Chief Financial Officer

The ideal candidate will have extensive experience in non-profit accounting and be responsible for financial strategy, financial planning and analysis, financial reports, annual audits, compliance, real estate and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and management. 

ORGANIZATION OVERVIEW

Our mission is to help homeless, poor, and disabled people achieve health and self-sufficiency, and to fight against the root causes of poverty and homelessness. BOSS was created in 1971 to help individuals with severe and persistent mental illness who had become displaced because of public hospital closures. Programs and services expanded over the past five decades to include services for unhoused, disabled, and low-income individuals and families residing in Alameda County. In 2013, executive leadership expanded the mission and began developing solutions for mass incarceration and violence in the community as unaddressed crises stemming from racially biased policies and systemic inequities. Today, BOSS is recognized as leading social services organization addressing mass homelessness, mass incarceration, and community violence with innovative service delivery methodologies. 

PRINCIPAL RESPONSIBILITIES

The CFO oversees all financial aspects of BOSS including budgeting, forecasting, reporting, financial audit, accounting, payroll, insurance, risk management, contracts, planning, real estate and legal financial compliance functions. In addition, we are seeking a CFO to lead an initiative to develop new sources of revenue, specifically optimizing and expanding our revenue from MediCAL and other associated programs. The position will work closely as a thought partner with the CEO and executive leadership to develop new sources of revenue in alignment with our financial goals and values of the organization. This position supervises the Controller who leads a team of six in the finance department Finance and is a direct report to the CEO.

Essential Duties and Responsibilities

• Lead financial planning for the organization, including short-term and long-term financial forecasts of financial performance for internal and external use.
• Develop and optimize MediCAL funding and other new sources of ongoing state funding.
• Participates in organization-wide strategic planning in conjunction with Executive Team.
• Oversees organizational risk management for the organization. This includes identifying, evaluating, and preventing risks by implementing assessment protocols and controls.

Financial Management

• Develop and oversee implementation of all financial reporting, both internal and external. Ensures timeliness, accuracy, and usefulness of financial and management reporting.
• Building a reporting infrastructure that provides a comprehensive, consistent method of reporting medical and financial data to support the management and control of finances, revenue streams, donations and expenses.
• Develop and oversee implementation, maintenance, and monitoring of organization financial systems, including general ledger, monthly financial statements, accounts payable/receivable, payroll, bank reconciliations, investment portfolio, and reporting to outside agencies.
• Oversee annual audit. Stays up to date on nonprofit accounting best practices and state and federal law regarding nonprofit operations.
• Ensure legal and regulatory compliance regarding all financial functions.
• Oversees cash flow planning and ensures availability of funds as needed.
• Oversees cash, investment, and retirement plan assets.
• Oversees financing strategies and activities, as well as banking relationships.
• Represents the organization to financial partners, including financial institutions, lenders, auditors, public officials, and donors.
• Manages the budget for the organization, including development of priorities, presentation for Board of Directors and training and education for management staff. Oversees implementation and monitoring of organization budget.
• Act as staff liaison to Finance Committee and Audit Committee. Presents budget information and other financial issues to staff, Finance Committee, Audit Committee and Board of Directors.
• Develop, implement, and maintain policies and procedures for all financial related activities including financial policies, expense policies, reserve policies, and investment policies.
• Maintain and administer general insurance programs.

Real Estate and Facilities

• Facilitate lease renewals, tenant management, tenant and landlord improvements, and other property management issues.
• Works closely with the Operations Department to ensure facilities are well-maintained and kept up to compliance.

Quality Assurance/Contract Compliance

• Supervises the Director of Contracts & Compliance who supervises the QA & Contracts Compliance Department.
• Interfaces and serves as a liaison with the City, County, State and Federal funding sources.

Staff Performance and Development

• Supervise, develop, and mentor the finance and operations teams.
• Create a positive work environment that emphasizes high standards and a culture of embracing best practices.

Interdepartmental and Community Relationships, Collaboration, and Communication

• Consistently demonstrate integrity while working and representing BOSS.
• Establish collaborative partnerships with leadership (Directors/Managers) to manage budgets and business results.
• Practice direct, respectful, open, and honest communication with colleagues.
• Treat all participants, staff, and community members with empathy, dignity, and respect.
• Create and present financial and tax strategy recommendations to CEO
• Support the financial planning and analysis efforts
• Oversee cash flow, cash management, working capital, and company audits
• Prepare financial statements and reports
• Ensure legal compliance on all financial functions
• Manage relationships with banks

Minimum Qualifications

• 10+ years progressively responsible nonprofit accounting experience, including management andsupervision of accounting programs; experience with $10 million plus budget required.
• Experience overseeing revenue cycle and MediCAL reimbursement systems and developing new sources of funding from the state.
• MBA, CPA or equivalent combination of education and experience desired.
• Data-driven mindset and excellent quantitative and analytical skills.
• Experience and knowledge with facilities/property management and maintenance.
• Experience evaluating and implementing new financial and accounting systems and utilizing technology to drive process improvement.
• Ability to work as member of a management team. Collaborative project management and team-building skills.
• Excellent presentation skills.
• Excellent interpersonal, listening, oral, and written communication skills.
• Ability to set limits, prioritize, delegate appropriately and handle pressure situations. Can respond to emergencies and high-pressure situations in a self-composed and self-assured manner.
• Experience working in a non-profit or community-based social service agency with people experiencing homelessness or poverty.