Vice President, Chief Financial Officer

JOB SUMMARY

The Vice President, Chief Financial Officer (CFO), serves as a trusted advisor and strategic thought partner to the President and Chief Executive Officer. The CFO plays a pivotal role in shaping the strategic direction and long-term financial sustainability of the Catholic Health Association (CHA), working collaboratively across the organization to advance CHA’s mission and priorities.

The CFO is responsible for ensuring strong financial stewardship and operational effectiveness, including the integrity of financial systems, controls, and reporting; the sound management of treasury and investments; and the oversight of key operational functions that support organizational efficiency and innovation. In partnership with the President/CEO, the CFO supports executive decision-making, provides leadership on complex organizational issues, and serves as a principal spokesperson for CHA on financial matters.

The CFO works closely with the Board of Trustees and its committees, supporting governance processes and transparency, and serves as Corporate Treasurer.

• Lead strategic oversight of the organization’s financial and treasury functions to ensure long-term financial health and sustainability.
• Establish and maintain robust internal controls and safeguards over all cash and investment assets.
• Lead the treasury function, managing cash flow, investments, and banking relationships to achieve appropriate return expectations consistent with the organization’s social responsibility values.
• Partner with the CEO, executive leadership, and cross-functional teams to align financial strategies with organizational and mission-driven goals, including member engagement, advocacy, mission integration, and communications.
• Through oversight of the Senior Director, Finance, ensure effective annual budgeting, multi-year forecasting, and financial modeling.
• Hold enterprise responsibility for financial stewardship, including long-range financial planning and budgeting; financial reporting; treasury and investments aligned with socially responsible investing; audit, tax, insurance, financial controls, and regulatory compliance.
• Oversee accurate and timely financial reporting to the Board, Finance Committee, and Audit and Compliance Committee.
• Communicate financial information clearly and effectively to internal and external constituents with varying levels of financial expertise.
• Ensure adherence to accounting standards and tax laws/regulations.
• Lead and coordinate internal and external audits, including management of the external annual audit and any regulatory or governmental audits (e.g., IRS), and ensure timely implementation of audit recommendations.
• In collaboration with the Vice President, General Counsel/Compliance Officer, provide executive oversight of enterprise risk management, including identifying and mitigating financial and operational risks and overseeing business continuity and emergency preparedness.
• Serve as executive staff liaison to the Finance Committee and, with support from the Vice President, General Counsel/Compliance Officer on corporate compliance matters, the Audit and Compliance Committee, supporting governance processes and transparency.
• Serve as Corporate Treasurer, stewarding all Board-approved financial resolutions and fiduciary documentation.
• Through oversight, ensure safe, efficient, and cost-effective operations of the organization’s physical spaces and operational infrastructure.
• Provide executive oversight of enterprise information technology strategy, infrastructure, and cybersecurity, ensuring systems and controls protect organizational assets and support operational effectiveness, innovation, and strategic goals.
• Lead enterprise data strategy and business intelligence to support informed decision-making and organizational performance.
• Oversee operational support for CHA’s programs, meetings, and events, ensuring resources are aligned with programmatic priorities and event objectives.
• Lead, develop, and mentor finance and operations teams, including senior directors and department heads, fostering collaboration, accountability, and values-based leadership…