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Chief Financial Officer – University of Louisiana Lafayette Foundation

The UL Lafayette Foundation is an equal opportunity, equal access and affirmative action employer.


Position Summary

Reporting to the CEO, the Chief Financial Officer (CFO) plays a critical role in developing and implementing fiscal management and reporting strategies across the organization. As a member of the senior leadership team, the CFO is an advisor to the President and CEO, Board of Trustees, and other relevant stakeholders, evaluating and assisting them with their budgeting, financial monitoring, planning and analysis. In conjunction with the Board of Trustees and the Audit/Finance and Investment Committees of the Board, the CFO will be responsible for overseeing all fiscal and fiduciary responsibilities for the organization. The CFO will provide a breadth of expertise, supervision and guidance in the areas of: fund accounting, financial reporting and analysis, audit oversight and management, compliance and policy development, internal control, general accounting, budgeting and forecasting, tax compliance and investment accounting. The CFO is also responsible for the human resource and office management aspects of the Foundation.

Key Responsibilities:

  • Assesses organizational performance against both the annual budget and the organization’s long- term strategy; develops tools and systems to provide critical financial and operational information to the CEO and make actionable recommendations.
  • Oversees all accounts, ledgers, and reporting systems, ensuring compliance with appropriate GAAP, UPMIFA, IRS, Board of Regents and other regulatory requirements. Maintains internal control safeguards.
  • Oversees and coordinates the completion of the Foundation annual audit and agreed-upon procedures for the Board of Regents and UL System, including preparation of supporting schedules and analysis, ensuring projects are completed in a timely manner and any issues are resolved.
  • Develops financial business plans and forecasts.
  • Implements process improvement initiatives to improve organizational efficiency.  Strives to enhance cost efficiency and operational performance.
  • Develops, implements and maintains policies and accounting controls; ensures compliance with all laws, regulations and standards.
  • Oversees budgeting and spending practices so as to monitor progress and present financial metrics both internally and externally.
  • Serves as the in-house compliance expert, interpreting FASB, UPMIFA, labor law, tax and other regulatory directives for decision making purposes. 
  • Serves as the liaison for trust and probate administration processes.
  • Reviews all proposed contracts and collaborates with Foundation CEO and Campus Operational Review to draft appropriate language.
  • Oversees Federal and Louisiana tax and informational return programs ensuring the IRS 990, 990T, Louisiana income tax, property tax, unemployment tax, unclaimed property and sales tax reporting obligations are completed in a timely and accurate manner.  Proactively manages any audits of same.  Initiates property tax exemption applications as necessary.
  • Oversees talent management and human resource functions including position control, new hire processing, benefit plan administration, time and attendance, payroll, quarterly and annual payroll informational return reporting, job and salary administration, Louisiana new hire reporting, workers compensation administration, U.S. census reporting, and employee life cycle processes.
  • Administers the retirement plan program including year-end non-discrimination testing and IRS Form 5500 filing.
  • Administers cash, treasury management, debt and purchasing card programs.
  • Administers property and general liability insurance programs.
  • Oversees the accounting professional and clerical staff and their related functions within the receipts and payables cycle, ensuring regulatory compliance as well as compliance with donor restrictions.
  • Safeguards Foundation assets.
  • Provides leadership, supervision and development to staff, fostering a shared vision, acting as a role model, and demonstrating the organization’s mission-based values.


  • Possesses an extremely high standard of ethics.
  • Possesses broad non-profit financial leadership experience within accounting, tax, investment, compliance and management disciplines.
  • Possesses strong leadership skills with the ability to influence and engage stakeholders as well as direct and indirect reports and peers.
  • Possesses excellent analytical and reasoning skills, along with excellent organization skills.
  • Possesses experience in a senior financial management role, partnering with other senior staff to develop, model, and implement financial management strategies.
  • Possesses a working knowledge of the trust administration and probate process.
  • Possesses exceptional professional demeanor and interpersonal skills with the ability to effectively interface with senior management, staff, the Board of Trustees, the campus, and various other internal and external stakeholders.
  • Provides excellent customer service.
  • Handles sensitive and confidential information with discretion.

Education/Training Experience:

  • Accounting degree required
  • Non-profit organization accounting experience required
  • Minimum of 10 years accounting leadership experience required
  • Advanced experience with all forms of investment vehicles required
  • Advanced Microsoft Excel skills required
  • Proficiency in other Microsoft products as well as various technology, reporting and social media platforms required
  • Certified Public Accountant preferred
  • Charitable Foundation experience preferredThe UL Lafayette Foundation is an equal opportunity, equal access, and affirmative action employer.


To apply, please send your cover letter, vita/resume and references to Michael Klein at