Chief Financial Officer

The Chief Financial Officer (CFO) serves as Cassia's senior financial executive and reports directly to the Chief Executive Officer (CEO). As a key member of the Executive Leadership Team, the CFO provides enterprise-wide financial leadership, stewardship, and strategic guidance to support Cassia's mission, long-term sustainability, and growth objectives.

The CFO is responsible for the overall financial health and performance of Cassia and its affiliated entities, including accounting, financial reporting, budgeting, forecasting, reimbursement, tax compliance, risk management, internal controls, and capital planning. The CFO serves as the organization's principal financial leader, ensuring sound stewardship of resources while providing strategic insight to support operational excellence, organizational growth, and mission fulfillment.

The CFO works closely with the Chief Investment Officer and other executive leaders to develop and execute innovative financing, investment, and capital deployment strategies that support development, acquisitions, renovations, affiliations, and other strategic initiatives. This leader must possess a deep understanding of nonprofit finance, tax-exempt financing structures, nonprofit corporate governance, and the complex financial frameworks used to support growth within mission-driven organizations.

Cassia is a faith-based, nonprofit organization dedicated to serving older adults through senior living, healthcare, housing, rehabilitation, pharmacy, and community-based services.

• Serve as the principal financial advisor to the CEO and Executive Leadership Team.
• Provide enterprise-wide financial leadership and strategic direction in support of Cassia's mission, vision, values, and long-term organizational objectives.
• Collaborate with executive leaders to evaluate strategic opportunities, risks, investments, affiliations, acquisitions, and business initiatives.
• Lead long-range financial planning and forecasting efforts that support sustainable growth and operational excellence.
• Identify emerging industry trends, regulatory changes, and financial risks that may affect organizational performance.
• Foster a culture of stewardship, accountability, innovation, and continuous improvement across the organization.

• Direct all financial operations of the organization, including accounting, treasury, financial reporting, budgeting, forecasting, reimbursement, audits, tax compliance, debt management, and internal controls.
• Ensure the integrity, accuracy, and transparency of financial records and reporting.
• Monitor organizational financial performance and recommend corrective actions as necessary to ensure financial sustainability.
• Maintain appropriate liquidity, reserves, and cash management practices.
• Establish and monitor key financial and operational performance indicators.
• Ensure compliance with all applicable federal, state, local, and nonprofit regulatory requirements.

• Partner closely with the Chief Investment Officer to develop and execute enterprise capital strategies that support growth, sustainability, and mission impact.
• Collaborate on organizational capital structure, financing strategies, debt management, liquidity planning, and investment funding approaches.
• Evaluate and implement innovative nonprofit financing solutions, including tax-exempt bond financing, obligated group structures, master trust indentures, joint ventures, partnerships, and other capital formation strategies.
• Support development, acquisition, affiliation, renovation, and repositioning initiatives through financial modeling, transaction analysis, capital planning, and funding recommendations.
• Work collaboratively with lenders, bond counsel, underwriters, financial advisors, rating agencies, and external partners to secure and optimize financing arrangements.
• Ensure effective coordination between treasury, investment, operational, and strategic planning activities to maximize organizational resources and financial flexibility.

• Lead the annual budgeting process and long-range financial planning activities across the organization.
• Collaborate with operational leaders to establish and monitor budgets aligned with strategic priorities.
• Provide regular forecasts, variance analyses, and financial…