Chief Financial Officer

Job Description

The Chief Financial Officer (CFO) is part of the executive leadership team and reports directly to the Chief Executive Officer.

The CFO is responsible for all financial operations of the organization, including the development of financial and operational strategies, ensuring the safety of all organizational assets, and ensuring that appropriate strategies are in place to achieve organizational objectives. The CFO oversees all financial accounting, processes, reporting, internal controls, revenue cycle, and accounting functions.

The Finance Department consists of 15 staff.

• Oversees all financial activity including accounting, budgeting, cash flow management, and fund management, aligning financial plans with strategies and business objectives, supporting the development of targeted financial goals, developing spending schedules, and tracking expenditures.
• Develops and utilizes forward‑looking, predictive models and activity‑based financial analyses to provide insight into the organization’s operations and business plans.
• Maintains financial management policies, procedures, and controls; investigates and recommends purchase of financial management system software; develops and maintains a common chart of accounts and standardized budgets and financial reports.
• Prepares financial statements, including comparisons to budget, project accounting, cash flow statements, and fund analysis; analyzes and reports on financial results; oversees month‑end and year‑end closing; maintains effective internal controls to safeguard assets and ensure reliability of financial statements.
• Ensures legal and regulatory compliance with all financial and contractual reporting requirements for private or public funding, licensing, and regulatory agencies.
• Coordinates the financial relationship with fiscal sponsors, including management of financials and other grant tracking and reporting in coordination with Development staff and Program Managers.
• Stays up to date on nonprofit audit best practices and state and federal law regarding nonprofit operations.
• Monitors that regular financial and statistical analysis of agency operations are provided to the CEO, Board of Directors, and Executive Leadership Team in appropriate formats, including monthly budget‑to‑actual reports and other program productivity reports.
• Ensures timeliness, accuracy, and usefulness of financial and management reporting for federal and state funders, foundations, and the board of directors.
• Contributes to policy development as a member of the leadership team.
• Leads the Finance Committee of the Board of Directors to develop short, medium, and long‑term financial plans and projections.
• Provides ongoing supervision of the Finance Department, including A/P, A/R, purchasing, payroll, patient/client billing, contract reporting and invoicing, and accounting activities; supervises and manages staff to ensure the department operates efficiently and in coordination with organizational needs.
• Supervises the Finance team by providing coaching, career development, recognition, and retention of staff; ensures responsibilities, authorities, and accountabilities of all direct subordinates are defined and understood; manages segregation of duties within systems as needed.
• Develops and implements policies and procedures for all organizational financial operations that ensure full compliance with generally accepted accounting procedures, legal and regulatory requirements, and local/state/federal contractual requirements.
• Provides interface with the Board of Directors and the finance committee regarding organizational financial issues, attending committee and board meetings, and developing monthly financial reports and statistical analysis appropriate to the board’s needs.
• Develops and maintains effective communication and relationships with local, state, and federal contract authorities, the Community Health Center Network, Medi‑Cal and Medicare contracting entities, and other outside entities relevant to organizational goals and operations.
• Provides organizational leadership in the oversight of departmental and organization‑wide budgets and budget…