Our client is a private health non-profit foundation that manages philanthropic assets by investing in ideas and organizations that improve access, education, research and policy which promotes a healthier community.
The Chief Financial Officer (CFO) is responsible for performing or supervising the performance of all aspects of the Foundation’s financial operations, including financial planning, analysis and budgeting; developing and maintaining its system of internal controls; performing all accounting and payment functions (except check signing); reporting to management and recommending and implementing changes for improvements in the financial process. The following responsibilities apply to the Foundation and to each of its subsidiaries (where applicable) under its control and consolidation.
Essential Job Functions:
As part of the Executive Leadership team, provide clear communication in the areas of treasury, budgeting, accounting, audit, tax, payroll, short-and long-term forecasting, and strategic financial modeling.
- Prepare and present financial reports for the Executive team, Finance Committee, and Boards of Directors.
- Make recommendation to the team on ways to reach their bold, audacious goals, balancing with practicality.
- Develop strong, positive working relationships with colleagues, Boards of Directors, funders and partners.
Lead the finance team, be accountable for monthly financial reporting, consolidations, budgeting and forecasting compliance, and risk management, billing and revenue management, and clean annual audits.
- Lead a high-performing team by establishing clear goals, providing mentorship for the Controllers, and forecasting a flexible, positive culture.
Risk, Compliance, and Internal Controls
Manage the annual external audit including preparation, support and collaboration.
- Develop and maintain a system of internal controls.
- Develop and execute cashflow analysis and multi-planning methodologies.
- Analyze financial statement to pinpoint potential weak areas and make recommendations when appropriate.
- Monitor, manage, and review all external financial relationships, including banks, custodians, and vendors.
Grants and Contracts
Oversee grant due diligence, including preparation of grant agreements and / or independent contractor agreements, grant compliance review, and RFP processes.
- Develop and implement a system for tracking the use of grant proceeds where required, including compliance with allowable cost principles for federal grant awards.
Requirements:Qualifications of the Interim Chief Financial Officer:
- A laid back, humble personality.
- A more entrepreneurial management style.
- An ability to assess the technical needs and assign work based on the current finance team.
- A strategic thought partner for 3 executives who each report to their own sets of board of directors.
- An ability and willingness to jump in and do the work.
- Direct communicator / finance translator.
- A Strong Executive Leader who understands the importance of working within relationships and tactics to achieve win-win-win results.
Requirements of the Interim Chief Financial Officer:
- Bachelor’s degree in Accounting or Finance or equivalent.
- CPA designation is preferred.
- 10+ years of progressive experience in Accounting or Finance.
- GAAP accounting expertise and experience with consolidated financial reporting.
- Non-Profit healthcare experience
- Excellent financial modeling budgeting, and forecasting skills, as well as experience
managing high-performing teams through change and growth.
- Financial management of state contracts. State and / or federal Office of Finance
Management (OFM) reporting and compliance.
- An understanding of nonprofit accounting, government accounting, and grant accounting,
Healthcare and Medicaid experience.
- Experience with a Tier 1 or Tier 2 ERP systems is required. Experience leading a new
system implementation is an asset.
- Demonstrated success leading finance in a complex, multi-unit organization is essential.
- Flexibility to travel occasionally to attend local, state, and national meetings, where needed.
- Ability to commit to a six-month term.
Interested and qualified candidates, please submit your resume to firstname.lastname@example.org.