Chief Financial Officer

Department: Finance
Location: Washington, DC

JOB SUMMARY 

One of three officers of the Trust, the Chief Financial Officer (CFO) reports to the President and the Board.   The CFO has day-to-day responsibility for a highly complex financial structure supporting the work of the Trust.   

The CFO oversees accounting, finance, forecasting, budget preparation and monitoring, financial analysis, financial reporting, treasury functions and working with the Investments Committee and external Investment Advisor to manage the endowment. The endowment is primarily restricted and Board designated and is comprised of many different funds. Similarly, the gifts and grants that are raised annually are also primarily restricted which requires careful monitoring. The endowment is comprised of both liquid and illiquid securities, including private equity, and is the major focus of the annual financial audit.   

The CFO serves as a member of the Presidentís Executive Team. S/he also serves as the principal financial officer of the corporation under the bylaws, reporting regularly to the Board of Trustees and serving as management liaison to the Audit, Finance & Management, and Investments Committees of the Board of Trustees. S/he also oversees the financial relationship between the National Trust and its subsidiaries and may at times serve on the boards of National Trust subsidiaries.

ABOUT THE NATIONAL TRUST 

Mission  

The National Trust for Historic Preservation protects significant places representing our diverse cultural experience by taking direct action and inspiring broad public support, while upholding our organizational values:  Collaboration, Diversity and Inclusion, Innovation, Integrity and Making a Difference.  

The National Trust for Historic Preservation is a privately funded nonprofit organization that works to save Americaís historic places. The National Trust seeks to expand the preservation movement through direct, on-the-ground action and advocacy campaigns that save and reimagine historic sites. Its work helps build vibrant, sustainable communities by facilitating broad public participation in the preservation of sites, buildings, and objects of national significance or interest. The Trust is about people saving places. It advocates to save Americaís heritage, striving to create a cultural legacy that is as diverse as the nation itself so all of us can take pride in the full American story.  

Chartered by Congress in 1949, today the National Trust operates out of its headquarters in Washington, DC, eight field offices, and 28 historic sites nationwide. The National Trust is supported entirely by private contributions and earned income and is broadly recognized as the countryís leader of the historic preservation movement.

Strategic Direction/Vision  

The National Trust has set out a strategic vision to become the national name for saving places; to be known, understood, appreciated, and supported by millions of Americans; and to use that stature and reputation to affect preservation at an unprecedented scale and impact. The Trust is a thriving organization, actively saving Americaís significant historic places, representing our collective cultural experience, for the benefit and enrichment of all. A key priority for the President and CEO is to drive the National Trustís commitment to diversity and inclusion as the organization works to protect a cultural legacy that is as textured and diverse as the American experience, strengthening the social, environmental, and economic fabric of communities.

As the leading advocate for the protection of significant places and cultural landscapes, the National Trust helps cities and towns across the country safeguard and reuse their unique and invaluable historic resources. The organization also manages a network of historic sites to model best practices in stewardship, interpretation, and programming. The National Trust promotes investment in historic urban neighborhoods and main streets to help support vital, equitable, resilient, and healthy communities. The National Trust uses real estate, advocacy and legal tools to take direct action to save a revolving portfolio of individual places with deep significance to our country.

National Trust Subsidiaries  

The National Trust has two subsidiary organizations that are closely tied to the Trust by brand, governance, and mission.

The National Main Street Center (NMSC), the Trustís not-for-profit subsidiary, is a national organization committed to historic preservation-based community revitalization. Its primary program, Main Street America, has been helping revitalize older and historic commercial districts for more than 35 years. Today, it is a network of more than 1,600 neighborhoods and communities, rural and urban, who share both a commitment to place and to becoming stronger communities.

National Trust Community Investment Corporation (NTCIC), the Trustís for-profit subsidiary, enables tax credit equity investments that support sustainable communities nationwide. NTCIC provides financing for federal and state historic tax credit (HTC), new markets tax credit (NMTC), solar tax credit (ITC), and low-income housing tax credit (LIHTC) projects. On an annual basis, NTCIC generates dividend income to support the National Trustís programs. NTCIC is also the parent company of National Trust Tours and National Trust Insurance Services.

Funding

The National Trustís Audited financial statements for the period ending June 30, 2018 showed total net assets of $305.9 million and total operating expenses of $72.1 million on a consolidated basis. The National Trust has more than a million supporters, which includes a strong base of 85,000 actively contributing members and donors, who along with foundation and corporate support, contribute more than 50% of all annual revenue.  

The National Trustís for-profit subsidiary generates between $1-2 million in support annually. The organization has an endowment with a current market value of $228 million, more than half of which is dedicated to its portfolio of 28 historic sites.

Governance  

The National Trust is governed by a 25-30-member Board of Trustees that meets three times a year. Trustees bring a variety of expertise that includes: preservation; community revitalization and planning; finance; investments; business and organizational management; legal; marketing and government relations. The Board has seven active and engaged standing committees which occasionally meet between Board meetings to address key issues. 

DUTIES

Division Leadership

Budgeting

Finance/Accounting

Investments

Audit

Business Development

QUALIFICATIONS  

Requirements

The National Trust for Historic Preservation an equal opportunity organization and does not discriminate on the basis of race, color, religion, national origin, sex, age, sexual orientation, veteran status, or disability.  The National Trust for Historic Preservation  actively seeks opportunities to include members of these groups in its programs and activities.


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