Chief Financial Officer

2 months ago

San Francisco, United States St. Anthony Foundation Full time

Principal Responsibility

The Chief Financial Officer is responsible for the financial management of St. Anthony’s, ensuring overall fiscal health of the organization and that we are excellent stewards of our resources. The CFO oversees all financial aspects of St. Anthony’s including budgeting, forecasting, reporting, financial audit, accounting, payroll, insurance, risk management, contracts, planning, 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 with the CEO, COO and Chief Strategy Officer to develop new sources of revenue in alignment with our financial goals and values of the Foundation.

This position leads a team of sixteen across Finance and Facilities and reports to the CEO.

Essential Duties and Responsibilities Financial Strategy

  • 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 Foundation. 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 Facilities Manager to ensure facilities are well-maintained and kept up to compliance.

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 St. Anthony’s.
  • Establish collaborative partnerships with business unit leaders to manage budgets and business results.
  • Practice direct, respectful, open, and honest communication with colleagues.
  • Treat all guests, staff, and community members with empathy, dignity, and respect.

Minimum Qualifications

  • 10+ years progressively responsible nonprofit accounting experience, including management and supervision 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.
  • Commitment to St. Anthony Foundation Statement of Values.
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