Vice President of Finance and Administration, Charlotte Symphony

ORGANIZATION:

One of the premier music organizations in the southeastern United States and the oldest operating symphony orchestra in the Carolinas, the Charlotte Symphony Orchestra (CSO) connects with more than 100,000 music lovers each year through its lively season of concerts, broadcasts, community events, and robust educational programs. The CSO has demonstrated a commitment to its mission of uplifting, entertaining, and educating the diverse communities of Charlotte-Mecklenburg and beyond through exceptional music experiences. Celebrating its 90th anniversary in 2022, the CSO continues its vision to reach out through the transformative power of live music as a civic leader, reflecting and uniting the region.

The CSO employs a professional full-time orchestra of 62 musicians and three conductors, supports three youth orchestras, and offers an extensive array of educational and audience engagement programs. The CSO performs in a variety of venues in Charlotte-Mecklenburg and surrounding counties in the Charlotte region, principally at the Blumenthal Performing Arts Center’s Belk Theater (1,900 seats), the Levine Center for the Arts’ Knight Theater (1,100 seats), and Symphony Park at SouthPark Mall. Its extensive community engagement activities take the CSO’s music to a variety of churches, breweries, community centers, schools, and senior care centers throughout the region.

The 2022-2023 season will feature 11 guest conductors, including the CSO debut of Erina Yashima leading Beethoven’s rarely performed Triple Concerto and Berlioz’s Symphonie Fantastique, and Cleveland Orchestra’s Vinay Parameswaran conducting Benjamin Britten’s Les Illuminations and William Grant Still’s Poem for Orchestra. The Sandra and Leon Levine Pops series will explore a wide range of musical genres, highlighted by 007: The Best of James Bond, a celebration of five decades of music for the iconic spy films. Legendary film scores come to life in the CSO’s popular Movie Series, a true “surround-sound” live experience. Additionally, the CSO is opening the 2022 Charlotte International Arts Festival with a newly commissioned production of David Bowie’s final album, titled Blackstar Symphony. The CSO is one of 25 orchestras in the United States to receive Catalyst Fund grants from the League of American Orchestras to advance equity, diversity, and inclusion within the organization.

The CSO 2021-2025 Strategic Plan, completed in May 2021, focuses on seven essential areas of strategic focus: artistic vitality and growth, education, financial health and sustainability, innovation, organizational culture, public relevance, and audience development. Strategies to advance the CSO’s commitment to diversity, equity, and inclusion are incorporated within each area. This plan serves as a road map for CSO, pointing the orchestra towards an enterprising and resilient future.

The CSO is governed by a 30-member Board of Directors chaired by Linda McFarland Farthing. David Fisk was appointed President and CEO in 2020. For the last 12 years, the artistic leadership of the CSO was under the baton of internationally renowned Music Director Christopher Warren-Green, who has now taken on the titles of Conductor Laureate and Artistic Adviser. Emerging American conductor Christopher James Lees is the Resident Conductor of the CSO and Principal Conductor of the Charlotte Symphony Youth Orchestra. For the fiscal year ending June 30, 2022, the CSO is reporting total revenue of approximately $11.8 million, with over $6 million in contributions and grants (excluding government or other special assistance related to COVID relief), and just over $3 million in ticket sales and program services. Total expenses in FY22 were approximately $11.3 million.

For more information, please visit www.charlottesymphony.com

REPORTS/RELATIONSHIPS:

The Vice President of Finance and Administration will report to the President and Chief Executive Officer and will serve as a strategic partner to the Executive Leadership Team and Board of Directors. This individual will manage the staff accountant, office administrator, and outsourced controller.

BASIC FUNCTIONS:

The Vice President of Finance and Administration will provide oversight to the organization’s day-to-day accounting operations, office administration, and strategic financial plan. The Vice President of Finance and Administration is a collaborative leader and subject matter expert, delivering strong analytical, problem-solving, collaboration, and risk management abilities.

Specific duties will include, but not necessarily be limited to:

  • Prepare and present financial information to the Chief Executive Officer, Board of Directors, and Finance Committee.
  • Develop and maintain a strong financial planning and forecasting process that aligns with the vision and strategies of the CSO 2025 Strategic Plan.
  • Oversee, direct, and organize the work of the accounting, administration, and IT staff.
  • Prepare and maintain the CSO budget in partnership with the leadership team.
  • Perform cash flow modeling and forecasting as well as monitor cash flow regularly.
  • Serve as the primary liaison to the Finance and Audit Committees.
  • Manage/oversee monthly closing.
  • Provide analysis and reporting to the Chief Executive Officer and leadership team to support key financial targets.
  • Oversee annual audit and 990 tax return in partnership with external accounting firm.
  • Manage banking and brokerage relationships.
  • Provide oversight of payroll process, retirement programs (403(b)) – including changes and compliance, and health insurance, in partnership with the CSO’s broker(s).
  • Partner with HR to develop and implement competitive benefits and employee incentive programs.
  • Provide oversight and point of contact for business liability and workers’ compensation insurance.
  • Ensure the availability of adequate equipment and office systems.
  • Serve as the primary contact for office lease, office equipment leases, and office-related vendors.
  • Promote a culture of trust, integrity, teamwork, and high performance with all colleagues.

REQUIREMENTS:

  • Five to seven years’ progressive experience in finance and/or accounting, with at least two years in a nonprofit organization.
  • Ability to lead the team and handle complex, ambiguous issues.
  • Ability to set goals for the department and advance progress toward goals by motivating staff and persisting in the face of obstacles.
  • Willingness to collaborate with others, respecting and appreciating the perspectives and contributions of all.
  • Ability to assess the needs of the audience to interpret and articulate complex financial and operational data in understandable and meaningful ways.
  • Ability to lead, manage, and hold the team accountable, as well as the self-awareness to accept feedback for self-development and growth.
  • Forward thinking, organized, experience with handling multiple projects and prioritizing workflow, and ability to meet deadlines.
  • Strong risk-management, analytical, and problem-solving skills.
  • Prior management experience; ability to lead, coach, manage, and motivate direct reports.
  • Excellent executive-level verbal and written communication skills, interacting with people at all levels in both formal and informal settings.
  • Proficient with Microsoft Office and accounting-related software programs such as Paylocity, Bill.com, Intacct, Expensify, and banking portals.
  • An undergraduate degree in a related field within business, finance, or accounting; CPA certification strongly desired.

COMPENSATION:

Compensation will be commensurate with experience including a competitive base salary, bonus opportunity, and competitive benefits package.

CONTACT INFORMATION:

Joy Davis, Consultant
704-377-0362