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Chief Financial Officer

2 months ago

New York, United States Trustwell Living, LLC Full time

Company Overview: Trustwell Living is a senior living company that owns and operates several communities throughout the US. With a commitment to creating a culture of trust, compassion, integrity, and respect, Trustwell Living has successfully facilitated senior living communities nationwide. Trustwell Living invites families and friends to actively engage in community life, fostering a sense of belonging and support. Discover the holistic approach to care at Trustwell Living, where family caring for family is at the heart of our mission.


Position Overview: We are seeking a strategic and analytical Chief Financial Officer (CFO) to lead our finance team and drive financial planning, budgeting, forecasting, and analysis for our senior living and retirement community portfolio. The ideal candidate will possess a strong financial acumen, advanced analytical skills, and a proven track record of supporting business decision-making and driving financial performance.


Responsibilities:


  • Partner with executive leadership to develop long-term strategic plans, growth initiatives, and investment opportunities.
  • Prepare comprehensive financial reports, dashboards, and presentations for executive leadership, board of directors, and external stakeholders.
  • Direct, manage and oversee the staff accountants in the performance of their duties.
  • Prepare annual budget for Board approval.
  • Oversee accounts payable, billing and receivables.
  • Ensure correctness of general ledger and financial reports.
  • Account for Trustwell investment activities.
  • Coordinate year-end audits, including preparation of schedules and other documents pertaining to audits.
  • Ensure timely submission of annual tax forms.
  • Coordinate the monthly general ledger closing schedule.
  • Ensure the preparation of bank reconciliation.
  • Prepare monthly financial statements for the Board of Directors.
  • Monitor payroll activities.
  • Review transaction data for accuracy, adequateness of documentation and conformity to the charts of accounts.


Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred.
  • Minimum of 15 years of progressive experience in financial planning and analysis, preferably in the healthcare or senior living industry.
  • Experience managing and developing finance teams in a fast-paced environment.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Advanced skills in financial analysis tools and systems
  • Effective communication, presentation, and interpersonal skills.


We offer a competitive salary based on experience as well as a complete benefit package. We are an equal opportunity employer and prohibit discrimination based on age, color, disability, national origin, race, religion, sex, veteran status, and any other legally protected class in accordance to applicable federal, state and local laws. Employment is subject to verification of pre-employment drug-screening results, DMV records check and background investigation.