Director of Finance

 

We are seeking a Director of Finance (“CFO”) to join our executive team.

Position Summary

Reporting to the Executive Director, the CFO is responsible for defining and implementing the financial and accounting infrastructure needed to support the growth of SMC over the next five to ten years. The CFO manages, revises, and creates, as needed, effective financial and accounting systems, and maintains relationships with SMC’s employees, bankers, attorneys, accountants, and auditors.

The CFO is responsible for managing the Finance Department staff, consisting of three part-time bookkeepers, as well as fostering the harmonious, efficient, and smooth running of the Finance Office.  The CFO ensures that all daily, weekly, and monthly bookkeeping and accounting tasks are completed in a timely manner.

Generally, this position requires a skilled communicator as well as someone who has a love for details and getting down into the “weeds” when needed.

Organizational Overview

For over forty-five years, SMC has served as a place for thousands of people to gather and experience wisdom from hundreds of the world’s most respected teachers. We are a 501(c)(3) non-profit educational organization and meditation retreat center located in the Colorado Rockies and founded by the Tibetan meditation master Chögyam Trungpa Rinpoche.

In 2014, the aspiration to expand our services beyond our mountain setting came to fruition when we presented our first online summit, Awake in the World. Our fourth and most recent online summit, The Science of Meditation, took place in October 2016. SMC has been featured as a retreat destination by National Geographic Traveler, USA Today, The Wall Street Journal, Travel + Leisure, NBC News, Men’s Journal, and others.

Over the last four years, SMC has experienced substantial investment and growth. We’ve built a team focused on providing the organizational and strategic planning necessary to meet our goals. We’ve created innovative programs on land and online, expanding our reach to over 100,000 individuals. And we’ve invested in an operations team with decades of industry experience to elevate our level of service.

To support this growth, we’ve invested significant time, energy, and contemplation in developing our community and spiritual life. We now have a lineage teacher living on the land and significant initiatives are underway to develop further our thriving intentional community that combines professional excellence, a vibrant community experience, and the opportunity for individual spiritual development.

We’ve also dramatically expanded our number of partners and collaborators in the fields of mindfulness and social action, resulting in fresh conversations on psychology and the sciences. Over the past three years, our innovative events have included over fifty new teachers, thought leaders, and authors. These events and teachers attract new energy; in order to capture the momentum that has been building, we aspire to expand our infrastructure.

Specific Responsibilities

  • Financial Management
  • Manage, review, and approve preparation and finalization of periodic financial reports as required by other Senior Executives, managers, appropriate outside parties, and the SMC Governing Council (aka Board).
  • Oversee budgeting, financial forecasting, and cash flow projecting.
  • Ensure timely filing of IRS Forms 990 and 990-T.
  • Ensure timely filing of the Charities Report required by the Colorado Secretary of State.
  • Coordinate all General Ledger account reconciliations with other department databases, as needed.
  • Coordinate the annual audit performed by outside auditors.
  • Have the Quickbooks bookkeeping experience to jump in if, and when, the Finance Staff needs help or support.
  • Develop and implement retail sales accounting for the SMC Gift Store.

Professional Qualifications

The CFO will have at least five to eight years of professional bookkeeping and accounting experience, including managing the finances of a high-growth $5 million to $10 million organization (preference given to nonprofit experience). Applicants should be comfortable and have the capacity to implement policies and procedures within an environment conducive to organizational change in a highly entrepreneurial organization.

The CFO will have the following experience and attributes:

  • Bachelor’s degree (MA/MBA preferred) in Accounting, Business, Management, or Finance;
  • Excellent people skills, with experience collaborating in a multidisciplinary, diverse, and dynamic team;
  • Demonstrated experience in financial management and accounting, ideally in the nonprofit sector;
  • Experience should include legal, audit, compliance, budget, and resource development;
  • A solid understanding of GAAP and FASB;
  • Demonstrated resourcefulness in setting priorities, proposing new ways of creating efficiencies, and guiding investment in people and systems;
  • Proven effectiveness leading professionals in finance and accounting;
  • Solid experience with Quickbooks, Excel, and other computer related skills;
  • Flexible and a self-starter; able to multitask while also being highly detail-oriented;
  • Personal qualities of integrity, credibility, and a commitment to SMC’s mission.

Personal Qualifications

  • Willingness to relocate to and live at SMC preferred;
  • Possess a willingness and ability to self-reflect;
  • Have  a regular meditation practice;
  • Have an open mind and ability to compromise;
  • Willingness to participate in the community aspects of SMC.

Compensation & Benefits

  • Salary commensurate with experience & qualifications.
  • Up to 47 days paid time off annually. These benefits include 18-22 personal days to be used for vacation, sick days, and holidays; up to 15 program days to be used for SMC retreats; and 10 personal solo retreat days to be used in our private retreat cabins. On land staff also comes together to enjoy two paid staff retreats each year.
  • Staff may also attend most SMC programs/retreats at no cost.
  • If living at SMC, lodging and meals provided for a nominal monthly fee.
  • Although housing is modest, director-level positions receive preferential housing selection.
  • Our on-site kitchen prepares three fresh and varied meals per day and accommodates wheat-free, vegetarian, vegan, and omnivore diets. Fresh fruit, snacks, and a wide selection of beverages are available at your convenience.
  • We celebrate and host festivities for several Shambhala holidays throughout the year.
  • We offer onland staff 20 guest nights annually, which result in reduced-rate lodging for friends and family.
  • If living at SMC, housing incidentals and home care items, including cleaning supplies, toilet paper, etc.) are supplied.

Community Benefits of Living at SMC

  • Enjoy the camaraderie of our robust and long-standing intentional spiritual community in a secluded and quiet location perfect for deepening your personal practice and interests.
  • Our community members offer each other the joy of sharing yoga classes, music jams, social meditation, campfires, book clubs, dance classes among many other interests.
  • While secluded, we are 20 minutes from quaint local restaurants and shops, and 1 hour from the thriving city of Fort Collins, Colorado, and access to anything you could need.
  • The SMC land is a spiritual practice in itself, with miles of hiking trails within our boundaries, beautiful landscapes and vistas, and the variety of flora and fauna — bring retreat into your daily life.