CFO / Vice President of Administration

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Job purpose

Under the direction of the President and CEO, the CFO / Vice President of Administration  will provide strategic, financial and operational leadership for all administrative and financial functions at Penfield Children’s Center and Penfield Montessori Academy. The programmatic and philanthropic functions report directly to the President/ CEO.

About Penfield Children’s Center / Penfield Montessori Academy

Penfield Children’s Center (Penfield) creates a positive state in life for infants and children, many of whom have developmental delays or disabilities, by providing early education, health services and family programming.  Founded in 1967, Penfield is a premier 501c3 nonprofit organization serving children throughout the Milwaukee area.  Serving over 1,600 children annually, Penfield offers high-quality, integrated services, and a safe and stimulating environment for children, families and community partners to maximize early development and learning.

Penfield Montessori Academy is a tuition-free public charter school starting at K3.  Penfield Montessori Academy utilizes the teaching techniques of Dr. Maria Montessori to help children grow and flourish. By emphasizing discovery and personalized instruction over rote memorization and instruction, students learn and develop in a more free form, constructive manner suited to each child’s unique talents and characteristics.

Prime functions

Chief advisor to the President/CEO on matters of budget, finance, billing, and internal controls:

  • Provide quality assurance on all internal and external financial reports.
  • Participate in strategic planning for the agency. Complete recommendations on financial viability program development.
  • Raise issues affecting budgets and operational results.
  • Forecast the organization’s future business results, growth opportunities, and organizational risk to inform leadership decisions.

Financial Management:

  • Develop and implement comprehensive financial procedures and internal controls that maintain the fiscal integrity of the organization.
  • Act as staff to the affiliated corporations by providing accounting support, internal audit and risk management.
  • Monitor a system of internal controls to maintain integrity of operations, transactions, and safeguarding of assets. Develop and implement documentation procedures for all appropriate financial matters.
  • Monitor cash flow and identify investment opportunities
  • Maintain all necessary financial records for internal operating control, corporate reports, and statutory requirements.
  • Develop, implement and monitor the annual budget in accordance with the annual strategic plan and in collaboration with the executive team. Facilitate budget revision process as necessary.
  • Prepare all financial reports and statements in accordance with GAAP, and provide to staff and Board of Directors in a timely manner. Monitor monthly financials and address budget variations.
  • Prepare monthly/annual budget presentation for the Finance & Investments Committee, Executive Committee and Board of Directors.
  • Oversee the financial planning and investment of Penfield Children’s Center funds in accordance with the bylaws and Board of Directors. Serve as primary staff contact with the financial advisor.
  • Oversee annual audit in coordination with the independent auditing firm. Ensure required audit documentation is prepared prior to field audit.  Serve as primary liaison to the audit firm.
  • Assist with the selection and administration of employee benefit plans.
  • Serve as plan trustee for company sponsored 403B Plan. Ensure all fiduciary duties and reporting requirements are met as they relate to ERISA.
  • Oversee the payroll system, including processing bi-weekly payroll. Ensure compliance with federal and state payroll tax laws.  Reconcile monthly and quarterly payroll reports; prepare year-end information for tax reporting.

Operations and Administration:

  • Provide administrative oversight to facilities operations, purchasing, transportation, information systems, and finance.
  • Direct the purchase of all goods, services and equipment required by departments under the guidelines established by the strategic plan and budget, and ensure procurements are done competitively.
  • Review all legal contracts and agreements in coordination with the President / CEO; act as one of the primary contacts with legal counsel.
  • Develop strategic IT plan through continual assessment of end user requirements and network infrastructure to meet current and future organizational needs.
  • Develop facilities and maintenance plans including budgeting and execution of all capital projects, renovations and routine maintenance projects.
  • Oversee all business insurance policies to ensure adequate coverage and protection of assets and personnel.
  • Participate in the development of agency wide policy and direct special administrative projects to implement agency compliance.
  • In the absence of the President/CEO to handle special situations requiring immediate attention.

Provide direct supervision of Management Staff in Finance, Facilities and IT:

  • During orientation period and quarterly thereafter evaluate work performance of staff.
  • Work with staff to assure the completion of all-necessary paperwork and billing requirements.
  • Provide orientation, training, support, mentoring, and guidance to staff.
  • Working with Human Resources recruit, interview, and select candidates for positions, and address personnel issues that may arise.
  • Handle staff issues and concerns in a prompt, fair manner according to the agency’s employee guidelines.
  • Monitor schedules and off-time requests.
  • Provide a model of excellence and leadership.
  • Coordinate the inter-relationship of these operations to achieve high quality and maximize effectiveness, and efficiency.
  • Assure that staff meets all agency policies and procedures.

Assist the agency as needed:

  • Serve on and lead Committees, as requested
  • Special projects, as assigned by President
  • Occasional evening and weekend work, associated with special events
  • Perform all other duties as assigned
  • Encouraged to volunteer 4 hours of time per year to a Penfield activity


  • Bachelor’s Degree from an accredited university in Business Administration with an emphasis in Accounting or Finance
  • Ten years experience, as a financial officer with broad administrative responsibilities is required, preferably within a nonprofit environment. An MBA or certification may be substituted for 3 years of the experience requirement.
  • CPA license preferred
  • Thorough knowledge of nonprofit accounting
  • Demonstrated interpersonal skills working with executives and multi-level audiences
  • Excellent organizational skills and attention to detail
  • Excellent communication skills – written and oral, including Public speaking experience
  • Computer literacy required: efficiency in Microsoft office and Google environment.
  • Experience with computerized accounting systems; proficient in Excel.
  • Ability to work with a culturally diverse group of employees
  • Actively demonstrates a commitment to understanding and advancing diversity, equity and inclusion efforts
  • Understands, exhibits and promotes the Penfield Core Values
  • Ability to manage multiple priorities and meet deadlines
  • High level of confidentiality and business ethics
  • Ability to lift or move objects of 50 lbs. or less on a daily basis
  • Must have sufficient mobility to move- including bend, stoop, reach, lift and grasp
  • Meeting vaccine standards as outlined in Bloodborne Pathogens Exposure Control Plan and COVID 19 Vaccine Policy.

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