Chief Financial Officer and Chief Operating Officer

About MOXI

MOXI, The Wolf Museum of Exploration + Innovation^® is dedicated to igniting learning through interactive experiences in science and creativity. Located in the heart of Santa Barbara’s redeveloped tourist area at 125 State Street, the museum is LEED-certified Gold and serves guests of all ages through its hands-on exhibits and education programs. MOXI is a 501(c)(3) nonprofit organization generously supported by its daily guests, members, facility rentals and donations from individuals, foundations and corporate partners.

MOXI is a collaborative, creative, and fun place to work. Our team is guided by a set of core values that help create a culture where work and play need not be mutually exclusive. We are playful. We are collaborative. We are experimenters – we take risks and we embrace failure. We believe diversity is critical to creativity. We are MOXI. For more information, visit moxi.org.

Position Summary

The Chief Financial Officer and Chief Operating Officer (CFO/COO) plays a critical role in advancing MOXI’s mission as a key member of the senior leadership team. The CFO/COO works closely with the CEO to ensure long-term financial stability, expand creative capacity, and enhance the overall institutional reputation. S/he oversees day-to-day administrative and operational functions of the museum: all accounting and finance, human resources, operations and insurance needs. S/he supervises the annual budget preparations and makes regular presentations about museum finances to the Board of Directors and its various subcommittees. The ideal candidate is a skilled communicator, an effective leader and driven business person who can spur institutional growth and ensure stringent fiscal management, maintain key operational procedures, create new processes and ensure day to day operational excellence.

Responsibilities

BUSINESS AND FINANCIAL

• Serve as the overall director for the creation, implementation, reporting, and accounting for the museum’s annual budget.
• Set a schedule of month-end reporting and an accountability structure that delegates departmental responsibility to department heads.
• Meets regularly with the CEO to track revenue and expenses
• Work with the museum’s CEO and Finance Committee, determine the short and long-term financial goals for the museum and manage a plan of work to achieve these goals, to include responsible management of financing, endowment, and other key financial aspects of the organization.
• Re-forecast annual budget as required.
• Manage cash flow and debt financing.
• Oversee the museum’s retail operations for the gift shop.
• Review the annual audit and control income/expenses.
• Review the preparation of the 990 tax return.
• Work with the development team to create annual and long-term fundraising goals that support the operating and program expenditure budgets.
• Manage accounts payable, accounts receivable, and the annual audit.
• Oversee treasury management and collaborate with endowment investment consultant; direct investment policies and procedures; update monthly/quarterly investment reports.
• Work with department heads to establish museum-wide long-range goals and plans; ensure that day-to-day functioning of the museum meets and furthers short and long-range plans.
• Ensure that the financial management system, chart of accounts, and internal control systems are properly designed and maintained; and provide meaningful and timely information.
• Ensure that the key transaction systems (including fundraising, membership, museum admissions, and event ticketing) are efficiently and fully implemented and are regularly reconciled to the general ledger.

HUMAN RESOURCES

• Oversee personnel-related functions, including hiring, training and development, benefits planning and administration, termination actions, reviews, employment contracts, employee counseling, and administration of personnel files,
• Monitor and ensure the organization’s compliance with federal, state, and local employment laws and regulations, and recommend best practices.
• Facilitate monthly administrative staff meetings.
• Continually oversees the museum’s legal compliance and benefits provisions. As needed, makes recommendations to the CEO for changes in either area.
• Establish and support policies that promote organizational culture and vision.

INSURANCE, RISK, AND SAFETY

• Work with museum’s insurance broker and carriers to assess and implement the appropriate levels of coverage.
• Act as the museum’s risk manager in relation to operating liability; make recommendations for changes in coverage as needed.
• Steward risk management.

GENERAL OPERATIONS

• Oversee staff in the maintenance and care of the museum’s physical plant (except exhibits), implementing protocols that provide for the highest quality visitor experience possible.
• Oversee the box office and museum store operations, including POS software selection during renewal periods, staff training, and other related aspects.
• Ensure compliance with the City of Santa Barbara’s Conditions of Approval.
• In collaboration with the Director of Operations, develop a facility master plan that includes short-, mid-, and long-term maintenance and building improvements, and create a budget to support the needs.
• Other duties as assigned

Supervisory Responsibilities

Director of Operations, People + Culture Manager, HR + Finance Specialist (part-time)

Required Skills and Abilities

• Proven understanding of nonprofit finance and accounting.
• Outstanding written and verbal communication skills; highest level presentation, negotiation, project management, and problem-solving skills required.
• Proven track record of developing, building, motivating, training and supervising a strong and diverse team of employees.
• Passion for creating a world-class museum that is recognized as a truly outstanding educational experience.
• Enthusiasm for working in an organization where change is frequent, structure is evolving, and flexibility, teamwork, and good humor are absolute necessities.
• Proficiency in all Microsoft Office applications and ability to learn new systems and adapt with emerging technologies.
• Experience with Quickbooks accounting software or similar product.
• Experience working with external boards and committees.
• Awareness of issues relating to access and inclusion and the ability to build inclusive and accessible programs.
• Spanish fluency a plus

Previous Experience Required

• Minimum seven years in senior level administration and financial management required: nonprofit experience or Board leadership a plus.
• MBA or CPA and an undergraduate degree in Accounting, Business Administration, or a related field is preferred.

Essential Functions

• This position requires the ability to work five days/week on­site with some remote work flexibility, be highly organized and prompt, work with multiple technologies, troubleshoot and problem solve, and communicate effectively and courteously with a variety of people verbally and in writing.
• Applicant must be able to bend, squat, lift push/pull up to 40 lbs.
• Schedule and availability reflect that the organization is a 7-day a week operation, with periodic early morning and evening programs
• Regular predictable attendance is required
• Reasonable accommodations may be made in order to allow individuals with disabilities to perform the essential functions.
• Employment background/criminal check is required

MOXI is an equal opportunity employer committed to diversity at all levels.