Chief Financial Officer/Chief Operation Officer


Posted on 10/05/2021

Chief Financial Officer/Chief Operation Officer
Gilcrease Museum/The University of Tulsa – Application Deadline: Open until filled

POSITION SUMMARY:
The CFO/COO serves as a key member of the Leadership Team, helping develop and model strategic initiatives in support of the mission and values of the museum and oversees the general operations of the museum, including finance, guest services, technology, facilities, retail and event sales, and marketing departments. The CFO/COO is responsible for the financial health of the organization, tracking performance, which may include dashboard or defined metrics, key performance indicators, crafting business strategy and managing financial audit, department budgets and administrative processes. The CFO/COO is directly responsible for accurate and timely financial projections, financial reports, management of spending controls, including scenario planning, short and long-term budget projections, and modeling potential initiatives. The CFO/COO reports directly to the Executive Director of Gilcrease Museum and works in collaboration with TU’s financial department. The CFO/COO supervises the activities and personnel of the museum’s financial department and engages daily with Museum staff at all levels as well as the TU administration staff.

CHARACTERISTIC DUTIES:

  • Acts as fiduciary for the museum and highlights budget implications of potential programs, projects, and other financial decisions impacting the annual or forecast budgets
  • Works closely with the Executive Director to set the financial goals and strategy for the organization.
  • Ensures financial reports required by the City of Tulsa are provided in accordance with the TU-City management agreement
  • Responsible for the stewardship of the organization's fiscal resources
  • Oversees all accounts, ledgers, and reporting systems, ensuring compliance with appropriate Generally Accepted Accounting Principles, regulatory requirements, and TU’s accounting policies and procedures
  • Analyzes budget variances and develops communications and tactics to control variance
  • Provides short-term and long-term forecasting in timeframes internally agreed upon, including developing financial models, analyzing trends and advising on organizational sustainability and opportunities for expansion
  • Manages and tracks the Restricted and Designated accounts in keeping with TU’s policies and investment guidelines
  • Leads and oversees the development and monitoring of the annual budget
  • Works with the Accountant and department heads to develop detailed budgets for funding or grant proposals to keep stakeholders on target to meet the museum’s goals and financial plan, including developing annual operating plan and performance indicators, in collaboration with the Executive Director and senior staff.
  • Regularly meets with museum department heads and Administration to review financial performance, variance from budget, and expenditure of grant funds.
  • Oversees all purchasing/accounts payable
  • Approve all deposits into museum bank account as prepared by Accounts Clerk Specialist
  • Oversees and direct all operations of the museum’s finance department, oversees approval of purchase orders and payment requests to ensure proper coding and compliance with budget plans and protocols
  • Approves purchase requisitions, including orders for capital expenditures, non-routine and material on-going expenditures, and assures that purchases are in keeping with the approved operating plan
  • Responsible for data collection and analysis, which supports institutional decision-making
  • Responsible for the evaluation, improvement, and documentation of internal controls, particularly as related to budgeting and spending
  • Provides credible solutions to improve the reliability of Museum financial plans
  • Informs the Museum Executive Director of any financial risks and suggest a solution to help minimize impact
  • Prepares specialized financial reports for distribution to the Executive Director and other leadership team members
  • In conjunction with the Museum’s Sr. Development Director and TU’s Research Department, coordinates the preparation and filing of required donor and government reports
  • Works with Development to prepare budgets/operating plans for new opportunities and subsequent contract negotiations. Ensures adequate review and approval of budgets in funding proposals
  • Foster a collegial and partnership culture with regard to accounting and finance activities across Gilcrease and TU. This includes enhanced responsiveness by and communication between Gilcrease and TU accounting departments and across all operational levels
  • Supervises and directs the duties of the Accountant and Accounts Clerk Specialist
  • Ensures compliance with required TU financial policies and procedures
  • Performs other responsibilities as requested or assigned.

MINIMUM QUALIFICATIONS:
Graduation from an accredited college or university with a Bachelor's degree in Accounting, Finance or business administration or a related field, and a minimum of 5 years of financial management experience. Comprehensive knowledge of the principals and practices of management and administration, considerable knowledge of budget preparation and control and purchasing practices. Demonstrated ability to prepare financial budgets and forecasts to inform programmatic and strategic decisions. Knowledge of nonprofit accounting principles and practices, government contracts, and grants administration; knowledge of tax issues for nonprofit organizations, including implications of charitable monetary or object donations. Ability to be both detail-oriented and strategic and able to prioritize and plan multiple work processes. Must have excellent verbal and written communication skills, including strong organizational and interpersonal skills; ability to effectively work with various entities- TU Administration, TU Trustees, City of Tulsa Administration officials, museum staff, and volunteers. Must have advanced knowledge of PC or Mac software applications, including Excel, Word and Outlook.  

PREFERRED QUALIFICATIONS:
MBA or related Master’s Degree preferred. CPA certification a plus. Minimum of 6 years’ experience as a Senior Financial Officer with demonstrated leadership in operating plan, process compilation, reporting and analysis, internal and external financial reporting, internal control framework, and contract negotiations, review and approval. Experience in the principals and practices of managing budgets in a Museum or University environment.  Knowledge of Ellucian Colleague, Tessitura or similar accounting software application a plus.

PHYSICAL REQUIREMENTS:
Physical dexterity sufficient to use a keyboard and telephone; carrying, pushing, and pulling up to 50 pounds; may be subject to extended periods of walking, standing, sitting, reaching, balancing, bending, kneeling, handling, climbing, and twisting; must have visual acuity to closely examine small objects, speech and hearing sufficient to perform interact with co-workers and to communicate well with professional and general audiences. 

APPLICATION INFORMATION:
The University of Tulsa seeks to recruit and retain talented students, faculty and staff from diverse backgrounds.  The University of Tulsa is an affirmative action/equal opportunity employer and encourages qualified candidates across all group demographics to apply.  The University does not discriminate on the basis of personal status or group characteristic including, but not limited to race, color, religion, national or ethnic origin, age, sex, disability, veteran status, sexual orientation, gender identity or expression, genetic information, ancestry, or marital status.

Please submit a cover letter, résumé, and contact information for three references to:  The University of Tulsa, Office of Human Resources, 800 S Tucker Drive, Tulsa, OK  74104 or submit online at: utulsa.edu/job-application.  The review of applications will commence immediately and will continue until the position is filled.

The University of Tulsa is an Equal Opportunity/Affirmative Action Employer.