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Chief Financial Officer/Chief Operating Officer (CFO/COO)

Museum Vision and Mission:

MOHAI is treasured locally and respected nationally as a vibrant resource where history inspires us to be our best, individually and collectively. By collecting and preserving artifacts and stories of our diverse history, MOHAI highlights our regional tradition of innovation and imagination. Through compelling exhibits, scholarship, education, public programs, and community engagement, MOHAI bridges the past, present, and future. MOHAI is a place and a community of people with histories of successes and failures that: bind us together; amuse, disturb, and inspire us; inform and guide us; and deepen our connection with our heritage.

 

Title: Chief Financial Officer / Chief Operating Officer (CFO/COO)

Reports to: Executive Director

Location: MOHAI, Resource Center at Georgetown & Lake Union Park’s historic Armory building

Classification: Full-time, Salaried, Exempt

Benefits include: Medical and dental insurance; eligible for participation in 403 (b) savings plan.

 

Position Description:

The Chief Financial Officer / Chief Operating Officer (CFO/COO) is the chief financial representative for the organization and has primary oversight for the operations teams. To ensure the strong financial well-being of the organization, the CFO/COO works closely with the Executive Director and Leadership Team on all strategic and tactical matters as they relate to budget management, financial impact, human resources best practices, visitor experience and general operations of the Museum at South Lake Union and Resource Center at Georgetown.

The CFO/COO currently supervises the Controller, Director of Visitor Services, Director of Events Services, Sr Manager, Facilities & Security, and Sr. Manager, Human Resources & Operations, and maintains professional relationships with the organization’s CPA firm/auditors, banking institutions, investment portfolio advisors, insurance/risk management company, health benefits broker, information technology service provider, and others as required.  This position also works closely with Board Committees and the Advancement, Interpretive Services, Education, and Collections Resources departments of the museum.

MOHAI’s new CFO/COO will play an important role in helping MOHAI shape the future growth and sustainability of the organization. The ideal candidate will advise on the financial aspects of MOHAI’s growth strategy, while also envisioning a new five-year business plan and working to build the Operations team to support those efforts.

Accounting, Budget, Finance, Risk Management, Regulatory and Compliance

  • Work closely with Executive Director on financial strategies and operations planning.
  • Oversee the accounting systems and financial management of MOHAI.
  • Oversee annual operating budget, capital project funding, and the preparation of budgets for approval. Work with department managers as appropriate for management of budgets.
  • Responsible for MOHAI’s financial reporting, including: Revenues and Expenses, Balance Sheets, Contributed Support, Investment Portfolio, Funds Management, and Capital Projects. Prepare monthly analyses for Finance and Operations Committee.
  • Prepare forecasts and financial models, making recommendations likely to support good outcomes.
  • Oversee General Ledger, Accounts Payable, Accounts Receivable, and Cash Management functions.
  • Schedule work and coordinate with the Controller to ensure timely and accurate accounting operations, and compliance with all federal, state, local, and contractual requirements and regulatory deadlines.
  • Monitor MOHAI’s systems of internal controls to safeguard financial assets of the organization.
  • Attend meetings of MOHAI Board, Executive Committee, Finance & Operations Committee, Foundation Board, and Audit Committee. As lead staff member, coordinate with Committee Chairs and prepare meeting materials for Finance & Operations Committee, Audit Committee, and Foundation Board.
  • Work with the Advancement team to create annual and long-term fundraising goals that support the operating and program expenditure budgets, and to present financial reports with reconciled data.
  • Oversee the activities of MOHAI’s independent financial auditors, ensuring all fieldwork schedules are prepared, all audit requests are provided, any issues resolved, and the annual financial statements are presented in accordance with GAAP and other guidelines.
  • Submit financial information to CPA firm tax preparers and review the Form 990 tax returns.
  • Analyze operations to evaluate performance, in meeting objectives and to determine areas of potential earned revenue increases, cost reductions, operations improvement, or policy change.
  • Collaborate with investment portfolio advisor to ensure that assets of MOHAI and the MOHAI Foundation are managed in compliance with all standards and policies for board designated, donor restricted, and reserve funds management.
  • Monitor cash balances and make decisions per Investment Policy Statement and Spending Policies, to coordinate funds transfers and initiate distributions to Operations as appropriate.
  • Formulate policies to support best practices, improve efficiency, and ensure institutional integrity and ethics, in accordance with AAM accreditation, legal requirements and non-profit standards.
  • Act as primary point of contact for property and liability insurance broker, and annual renewal of insurance contracts. Assess and manage risks, monitor any claims and work with the Finance & Operations Committee to ensure adequate coverage for all aspects of museum operations.
  • Maintain partnership and fulfill lease requirements with City of Seattle Parks department.
  • Review museum contracts and agreements for consistency, payment terms, risk management, etc.
  • Attend meetings and participate in local arts and culture CFO Roundtable activities.

Information technology, Facilities & Security, Events Services, Visitor Services & Store, and MOHAI Café

  • Provide leadership and oversight of vendor service contracts and relationships related to Information Technology, Security, Custodial, Facilities maintenance and repair, and merchant services.
  • Provide leadership and oversight of the museum’s Events Services, Visitor Service, Retail/Mercantile, and Café operations, ensuring effective management of these key areas and earned revenues.

Human Resources and Payroll

  • Oversee payroll and personnel-related functions, including recruiting and hiring, policies and procedures, training and development, benefits planning and administration, orientation process, termination actions, employee handbook updates, compensation, performance evaluations, employee relations, conflict resolution, and maintenance of payroll and personnel files.
  • Ensure that all interactions are culturally responsive, respectful, and based on a foundation of MOHAI’s commitment to inclusion, diversity, equity, and accessibility (IDEA). Support the work of Sr. Manager, Human Resources and Operations, and the IDEA Committee.
  • Commitment to organizational values and adherence to best practices in human resources activities.
  • Ensure that the organization is compliant with all local, state, and federal labor codes.
  • Working with health insurance broker and other providers, advise on renewal of benefit plans.
  • Monitor local and industry salary trends, design and recommend compensation plans, and ensure timely calculations of wages and salaries for employees.
  • Ensure that recruiting and hiring processes are consistent.
  • Work with Controller to ensure timely and accurate payroll processing, with related bank transfers, funding of taxes and 403(b) retirement plan, and entries to the General Ledger.
  • Monitor legal matters and consult with legal counsel on behalf of the museum when necessary.

Qualifications:

  • Fifteen years professional experience in finance management, with a minimum of five years in senior financial and operations management experience. Non-profit arts and culture experience preferred, including experience leading non-profit strategic or business planning.
  • Degree in Business Administration, Accounting, or a related field; CPA, CMA, or MBA preferred.
  • Commitment to the institutional values of inclusion, diversity, equity, and accessibility (IDEA). Willing and able to be a leader in this work and serve on the IDEA Committee as a core member.
  • A successful track record in setting strategic priorities, creating institutional budgets, developing financial analyses, and making thoughtful decisions which support the health and sustainability of the organization.
  • Strong organizational planning and problem-solving skills, with attention to details and the big picture.
  • Ability to describe financial concepts and effectively collaborate with program and fundraising colleagues.
  • Experienced in managing audit and tax engagements with third-party CPA firm.
  • High level of proficiency with accounting systems, financial reporting software, and Microsoft Excel.
  • Excellent communication and inter-personal skills with the ability to build trust and rapport, demonstrate listening skills and good judgment, while working with a variety of internal and external stakeholders.
  • Experience overseeing non-profit Human Resources.
  • Excellent project management with ability to plan and organize multiple projects simultaneously.
  • Demonstrated curiosity, initiative, flexibility, resourcefulness, and calculated risk taking.
  • Proven success in the management and professional development of employees.
  • Enthusiasm for and knowledge about MOHAI’s exhibits, programs, and mission.

Museum Overview:

For more than 60 years, MOHAI has been dedicated to enriching lives by preserving, sharing, and teaching the diverse history of Seattle, the Puget Sound region and the nation. With a collection of nearly 4 million artifacts, photographs, oral histories and archival items, and an expansive schedule of exhibits and programs, MOHAI is the region’s premier history center. MOHAI operates a dramatic and award-winning museum in Lake Union Park in Seattle’s vibrant South Lake Union neighborhood, and a Resource Center in Seattle’s Georgetown neighborhood. MOHAI also hosts the Bezos Center for Innovation, focusing on the history and future of innovation in the Puget Sound region.

MOHAI is accredited by the American Alliance of Museums and is an official affiliate of the Smithsonian Institution. For more information, please visit www.mohai.org

To Apply (no phone calls, please): 

E-mail a letter of interest, resume, and three references to:  Human.Resources@mohai.org

MOHAI is a 501(C)3 Organization and an Equal Opportunity Employer. We are committed to inclusion, diversity, equity and accessibility and building a diverse staff. We encourage candidates of color to apply.

 

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