executive search - nonprofit cfo

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HIGHLY CONFIDENTIAL - The information in this position description is

highly confidential. Please consider that this email contains

confidential and/or privileged information. Any unauthorized copying,

disclosure or distribution of the material in this email is strictly

prohibited. Candidate shall not disclose to any person any confidential

information concerning this position. If you are not the intended

recipient (or have received this document in error) please notify the

sender immediately and destroy this document.

http://www.epsenfuller.com/

http://nycrescue.org/


BOUT THE NEW YORK CITY RESCUE MISSION

he New York City Rescue Mission is in the business of giving hope. Founded in 1872 as The

Helping Hand and later renamed as the well-known McAuley Water Street Mission, it is the oldest

rescue mission in the United States. In 2000, the McAuley Water Street Mission became the New

York City Rescue Mission and today provides over 220 beds to the city’s hungry, homeless, and

hurting.

n addition to meeting the physical needs of those it cares for, the organization addresses their

deeper emotional and spiritual issues to help them transform their lives and reconnect with the

world. A Christian, faith-based organization dedicated to healing and recovery, New York City

Rescue Mission daily meals, overnight stays, as well as a 9-12 month Recovery Program for

inpatients that incorporates work therapy, relapse prevention, job readiness, nutrition, anger

management, Bible study, and more to empower men and women to overcome substance abuse

and other life-controlling and debilitating issues.

he attention to the whole person - body, mind and soul - is restorative in its approach and life

changing in its impact.

CLIENT: The New York City Rescue Mission

ROLE: Chief Financial Officer

LOCATION: New York, New York

REPORTS TO: Chief Executive Officer

WEBSITE: www.nycrescue.org

ITUATION OVERVIEW

psen Fuller Group has been engaged to recruit a Chief Financial Officer for New York City

Rescue Mission, a Christian faith-based 501(c)3 non-profit rescue mission for the homeless. The

New York City Rescue Mission has been serving the poor, hungry and homeless of New York City

since 1872.


World Wide Search. World Class Leaders

Outcomes

96,252Dinners

39,761Breakfasts

13,664Lunches

31,108Pantry meals

50,072Pieces of Clothing

17,945Men sheltered

8,433Women sheltered

4,974Learning center

hours

4,868Snacks

2,542Social Service

Visits

35,483Work therapy

hours

1,192Counseling hours

243Clinic Visits

“The New York City Rescue Mission is a place where you can see lives

change right before your very eyes.”

Purpose

The New York City

Rescue Mission exists

to provide help and

hope to the hungry,

homeless and hurting

men and women of

New York City.

Our foundation is Hope

The confident expectation that a life can change.

Our spirit is Love

Purposeful commitment to sacrificial action for one another.

Our character is Excellence

Who we are and how we serve.

Our attitude is Community

Unity brings strength.


Chief Financial Officer

Make Them Visible, reveals a different perspective by which to think about those who

are homeless. The film was honored for giving the viewer an unexpected experience

and paradigm shift in just three and a half minutes.

The New York City Rescue Mission, in partnership with Silver + Partners, originally

produced this as a social experiment, geared at revealing how we, as a society, see our

homeless neighbors. Every experiment must have an outcome - so the Make Them

Visible Foundation was born.

Watch the Effie Award Winning Short Film



http://makethemvisible.com/

https://youtu.be/RMw7zDr5JLo

http://makethemvisible.com/

https://youtu.be/RMw7zDr5JLo


ENIOR MANAGEMENT

Dan Benson

Chief Operating Officer

Dan spent the last 20 years as the COO at a healthcare company growing the

organization he founded (and later divested) to 15,000 employees, located in 85 locations, and with an

annual revenue of just under $1 billion. Dan has a passion for the homeless and has recently fulfilled a

lifelong goal of transitioning from a large for-profit organization into serving the poor in a leadership

capacity of a non-profit organization. He has also served for the last 8 years as the Chairman of the

Board for New York City Relief, which is an Alliance partner of the NYC Rescue Mission.

Dan earned his BA Degree in Business from Taylor University and an MBA from Indiana Wesleyan

University and is married with seven children, two of whom were adopted from an orphanage in

Ethiopia.

Craig Mayes, Ph.D.

Chief Executive Officer

Craig spent eight years as professor in counseling/psychology and eighteen years as a

pastor at two churches. He worked at the Detroit Rescue Mission and in a halfway house during his

younger years. Craig’s major legacy has been his work in a large mission overseas in India, where there is

now an orphanage, hospital, elderly home, school, service for widows and more.

“Over the years my heart for the poor has continued to grow. Now I have the great opportunity to

lead this historic institution in NYC (142 years and counting!). I also have the privilege of leading a

great team of men and women on our staff who are committed to using their abilities and passions

to help the poor. Together we are committed to bring the best that we can offer to the “least” in

our community.”

Vanita Boswell, Ph.D.

Chief Advancement Officer

Prior to joining NYCRM, Vanita was the Founder and CEO of VALO Group, LLC, a social

impact firm headquartered in New York City, whose clients include NYCRM, Girls Who Code, Oxfam, and

Make Them Visible Foundation.

As a thought leader and veteran fundraiser with 20 years of development experience, Vanita has led

conversations at the United Nations Status on Women, recently received a Service Award for National

Women’s History Month from the FBI, honoring women in Public Service and Government. Vanita is

also the Executive Producer of the film Rooting for Roona, a documentary chronicling the plight of

children in India suffering from birth defects and the impact on their families.

Vanita has also served with Girl Scouts of the USA, United Nations, Acumen Fund and other impactful

social change agencies. Vanita holds a MS in Counseling Psychology and a PhD in Sociology.



COMPELLING OPPORTUNITY

ith the success of a recent $11M capital campaign, resulting in a significant expansion in

ability to serve both male and female clientele, and future plans for the addition of a new

family shelter to enable servicing the children of homeless mothers, the New York City Rescue

Mission is seeking a Chief Financial Officer to partner with the Chief Executive Officer in

spearheading the strategic direction of the organization and ensure its continued positive

growth trajectory.

OSITION

eporting directly to the Chief Executive Officer (CEO) and with close interface with the

governance committee of the Board of Trustees, the Chief Financial Officer (CFO) is a member of

the senior management team and has overall responsibility for the capital structure, financial

reporting, accounting, treasury management, human resources, technology, and administrative

systems of NYCRM.

he CFO collaborates with the CEO and Chief Advancement Officer (CAO) developing and

implementing the organization’s strategic plan in order to meet its near and long-term goals. The

CFO directs and implements the financial strategy, enhances and improves financial and

administrative systems and processes, monitors and analyzes business plan results, manages donor

relations and ensures compliance with all donor covenants, government regulations and industry

best practices. The CFO will also work closely with the Board of Trustees and the Audit and

Finance Committees to manage the business and financial matters and assure financial and

reporting compliance.

Scope of AccountabilitiesStrategy

Together with the CEO, develops the strategy to ensure that the organization has the financial

resources needed to achieve its current and future goals;

Together with the CEO develops and implements strategies to recognize and mitigate financial,

operational, and reputational risks;

Oversee long-term budgetary planning and cost management in alignment with the New York City

Rescue Mission’s strategic plan;

Engage the Chief Advancement Officer to align financial management with short and long-term

financial planning and projections;




Engage the board finance and investment committees around issues, trends, and changes in the

operating model and operational delivery;

Develop and maintain effective working relationships with board of trustees, finance and audit

committee members, funders, investors, partners, borrowers, consultants, vendors, and other

staff.

Capital Structure & Management

Represent NYCRM to external funding sources, regulatory agencies, and lending partners as it

relates to financial reporting and take lead to negotiate terms and structure of capital;

Collaborate with the CEO to seek and acquire new sources of loan capital from a variety of sources

that results in a strong financial position for NYCRM and appropriate capital for continued growth;

Assure that all financial obligations are comprehensively monitored for compliance, including

balance sheet, operating, reserve and other covenants.

Financial & Operational Management

Oversee operational budgeting, capital management, long-range forecasting, investment and cash

management, audit, accounting, purchasing, and insurance activities, while monitoring progress

and presenting operational metrics both internally and at the Board level;

Represent NYCRM with key vendors including contractors, consultants, human resources, benefits

and insurance coverages;

Administer, monitor, and recommend improvements to internal financial policies and procedures,

personnel policies, and investment policies to maintain adequate controls and service levels;

Ensure that finance staff maintains accurate financial record systems if high integrity, directing all

financial, project-based, and departmental accounting;

Proactively manage and monitor cash flow, forecasting, and transaction levels assuring funds are

available at optimal levels;

Ensure the controls are appropriately documented and review the control processes to ensure

controls are operating effectively;

Oversee the preparation and approval of all financial reporting materials, including direct month-

end close, account reconciliations, and assembling the month-end close binder;

Prepare and communicate monthly, quarterly, and annual financial statements as well as budget to

actual results on a timely basis and discuss results with the CEO and the New York City Rescue

Mission’s Board of Trustees;

Prepare additional analytical reports in support of operations, capital campaigns and other special

projects, extracting data from the internal database and financial system(s);

Prepare and review donation data and metrics for funding organizations for analytical review,

including evaluation of historical trends in order to ensure the future success of all programs;

Coordinate all annual audit activities, preparing required supporting documents and financials to

assist the external auditors; additionally, complete required annual audits associated with all

insurance policies, retirement plan(s), etc.



ESIRED QUALIFICATIONS

he Chief Financial Officer will be a highly seasoned financial professional who demonstrated

success in leading and building value within the finance, accounting and controllership functions

of a non-profit operation.

ell versed in the art of building strong relationships, this individual must possess excellent

communication skills, an executive presence, and the ability to influence and work effectively

up and down the organization, from the Board to senior management, staff and of course, the

mission’s guests, as well as externally in the community at large.

Board and Committees

Lead staff in coordinating activities of the finance committee including scheduling, developing

agendas and providing reports on financial, funding, investment and organizational performance to

committee members in a well-organized, accurate and timely fashion;

Attend all Board, Audit and Finance committee meetings;

Participate in annual and strategic planning processes.

Human Resources

Evaluate and oversee all benefits negotiations, thus providing the most competitive packages for

New York City Rescue Mission’s employees;

Review all formal HR related procedures, processes, and administration, recommending

improvements to the systems in place and managing the systems going forward;

Maintain and update all employee related files;

Prepare bi-monthly payroll, process and submit 401(k) contribution payments and transit benefit

payments; Track employee time off including vacation, paid time off and sick days;

Act as liaison to employees for benefits and payroll matters.

Team Management

Develop, mentor and manage a direct staff of 4 and guide larger multi-disciplinary teams outside

of direct span of control;

Engage other members of the senior management team - the Chief Operational Officer and the

Chief Advancement Officer - to facilitate cross-department collaboration, nurturing a supportive

and collaborative environment, and ensuring all policies and processes positively support the New

York City Rescue Mission’s evolving strategy, operational delivery, and data collection needs.




Professional Experience & Skills Required

A Bachelor’s Degree in Accounting or Finance, and a minimum of 10 years of professional/public

accounting experience; CPA and/or an MBA would be a plus;

Experience as the senior finance and administration person, with evidence of having worked as a

true business partner to the chief executive, preferably in the charitable, nonprofit sector; if

coming from the for-profit world, nonprofit board experience is a must;

Demonstrated excellence in managing finance, accounting, budgeting, control, and reporting;

Skill in examining, developing, reengineering, and recommending financial and HR policies and

procedures;

Strong analytical skills and experience interpreting a strategic vision into an operational model;

Tech savvy/adept new technologies with high degree of proficiency in Microsoft Office Excel, Word

and Outlook; experience with financial accounting software;

Excellent attention to detail and the ability to analyze data, and then communicate the results in a

concise and effective format; innovative thinking regarding analysis and insight is highly valued.

Behavioral Competencies Required

Demonstrated commitment to the social sector with a passion for the organization’s mission to the

poor and homeless is essential;

An inspirational and ambitious senior executive who operates as a ‘player-coach’ by rolling up

his/her sleeves, leading by example, while placing a premium on flawless delivery on the promise

of the legacy and principles of the company;

Particularly energetic and enthusiastic, responding with a quick sense of urgency, while setting

genuinely ambitious, challenging goals and creating a high-energy and results-oriented culture;

Organized, strong project management skills with ability to set and meet deadlines;

A team-builder with a collaborative approach, comfortable with mentoring and empowering

his/her team while focusing on the big picture, and a proclivity for innovative approaches;

An outgoing and friendly demeanor, a positive attitude with ability to operate comfortably in our

Christian, faith-based organization coupled with a true desire to serve our community.

OMPENSATION

he successful candidate will receive a salary commensurate with experience, education and

credentials. Salary and structure will be based on the verified earnings history of the

candidate selected. Benefits package includes 401k contribution and optional 401k matching,

15 vacation days, medical, dental and vision.



NTERVIEW PROCESS

psen Fuller Group provides our client companies with a best-in-class hiring process the

foundation of which is our Performance Based AssessmentSM methodology, designed to

guarantee the best fit for everyone involved, i.e., candidates and clients. We believe finding

the individual best suited for a role involves closely matching performance, skills and

attributes of candidates to the highly specific needs of our clients.

ur entire process is built around providing a superior outcome for our clients. To this end,

our assessment process is through and measures not only skills and business acumen but

cultural fit as well. Our interview process has been carefully discussed with our client and will

include:

1) Initial Qualifying discussion with Epsen Fuller Group;

2) Presentation of Short List Candidates to Client for approval;

3) Face-to-Face Interviews with Epsen Fuller;

4) Finalists will then complete the McQuaig Behavioral Survey to compare individual traits

to those sought for the role; The Finalists will also submit written answers to a brief

series of SAR (Situation-Action-Result) questions to highlight performance synergy with

the client’s position;

5) Face-to-Face interviews with the Finalists and Client hiring team;

6) Offer Presentation with Epsen Fuller Group;

7) Candidate Acceptance and start.

OCATION

he position is located in lower Manhattan, just below Canal Street, bordering the Tribeca, and

SoHo neighborhoods. SoHo is well known for its wide variety of shops and art galleries, while

Tribeca hosts the famous Tribeca film festival every year.

All inquires are kept strictly confidential




Thomas Fuller

CEO & Managing Partner

[email protected]

+1 212.392.4842

Equal Employment OpportunityEpsen Fuller Group shall provide equal employment opportunity to all qualified candidates, and will refer candidates

without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected

basis. Epsen Fuller Group shall comply with all applicable laws, rules and regulations in the performance of duties pursuant

to this project, including but not limited to, Title VII of the Civil Rights Act, the Age Discrimination in Employment Act, the

Americans with Disabilities Act, and state and local anti-discrimination laws to the extent applicable.

BOUT EPSEN FULLER GROUP

Epsen Fuller Group, is a Top-20 executive search and leadership consulting firm

headquartered in New York, and with offices in New Jersey and San Francisco as well as in

major markets and business centers throughout the world, providing instant access to a

world-class executive talent pool driving the global economy.

For nearly 20 years, clients have trusted Epsen Fuller Group to deliver top leadership talent

around the world. Using a proven, data-driven Performance Based AssessmentSM process,

Epsen Fuller delivers a dynamic experience, outstanding service, and exceptional value in

Executive & Board Search as well as Leadership, Governance, and Private Equity Advisory

services.

An NACD Certified Board Governance Fellow, Mr. Fuller is an Independent

Director and Chair of the Compensation and Nominating/Governance

Committees for Tingley Rubber Corporation, a leader in the PP&E industry.

He is also a Board Director, and America’s Council Treasurer of the

Association of Executive Search Consultants (AESC), Director of the NACD NJ

Chapter, and former Board Director of IMD International Search.

Mr. Fuller is the founder of Epsen Fuller Group, a leading executive search,

board and leadership consulting firm, and has served as its Managing

Director & CEO since 1997. He has delivered over 300 board and leadership

projects for Fortune 500 and SME’s, as well as private equity or venture-

backed and non-profit clients.


NEW YORK | NEW JERSEY | SAN FRANCISCO

EXECUTIVE & BOARD SEARCH

BOARD ADVISORY

PRIVATE EQUITY ADVISORY

LEADERSHIP ADVISORY

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EUROPE

MIDDLE EAST

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Epsenfuller.com



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