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Chief Financial Officer

Date Posted: May 14, 2019
Location: Federal Way, WA
Company: Washington Education Association
Position Type: Full-time

Sector: Non-profit


Scion Executive Search ( has been retained to conduct a search for a new Chief Financial Officer (CFO) for Washington Education Association, a wonderful and impactful union working to make public education the best it can be for Washington students, staff, and communities by advancing the professional interests of statewide educators.


The Washington Education Association was founded in 1889 and is the largest representative of public school employees in Washington State. The mission of WEA is to advance the professional interests of its members in order to make public education the best it can be for students, staff, and communities statewide.

It is WEA’s goal to build confidence in public education and increase support for Washington’s public school system. WEA is recognized as the voice of public educators in Washington, advocating for quality public education, reasonable class sizes, professional pay, and respect for those responsible for public school children.

WEA’s organizational objectives include:
• Increasing WEA members’ and employees’ professional status and job satisfaction.
• Improving the quality of and access to public education for all students.
• Forging partnerships with parents, business, other unions, and community groups.
• Promoting a just and inclusive society with respect for the worth, dignity, and equality of every individual.
• Ending institutionalized racism and bias in public education.
• Increasing the participation of individuals from historically underrepresented groups in all aspects of WEA activities.

WEA members have been improving education for more than 100 years.


The CFO will be a strategic thought-partner for and report to the Executive Director (ED) while working closely with the Board of Directors and the Budget and Finance Committee. As a key member of the executive leadership team, the CFO will play a critical role in partnering with the senior leadership team and Board of Directors in strategic decision making to ensure the organization’s successful operations and safeguarding its long-term financial stability.

WEA is seeking a collaborative, creative, and highly experienced CFO skilled at working with boards/committees to ensure organizational success via wise financial management and oversight. Through the implementation of learned financial strategy and careful analysis, the CFO counsels as to the financial implications of managerial, operational, strategic, and programmatic activities throughout the organization.

This highly impactful role is best suited for candidates comfortable with public speaking, presenting reports, budgets and outcomes, skilled at building consensus via educating diverse groups, and expressing the best strategic financial path/options. WEA seeks a true partner to the Executive Director capable of helping to make smart business decisions as part of the leadership team, working collaboratively, and who is driven by union values and is passionate about the importance of public education.


• Serve as chief financial advisor; recommend and implement financial policies and procedures for the Association.

• Administer the financial and business affairs, corporate functions and responsibilities of the Washington Education Association (WEA), an affiliate of the National Education Association (NEA).

• Review, analyze, and evaluate all matters relative to the financial interests of the WEA, including advising the WEA President, WEA Vice President, Budget and Finance Committee, Board of Directors, and Executive Director.

• Direct and supervise staff including a team of experienced accounting/finance and membership focused professionals.

• Serve as the Plan Administrator for the Staff Retirement Plans.

• Maintain an adequate accounting system, prepare monthly financial reports to the WEA Board for their regular meetings, and prepare such other financial reports as may be required.

• Provide overall administration and management of the accounting function, membership processing, dues accounting, budget formulation and execution, WEAPAC accounting and reporting and other business functions of the Association.

• Participate in the collective bargaining process with the Staff Union alongside the Executive Director, Director of HR, and other partners.

• Oversee the development of the WEA’s annual budget, provide monthly financial reports, coordinate the annual audits and preparation of tax returns for WEA, the WEA-Political Action Committee, the Employee Retirement Plans, and the WEA Rate Stabilization Fund.

• Maintain relations with financial institutions, actuaries, auditors, vendors, the Internal Revenue Service, Tax Counsel, and other institutions or individuals pertinent to the corporate function of WEA.

• Oversee cash management and monitor the fiscal affairs of the WEA including providing short and long-term forecasting of the financial condition of the Association.

• Provide consultation, advice, training, and assistance to Center Directors, UniServ Councils, and local affiliates regarding their administrative and financial operations.

• Responsible for making arrangements for WEA corporate insurance programs to include affiliate operations where service and cost are appropriate.

• Coordinate with the Plan consultants to advise and recommend investment policy, strategies for the staff retirement plans, and the rate stabilization funds to the trustees.

• Analyze financial and membership data and make recommendations for systems and procedural changes which improve WEA’s internal business functions.

• Responsible for the design and maintenance of appropriate internal control systems to insure compliance with applicable regulations and safeguarding WEA’s assets.

• Support the approved vision, mission, and goals of the WEA.

• Perform other duties as designated by the Board of Directors and/or the Executive Director.


This wonderful, full-time onsite opportunity offers the ability to make significant impact on behalf of Washington educators and the state community. This exciting role offers a competitive base salary, in addition to an exceptional full benefits and retirement package. Benefits include a comprehensive group health insurance package paid for individual and family (medical, dental, vision, flexible spending accounts, and life insurance); 401(k) plan in which the organization invests 9% in addition to your base; fantastic vacation, sick, and holiday pay; Short and Long Term disability, employee life, and AD&D insurance; and other perks. This is an opportunity, position, and mission that will inspire you daily!


Scion Executive Search is a retained executive search firm connecting executive nonprofit leadership to nonprofit organizations and foundations across the country. Born out of the nonprofit sector, we provide expert search strategies and leadership for your organization. Our executive candidates are true agents for change, and we are experts at matching their talents, motivations, and passions to your organization’s mission. Scion Executive Search has led hundreds of successful executive searches. Information about our firm and successes can be found online at

Scion is an equal opportunity employer and service provider committed to not discriminate on the basis of race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principals of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and for the candidates we represent.

Position Qualification:

MINIMUM QUALIFICATIONS: • At least seven years of prior financial leadership experience at a nonprofit organization, union, educational institution, association, school district, or other large membership organization or similar enterprise. • Thorough knowledge, background and experience in accounting, budgeting, and related financial business operations. • Ability to effectively lead, develop, and inspire a diverse team of professionals to accomplish WEA goals and objectives. • Prior experience and or knowledge of overseeing pension and retirement plans, and/or working as a plan administrator. • Knowledge or awareness of the public education finance system. • Knowledge of risk management principles, including risk-based approach to evaluating internal control effectiveness to help meet overall organizational goals and objectives. • Ability to protect against fraud with systematic data management that ensures appropriate internal controls, reviews, and verification. • Knowledge of the complexities and passion for working in a union environment. • Bachelor’s degree in business, or related field such as finance or accounting. • Respect for diversity and full inclusion in employment and governance within WEA. • Ability to effectively communicate verbally, and in writing, to large and small groups, and in formal and informal settings. • An understanding and appreciation for the societal, civic, and cultural importance of public education. • Certification as a CPA or advanced degree is a plus. • Demonstrated ability to work collaboratively with employees, managers, and others in work team settings.

Application Process:

APPLICATIONS AND NOMINATIONS: WEA has retained the services of Scion Executive Search, a national executive search firm specializing in mission-driven organization recruitment, to assist in conducting this important search. For immediate consideration please apply with your resume and cover letter, in Microsoft Word format if possible, via: Please address applications to: Isaac Schild, Managing Partner Scion Executive Search (888) 487-8850 Review of applications, nominations, and expressions of interest will begin immediately and continue on a confidential basis until an appointment is made. WEA is an Equal Opportunity Employer and encourages diversity and equity in all facets of the organization’s work. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other protected class.

Organization Statement:

The Washington Education Association is the voice of public educators in Washington — the voice calling for quality public education, reasonable class sizes, and professional pay and respect for those responsible for our children. The WEA is the largest representative of public school employees in the state. Watch the slide show below to learn how WEA members have been improving education for more than 100 years.

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