Founded in 2007, our client is a nonprofit organization in the healthcare field that directly impacts the welfare of the community and provides a variety of services. The organization is also responsible for managing a sizable investment fund and managing real estate assets owned by them.
The CFO is responsible for
all aspects of the organization's general finance, audit and accounting activities to ensure the adequacy and execution
of operational and mission objectives. The CFO provides leadership for all phases of the
organization's operations, with special emphasis on meeting the needs of the
community through services provided to the community, ownership and property management of real estate properties, management of the investment portfolios and leadership of the grant making and impact investing goals of the organization.
Primary duties and responsibilities include...
Vision & Strategy:
- With the President and CEO, supports the development of the long-term strategic plan of the organization through collaboration with the Board of Directors.
- Plans, directs and evaluates all financial and accounting activities of the organization to ensure operational objectives of the strategic plan are effectively met.
Financial, Tax, Risk, Legal, Compliance, and Facilities Management:
- Presents regular reports on finances and operations to the President and CEO and the Board of Directors.
- Oversees the adequacy and soundness of the organization's financial structure and reviews all financial reports to ensure that accounting accurately depicts operating results.
- Monitors compliance of the organization's articles of incorporation and Bylaws to ensure compliance with all laws and regulations.
- Monitors compliance of affiliated organization duties and obligations.
Grant Related Activities:
- The CFO oversees all financial aspects of program development, implementation, and surveillance or monitoring of grants activity including:
- The process of identification and analysis of program, proposal and project areas for presentation to the President and CEO.
- After programs or projects are funded, responsible for the process of implementation, monitoring, evaluation and communication of findings of funded program or projects.
- Works with the President and CEO and staff to establish accountability standards and systems that track the grant effectiveness and impact.
- Responsible for reporting to the President and CEO metric and evidence based results obtained from grant-funded programs and projects.
- Performs other duties as assigned by the Board of Directors and complies with articulated role restrictions.
- Ensures transparency and communicating regularly with the Board in all key governance areas, including strategic planning, financial oversight, leadership development and staff leadership.
Governance and Internal Leadership:
- Manages, mentors and reviews the performance of staff, as appropriate.
- Maintains relationships with the real estate managers
- Oversees the effective utilization of the organization's finances, assets and human capital.
- Works with elected officials at the state and local level to develop policies that advance the organization’s mission.
- A strong leader communicating the organization's mission.
Community and Public Relations, Outreach/Collaboration:
- Assures the organization and its mission, programs, products, and services are consistently presented to convey a strong, positive industry image to relevant stakeholders.
- Maintains close professional relationships with banks, brokers, and other professionals within the financial and business communities to ensure the organization's assets are managed appropriately.
- The ideal candidate will have at least 15 years of work experience, with seven to ten years of experience as CFO or in a senior leadership position. Ideally the candidate will have experience and exposure to a healthcare or service related organization with a diversity of stakeholders. The successful candidate will also have a demonstrated deep commitment for wellness and experience working with smaller or underserved communities.
- The ideal candidate will have extensive experience in complex agreements and transactions.
- The ideal candidate will have experience and exposure to investment policy, asset allocation and consultant management. Experience in private equity, impact investing and innovative finance that supports place-base community is preferred.
- The CFO will bring extensive experience and demonstrated success across multiple dimensions, such as: financial management, real estate, impact investments and asset management, political, corporate, or governmental affairs; and public relations.
- The CFO will additionally have demonstrated decisive management abilities, be equally strategic, tactical, and operational, have exceptional oral and written communication skills, be well-organized, and possess strong business ethics.
The successful candidates will be/have:
- The ability to convey a dedication to the mission of the organization and should project self-assurance and unshakable confidence.
- Strategic and analytical; able to develop strategies that can fulfill organization’s mission.
- An accomplished manager with experience managing consultants, staff and appropriately working with, advising, and influencing related organization and community leaders.
- A thorough understanding of healthcare is desirable, but not required.
- A confident, practical, assertive, firm, and self-motivated individual who can develop others, drive continued improvement and lead without authority.
- High attention to detail and ability to communicate complicated concepts through written and verbal methods to all levels internally and externally.
- Demonstrated skills in creative problem-solving and working through adversity.
- Private sector, real-world implementation knowledge and experience preferred.
- The ability to develop systems of accountability for achieving results as well as continually improving and raising performance expectations.
- Able to monitor external factors while managing internal strategy to focus on priorities and executing changes when necessary.
- Personable, diplomatic, intuitive, inquisitive and mature with conflict resolution skills; willing to offer opinions, suggestions, and judgments that are supported by sound logic.
- Energetic, determined, bright, entrepreneurial, resourceful, dedicated, and enthusiastic.
- Honest and transparent, impeccable personal character and high integrity.
- A strong academic record and distinguished professional record.
- Broad business acumen and acute political sensitivity.
An undergraduate-degree is required. A bachelor’s degree in business, finance, health care or related field is highly preferred and an advanced degree such as an MBA and or CPA would be preferred.
A base of $150-200,000 (DOE) + bonus and a very complete benefits package.