Chief Operating and Financial Officer

Company: Tennessee Society of Association Executives
Location: Rockville
Posted on: September 17, 2024

Job Description:

Title: Chief Operating and Financial Officer Reports to: Chief Executive Officer Supervises: Operations, Finance and Accounting, Human Resources and Information Technology Reporting to the CEO, the Chief Operating and Financial Officer (COFO) will perform an instrumental role in leading the Pediatric Nursing Certification Board (PNCB) to achieve continued growth by facilitating cross-functional teamwork in a highly collaborative environment with the aim of delivering improved and optimized operating capacity, strong financial results, and expanded demand for PNCB's services with existing and potential certificants and customers. Fosters a professional, success-oriented and accountable environment in support of organizational policies, goals and objectives established by the CEO and Board of Directors. Commits to and supports the PNCB Staff Core Values: Integrity, Teamwork & Approachability, Responsive Communication & Service, Supportiveness & Inclusivity, and Excellence. ABOUT PNCB An $8M operating revenue organization located in Rockville, MD, PNCB is the largest and most essential organization for the certification, continuing education, and competency development of nursing professionals who provide care for children, adolescents, and young adults. Established in 1975, PNCB certifies more than 56,000 nursing professionals who actively hold at least one of our four credentials: Certified Pediatric Nurse (CPN), Acute Care Pediatric Nurse Practitioner (CPNP-AC), Primary Care Pediatric Nurse Practitioner (CPNP-PC), and Pediatric Primary Care Mental Health Specialist (PMHS). We're passionate about the positive impact our services have on nurses, children, and families. And with an annual renewal rate of 96%, PNCB-certified nursing professionals are passionate about holding our credentials. Learn more at . THE POSITION Key Responsibilities Trusted Partner to the CEO; Operations; Finance and Accounting; Human Resources; and Information Technology Trusted Partner to the CEO

• The COFO serves as a strategic partner, trusted advisor and confidant to the CEO. Works in collaboration with the Senior Leadership Team by leveraging key insights to build robust and dynamic operations, revenue growth and business strategies, both short- and long-term, to advance the mission and impact of PNCB. Drives initiatives that support sustainable growth and innovation. Develops and implements innovative ways to drive change and increase demand for PNCB's services to attract and retain certificants. The COFO has the temperament and professional behavior required for confidential proceedings, difficult conversations, stressful events and business decisions of the Board and CEO. Operations
  • Works as a strategic and trusted partner with the CEO to drive the culture forward and support the success of the staff and organization.
  • Collaborates with the senior team to develop and evaluate operational strategy and performance measures.
  • Leads the successful implementation of PNCB operational priorities, assuring the development of office policies, systems, procedures and personnel training to increase office efficiencies and staff performance.
  • Creates and executes plans that promote quality, service, and growth with an eye towards efficiencies and synergies; ensures coordination of services within the team and cross-functionally to achieve a proactive approach to growth.
  • Guides department heads with advice to enhance overall team efficiency.
  • Evaluates organizational performance goals, resource allocation and internal policies in collaboration with team leaders.
  • Monitors, analyzes and reports on operational issues, opportunities and achievements within agreed formats and time frames.
  • Ensures that all organizational activities comply with local, state, and federal regulations and laws governing business operations and accreditation standards.
  • Assess risk and mitigate as appropriate.
  • Responsible for all vendor and consultant contracts/relationships.
  • Evaluates, improves, and develops new systems, processes, controls, and procedures, to enhance the overall efficiency of PNCB, ensures excellent service, and increases engagement with certificants, customers, and staff. Finance and Accounting
    • Oversees all aspects of finance and accounting including monthly, quarterly, and annual reporting, receivables, payables and corporate credit card accounts.
    • Engages effectively with CEO around budget, forecasting, and pricing.
    • Oversees the planning and preparation of budgets related to the assigned responsibilities, including costs, operating expenses and outlays, capital improvements and equipment purchases.
    • Serves as staff liaison to the Finance Committee and assists the Committee in development, review and implementation of the organization's investment policy. Facilitates meetings and supports the Committee's work by developing meeting agendas and supporting materials.
    • Assists Finance Committee with selection of annual independent auditor and related reporting.
    • Administers PNCB's operational P&L effectively and systematically evaluates overall operational performance against budget and growth objectives; implements corrective measures as needed; maintains transparent communication with PNCB leaders on these actions.
    • Directs and oversees a revenue growth strategy that meets and supports the PNCB's financial and operational goals.
    • Partners with other key departments of PNCB for shared services that serve the operating areas ensuring efficient operations and strategic alignment with organizational goals.
    • Helps to ensure that PNCB understands competitors, markets, and customers through intimate customer knowledge, market information, and competitive intelligence. Determines the new offerings and tools and oversees the execution of the development and rollout of database, IT and system-wide operations. Human Resources
      • Attracts, retains, develops, and engages strong diverse teams that execute PNCB's organizational priorities to achieve goals and deliver against key metrics. Demonstrates commitment to efforts in diversity, equity, and inclusion.
      • Through effective management, cultivates a culture that values teamwork, performance, and accountability, and allows for a strong and productive employee experience. Aligns staff priorities and resources to support PNCB's overall goals and objectives.
      • Creates and maintains an internal dynamic that motivates and encourages team members to achieve excellence, and inspires unity, collaboration, and mutual respect across the organization. Fosters a culture of innovation, collaboration, and results.
      • Facilitates staff hiring, onboarding and offboarding.
      • Oversees the records of personnel transactions such as hires, promotions, transfers, performance reviews, and terminations.
      • Maintains time and attendance records.
      • Process payroll per required schedules.
      • Ensures activities meet and integrate with organizational requirements for quality HR management to include health and safety, legal stipulations, and environmental policies.
      • Evaluates HR professional development goals and performance outcomes in cooperation with the Senior Team.
      • Investigates work-related accidents and prepares reports for the insurance carrier. Information Technology
        • Oversees the management of all IT systems including on-site servers, networks, computing platforms and disaster recovery.
        • Ensures proper database systems, IT, operational controls, reporting mechanisms and systems are in place to maximize organizational efficiency.
        • Ensures that PNCB's internal infrastructures are sufficient to support programs and strategies.
        • Coordinates with staff and technology vendors to lead the design, testing and implementation of improvements to IT systems. Professional Experience - Qualifications - Traits The Chief Operating and Financial Officer will have demonstrated experience navigating complex operational changes with the ability to develop and execute business plans that drive organizational growth and success. Successful candidates will possess the following:
          • A minimum of five years of experience maintaining, growing, and diversifying an organization's revenue, identifying new, innovative sources of income, and driving sustainable growth.
          • A strong business acumen. An ability to manage business operations in multiple domestic and international geographies with a diversified membership.
          • Experience in organizational financial management, including budgeting, forecasting, accruals, financial planning, audit compliance, and achieving financial goals.
          • An ability to drive the implementation of strategic and annual operating plans related to revenue growth and ensure the people, systems and processes are coordinated, integrated, and aligned for optimal organizational performance.
          • An ability to identify organizational needs and align resources to support mission and objectives.
          • Proven ability to build, lead, and engage diverse and cross-functional teams, fostering a culture of collaboration, diversity, equity, inclusion, respect, empowerment, and innovation.
          • Exceptional interpersonal, influence, and relationship-building skills, crucial for engaging with a large cross-section of constituents effectively.
          • Strong strategic and critical thinking skills with the ability to identify organizational needs and align resources to support mission and objectives.
          • Technology savvy, capable of identifying and implementing technology solutions to support operational efficiency and growth.
          • Excellent communication skills (written, verbal and listening) with the ability to communicate and negotiate effectively with stakeholders at all levels; one who is equally effective with large and small audiences and on a one-on-one level.
          • Effective at anticipating and proactively managing organizational risk with strong analytical and problem-solving skills. The agility to pivot and lead change as appropriate.
          • Courage and confidence to prioritize and navigate complex situations with diplomacy and a highly collaborative leadership style.
          • Demonstrated highest levels of ethics, integrity, credibility, and character.
          • A style that supports change and innovation, an ability to delegate yet keep control, set high standards, hold people accountable, and make tough decisions.
          • Capable of perceiving situations as they really are; politically astute/savvy.
          • Excellent executive presence with the ability to inspire and motivate.
          • Positive, can-do attitude; the ultimate team player who leads by example. A role model for all in the organization to follow. Minimum Education - Training Requirements Accounting degree and related experience. Minimum Experience A minimum of five years of experience in leadership, business operations, maintaining, growing, and diversifying an organization's revenue, identifying new, innovative sources of income, and driving sustainable growth. Certification - Registration - Licenses Any of the following are preferred: CPA, MBA, CAE, SHRM-CP/SHRM-SCP; ICE-CCP. Supervisory Responsibilities - Controls Reports directly to the CEO. Supervises certification services lead and staff or consultants responsible for operations/office management, finance/accounting, human resources and IT/database. Work Environment Hybrid work environment. Physical Demands Office work. May be required to lift 10-30 pounds of materials. Travel required. Compensation Salary will be competitive and commensurate with the skills and experience of the selected candidate. SEARCH PROCESS The search for the Chief Operating and Financial Officer is being conducted by Tuft & Associates. Applicants should submit a cover letter and resume to: Gail Luxenberg, c/o
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Keywords: Tennessee Society of Association Executives, Potomac , Chief Operating and Financial Officer, Executive , Rockville, Maryland