CFO — Mission-Driven Nonprofit Finance Leader

Foundation Overview

Health Well Foundation is a Forbes 100-rated, Maryland-based 501(c)(3) non-profit organization that provides financial assistance to underinsured Americans to help them afford life-changing medical treatments. Our mission is to reduce financial barriers to care for underinsured patients living with chronic or life-altering diseases. HWF Direct, LLC is a wholly owned subsidiary of the Health Well Foundation, also based in Maryland, that provides high quality customer service paired with state-of-the-art contact center technology to serve Health Well’s national patient community.

• Provide oversight, stewardship, planning, and strategic counsel related to Health Well and HWF Direct’s financial position in cooperation with Health Well’s President and Chief Executive Officer, Board of Directors, Board-appointed Finance Committee, and third-party financial auditors and advisors.
• Collaborate and cooperate with the internal and Board-level compliance officer and legal counsel.
• Plan for long-term viability in consideration of the strong and direct connection between Foundation operations and finance departments and provide critical thinking regarding these departments.
• Provide expertise to Health Well in the areas of Generally Accepted Accounting Principles (GAAP) and all applicable laws and regulations, accounting software, budget planning and monitoring, financial risk management, and accounting and financial strategic oversight, including payroll, banking, and investments.

As a key executive, the Chief Finance Officer is expected to provide overall leadership to the Health Well organization and work collaboratively with colleagues and external customers. This is a highly sensitive/confidential position, and all information must be handled using complete discretion. The right candidate will have a strong presence and highly developed verbal and written communication skills in addition to having experience working and building relationships with a diverse and engaged Board of Directors.

Health Well expects its employees to embrace, reflect, and promote the mission and values of the organization and its corporate culture of diversity, equity, and inclusivity.

• Reports to the President and Chief Executive Officer, serves as a member of Health Well’s Senior Management Team, and provides leadership, mentorship, and professional development to all direct reports to promote continued growth among staff for succession planning purposes.
• Responsible for all internal controls and effective financial risk management plan, to drive Health Well’s financial strategy and compliance.
• Oversee procurement of appropriate insurance for the Foundation, the Board, and staff.
• Presents strategic, accurate, and transparent reports related to Health Well’s financial health to the President and Chief Executive Officer, Senior Management Team, Board of Directors, and Board-appointed Finance Committee on a monthly (electronically) and quarterly (at Board meetings) basis.
• Provides strategic financial and programmatic leadership to the President and Chief Executive Officer, Senior Management Team, and Board of Directors related to finances, investments, operational and administrative expenses, staffing and benefits, and capital investments related to Health Well’s ability to continue to meet its mission.
• Manages the relationships with Health Well’s independent, third‑party financial auditor, investment portfolio managers, banking partners, and other financial‑related consultants and contractors.
• Serves as key point of contact for Health Well’s annual financial audit, 990 filing, 401(k) audit and the financial aspects of all other program audits.
• Monitors Health Well’s investment portfolio and its cash position closely and makes strategic recommendations as needed to appropriately manage assets in accordance with Health Well’s Investment Policy Statement.
• Drives the development of Health Well and HWF Direct’s annual budgets, based on financial forecasting and modeling, in collaboration with department heads and presents the draft budget with…