The Chief Financial Officer (CFO) serves as a key strategic and operational partner to the Phillips Executive Director. This role supports institutional strategy through financial analysis and accountability, risk management, and operational alignment across departments and oversees internal operations and administration. The CFO acts as a leader, collaborator, and problem-solver, helping translate vision into operational execution while providing strong fiscal stewardship.

Key Responsibilities 

Strategy

Partner with the Phillips Executive Director and leadership team to implement strategic plans and institutional priorities; serve as a thought partner on organizational growth, sustainability, and finances.
Provide financial analysis and decision-making tools to assess and evaluate large strategic opportunities for feasibility and impact.
Cultivate and nurture strategic partnerships.
Promote a positive, inclusive workplace culture aligned with the museum’s mission and values.

Financial Oversight

Oversee day-to-day financial management. 
Partner with the Accounting Manager to monitor the accounting function, financial reporting, annual budget, forecasts, and financial performance.
Support budget development and ensure departmental accountability to financial goals.
Identify operational efficiencies and resource optimization opportunities.
Work with financial institutions (local banking and investment services) on administrative matters and transactions.
Compile standard monthly financial reports. Design and develop additional reports to serve as analytical tools and provide financial snapshot overview.
Manage and lead Finance Committee meetings presenting status reports and providing regular financial statements and schedules. 
Work with the Finance Committee to evaluate and report on the organization’s financial operations, strengths and weaknesses. Collaborate with Committee Chair as needed.
Coordinate annual independent audit and prepare necessary schedules, reports, documents, etc.
Work with HR to develop and implement comprehensive annual and multi-year staffing and compensation plans that are competitive, within budgetary parameters, and aligned with organizational goals, including benchmarking, analysis, and evaluation.

Operations and Administration

Develop annual operating budget; monitor spending and evaluate revenue throughout the year. Meet monthly with department heads independently on budget matters as necessary.
Oversee day-to-day administrative operations (includes establishing, evaluating, and revising related policies and procedures).
Work closely with the Development Department to ensure proper recognition and booking for all contributions to the museum.
Oversee the Operational functions of the organization and work with the Facilities Manager to develop the annual facility operating budget. 
Work with Phillips Executive Director and the Facilities Manager to establish the annual capital expenditure budget.
Maintain all necessary insurance coverage and contracts.
Work with Phillips Executive Director and SITE Store Manager to establish the annual store merchandise purchases budget.
Ensure compliance with applicable federal, state, and local regulations and museum standards.
Support cross-functional collaboration, efficiency, and alignment.

Board and Board Committees

Participate in Board Meetings as needed, providing financial reports and making financial presentations.
Staff lead on Finance Committee.
Staff lead on the Investment Committee and serves as liaison between the committee and outside manager of SITE’s endowment funds.
Serve on Facilities Committee.

Management: Staff Support and External Functions

Supervise the Accounting Manager and Facilities Manager and oversee the financial, administrative, facilities, and operational functions of the organization.
Work with SITE Bookstore Manager to help develop these earned revenue streams for the organization.
Review and approve contracts (for bank loans, general services, traveling exhibitions, equipment lease, guest curator(s), speaker engagements, venue rentals, etc.).
Manage the financial and administrative aspects of major facility endeavors (coordinating internal and external approvals; securing interim funding arrangements with lending institutions, invoicing fiscal agent for government-appropriated funding; compilation of cost proposals; review of contracts.)
Work with attorney(s) on legal matters when counsel is needed.
Other duties as assigned.