​Job
Title:Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 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.Â
Reports
To: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Chief
Executive Officer
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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.
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DUTIES
AND RESPONSIBILITIES
include the following.
Finance and Accounting:
· Â
Provide leadership to
the annual budget process; provide advice and guidance to senior management;
implement and control expenditures to ensure adherence to approved budget.Â
· Â
Directs the preparation
of all financial statements, including income statements, balance sheets, board
finance reports, tax returns, and funder finance reports.
· Â
Compare expense and
revenue projections to actual figures. Make or overs necessary adjustments to
future projections and budgets.
· Â
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.Â
· Â
Organize and direct cash
flow forecasting and budgeting.Â
· Â
Manage relationships
with banks, investments advisors and other financial institutions to ensure
that the company receives proper service.Â
· Â
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.Â
· Â
Serve as the primary
staff liaison for the organization’s Finance Committee.
Administrative Functions:
· Â
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.
· Â
Establish and/or improve
accounting policies and procedures in accordance with generally accepted
accounting principles, best practice internal controls, and the requirements of
funders.Â
· Â
In
collaboration with COO, develop budgets for programs and grants.
· Â
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.Â
· Â
In
collaboration with COO, analyze operations to recommend areas in need of
reorganization, downsizing, or elimination.
· Â
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.Â
· Â
Oversee financial
operations including supervision of accounts payable/receivable staff.
· Â
Direct the purchase of
equipment and supplies, ensuring quality and quantity commensurate with price;
ensure compliance with budgets. Â
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.
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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. Â
Graduate degree in Business and/or CPA is strongly desired.
Ability to
communicate fluently in English and Spanish.
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MINIMUM
QUALIFICATIONS – KNOWLEDGE, SKILLS & ABILITIES:
A responsible and mature
individual with a passion for non-profit organizations.Â
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.