Chief Financial Officer

Chief Financial Officer (CFO)

ABOUT UNBOUNDED

UnboundEd recently joined two professional learning organizations, Pivot Learning and CORE Learning. Together as one entity, we are now the nation's largest equity-focused professional learning organization. We provide evidence-based, comprehensive instructional and curriculum support to educators and school system leaders in over 40 states nationwide.

UnboundEd empowers educators to transform teaching and learning. We work with classroom teachers, school leaders and district executives to ensure engaging, affirming and meaningful grade-level instruction, so that we eliminate the predictability of student outcomes by race and socioeconomic status. We focus on the needs of students of color and those who have historically been at the margins because when we do that, all students benefit.

ROLE SUMMARY

Reporting to the CEO, the Chief Financial Officer (CFO) is the organization’s Finance and Accounting Leader.  The CFO will play a pivotal role in ensuring that UnboundEd and its subsidiaries achieve its financial and regulatory goals while leading all accounting and financial reporting activities (budgeting, forecasting, accounting, and financial performance) to ensure that financial information is managed and disseminated accurately while representing the organization with regulatory compliance agencies. As a member of the UnboundEd Executive Team, this position develops and presents financial information to various audiences, including executive leadership, team leaders and external partners (e.g. auditors, funders, lenders, etc.). This position requires a dynamic and results-driven leader with strong financial acumen and a passion for educational equity.

UnboundEd is a virtual organization and this employee can be based anywhere in the United States. UnboundEd has core business hours where we expect all staff to be available from 9 am to 5 pm local time and 20% travel is required.

ESSENTIAL RESPONSIBILITIES

Essential responsibilities for this position include, but are not limited to:

Financial Leadership: Develop and implement financial strategies that support the organization’s mission and goals

• Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis 
• Build and lead a high-performing finance team, fostering a culture of equity, excellence, innovation, and continuous improvement
• Provide guidance on financial terms for partnership agreements 
• Oversee cash flow management
• Track important KPIs and analyze trends
• Present monthly, quarterly and annual financial statements to executives and the board of directors
• Represent the company to investors and public officials
• Perform risk management by analyzing the organization’s liabilities, insurance, and investments
• Collaborate with investment advisors and board by considering cash and liquidity risks
• Set up and oversee the company’s finance IT system
• Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements
• Evaluate financial operations regularly for continuous improvement and efficiency 
• Maintain all banking relationships and initiate strategies to strengthen cash position
• Collaborate with the Talent Team to ensure benefits, policies, and payroll are aligned 
• Manage insurance policies, in collaboration with UnboundEd’s insurance broker, for domestic and international programs, liability, directors and officers, and workers' compensation; negotiate annual renewal with vendors

Accounting: Supervise the accounting department to ensure smooth day-to-day transactions

• Provide oversight of the financial ledger, its accuracy and timeliness of reporting
• Ensure all financial operations comply with federal and state laws
• Coordinate audit activities and key stakeholders with the audit firm
• Ensure inter-company transactions are consistent with agreements
• Oversee all tax filings and compliance requirements, ensuring that the organization complies with all relevant laws and regulations

Budgets and Grants

• Oversee grant accounting and ensure compliance with all grant requirements
• Create grant budgets and philanthropic grant reporting 
• Ownership of the long-term forecast 
• Ownership of the annual budget and reporting 

Revenue Guidance and Support

• Oversee budgeting, financial forecasting, and financial modeling to optimize resource allocation
• Collaborate with the executiv