CFO

CFO Shift HR Charleston, SC Job Details 1 day ago Qualifications Financial forecasting Portfolio monitoring Managerial strategic planning Strategic management Internal controls Grant management Non-profit experience Internal compliance auditing Financial management report preparation Budget forecasting Financial statement preparation Managing budgets in a finance role Bank experience GAAP Nonprofit financial management Liquidity management Accounting and finance experience Financial regulatory compliance Accounting standards Lending Senior level Financial audit management Leadership Organizational budget management Investor relations Senior leadership Full Job Description Chief Financial Officer (CFO) - Community-Focused Lending Organization Do you think in balance sheets, cash flow, and strategy — and also care deeply about strengthening small businesses and communities? If you're the rare CFO who can manage risk with wisdom and still lead with heart, we'd love to meet you. We're seeking a Chief Financial Officer (CFO) to guide the financial strategy of a mission-driven lending organization focused on expanding access to capital for underserved entrepreneurs. This role blends financial leadership, portfolio management, compliance, strategy, and stewardship. What You'll Lead Oversee all financial operations, budgeting, forecasting, and reporting Ensure strong stewardship of loan funds, grants, and organizational resources Manage loan portfolio performance, liquidity, capital stack, and risk Develop financial strategies that support growth and long-term sustainability Prepare financial statements and presentations for the Board of Directors Ensure compliance with federal, state, and grant reporting requirements Oversee internal controls, audits, and financial policies Collaborate with the CEO and leadership team on strategic planning Support lending activities by aligning capital strategy with loan deployment Build strong relationships with lenders, investors, auditors, and funders You'll Be a Great Fit If You Are passionate about advancing economic opportunity and entrepreneurship Can translate financial information into clear, practical insight for non-finance folks Enjoy partnering with leaders to turn mission into measurable impact Balance prudence with innovation — you respect rules but don't fear growth Value confidentiality, accuracy, integrity, and wise decision-making Are comfortable operating in nonprofit, CDFI, banking, or lending environments Preferred Background Senior financial leadership experience (CFO, Controller, VP Finance, etc.) Experience in lending, banking, CDFI, community development finance, or nonprofit finance Strong knowledge of GAAP, audits, compliance, and financial reporting Experience managing loan portfolios and/or grant funding preferred Why This Role Matters Access to capital changes lives. The CFO ensures we steward resources responsibly, fuel lending programs, and expand our ability to serve entrepreneurs who are often overlooked by traditional finance. Your work makes jobs, stability, and second chances possible. What We Offer Meaningful work with visible community impact Collaborative leadership team Board partnership and opportunity to shape strategy Competitive compensation and benefits (shared during the hiring process)