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Chief Financial Officer

Harlingen, TX

Posted: 03/20/2023 Job Number: 1336871 Pay Rate: 90k/year - 125k/year

Job Description


Job Title:                      Chief Financial Officer




Join the leadership team of this non-profit health clinic as they strive to make a positive impact on the lives of underserved, Latinx, and LGBTQIA+ communities along the beautiful coast of Southern Texas. 












Reports To:                  Chief Executive Officer





  

SUMMARY





Oversees Finance department, budget preparation, funder monitor and reporting, and audit. Works with COO to monitor department budgets and make recommendations. Applies principles of accounting to analyze financial information and prepare financial reports by performing the following duties.





 

DUTIES AND RESPONSIBILITIES include the following.





Finance and Accounting:



·   Provide leadership to the annual budget process; provide advice and guidance to senior management; implement and control expenditures to ensure adherence to approved budget. 





·   Directs the preparation of all financial statements, including income statements, balance sheets, board finance reports, tax returns, and funder finance reports.





·   Compare expense and revenue projections to actual figures. Make or overs necessary adjustments to future projections and budgets.





·   Directs the preparation of monthly financial statements and reports for senior management, funders, and Board review on a timely basis; interpret reports for others as appropriate. 





·   Organize and direct cash flow forecasting and budgeting. 





·   Manage relationships with banks, investments advisors and other financial institutions to ensure that the company receives proper service. 





·   Oversee and direct the preparation and issuance of the Agency’s form 990; Act as the primary contact with the organization’s independent auditors; resolve any issues related to the audit. 





·   Serve as the primary staff liaison for the organization’s Finance Committee.





Administrative Functions:





·   Participate as a member of the executive team in the development of the annual operating plan, as well as longer-term strategic plans; prepare schedules and reports as required by the management team and board for strategic planning purposes. Work with the CEO, and COO to establish priorities for the planning process.





·   Establish and/or improve accounting policies and procedures in accordance with generally accepted accounting principles, best practice internal controls, and the requirements of funders. 





·   In collaboration with COO, develop budgets for programs and grants.





·   In collaboration with COO, recommend corporate insurance programs for the organization ensuring appropriate levels of coverage for liabilities, properties, volunteers, directors and officers and other insurance; evaluate and recommend changes to coverage as appropriate. 





·   In collaboration with COO, analyze operations to recommend areas in need of reorganization, downsizing, or elimination.





·   Monitor, update, and recommend improvements to the organization’s Risk Management plan, ensuring that the organization adheres to the plan and actively documents the plan’s actions. 





·   Oversee financial operations including supervision of accounts payable/receivable staff.





·   Direct the purchase of equipment and supplies, ensuring quality and quantity commensurate with price; ensure compliance with budgets.  








MINIMUM QUALIFICATIONS – EDUCATION & EXPERIENCE:





Required:

Degree in Accounting, Finance or Business from an Accredited University, and a minimum of 5 years of healthcare finance experience in a senior role. Applicant must also be familiar with Generally Accepted Accounting Practices and Federal Grant Writing.







 

Preferred:

The successful candidate will be an accomplished leader with a minimum of 5 years of experience in management and finance roles, and a minimum of three years of supervising others. S/he will demonstrate proficiency in nonprofit fiscal and strategic management as well as experience with and the ability to work with an active Chief Executive Officer and Board of Directors.  





Graduate degree in Business and/or CPA is strongly desired.





Ability to communicate fluently in English and Spanish.





 

MINIMUM QUALIFICATIONS – KNOWLEDGE, SKILLS & ABILITIES:

A responsible and mature individual with a passion for non-profit organizations. 





Working knowledge of accounting software and insurance reimbursements.





Working knowledge of Microsoft Office, specifically Outlook, Word & Excel. Must be able to work under conditions of constant interruption and be able to stay on task.





Ability to participate effectively as a team member. Willingness to work a flexible schedule when circumstances necessitate.





Ability to speak fluent English; ability to handwrite legibly; ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals; ability to write routine reports and correspondence; ability to speak effectively before groups of customers or employees of organization; ability to add, subtract, multiply, and divide, in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percent and to draw and interpret bar graphs; ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.














Meet Your Recruiter

Adam Murata
Account Executive - Healthcare Leadership Recruitment

Adam was born and raised in Waipahu, HI on the diverse island of Oahu. He graduated with a Bachelor’s degree in Marketing in 2016 at the University of Portland. At UHC Solutions, he relishes the opportunity to make an impact on community healthcare as it is his mission to improve the lives of the underserved communities as well as the candidates he is recruiting. Before entering the healthcare recruitment industry, he spent a few years marketing with a home improvement company based in Oregon.

In his free time, Adam can be found gaming with friends, watching Los Angeles Lakers games, and going to the gym for some heavy lifting sessions. He is also an avid foodie who is constantly finding new restaurants in the Portland Metro Area.

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