Chief Financial Officer (49836)

Bay Area Community Health; San Jose (CA); Sur place; USD 200 000 - 250 000; Plein temps

Résumé du poste

Bay Area Community Health seeks a Chief Financial Officer to lead all financial operations, reporting directly to the CEO. The CFO will oversee accounting, budgeting, reporting, internal controls, revenue cycle and all finance functions with a 15-person Finance Department.

The role requires strong nonprofit and healthcare financial leadership, compliance with regulatory requirements, and strategic financial planning to support organizational objectives.

Qualifications

• Bachelor’s Degree in accounting or related field.
• Five years as CFO/Controller in nonprofit with 100+ employees and/or $10M budget.
• CPA or MBA is highly desirable.
• 10 years as CFO or Controller preferred.

Responsabilités

• Oversee accounting, budgeting, cash flow and fund management; align with strategic goals.
• Develop predictive models and financial analyses for decision making.
• Maintain policies, controls, budgets and reporting.
• Prepare financial statements and ensure GAAP compliance.
• Ensure regulatory and tax filings are timely and accurate.
• Lead audits and coordinate with the board audit committee.
• Provide monthly financial reports to CEO and Board.
• Supervise Finance Department staff and processes.

Formation

Bachelor’s Degree in accounting or related field

Five years of experience as CFO, Controller or equivalent leadership role overseeing the financial operations of a nonprofit with 100+ employees and/or 10M budget

CPA or MBA highly desirable

10 years experience as CFO or Controller

Description du poste

Job Details

Job Location: McKee Admin - San Jose, CA 95127
Position Type: Full Time
Salary: $200,000.00 - $250,000.00
Job Shift: Day
Job Category: Executive

Overview

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 ensure fulfillment of organizational objectives, and overseeing all financial accounting, processes, reporting, internal controls, revenue cycle, and accounting functions. The Finance Department consists of 15 staff.

Essential Responsibilities

• Oversee 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.
• Develop and utilize forward‑looking, predictive models and activity‑based financial analyses to provide insight into the organization’s operations and business plans.
• Maintain financial management policies, procedures and controls; investigate and recommend purchase of financial management system software; develop and maintain common chart of accounts and standardized budgets and financial reporting.
• Prepare financial statements, including comparisons to budget, project accounting, cash flow statements and fund analysis, analyze and report on financial results; oversee month‑end and year‑end closing; maintain effective internal controls to assure safeguarding of assets and reliability of financial statements.
• Ensure legal and regulatory compliance with all financial and contractual reporting requirements for private or public funding, licensing and regulatory agencies.
• Coordinate financial relationships with fiscal sponsors including management of financials and other grant tracking and reporting in coordination with the Development staff and Program Managers.
• Remains up to date on nonprofit audit best practices and state and federal law regarding nonprofit operations.
• Monitor that regular financial and statistical analysis of agency operations are provided to the CEO, Board of Directors, and Executive Leadership Team in formats appropriate to each audience, including monthly budget‑to‑actual reports and other program productivity reports.
• Ensure timeliness, accuracy and usefulness of financial and management reporting for federal and state funders, foundations, and board of directors.
• Contribute to policy development as a member of the leadership team.
• Lead the Finance Committee of the Board of Directors to develop short, medium, and long term financial plans and projections.
• Provide ongoing supervision of the Finance Department to include accounts payable, accounts receivable, purchasing, payroll, patient/client billing, contract reporting and invoicing, and accounting activities; supervise and manage staff and ensure that the department operates in an efficient manner that is in coordination with the needs of the organization.
• Supervise the Finance team by providing coaching, career development, recognition and retention of staff; ensure that the responsibilities, authorities, and accountabilities of all direct subordinates are defined and understood.
• Develop and implement 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.
• Provide interface with the Board of Directors and the board finance committee with respect to organizational financial issues; attend committee and board meetings and develop and provide monthly financial reports and statistical analysis in a format that is appropriate to the needs of the board.
• Develop and maintain 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 as appropriate to organizational goals, objectives and overall operations.
• Provide organizational leadership in the oversight of departmental and organization‑wide budgets and budget revisions; monitor adherence to the budget and provide comprehensive reports and analysis to management.
• Oversee corporate tax filings and reports and ensure the timely submission of all filings to state and federal tax officials; ensure that required tax reports are submitted to county and foundation officials as requested/required.
• Maintain banking relationships and, under the direction of the board of directors and the CEO, arrange for any required debt or lease financing.
• Evaluate investment opportunities and coordinate investment decisions with the CEO and board of directors.
• Evaluate and oversee all organizational insurance policies, and ensure the ongoing maintenance of all policies to include general liability, property, malpractice, board, volunteer and bond coverage.
• Oversee financial audits and participate in programmatic audits as required and work in coordination with the board audit committee to ensure that all legal and oversight obligations are fully achieved.
• Participate in BACH’s annual budgeting and business planning process; develop and oversee the department’s budget and business plan.
• Demonstrate commitment to, and understanding of, BACH’s Behaviors for Success and GUEST (Customer Service Model), by modeling customer service excellence in all internal and external relationships and in the performance of all duties and responsibilities. Monitor staff and provide training and counseling as needed to meet customer service expectations.

Secondary Responsibilities

• Develop and oversee project accounting systems and provide information regarding the status and profitability of contracts and grants.
• Evaluate that accounting systems are designed and implemented to adequately ensure all revenues, expenditures, assets, liabilities, and net assets are properly recorded and reported in accordance with generally accepted accounting principles (GAAP) for nonprofit agencies and with the accounting principles and procedures established by the agency.
• Evaluate and recommend the range and adequacy of insurance coverage for the agency and ensure processing of request for Certificates of Insurance.
• Manage the financial resources of the agency in accordance with its board approved policies.
• Manage and support the annual financial audit.
• Analyze short and long‑term financial plans to aid the BOD’s role of fiduciary responsibility.
• Assist in preparing special cost studies, as required; perform additional duties as requested by CEO.
• Coordinate preparation and filing of tax returns, information returns and regulatory reports.
• Attend workshops, training, and meetings as needed, and as requested.
• Perform other duties as assigned by supervisor.

Qualifications

• Required education, experience, training
  • Bachelor’s Degree in accounting or related field or ten years experience that is directly related to duties and responsibilities specified.
  • Five years of experience as a CFO, Controller or equivalent leadership role overseeing the financial operations of a non‑profit with 100+ employees and/or a 10M budget; FQHC community health center experience preferred.
  • Management experience with government contracts and multi‑source funding.
  • Knowledge of financial accounting, budgeting, control and reporting principles, methods, techniques, and standards as applied within a nonprofit or healthcare business environment.
  • Ability to plan, organize, implement, evaluate, and modify financial programs, informational support systems, and processes.
  • Thorough understanding of and experience managing funds and cost accounting, bookkeeping, and financial management information requirements.
• Preferred education, experience, training
  • CPA or MBA highly desirable.
  • 10 years experience as CFO or Controller.
  • Experience in Non‑Profit and Healthcare.
  • Experience in software development or professional services business preferred.
• Access to reliable transportation.

Critical Success Factors

• The ability to work and act independently, and to make and carry out decisions with minimal supervision.
• The ability to communicate effectively, both orally and in writing.
• Strong interpersonal skills with the ability to lead teams and projects, and work collaboratively.
• Maintaining confidentiality and HIPAA compliance.
• Excellent organizational, time management and multi‑tasking skills with attention to detail.
• Excellent customer service and client services philosophy in all interactions.
• Successfully manage multiple projects at the same time.
• Appreciation and respect for working with and serving a diverse population.
• Proficiency in Microsoft Office and the internet.
• The ability to investigate and analyze information, draw conclusions and problem solve.
• The ability to gather data, compile information, and prepare reports.
• Supervision of personnel, which includes work allocation, training, and problem resolution; evaluates performance and makes recommendations for personnel actions; motivates employees to achieve peak productivity and performance.
• Participates in development, implementation and maintenance of policies, objectives, short‑and long‑term planning; develops and implements projects and programs to assist in accomplishment of organizational objectives.

Physical Demands

Sitting, walking, and standing associated with a normal office environment; regular bending and stretching; and lifting.

Manual dexterity used to include, but not limited to, standard office equipment, and computer keyboard.

Reading and writing in order to review records for accuracy.

Ability to read, sort, check, count, and verify numbers.

Math aptitude for account balancing, analyzing and problem resolution.

Supervises

• Director of Finance/Controller
• Billing Manager/Reporting Analyst
• Financial Analyst