIs Executive Team.

The CFO is responsible for: Financial Oversight, Capital Raising and Management Provide overall direction for and leadership of staff who manage CEIs financial assets.

Functions managed include: Asset and liability oversight, including cash management and treasury function as well as capital allocation decisions, in conjunction with CEIs Integration Team.

Financial modeling of long-term financial projections to support growth strategies and operational changes, providing recommendations for implementation.

Annual operating budget preparation in collaboration with the CEO and President and in consultation with department heads and the Director of Accounting.

Trend analysis to ensure CEI is well-positioned to meet its obligations and sustain its corporate status.

Financial administration of the CEI investment notes product, in collaboration with the CLIO.

Report on CEIs financial activity to CEI and subsidiary Boards of Directors, committees, and existing and prospective funding sources, including the negotiation, management of, and reporting on financial covenants.

Establish, negotiate, and execute capital raising objectives for CEI and its subsidiaries, proactively participating in fundraising for CEIs loan/investment funds.

Ensure compliance with public and private grant and loan agreements.

Senior Leadership Contribute to corporate leadership, direction, and ongoing mana...