Job Description
Job Description
PURPOSE: The Chief Financial Officer (CFO) provides strategic financial leadership to ensure the
organization’s long-term sustainability and growth. This role oversees all financial operations—including
planning, budgeting, reporting, and risk management—while ensuring compliance, transparency, and operational
excellence. The CFO serves as a key advisor to the Lead Pastor & CEO, Board of Directors in translating
financial insights into strategic actions and leading the finance team to achieve organizational goals.
CHRISTIAN LIFE: As an employee of Connect United, Inc., in this job position, you are an important member
of the church leadership team. You must possess the following attributes:
● A devoted follower of Jesus Christ and willing to sign the ministry’s Statement of Faith.
● A committed member of the church community (or willing to become one within two months), and
faithful tither.
● Able to fully support the ministries' core values, mission, and operational beliefs.
● Able to maintain a lifestyle and testimony consistent with Scripture and Christian leadership standards.
RESPONSIBILITIES:
1. Executive Financial Leadership
○ Provides executive oversight for all financial operations across Connect Church, Metrowest Christian
Academy, the Early Learning Center, and Connect Caribbean Mission.
○ Informs the Lead Pastor & CEO, Chief Operating Officer, and Board of Directors regarding key
financial issues, risks, and opportunities.
○ Leads financial strategy, long-term planning, capital planning, and stewardship.
○ Oversees financial systems architecture, accounting software, reporting platforms, donor
management, and technology integration.
○ Provide final authority on any day-to-day purchases, investments, and financial decisions within
delegated/approved spending threshold limits as established by the Lead Pastor & CEO and Board of
Directors.
○ Serve as a strategic financial leader across acquisitions, investments, and portfolio management,
ensuring disciplined evaluation, execution, and optimization of all real estate assets.
○ Develops Finance team through coaching, training, and accountability to ensure operational
excellence.
○ Partners with Lead Pastor & CEO in leading the Legacy Team.
2. Budgeting, Forecasting & Planning
○ Oversees creation, administration, and monitoring of annual budgets for all departments.
○ Oversees investment analysis for new development and acquisition opportunities; present financial
recommendations to the Lead Pastor & CEO, Chief Operating Officer, and Board of Directors.
○ Develops multi-year financial models, forecasts, and budget projections.
○ Ensures spending aligns with mission and strategic priorities.
○ Leads financial strategy and due diligence for all property acquisitions, including underwriting,
financial modeling, valuation, and capital structuring.
○ Leads debt strategies, finance negotiations, covenant compliance, and long-term capital plans.
3. Financial Reporting & Compliance
○ Ensures monthly and quarterly financial reporting to Lead Pastor & CEO, Church Lead Team, Board
of Directors and departments.
○ Maintains compliance with local, state, and federal laws, including educational and nonprofit
requirements.
○ Oversees annual audits and ensures strong internal controls.
○ Maintains relationships with external vendors, including Auditors, Banks, Lenders and other vendors
as needed.
4. Accounting Operations
○ Supervises all accounting functions including accounts payable, accounts receivable, payroll, and
giving records.
○ Ensures strict controls for tithe, offerings, cash management, counting procedures, and protocols.
○ Ensures integrity and accuracy of financial data and statements.
○ Implements financial policies, procedures, and controls.
5. Stewardship, Donor Relations & Fund Management
○ Ensures proper handling of designated funds, gifts, grants, and donor support.
○ Oversees restricted funds, mission giving, and scholarship accounts.
○ Supports giving with financial analysis and donor stewardship practices.
6. Risk Management & Financial Control
○ Identifies and mitigates financial and operational risks.
○ Ensure proper insurance coverage across operations.
○ Oversees cash management, investments, and financing.
○ Ensures rigorous financial controls, risk modeling, and compliance standards are applied to all
acquisitions and portfolio performance assessments.
○ Evaluates potential risks related to market conditions, property operations, and investment exposures
to inform executive decision-making.
○ Integrate financial oversight into all stages of the property life cycle—from acquisition underwriting
to asset stabilization and disposition.
7. Human Resources, Payroll & Benefits Oversight
○ Provides oversight for payroll, benefits, and compensation.
○ Ensure compliance with labor laws and nonprofit staffing practices.
○ Supports performance management and compensation planning.
○ Provide compensation guidance for staff and make recommendations to the Board of Directors’
Compensation Committee regarding executive salaries.
8. Cross-Departmental Collaboration
○ Collaborates with the Chief Operating Officer on operational planning and staffing strategy.
○ Works with Dream Station Early Learning Center and Metrowest Christian Academy leadership on
tuition analysis and program viability.
○ Supports missions' leadership with international budgeting and funding.
○ Delivers training to departments on budget creation, management, expense projections, and
reconciliations.
9. Additional Responsibilities
○ Performs other duties as assigned by the Lead Pastor & CEO.
○ Participates in Board of Directors, Church Lead Team and staff leadership meetings, strategic
planning sessions, and ministry events.
DIRECT REPORTS: Accountant, Bookkeeper
REPORTS TO: Lead Pastor & CEO
CORE COMPETENCIES:
● Thrives in a fast-paced environment and embraces change as an opportunity for growth.
● Makes decisions with ease and confidence, but humbly and with timely and effective follow through.
● Satisfied with work well done so willingly embraces and acts on feedback, learns from others, and
celebrates successes and team wins. Promotes mutually beneficial relationships and trust.
● Disciplined and wise. Prudent with speech, open to others, and kind.
● Easy to work with and holds Connect to clear expectations for excellence and achievement.
EDUCATION AND EXPERIENCE:
● Bachelor’s degree in Accounting, Finance, or related field required.
● MBA or CPA preferred.
● 10 years of senior financial leadership experience; nonprofit, school, or church preferred.
● Expertise in budgeting, financial planning, nonprofit accounting, GAAP, and fund accounting.
● Proven success managing budgets of $5M+
● Strong leadership, communication, and integrity.
● Must pass all required background and credit checks.
PHYSICAL DEMANDS: The physical demands are representative of those that must be met by an employee to
successfully perform the essential functions of this job, which include regularly required to stand, walk, or sit and
use hands to finger, handle, or feel, and is occasionally required to lift and/or move up to 35 pounds.
SALARY: $100,000 - $120,000 annually, depending on experience and qualifications.
Key Benefits Include:
● 403(b)
● Medical, Dental, & Vision insurance
● Paid time off
● Life insurance
● Professional development
Apply: www.weconnect.cc/careers
