Chief Financial Officer

Responsibilities

• Provide oversight, stewardship, planning, and strategic counsel related to Health Well and HWF Direct’s financial position.
• Collaborate 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.
• Provide expertise to Health Well in the areas of Generally Accepted Accounting Principles (GAAP) and all applicable laws and regulations.
• Present strategic, accurate, and transparent reports related to Health Well’s financial health to the President, Chief Executive Officer, Senior Management Team, Board of Directors, and Board-appointed Finance Committee on a monthly and quarterly basis.
• Manage relationships with Health Well’s independent auditors, investment portfolio managers, and banking partners.
• Monitor Health Well’s investment portfolio and makes strategic recommendations.
• Drive the development of Health Well’s annual budgets in collaboration with department heads.

• Minimum five years of executive experience, with an additional ten plus years in corporate financial management.
• Minimum three years of non-profit finance experience (paid or volunteer).
• BSc/BA in Accounting, Finance, or relevant field;
  Master’s in Finance/MBA preferred.
• Equivalent combination of education and work experience may be considered.
• Computer skills including Microsoft Office Suite products, specifically proficient in Excel.
• Licensed CPA (active)