Chief Financial Officer

Essential Functions

• Participate as a core leadership team member in strategic planning, providing financial insights to support programmatic and organizational initiatives.
• Lead the development of financial plans and strategies to ensure long-term fiscal health and alignment with organizational goals.
• Establish and monitor financial Key Performance Indicators (KPIs) to evaluate and report on the organization’s fiscal health.
• Provide financial analysis and support for major decisions, including mergers, expansions, and other strategic initiatives.

Operational Oversight

• Lead the annual budget process, working closely with management and leadership teams to accurately project trends and financial activities.
• Oversee cash management in accordance with organizational policies and best practices.
• Ensure the financial performance of grant programs, patient billing, and the operating and capital budgets.
• Collaborate with clinical and operational leadership to align financial planning with program priorities.
• Develop and maintain internal controls to safeguard the organization’s financial assets and mitigate risks.

Compliance & Risk Management

• Ensure compliance with generally accepted accounting principles (GAAP) and all pertinent federal, state, and local regulations.
• Plan and execute the annual financial and compliance (A-133) audits.
• Oversee the timely filing of payroll tax returns and the annual Form 990 following the completion of audits.
• Administer grant reporting and compliance, including federal, state, and private grants (e.g., 330 FQHC, Ryan White Part C).

Team Leadership and Development

• Manage and develop the finance team, fostering a culture of accountability, collaboration, and continuous improvement.
• Lead and participate in departmental meetings, staff meetings, and monthly finance committee meetings.
• Mentor staff, identifying opportunities for professional growth and skill development.

Technology and Analytics

• Leverage financial technologies and data analytics to enhance reporting, identify trends, and provide actionable insights for decision-making.
• Promote the integration of innovative financial tools and systems to improve operational efficiency.

Collaboration and Communication

• Communicate regularly with management to facilitate cross-departmental objectives and address budget variances collaboratively.
• Present financial updates and reports at monthly board meetings, finance committee meetings, and other organizational gatherings.

Other Responsibilities

• Work on additional projects and tasks as needed or as the CEO requests.
• Adhere to health center policies and procedures and recommend changes where appropriate.