Description
Founded by David Rockefeller more than 60 years ago, Americas Society and Council
of the Americas (AS/COA) are sister organizations providing the most trusted forum for
debate on issues affecting the Western Hemisphere. Headquartered in New York City,
with offices in Washington and Miami, AS/COA holds high level programs across the
United States and Latin America.
Americas Society is a 501(c) organization whose mission is to foster an understanding
of the contemporary political, social, and economic issues confronting Latin America
and other countries in the Western Hemisphere, and to increase public awareness of
the Inter-American relationship. Americas Society fulfills its mission through its cultural
and policy programs.
The Society’s Art and Music programs create a space for interaction and enhanced
appreciation for emerging and established cultural figures by presenting artists,
musicians, and scholars from across the hemisphere to U.S. audiences.
Americas Society identifies emerging policy challenges and publishes and disseminates
research and analysis as a basis for dialogue and debate. Americas Quarterly (AQ) is
an editorially independent publication dedicated to politics, business, and culture in the
Americas. Its public policy programs engage opinion leaders from the public and private
sectors in positive dialogue in the United States and Latin America to share ideas with
organizations, individuals, and businesses to formulate solutions to the challenges
facing the Americas today.
Council of the Americas is a 501(c)(6) business league, whose members share a
common commitment in the Western Hemisphere to economic and social development,
open markets, free trade, the rule of law and throughout the Americas. The Council’s
membership consists of 200+ leading companies representing a broad spectrum of
sectors with significant interest in the region. The Council fulfills its mission through
private and public in-person, hybrid and virtual high-level programs, conferences,
working groups and online content such as podcasts, explainers, poll trackers, etc.
This is a rare opportunity to step into a planned CFO succession.
Position Summary
As part of this planned transition, AS/COA seeks a CFO to join its team. This senior
management position reports directly to the COO (the former CFO). Working from the
New York office, the CFO will work collaboratively with the COO in coordinating,
managing, streamlining, and transitioning overall operations, including financial,
personnel, human resources, information technology, building operations, and
administrative functions for the organizations.
Responsibilities of the CFO position to be transitioned initially as part of this
succession plan include:
Finance and Audit
Responsible for financial reporting for the Boards of Directors, Finance and Audit
Committees, senior team, independent auditors, donors, and government grants.
Work in collaboration with the President /CEO and senior team in the
development and creation of the annual, long-term, operating and capital plans
and budgets.
Plan, oversee and coordinate day-to-day financial activities with the Finance
team.
Responsible for monthly financial reporting, mid-year forecasts, year-end
projections, cash flow projections, budget modifications, and all special reporting
as required.
Collaborate closely with the Treasurer and Audit Committee Chair in coordinating
committee meetings, preparing agendas, minutes, and all related information for
committee meetings.
Manage banking relationships, and financing arrangements.
Work closely with investment advisors in their management of endowment and
other investments.
Reconcile all investment activity for the endowment, special and reserve funds.
Reconcile all capital project activity.
Oversee the ongoing development, streamlining and implementation of all
financial and accounting systems & controls, standards, and financial reporting.
Coordinate with the Director, Institutional Giving regarding restricted grant activityEnsure compliance and proper fiscal reporting measures for all restricted activity and governmental grants.
Work closely with auditors to implement recent changes, resolve audit matters,
and coordinate the annual audit. Work with the Finance team in preparing audit
schedules, financial statement drafts, footnotes, and related supporting
schedules. Implement changes to financial statements as required due to
changes in industry pronouncements and best practices.
Work with the tax accountants in preparing tax related schedules for Form 990,
Form 990T and NYS CT-13 (Unrelated Business Income), Form CHAR 500
(Annual Filing for Charitable Organizations), and NYS Form 497. Identification of any unrelated business income tax issues and related due diligence with regards
to all tax matters.
Responsibilities to be transitioned at a later date as part of this succession plan
include:
Administration & Building Operations
Work closely with the President /CEO with respect to governance matters. Assist
in preparing minutes of the Board of Directors meetings & coordinating materials
for Board meetings in conjunction with the Chief of Staff.
Plan and coordinate capital improvement budgets/projects for the AS/COA’s
100+ year-old historic landmarked townhouse including major interior and
exterior restoration projects, upgrades of related system services and required
maintenance of the facilities.
Manage day-to-day administrative and support functions including building
facilities, reception, maintenance, maintenance contracts, equipment leases,
contract services, and finance arrangements.
Work closely with the DC and Miami offices in all matters including continuing
office lease space renewals, upgrades, construction projects, capital
improvements, equipment leases, etc.
Work closely with insurance brokers to manage the organization’s overall
insurance risk and insurance requirements including property, general liability,
umbrella, directors’ and officers’ liability, cyber, fine arts, etc.
Coordinate legal services for contracts, capital projects, governance, personnel-
related, visa-related, office leases, etc. with various law firms, as necessary.
Personnel
Review, negotiate, and administer approved benefits plans, including health,
dental, life, and AD&D.
Coordinate all administrative, financial and compliance matters with respect to
the organization’s 401(k) retirement plan.
Maintain and update personnel policies and procedures manual, as necessary.
Coordinate visas for non-resident potential hires.
Information Technology (IT)
Work closely with the CIO and Director, IT, and IT governance team further
improving operational efficiencies through new technologies, maintain and
enforce the organizations operational and cyber security policies, procedures, IT
structure, and operations.
Manage service agreements with the MSP and other IT-related contracts.
Negotiate financing arrangements and leases for new IT equipment.
Qualifications
The ideal candidate for this position is an accomplished financial executive who is
operations-oriented, and a team player, with proven success in managing financial
operations. The successful candidate will have at least 10 years of financial, IT and
operating management experience in "best practice" organizations in the nonprofit, financial services, and/or audit side of an accounting firm. S/he will be a CPA or possess an MBA in Finance with a thorough knowledge of fund accounting.
The candidate will have demonstrated success developing and executing team-oriented
action plans to achieve superior results. They will have a proven track record in driving
change through the financial function and business units of a successful organization.
Working knowledge of MIP Fund Accounting, strong interest in Latin America and the
Western Hemisphere, and bilingual proficiency in Spanish is a plus.
This is a full-time position. Employees are currently working a hybrid schedule each
week.
The compensation for this position ranges from $200,000 - $220,000. Actual
compensation will be dependent upon the specific role, as well as the individual’s
qualifications, experience, skills, and certifications.
In addition, AS/COA offers outstanding benefits including an excellent health and dental
plan, vacation, and a generous 401(k) retirement plan.
Qualified candidates must be eligible to work in the United States to be considered.
Americas Society/Council of the Americas are equal-opportunity employers. All qualified
applicants will receive consideration for employment without unlawful discrimination
based on race, color, creed, national origin, sex, age, disability, marital status, sexual
orientation, or citizenship status.
Requirements
Qualified candidates must be eligible to work in the United States to be considered.
Americas Society/Council of the Americas are equal-opportunity employers. All qualified
applicants will receive consideration for employment without unlawful discrimination
based on race, color, creed, national origin, sex, age, disability, marital status, sexual
orientation, or citizenship status.
To apply: Please submit via email a résumé and a cover letter describing why you are
interested in and suited for the position, with the subject line “CFO, AS/COA" to both:
