CFO JOB DESCRIPTION

Few executive decisions move without the numbers to back them. A CFO who cannot translate financial reality into clear guidance leaves boards approving strategies they cannot afford and leadership teams chasing targets that were never funded. The CFO owns the full financial architecture of an organization - budgeting, reporting, risk, capital structure, and compliance - and serves as the primary financial authority to the CEO and Board of Directors. At this level, the role demands fluency in GAAP and M and A due diligence alongside the organizational authority to enforce financial discipline across every function.

As the CFO, you lead the financial strategy and operational integrity of the organization, directing budgets, forecasts, internal controls, and investor and auditor relationships to sustain profitability and manage risk. You report to the CEO and partner with the Board of Directors, senior leadership, and external legal and accounting advisors to align financial execution with long-term organizational objectives.

Career Impact: Holding the CFO seat builds recognized authority in GAAP-based financial governance and M and A execution, two competencies that define senior finance careers across every major market sector.

Business Impact: The quality of the financial reporting, cash management, and risk controls this role produces determines whether the organization can secure capital, pass audits, and execute growth strategies with confidence.

Growth Opportunity: Exposure to due diligence, acquisition integration, and Board-level financial reporting accelerates the path to larger CFO mandates or board advisory roles in more complex organizations.

• Lead annual and multi-year budgeting processes, producing detailed forecasts and variance analyses for the CEO and Board.
• Direct accounting operations including accounts payable, accounts receivable, payroll, and month-end close to ensure GAAP compliance.
• Own cash flow management and capital structure, monitoring liquidity and recommending corrective action when targets diverge.
• Develop and enforce internal controls, accounting policies, and procedures that protect financial data integrity across all functions.
• Drive M and A activity including valuation, due diligence, negotiation support, and post-acquisition systems integration.
• Partner with legal counsel on contract review, compliance obligations, and insurance coverage to manage enterprise risk.
• Manage relationships with external auditors, investment institutions, banks, and government agencies on behalf of the organization.
• Mentor and develop the finance and accounting team, establishing performance standards and supporting professional growth.

• Bachelor's degree in Accounting, Finance, or Business Administration, or equivalent work experience.
• Ten or more years of progressive financial leadership experience, with at least five years in a senior finance or CFO role.
• CPA, CMA, or MBA credential, or demonstrated equivalent expertise in financial reporting and compliance.
• Proven command of GAAP, internal controls frameworks, and financial statement preparation across full reporting cycles.
• Experience leading M and A transactions including due diligence, valuation analysis, and integration planning.
• Demonstrated ability to present financial results and strategic recommendations directly to Boards of Directors and executive teams.
• Strong written and verbal communication skills, with the ability to translate financial complexity into actionable guidance. 

• Experience managing finance functions across multiple legal entities, subsidiaries, or family-owned business structures.
• Background in a government contracting environment with knowledge of Cost Accounting Standards or FAR Cost Principles.
• Prior exposure to ESOP company financial structures and related regulatory requirements.
• Multilingual capability supporting financial reporting or stakeholder communication across international operations.

• Budget forecast accuracy, measured as variance between approved budget and actual results by quarter.
• Days sales outstanding, reflecting the efficiency of accounts receivable collections across the portfolio.
• Audit outcome rate, tracking the percentage of audits completed without material findings or restatements.
• M and A integration milestone completion rate, measuring post-close systems and reporting consolidation on schedule.
• Cash runway and liquidity ratio, indicating whether operating reserves meet Board-approved minimum thresholds.
• Typical tools: ERP and Accounting platforms (commonly NetSuite or SAP); financial planning and analysis software (commonly Adaptive Insights or Anaplan).

• Base Salary Range: $180,000 to $280,000 depending on organization size and industry sector
• Bonus: Annual performance bonus of 20 to 40 percent of base, tied to financial and strategic targets
• Equity: Stock options or profit-sharing common in privately held and growth-stage organizations
• Health Benefits: Comprehensive medical, dental, and vision coverage for employee and dependents
• PTO: 20 to 25 days per year plus company holidays and executive sick leave
• Common Perks: Executive life insurance, 401(k) with employer match, and continuing professional education reimbursement

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks and verification of work authorization are required conditions of employment for this position. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations will be provided to individuals with disabilities throughout the hiring process upon request. Candidates must be authorized to work in the United States prior to their start date.

The CFO owns revenue cycle oversight and financial reporting for a health center, supervising the Revenue Cycle Manager and outsource billing vendor to optimize collections from third-party payers. Working closely with executive management and the Board, the CFO delivers budgets, cost analyses, and performance reports that strengthen the organization's financial and operational health.

Key Responsibilities

• Supervise the Revenue Cycle Manager and monitor performance with the outsource billing vendor to optimize collections from third-party payers.
• Communicate and deliver training to health center staff on revenue cycle and financial control policies.
• Coordinate and develop annual and multi-year operating budgets and provide periodic forecasts to executive management and the Board.
• Develop Action Fund budget and monitor ancillary financials to ensure compliance and protect tax status.
• Provide monthly financial and cost analyses and initiate discussions with management to address revenue and cost variances.
• Develop reports analyzing key financial measures including medical center performance, revenue and cost per visit, and trends against benchmarks.
• Meet with Health Center Managers to review financial results and recommend methodologies to improve performance.

Required Qualifications

• Bachelor's degree in Business or Finance, with Master's degree preferred.
• Five to seven years of progressively responsible budgeting, financial analysis, and reimbursement experience in a healthcare agency.
• Revenue cycle expertise required.
• Nonprofit management and staff supervisory experience required.
• Experience with MIP (Abila) helpful, with new IT systems implementation experience required.

Embedded within the executive leadership team, the CFO develops strategic financial initiatives and manages all Finance functions including Financial Planning, MIS, Budgeting, and Cash Flow Projections to support the board's objectives. Working closely with regulatory organizations, auditors, and banks, the CFO ensures accounting frameworks, financial statements, and treasury assets are managed in full compliance with statutory provisions.

Core Functions

• Manage all matters pertaining to Finance including Financial Planning, MIS, Budgeting, Cash Flow Projections.
• Develop strategic financial initiatives to assist in achieving the board's objectives.
• Coordinate the formulation of business plans and annual budgets and monitor progress toward their achievement.
• Develop and utilize financial models and activity-based analysis to support investment decisions and business planning.
• Ensure annual financial statements and statutory reports are prepared accurately and in accordance with standards.
• Monitor and control revenue and expenses to ensure operational and financial efficiency.
• Develop and manage key relationships with regulatory organizations, auditors, solicitors, and banks.

Qualifications and Experience

• CPA or ACCA certification with a relevant Master's degree or equivalent preferred.
• Minimum eight years of experience in an Executive Management role within Development Finance or Financial Services.
• Competencies in IFRS provisions and compliance, strategic and financial planning, and budgeting.
• Strong decision-making, analytical ability, and numeric skills including use of automated solutions.
• Excellent leadership, stakeholder engagement, and collaborative skills.

Reporting to the Chief Finance Officer, the CFO leads team management and finance project engagement including Commonwealth budget development, financial forecasting, and monthly reporting for government entities. Partnering with client organizations and senior leaders, the CFO improves financial processes and delivers business cases, reports, and strategic support that strengthen financial acumen across the public sector.

Primary Duties

• Lead team management and engagement on finance projects.
• Develop Commonwealth budget, financial forecasting, and monthly reporting.
• Produce financial reporting for Commonwealth entities.
• Partner with client organizations to improve financial processes and acumen.
• Manage external budgeting and Activity Based Costing or cost recovery initiatives.
• Develop business cases and write reports, briefs, and proposals.
• Report directly to and provide strategic support to the Chief Finance Officer.

Skills and Qualifications

• CPA or CA membership preferred.
• Experience within Australian Federal Government with an active security clearance desirable.
• Strong problem-solving skills and ability to provide high-level consultancy advice.
• Audit experience including A-133.
• Ability to build relationships with senior leaders and CFOs.

Sitting at the intersection of financial strategy and operational oversight, the CFO leads long-term planning, cost management, and annual budgeting in alignment with the firm's strategic plan while mentoring accounting personnel and managing M and A opportunities. Operating across finance, compliance, and client contract functions, the CFO strengthens profitability and ensures regulatory compliance for the organization and its stakeholders.

Duties

• Oversee long-term planning and cost management in alignment with the firm's strategic plan and make recommendations to enhance profitability.
• Lead the annual budgeting process, financial reporting, and forecast updates.
• Monitor financial performance, establish corrective measures, and prepare detailed reports for management and the Board.
• Manage accounting operations including accounts payable, payroll, invoicing, accounts receivable, collections, and cash monitoring.
• Partner with the Client Sales Leader to optimize sales targets and evaluate alternative revenue opportunities.
• Ensure regulatory compliance and oversee financial IT systems.
• Monitor and manage cash flow, risk management, and insurance.
• Negotiate client contracts and coordinate with attorneys on Master Service Agreements and Business Associate Agreements.
• Lead M and A opportunities and mentor accounting department personnel.

Education and Experience

• Bachelor's degree required, with Master's degree preferred in Accounting, Business Accounting, or Finance.
• CPA strongly preferred.
• Ten or more years of finance experience including progressively responsible roles.
• Healthcare industry experience a plus.
• Strong understanding of advanced accounting, regulatory issues, and tax planning.
• Exceptional verbal, written, and visual communication skills.

A key member of the executive leadership team, the CFO leads Finance, Accounting, IT, and HR functions while managing cash flow, capital structure, and companywide risk through contract review and budget development. Collaborating across all organizational levels, the CFO establishes finance operational strategies and ensures financial reporting systems and integrations are structured to support long-term organizational objectives.

Accountabilities

• Lead the Finance, Accounting, IT, and HR functions and maintain relationships with financial stakeholders.
• Manage the organization's cash flow and capital structure.
• Oversee the month-end close process and ensure financial reporting software and integrations are structured appropriately.
• Maintain relationships with commercial insurance and employee benefits providers.
• Develop annual budgets and ongoing forecasts at a detailed level.
• Review and execute company contracts as part of companywide risk management practices.
• Develop finance organizational strategies and establish functional objectives in line with organizational strategy.
• Establish finance operational strategies by evaluating trends and implementing change.

Professional Experience

• Master's degree in Accounting or Business Administration required.
• CPA or CMA required.
• Ten or more years of relevant experience.
• Strong knowledge of data analysis, forecasting methods, and strategic planning.
• Proficiency with Microsoft Office and accounting software.
• Excellent written and verbal communication skills with the ability to address all levels of staff.
• Experience working directly with executive teams and stakeholders.

Sustained profitability and operational efficiency depend on the CFO, who drives continual improvement, delivers strategic recommendations to the CEO and Board, and leads the finance team across statutory reporting, auditing, tax, and governance functions. Based within a manufacturing environment, the CFO builds a high-performing team and leverages technology to strengthen market position and support business growth and expansion.

Strategic Responsibilities

• Drive continual improvement and provide financial support to ensure business profitability.
• Provide strategic recommendations to the CEO and Board to achieve growth targets.
• Utilize technology to drive margin gains and strengthen market position.
• Lead the finance team in delivering best practice functions including statutory reporting, auditing, tax, and governance.
• Lead business strategy to improve operational efficiency and productivity while supporting growth and expansion.
• Develop and sustain a high-performing team that delivers effective outcomes aligned with business values.

Experience and Qualifications

• Demonstrated experience building vision and strategy and leading teams through significant growth.
• Strong commercial and business partnering skills at board and CEO level.
• Exceptional skills in commercial advice, reporting, FP and A, operational effectiveness, and cost management.
• Experience in manufacturing preferred.
• Proficiency in English alongside multilingual capabilities.

As the CFO, this role oversees all accounting and financial decision-making on a day-to-day basis, including balance sheet reconciliation, capital budgeting, cash flow maintenance, and compliance with local statutory requirements. The Finance team relies on this work to maintain accuracy and completeness across all accounting processes while ensuring effective internal controls and supervising accounting staff.

Day-to-Day Responsibilities

• Oversee all decision-making related to accounting and financial functions on a day-to-day basis.
• Monitor and review monthly balance sheet account reconciliation.
• Manage annual and special project budgeting and capital request processes.
• Ensure compliance with local statutory requirements and coordinate with external auditors and government agencies.
• Maintain company cash flow, monitor taxation transactions, and oversee budgeting.
• Implement and maintain effective internal control processes.
• Supervise and manage accounting staff.

Background and Experience

• Bachelor's degree in Finance and Accounting required.
• Minimum fifteen years of overall professional experience, preferably in financial services.
• Strategic mindset with strong management, problem-solving, decision-making, and analytical skills.
• Fluency in English required.
• Process improvement experience a plus.

CFO delivers strategic management of accounting and finance functions, overseeing internal controls, vendor relationships, insurance requirements, and financial systems implementations to protect the integrity of organizational financial information. Success in the position means ensuring staff compliance with applicable laws, leading independent auditor relationships, and maintaining investment institution partnerships that support the organization's financial stability.

Scope of Work

• Manage insurance requirements and business risks.
• Supervise vendor relationships and oversee accounting policies, procedures, and internal controls.
• Analyze cash flow as it relates to the organization's operations.
• Own process improvement for the integrity of financial information.
• Develop and maintain relationships with investment institutions and investors.
• Ensure staff compliance with state and federal laws and company policies.
• Oversee hiring, training, and retention of finance and accounting staff.
• Provide strategic management of the accounting and finance functions and control independent auditor relationships.

Minimum Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required, with MBA, CPA, CGMA, or CMA preferred.
• Ten or more years of experience in accounting or finance, with five or more years in management.
• Strong technical background in public accounting (GAAP).
• Proficiency in Microsoft Excel.
• Excellent leadership, organizational, and communication skills.

The CFO leads financial planning and cash flow management for the organization, supervising all finance personnel including accounting, controllers, and treasurers while overseeing the preparation of financial reports and managing vendor and external auditor relationships. Working closely with financial institutions and executive leadership, the CFO advances the organization's capacity for reliable forecasting and sound financial stewardship, preferably within a manufacturing environment.

Key Deliverables

• Drive the company's financial planning and ensure appropriate cash flow for operations.
• Direct the design, implementation, and maintenance of financial, technical, administrative, and analytical systems.
• Supervise all finance personnel including accounting, controllers, and treasurers.
• Oversee the preparation of financial reports and manage vendor relationships.
• Prepare reliable current and forecasting reports and manage relationships with financial institutions and external auditors.

Technical Qualifications

• University degree in Business Administration or Economics, with MBA or Master's degree as a plus.
• CPA designation a strong advantage.
• Ten or more years in progressively responsible financial leadership roles, preferably in manufacturing.
• In-depth knowledge of corporate financial law, risk management practices, and data analysis and forecasting methods.
• SAP knowledge required.
• Strong leadership, organizational, and communication skills.
• Ability to travel domestically and internationally.
• Proficiency in Microsoft Office required.

Reporting to senior leadership, the CFO refines the strategic management of Accounting and Finance functions, directing internal controls, accounting policies, and financial systems while leading relationships with investors, investment institutions, and independent auditors. Partnering across business units, the CFO drives sound risk management and systems integrity that enables the organization to meet its financial governance obligations.

Role Responsibilities

• Own the strategic management of the Accounting and Finance functions.
• Recognize and control business risks and insurance requirements.
• Direct accounting policies, procedures, and internal controls.
• Lead relationships with investors, investment institutions, and independent auditors.
• Manage financial systems implementations and upgrades.

Knowledge Skills and Abilities

• Bachelor of Business Administration with specialization in Finance or Accounting required, with CPA or MBA highly preferred.
• Minimum ten years of experience in a senior accounting or finance position.
• Solid understanding of accounting software and other computer software.
• Exceptional interpersonal, communication, organizational, analytical, and problem-solving skills.
• Able to be a real team player with positive vibes.

Embedded within the executive leadership team, the CFO oversees financial planning, investor relations, stock market administration, and external financing activities to support the company's growth and profitability objectives. Working closely with staff, investors, and partners at all levels, the CFO creates improvements to financial information integrity and provides business intelligence on financial and macro trends impacting the organization.

Job Functions

• Manage financial planning, reporting, investor relations, and stock market administration.
• Maintain external bank contacts and oversee external financing activities.
• Create ways to improve the integrity of the company's financial information.
• Provide business intelligence with focus on financial and macro trends impacting the company.
• Lead corporate development with focus on growth and profitability.

Required Qualifications

• Master's degree in Finance or a related field required.
• CFO experience preferred, with experience in listed companies and fast-growing tech or startup environments advantageous.
• Strong competence in finance with excellent communication and documentation skills.
• Fluency in English required.
• Strong presentation skills with the ability to communicate effectively to staff, investors, and partners at all levels.
• Entrepreneurial mindset with a curious and business-driven approach.

Reporting to the CEO and Board of Directors, the CFO oversees accounting, financial reporting, and compliance with Not for Profit rules and IRS regulations while supervising accounting systems, payroll, and all financial benefit procedures. The CFO shapes organizational financial health by acting as liaison with outside accountants and legal counsel, supporting daily executive decision-making, and leading a team of Finance staff across service contracts and office management.

Leadership Responsibilities

• Oversee accounting and financial reporting including financial statements, budgets, cash management, and preparation of expenditure responsibility reports and financial forecasts.
• Supervise accounting systems, software, accounts payable, and account reconciliation for the organization.
• Monitor compliance with Not for Profit rules and IRS government regulations.
• Create, track, and reconcile budget expenditures.
• Act as liaison with outside accountants, legal counsel, and all bank account and financial relationships.
• Supervise and manage the preparation of all financial activities and present reports to the CEO and Board of Directors.
• Oversee all business including service contracts, office management, and supervision of Finance staff.
• Supervise payroll and all financial benefit procedures and partner with HR on benefit and hiring decisions.
• Support the CEO with daily decision-making and special projects related to managing the business.

Qualifications and Experience

• CPA certification preferred.
• Ten or more years of financial and accounting experience in leadership roles, preferably in the not-for-profit sector.
• Familiarity with capital markets, asset allocation, non-for-profit accounting, and tax-related laws.
• Excellent communication skills with the ability to articulate accounting, tax compliance, budgeting, and business acumen to senior management.
• Extensive experience leading and supervising team members in a multi-task environment.
• Strong analytical skills, creative problem-solving, sound judgment, and the ability to reprioritize under tight deadlines.
• High level of integrity, dependability, and results orientation.

Sitting at the intersection of financial strategy and organizational leadership, the CFO directs annual and long-term planning, budgets, financial forecasting, and financial models while leading due diligence for M and A opportunities and mentoring accounting teams across family-owned businesses. Operating across compliance, systems, and executive reporting functions, the CFO builds an industry-leading finance organization through effective recruitment, performance management, and employee development.

Executive Functions

• Direct and coordinate the development of annual and long-term planning, budgets, financial forecasting, and financial models for strategic planning.
• Manage corporate funds including cash collections, bank accounts, and cash disbursements.
• Direct the preparation of all financial reports to the Management Team, Owners, and Boards.
• Ensure compliance with all local, state, federal, and international laws and regulations related to accounting functions.
• Direct the development and maintenance of appropriate insurance coverage and consult with legal counsel on compliance and contracts.
• Participate in and lead due diligence teams to evaluate potential M and A opportunities and execute financing strategies.
• Provide leadership and mentoring to accounting teams across all family-owned businesses.
• Build an industry-leading organization through effective recruitment, retention, performance management, and employee development.

Experience and Qualifications

• Bachelor's degree in Accounting, Finance, Business, or Business Administration required, with MBA, CPA, or CMA as a plus.
• Ten or more years of demonstrated accomplishments in senior financial management roles, preferably in a recent CFO role.
• Experience in M and A, divestitures, and company integration.
• Experience managing a family office.
• Experience in manufacturing, production, or distribution organizations.
• Broad experience in finance, accounting, treasury, tax, and internal control processes.

A key member of the senior leadership team, the CFO develops and executes the financial strategy of the company, overseeing financial controls, accounting procedures, and internal controls while ensuring full transparency over financial performance. Collaborating with the President and Senior Management, the CFO supports monthly and annual financial plans and ensures speed and accuracy of billings, client payments, and all tax payments.

Areas of Ownership

• Develop and execute the financial strategy of the company.
• Oversee financial controls, accounting procedures, and internal controls.
• Ensure full transparency over the financial performance of the company.
• Provide advice on how to increase revenue and reduce costs and communicate potential risks in a timely manner.
• Propose action plans to ensure that annual financial objectives are attained.
• Support the President and Senior Management with the preparation of monthly and annual financial plans.
• Ensure speed and accuracy of billings, client payments, and all tax payments and documentation.

Position Requirements

• Bachelor's degree in Accounting, Finance, or a related field required, with MBA preferred.
• Professional accounting designation (CA, CMA, or CPA) required.
• Ten or more years of experience in a senior financial managerial position.
• Experience in a transactional and cash management business preferred.
• Advanced proficiency in MS Office and Microsoft Dynamics SL financial reporting software.
• Excellent communication and interpersonal skills.

CFO manages the company's financial affairs including liquidity, capital structure, and cash management while overseeing Accounting, Contracting, and Procurement systems and supporting acquisitions through valuations, negotiation, and due diligence. The work directly supports executive and senior management strategic planning and ensures all contracting and procurement processes comply with applicable laws, including Cost Accounting Standards and FAR Cost Principles.

Strategic Initiatives

• Manage the company's financial affairs including liquidity, capital structure, and cash management.
• Oversee the implementation and maintenance of Accounting, Contracting, and Procurement systems.
• Develop and prepare financial analyses of operations, investment opportunities, and acquisitions and make recommendations.
• Advise and support operations management at all levels in dealing with emerging problems and opportunities.
• Manage, coach, and support the Accounting and Contracts leadership team.
• Identify emerging financial and business risks and make recommendations to executive management and the Board.
• Support acquisitions through valuations, negotiation support, due diligence, and business systems integration.

Qualifications and Experience

• Bachelor's degree with concentration in Finance, Accounting, or Economics required, with Master's degree preferred.
• Current CPA license required.
• Minimum twelve years of experience in financial, accounting, or relevant business positions.
• Minimum five years in a leadership position managing a team of approximately 20 or more employees.
• Significant experience in a government contracting environment with mastery of Cost Accounting Standards, FAR Cost Principles, and related regulations.
• M and A experience including valuation, negotiation, due diligence, and integration activities.
• Demonstrated understanding of ESOP company financial and regulatory issues.
• Experience working with DCAA and DCMA.
• Excellent written and verbal communication skills.

The Chief Financial Officer owns the full financial strategy of a fast-growth company, building and communicating financial performance across internal and external constituents while driving informed decisions through metrics, analytics, and capital allocation. Partnering closely with the CEO and senior leadership team, this role enables sustained revenue and earnings growth by assessing acquisition prospects, managing risk, and cultivating a high-performing finance team.

Key Responsibilities

• Serve as a strategic partner to the CEO and senior leadership team on market changes and preparing the company for future changes.
• Assess new business development and investment opportunities by studying economic trends, revenue opportunities, acquisition and expansion prospects, and organizational operations to identify improvements, cost reductions, systems enhancements, and capital for expansion.
• Execute metrics and analytics to enable informed business decisions that identify trends early to capitalize on opportunities and manage risk.
• Devise, execute, and communicate the financial strategy and performance of the company with internal and external constituents.
• Work across all functions within the organization to build understanding of the financial levers and drivers of the business.
• Establish criteria for resource management and set a tone within the organization for efficient use of resources, financial responsibility, and informed risk-taking.
• Ensure all financial regulatory reporting requirements are met and provide leadership, structure, and discipline to internal controls.
• Act as a senior financial spokesperson, effectively communicating the company's financial performance to senior management, the board, investors, partners, and other members of the financial community.
• Cultivate a strong finance team and culture.
• Execute talent development and succession plans to support current and future talent needs.
• Direct and manage the appropriate use of working capital, liquidity needs, and other resource allocation and investment decisions.

Required Qualifications

• At least 10 years of finance leadership, including experience in the CFO role at a fast-growth company.
• Experience serving as a key financial executive during a sustained period of revenue and earnings growth, geographic expansion, M&A activity, and operational discipline in a dynamic environment.
• Experience in M&A end-to-end, including market mapping for inorganic opportunities, debt refinancing, and other deal mechanics.
• Prior experience in a Private Equity environment with direct experience working with the board.
• Experience working internationally, including an understanding of finance complexities from global operations in workforce planning, tax, and foreign exchange strategy.
• Deep understanding of relevant KPIs and what strong performance looks like for a company at this stage.
• Ability to partner and communicate with senior executive team members in support of financial, operational, and strategic objectives.
• Ability to identify and optimize key profitability drivers through creative initiatives.
• Ability to serve as a mentor and leader to professional staff in both skills development and values-based business conduct.
• Strong systems and process improvement orientation, including re-engineering financial processes.
• Excellent communication, relationship-building, and influencing skills, including the ability to translate complex issues for a broad audience.
• Demonstrated track record of building strong relationships and teams.

Embedded within a healthcare organization, the Chief Financial Officer delivers a comprehensive financial management and accounting service while ensuring regulatory compliance, revenue cycle performance, and sound internal controls across the health center. Working closely with the President, CEO, Leadership Team, and Board of Directors, this role shapes financial sustainability by overseeing budgets, directing vendor negotiations, and managing third-party billing to maximize revenue from insurance payers.

Core Functions

• Maintain, monitor, and improve staff adherence to accounting policies, procedures, and internal controls in accordance with GAAP.
• Establish short- and long-range operational and capital budgets supported by plans and objectives, ensuring adequate cash liquidity and forecasting to meet operating and capital expenditures.
• Develop financial analyses as part of planning for expanded or new services, including market analyses, pro forma profit and loss forecasts, and cost-benefit analyses of proposed service expansions and capital projects.
• Collaborate with appropriate staff to direct vendor contract negotiations and terms.
• Implement policies, best practices, and tools to ensure a resilient organization with strong fiscal management, while overseeing tight internal controls to mitigate risk.
• Ensure compliance with and timely reporting to all appropriate local, state, and federal agencies.
• Analyze cash flow and make cost containment and cash management recommendations to improve cash flow as appropriate.
• Develop and maintain the board's investment policy and strategy.
• Serve as lead for contract 340B pharmacies, analyzing revenues and expenses, reviewing monthly analyses, and leading the annual audit.
• Evaluate operations to identify cost containment and revenue opportunities and recommend operational improvement changes to the Leadership Team.
• Manage outsourced billing firm to maximize revenue from insurance payers by reviewing and setting billing rates and monitoring collections in accordance with state and federal guidelines.
• Develop, provide, and explain high-quality financial performance data to the Leadership and Senior Management Teams and Board of Directors.
• Provide analytics to the President and CEO to assess financial performance across the health center, service lines, sites, and departments.
• Oversee timely and accurate monthly, quarterly, and annual management financial reports, analyses, and projections as needed.

Qualifications & Experience

• Bachelor's degree in accounting or business administration required.
• CPA or Master's degree in accounting preferred.
• Seven years of progressively responsible management experience in accounting within a healthcare environment preferred.
• Experience in and knowledge of Federally Qualified Health Centers (FQHCs).
• At least four years of financial management leadership experience in a healthcare provider setting instead of FQHC experience.
• Experience ensuring compliance with federal and state grants management policies, as well as fund accounting for private grants and donations.
• Experience in and understanding of third-party billing for healthcare services.
• Experience managing a small team.
• Experience working on financing for large capital projects is a plus.
• Strong financial management and analytical skills, including experience managing and analyzing financial performance across multiple and shifting funding streams.
• Ability to direct and successfully manage multiple projects on time.
• Ability to meet deadlines and work under pressure in a fast-paced environment with shifting priorities.
• Ability to build collaborative and productive relationships across the Board, Leadership and Senior Management Teams, government officials, provider partners, funders, and donors.
• Excellent oral and written communication skills.
• Ability to deal with sensitive information in a highly confidential manner.

Reporting to the CEO, the Chief Financial Officer leads financial operations across a behavioral and proprietary healthcare system, directing revenue cycle management, accounting, and budgeting to ensure timely, accurate financial reporting and compliance. Partnering with the CEO and facility leadership, this role delivers clean audit outcomes and achieves cash collection and accounts receivable goals that sustain the organization's financial performance.

Primary Duties

• Ensure monthly financial statements are completed in a timely and accurate manner.
• Ensure all balance sheet accounts are reconciled monthly and in compliance with company policies, with outstanding variances identified and corrected in a timely manner.
• Prepare corporate required reports, including the Monthly Operating Report, Monthly Certifications, Corporate Disclosures, and Forecasts, timely and accurately.
• Ensure all accounting and business office policies and required internal controls are in place to facilitate a clean audit with no material audit adjustments or deficiencies.
• Direct the operations of the Revenue Cycle to ensure accounts receivable are collected timely and uncompensated care is kept to a minimum.
• Strive to achieve goals for cash collections and AR days and to reduce bad debt and denials.
• Routinely review revenue cycle metrics to proactively identify and address issues affecting overall performance.
• Actively ensure Front End Revenue Cycle processes are in place, including insurance verification on 100% of patients, proper determination of patient portions, approval of discounts or charity, and proper logging of upfront collections.
• Maintain thorough working knowledge of federal, state, and managed care reimbursement methodologies to ensure accurate payment and accurate recording of revenue deductions.
• Ensure compliance with Group Purchasing contracts and monitor purchases to keep supply costs within budgeted levels.
• Prepare the annual operating budget and participate in the annual strategic planning process.
• Provide ongoing analysis of variances from budget and assist the CEO in implementing changes needed to achieve budget goals.
• Prepare annual capital budgets and Capital Equipment Requests, ensuring accurate recording of assets and related depreciation in compliance with company policies.

Skills & Qualifications

• Bachelor's degree in accounting or a business-related field with a major in accounting.
• CPA or Master's degree is a plus.
• Minimum 3 years of successful CFO experience in a healthcare setting desired.
• Previous behavioral and proprietary healthcare system experience highly preferred.
• Experience working with information technology and proficiency with software packages, including Excel and Word.
• Proven financial analysis skills.
• Ability to think strategically and solve problems.
• Ability to establish and maintain effective working relationships with facility staff, physicians, and corporate staff.
• Ability to lead with a high degree of emotional intelligence and ethics.
• Demonstrated leadership ability and excellent communication skills, both written and verbal.

Sitting at the intersection of governmental accounting and strategic fiscal administration, the Chief Financial Officer leads day-to-day financial functions for four internal service bureaus in state government, encompassing cost accounting, rate-setting, budgeting, and the preparation and negotiation of the Statewide Cost Allocation Plan. Operating across bureaus with nearly 700 combined staff members and over $300 million in annual expenses, this role supervises eight staff members and delivers compliance with federal cost allocation guidelines while serving as Internal Control Officer for each bureau.

Duties

• Prepare and manage the budgets of each bureau.
• Analyze revenues and expenditures to ensure proper cash flow and compliance with law, regulations, and policy.
• Lobby and testify before legislative committees about fiscal matters of the bureaus.
• Oversee the preparation of quarterly and annual financial statements of the bureaus.
• Establish rates charged to entities that use the services of the bureaus.
• Oversee the preparation and negotiation of the Statewide Cost Allocation Plan to ensure compliance with federal regulations and cost allocation guidelines.
• Oversee the preparation of the Treasury-State Agreement.
• Manage day-to-day accounting functions of the bureaus, including paying bills, creating and maintaining a chart of accounts, interpreting accounting policies, preparing revenue and expenditure corrections, tracking lease schedules, and implementing internal controls.
• Serve as the Internal Control Officer for each of the four bureaus.

Requirements

• Bachelor's degree in business, finance, economics, accounting, or another quantitative discipline required.
• Knowledge of fiscal administration, budget techniques, governmental accounting, and generally accepted accounting principles.
• Ability to write technical reports and other documents based on research, investigation, and analysis.
• Ability to interpret and apply policies, business practices, and federal and state laws and regulations.
• Ability to develop recommendations to improve efficiency and effectiveness.
• Ability to integrate distinct business units to operate in a unified process.
• Ability to communicate information clearly and concisely and maintain effective working relationships with others.
• Ability to lead and direct teams in various business functions, supervise staff, and work within a team environment.

A key member of the Council's executive leadership, the Chief Financial Officer delivers comprehensive financial and management accounting services while overseeing finance, revenue, procurement, and supply services to ensure operational efficiency and fiscal sustainability. Collaborating across all functional areas and reporting to the Executive Leadership Team, this role leads the finance team and provides strategic advice that improves the organization's financial position and long-term viability.

Functions

• Manage the financial planning and reporting functions for Council.
• Provide strategic advice to the Executive Leadership Team regarding financial position and performance, including business strategies to improve financial position and sustainability.
• Provide a comprehensive financial and management accounting service to all functional areas, ensuring appropriate financial corporate policies, guidelines, and procedures are maintained.
• Manage the finance team and its functions to ensure services are provided efficiently and effectively.
• Ensure that key responsibilities are carried out in an efficient and conscientious manner within set timeframes, deadlines, and budget constraints.

Experience & Qualifications

• Formal qualifications at degree level in business or accounting required.
• Relevant work experience, including experience in the preparation, management, and reporting on budgets.
• Extensive experience in the preparation of financial statements and other reporting to meet statutory reporting requirements.
• Experience in forecasting income and expenditure, cash flow management, and control of an investment portfolio.
• Experience in local government preferred.
• Demonstrated experience working with senior management to develop business strategies to improve financial position and performance.
• Experience managing a team to provide high-level customer service to internal and external customers.

Sound institutional financial health at the university level depends on the Chief Financial Officer, who leads financial operations, directs short- and long-range budget development, and ensures compliance with GAAP and applicable accreditation standards while advancing the university's strategic goals. Based within the President's Advisory Council and reporting directly to the University President, this role supports Board of Trustees committees and builds effective cross-organizational relationships to meet budget and financial objectives.

Accountabilities

• Serve as the principal advisor to the University President and the Board of Directors on matters related to finance.
• Serve as a member of the President's Advisory Council and regularly assist the President with assigned matters.
• Provide support to the Committees of the Board of Trustees, including Finance and applicable sub-committees, in accordance with their respective charters.
• Identify opportunities and issues in financial operations, and develop solutions working with internal and external partners as needed.
• Devise strategies for accomplishing institutional goals and build effective relationships across organizational lines.
• Direct university departments to meet budget and other financial goals.
• Direct short-term and long-range planning and budget development to support strategic business goals.
• Participate in capital development, including financial analysis.
• Develop, establish, and direct execution of financial policies in accordance with GAAP.
• Understand and meet all applicable financial accreditation standards and adhere to policies and procedures specific to the department.
• Select, develop, and empower team members through strong people skills.
• Create assessment processes correlated to the advancement of the university's mission.

Technical Qualifications

• Bachelor's degree required.
• CPA and/or Master's degree preferred.
• Exceptional credentials in scholarly, professional, and individual achievement required.
• Extensive professional experience with an exemplary record of achievement required.
• Solid working knowledge of budgeting, business development, and strategic planning.
• Higher education and/or non-profit organization experience preferred.
• Excellent interpersonal, communications, and presentation skills.

As the Chief Financial Officer, this role leads financial planning, reporting, and strategic partnership with executive leadership, overseeing IT and Finance departments while managing corporate banking relationships, audit coordination, and budget development aligned to company goals. The Finance and executive leadership teams rely on this work to translate financial analysis, board reporting, and profitability maximization into decisions that support the organization's long-term strategic direction.

Activities

• Partner with the executive leadership team in developing and executing the company's strategic direction.
• Track cash flow and financial planning, analyze the company's financial strengths and weaknesses, and propose corrective actions.
• Provide financial reporting and guidance to senior management and the Board, including budget information, strategic planning, and profitability maximization through income, expenses, trends, and analysis.
• Generate financial and management reports, manage staff, and oversee and coordinate with outside auditors, examiners, and other agencies.
• Develop the Annual Operating Budget with senior management, providing timely forecasts by establishing assumptions, reviewing preliminary budgets, and modifying as appropriate.
• Present the final budget to the CEO and Board for approval.
• Prepare financial statements, reports, and analysis for quarterly Board meetings and monthly updates to senior management.
• Maintain corporate banking relationships and manage corporate line of credit and compliance with debt guidelines.
• Manage IT and Finance departments and interface with all operations management.

Position Requirements

• Bachelor's degree required.
• 15+ years in a senior-level finance or accounting position.
• Deep experience in strategic planning and execution.
• Knowledge of GAAP and experience in the adoption and application of new and changing standards.
• Exceptional insight into budgeting and cost control principles.
• Strong people skills with a team-oriented approach.
• Effective verbal and written communication skills.
• High integrity with a diligent work ethic, highly organized, with strong time management skills.
• Meticulous attention to detail.
• Ability to manage expectations and possess strong persuasion skills.

Chief Financial Officer directs accounting activities across multiple business entities, building systems of internal control and cost allocation that keep financial operations accurate and compliant while supporting the General Manager with ad-hoc analyses and enhanced reporting tools. The work directly supports an integrated general ledger environment and requires leadership of a trained accounting staff alongside administration of 401K, insurance, and regulatory compliance programs.

Operational Focus

• Direct the accounting activities of the company across multiple business entities.
• Develop and maintain a system of internal controls.
• Administer a cost accounting system that allocates costs appropriately among the company's lines of business.
• Administer the company's financial accounting and management reporting system.
• Work with the General Manager to develop ad-hoc analyses and enhance financial reporting tools.
• Oversee administration of 401K, health insurance, and liability insurance plans.
• Coordinate the work of third-party tax and audit partners.
• Oversee administration of general business practices, including IT, legal, and regulatory compliance.

Knowledge Skills & Abilities

• Four-year college degree in accounting required; CPA license preferred.
• Minimum 10 years of experience.
• Expert-level Excel skills for accounting and financial modeling.
• Knowledge of general and cost accounting systems, including understanding of agricultural accounting.
• Strong reasoning, problem-solving, and interpersonal skills.
• Effective management skills to lead and motivate a trained accounting staff.
• Financial systems knowledge to administer an integrated general ledger system.
• Ability to establish and accomplish objectives within an entrepreneurial environment.
• Ability to communicate effectively in both written and oral form.
• High level of integrity and strong work ethic.

The Chief Financial Officer produces an extraordinary finance function for Egg, a Liberty Global investment operating in an accelerated growth environment, overseeing all financial activities from budgetary design and financial modeling to governance and commercial partnering. Reporting to the CEO and working closely with Legal, HR, Tax, Internal Audit, and Compliance, this role advances the business plan by embedding sound financial controls, enabling strategic pivots, and ensuring alignment with the FCA "treat customers fairly" agenda.

Leadership Responsibilities

• Develop an extraordinary finance function to support a finance and sales-led business in an accelerated growth environment, maintaining an agile ethos with effective processes designed to allow the company to scale in a controlled way.
• Contribute to establishing and managing standards and procedures that enable the company to meet its targets through functional partnering, business control, and capital allocation, as well as supporting the establishment and maintenance of a general business control framework.
• Design, implement, and oversee a budgetary process and build coherent financial models to support commercial activities and funding requirements.
• Build and drive best practices to ensure the finance function continues to deliver value as the organisation grows.
• Actively participate in commercial conversations, including product pricing and install costs.
• Demonstrate leadership credibility, influencing key collaborators' understanding of financial objectives and evolving the business model to support strategic plans.
• Work within a Shared Services Agreement to implement and manage services provided under a federation model, ensuring success and maximum utilisation of the agreement.
• Ensure company strategy and operations are proactively aligned to the FCA "treat customers fairly" agenda.
• Support all commercial and business development activities, including assessing future potential business activities and assisting peers in determining how best to pivot the business when strategic and tactical changes are required.
• Ensure good governance by assisting in the design, implementation, and monitoring of the governance framework, working with Legal, HR, Tax, Internal Audit, Compliance, and GDPR.

Professional Experience

• Degree-level qualification in accounting, finance, or a related field.
• Emerging career background in accounting with more recent experience in capital allocation and strategy preferred.
• Experience in Internal Control Over Financial Reporting, SOX, US GAAP, and IFRS.
• Solid experience in financial analysis and forecasting with knowledge of best practices in financial management.
• Experience leading core finance initiatives while driving positive growth and change, with a strong track record in leading both large companies and high-growth companies.
• Experience leading outsourced support relationships and delivering results through resources outside direct control.
• Ability to manage and balance all elements of finance, from accounting and governance to capital allocation, while acting as a business partner and control mechanism.
• Entrepreneurial mindset, capable of devising strategy and managing the detail of implementation.
• Culturally sensitive with strong team-building skills and a pragmatic management style.
• Ability to spot trends, respond to competitive threats, and exploit strengths.
• Ability to multi-task and work effectively with a small team in an entrepreneurial environment.
• Strong record of intellectual thinking in financial and operational projects, business development, and financial foresight.

Embedded within a market-level executive management team, the Chief Financial Officer develops and delivers strategic business plans while overseeing the market-level Income Statement and Balance Sheet across all brands and functions. Working closely with the Commercial Finance team and executive leadership, this role refines finance capabilities, drives continuous improvement programs, and embeds client profitability and sound commercial judgment across a complex, international business environment.

Strategic Responsibilities

• Develop, lead, and deliver a strategic business plan as a senior member of the market executive management team, reflecting the vision, mission, opportunities, and risks of the business.
• Proactively advise the CEO and executive leadership teams on key business decisions through sound commercial judgement, highlighting options, trade-offs, risks, and opportunities.
• Develop, lead, and deliver financial and commercial strategies through evaluation and pursuit of opportunities, potentially including the launch of new business units and acquisitions.
• Drive close integration of business units within the market by operating the finance function at market level, serving all brands and functions.
• Provide leadership to the Commercial Finance team to embed client profitability and sound commercial judgement in business decision-making.
• Track performance against internal targets and external best practice, making timely interventions and driving accuracy in sales, revenue, and cost forecasting.
• Lead short- and long-term budgetary planning and cost management in alignment with global processes.
• Sponsor, drive, and oversee continuous improvement and change programmes throughout implementation to achieve project benefits.
• Ensure control and governance requirements are met within the market, in compliance with global policies and local regulations.
• Drive operational excellence and understanding of the competitive environment across finance teams within the market.
• Own the market-level Income Statement and Balance Sheet.
• Build finance capabilities, tools, and skills on a continuing basis to increase efficiency and value add of the finance team.
• Drive improvements to business processes to enhance efficiency both within finance and across the business as a whole.
• Provide guidance on special projects, including legal entity rationalisation, client audits, and timesheet and client profitability dashboards.

Background & Experience

• Graduate degree and/or internationally recognised finance or accounting qualification such as ACA, CA, or CPA.
• 15 to 20 years of professional experience in a fast-moving business environment.
• 10+ years of financial and commercial management experience.
• Strong industry familiarity and experience operating at senior executive leadership team level as a trusted advisor and valued partner.
• Experience changing overall business strategy through finance thought leadership, working in an international environment, and managing acquisitions and post-merger integration.
• Experience in pricing, negotiation, local accounting standards, and successful collaboration between finance and non-finance teams.
• Proven leadership capability with experience developing and managing high-performing teams through coaching, constructive feedback, and developmental opportunities.
• Excellent oral and written communication, collaboration, and relationship-building skills, including the ability to quickly form working relationships and gain credibility with senior management.
• Strong influencing skills and judgement to balance challenging business management with working in partnership with the business.
• Fluency in English.
• Ability to challenge existing thinking, deal with confrontation, and make decisions under pressure.
• Ability to manage multiple priorities to deliver strategic objectives in a demanding, fast-paced environment.

Reporting to executive leadership, the Chief Financial Officer oversees financial operations across a health system, directing budgeting, cash management, treasury functions, and monthly financial reporting while maintaining compliance, internal controls, and accountability across direct and matrixed staff. Partnering with the executive management team and board of directors, this role executes fiscal policies and capital expenditure approval processes that sustain health system performance and enable continuous quality improvement.

Ownership Areas

• Provide leadership and expertise in the development, implementation, oversight, and evaluation of financial operations, incorporating best practices and responding to emerging trends.
• Implement and evaluate strategic programmes, develop effective tools to measure performance, analyze related data, prepare reports, and make recommendations to senior leadership based on findings.
• Direct, supervise, and evaluate the work of direct staff and matrixed employees, and ensure accountability for achieving plans and performance targets.
• Establish and maintain appropriate financial policies and strategies, accurate and timely financial reporting, establishment of budgets, and approval of capital expenditures.
• Build and support effective relationships with internal and external stakeholders, developing partnerships, coordinating activities, reviewing work, exchanging information, and resolving problems.
• Translate organisational plans, goals, and initiatives into assumptions for annual operating and capital budgets.
• Negotiate contracts with external vendors for products and services, and monitor and evaluate quality and performance.
• Manage and report expenditures and accounts payable transactions.
• Review, prepare, analyze, and present reports and recommendations to senior leadership regarding operations, programmes, services, and other applicable areas of interest.
• Develop and oversee all fiscal policies and procedures, and create and manage the annual budget, including capital, salary, productivity, supply, expense, and revenue budgets.
• Oversee monthly, quarterly, and annual budget reconciliation, analyses, and reviews to ensure health system performance, oversight, controls, and compliance.
• Direct appropriate staff in providing procedures and systems necessary to maintain proper records, adequate accounting controls, and safeguarding of company assets.

Minimum Qualifications

• Bachelor's degree in accounting or finance required.
• Minimum 10 years of prior healthcare finance required.
• 5 years in a senior financial role such as CFO or controller in a healthcare organisation preferred.
• Excellent interpersonal and organisational skills.
• Ability to build strong relationships.
• Critical thinking skills, decisive judgement, and the ability to work autonomously.
• Ability to work in a stressful environment and take appropriate action.

Sitting at the intersection of financial governance and technology-sector growth, the Chief Financial Officer takes ownership of all finance, accounting, and controlling matters for the company, overseeing compliance obligations, equity and debt financings, and ERP and financial data platform administration. Operating across cloud services, high-performance computing, and large infrastructure projects, this role ensures the organization is positioned for high growth while providing mentorship to team members and maintaining planning within financial and risk-related means.

Executive Functions

• Ensure financial and accounting systems operate with accuracy, efficiency, and reliability.
• Ensure corporate financial, regulatory, and compliance obligations are met in a professional, timely, accurate, and transparent manner, in accordance with all applicable laws and requirements.
• Prepare and position the company, including financial and due diligence reporting, for efficient deal-making and financings.
• Measure, assess, and make necessary adjustments to ensure the company is operating within its financial and risk-related means and capabilities.
• Ensure planning is within the company's financial and risk-related means and capabilities.
• Ensure the company is well prepared and positioned for expected high growth rates.
• Provide mentorship and healthy support to team members.

Education & Experience

• University or post-secondary degree in accounting or a related field.
• CPA or equivalent certification.
• Experience managing auditors, controllers, and bookkeepers.
• Experience working on equity and debt financings with institutional investment groups.
• Experience designing workflows, data flows, and connectivity, and administering financial data platforms and ERP systems.
• Experience working in cloud services, high-performance computing services, or with PaaS, SaaS, or IaaS platforms or technology-based businesses.
• Experience working with data center and cloud services infrastructure.
• Experience working on equity and project financings in support of large infrastructure projects.
• Experience designing and administering ERP, CRM, and equity management software.
• Experience creating, managing, and automating financial-based BI and reporting.

A key member of the agency's senior leadership, the Chief Financial Officer oversees all financial, program, and grant accounting while providing supervision and strategic direction to the agency's fiscal team across a complex revenue environment that includes public funding and philanthropic support. Collaborating across the organization and representing the agency before the city's Bureau of Estimates and City Council on matters of budget and legal compliance, this role ensures program efficiency and adherence to city, state, and federal laws and regulations.

Strategic Initiatives

• Oversee and monitor the agency budget and planning process with the support of agency senior leadership.
• Provide oversight of all financial, programme, and grant accounting for the agency.
• Provide leadership, supervision, and oversight of the operations of the agency fiscal team, including planning, assigning, and directing work, appraising performance, rewarding and coaching, addressing complaints, and resolving concerns.
• Review, interpret, and recommend new, revised, or amended fiscal policies, practices, and procedures to ensure programme efficiency and compliance with city, state, and federal laws and regulations.
• Represent the agency before the city's Bureau of Estimates and the City Council on matters including budget submissions, spending authority requests, contracting requests, and other legal and financial matters.

Qualifications & Experience

• Bachelor's degree in accounting, business, finance, or a related field from an accredited college or university, or an equivalent combination of education and experience.
• Experience managing mixed and complex revenue streams, including public funding and philanthropic support.
• Experience in the oversight and review of financial transactions.
• Knowledge of the principles, practices, and procedures of business and fiscal administration.
• Ability to communicate effectively, both orally and in writing, including presenting recommendations clearly and concisely and testifying effectively before government and legal bodies.
• Ability to maintain the confidentiality of sensitive information.
• Ability to plan, organise, and direct the work of others, and to supervise and support staff.
• Ability to exercise judgement and discretion in applying and interpreting departmental policies, laws, rules, regulations, and procedures.

The Chief Financial Officer oversees all finance, accounting, and controlling matters for a Specialty Chemical business, serving as a business partner to the management team and group board while leading major site investment projects and developing KPI structures through group-level collaboration. The work directly supports transformation to a Specialty Chemical model by managing SAP R/3 operations, contributing to SAP S/4HANA implementation, and designing control methods that enable seamless group-wide financial processes.

Strategic Responsibilities

• Provide direct leadership for the finance function, with the expectation to grow the team.
• Serve as the main contact for external partners and authorities, including management of external partners.
• Prepare annual and other relevant financial closings in US GAAP and file relevant statements and declarations for operations.
• Contribute business and financial data to the group closing.
• Design and further develop control methods.
• Work with SAP R/3 and contribute to the implementation of SAP S/4HANA and modern controlling tools.
• Serve as a business partner for the management team and the group board in the transformation to a Specialty Chemical business, monitor progress, and support the establishment of seamless group-wide processes.
• Lead major projects from a financial perspective, including upcoming site investments and profitability plans for new market innovations.
• Develop the current KPI structure together with Group Controlling.

Required Qualifications

• University degree in finance required; further training in controlling methods or an MBA-level postgraduate degree appreciated.
• Management experience from a holistic Finance Manager or Director role, including responsibility for annual closings and reporting.
• Multiple years of practical experience in finance, controlling, and accounting.
• Experience in international, SME industrial companies, ideally comparable to the chemical sector.
• Experience in other functions, especially process management and improvement, strategic business development, or investment planning, is a plus.
• Business acumen to serve as a business partner for the leadership team.
• Business fluency in English; additional language skills such as German or Chinese are an advantage.

The Chief Financial Officer oversees budgeting, financial operations, IT strategy, and accounting systems for a nonprofit organization, serving as a financial resource and strategic counsel on both short- and long-term decisions while ensuring compliance and leading the annual audit process. Based within the management team and reporting to the President and Board of Directors, this role manages investments, debt, and internal controls while acting as liaison to the Finance Committee and providing guidance across a decentralized, high-engagement organizational model.

Scope of Work

• Identify key issues and relationships to achieve strategic goals and provide leadership to ensure others achieve these goals on time.
• Communicate a compelling vision and sense of core purpose to inspire and motivate staff to perform at their highest level.
• Provide positive financial leadership to all staff in partnership with the President.
• Serve as a member of the management team, participating in key decisions about strategic initiatives, operating model, and operational execution, and assessing organisational performance against both the annual budget and long-term strategy.
• Oversee financial and accounting operations, including general accounting, payroll, accounts payable, accounts receivable, deposits, bank reconciliations, gift recording, grant management, and accounting systems and databases.
• Prepare and present financial analyses and reports to senior management and the Board.
• Assist the independent auditor in performing the annual audit and ensure compliance with key regulatory and government requirements.
• Oversee investments and asset management, and prepare and provide regular updates and reports to the Board.
• Act as liaison to the Finance Committee of the Board of Directors and the Treasurer, providing support, reports, and guidance on financial and governance issues.
• Serve as financial resource for strategy development and counsel on short- and long-term strategic financial decisions.
• Oversee cash management and debt management.
• Establish internal control procedures, monitor compliance, and devise policies, procedures, and documentation to provide guidelines for accounting, finance, and administrative staff.

Education & Experience

• Bachelor's degree in finance or accounting required.
• Advanced finance degree such as CPA or MBA preferred.
• Minimum 15 years of financial nonprofit experience or related business expertise.
• Proven experience in a senior management accounting, finance, and operations position, including financial reporting and budgeting, ideally with previous oversight of information technology.
• Experience working in a decentralised organisation rooted in a high-support, high-engagement business model.
• Experience providing excellent customer service to a wide range of constituents.
• Understanding of nonprofits, nonprofit budget models, fundraising, and government contracts.
• Demonstrated resourcefulness in setting priorities and proven success in designing and improving systems of accountability that encourage high levels of collaboration.
• Demonstrated sensitivity and ability to establish respect, credibility, and trust at all levels, including with staff, board, partners, and donors.
• Proven ability to supervise staff and manage multiple priorities effectively.
• Strong verbal and written communication skills, including a willingness to share information and the ability to communicate effectively with staff at all levels.

The President and Chief Executive Officer oversees leadership and management of Roundup Fellowship, directing strategic objectives, operations, programmes, and community relationships to grow resources and financial support for individuals with developmental disabilities. Serving as the public face of the organization and reporting directly to the Board of Directors, this role collaborates with the Senior Leadership Team to advance the mission through effective human resources management, succession planning, and stakeholder engagement across a broad network of donors, government officials, and partner organizations.

Day-to-Day Responsibilities

• Ensure strategic plans are aligned with the culture, values, and mission of the organisation.
• Ensure financial strength and operating efficiency with appropriate growth, in partnership with the finance team and under the direction of the Board.
• Ensure an effective management structure is in place to carry out the stated strategic plans.
• Provide leadership in succession planning, including selection and development of key leadership to ensure continuing quality management and orderly succession.
• Serve as the advocate and spokesperson for the organisation, both internally and externally, regarding philosophy, values, mission, and operations.
• Establish and maintain professional relationships with leaders of organisations in the non-profit sector and agencies that serve individuals with developmental disabilities.
• Monitor trends within governmental programmes and care services, and proactively identify and respond to issues and opportunities that may affect the organisation.
• Foster, develop, and maintain positive and effective relationships with board members, constituents, donors, partners, consultants, vendors, bankers, and other relevant stakeholders.
• Encourage communication with and develop positive working relationships with public and government officials and groups.
• Foster a positive and supportive work environment that attracts, retains, and motivates talent throughout the organisation.
• Hire, coach, lead, and counsel direct reports regarding short- and long-term performance expectations, supporting job growth, career development, and succession planning.
• Oversee best practices in human resource structure and design to ensure staffing levels are optimal for client satisfaction and organisational growth.
• Provide vision, direction, management, and leadership for operations to achieve the organisation's philosophy, mission, and strategy while ensuring financial strength and operating efficiency.
• Execute Board-directed actions ensuring successful completion of annual objectives, goals, and long-term strategic plans.
• Assure development of programmes and services for growth and expansion consistent with the mission, policies, and strategic plans.
• Establish and maintain sound operating policies and procedures, including oversight of human capital.
• Assess and oversee best-practice marketing strategies, including social media, digital design, and website construction.
• Oversee technology, security, and informational needs of the organisation.

Minimum Qualifications

• Bachelor's degree or higher in nonprofit management, human services, social services, health services, or a related field.
• At least 5 years of progressively responsible management experience with prior operations and programme development experience.
• Experience working with a nonprofit Board of Directors and as a community advocate.
• Experience in the developmental disabilities field is a definite plus.
• Budgeting and financial management experience.
• Strong organisational development skills, including the ability to evaluate and prioritise organisational needs, assess staffing levels, and assess organisational structure.
• Active fundraising experience and an understanding of nonprofit fundraising strategies and donor relations.
• Demonstrated ability to think strategically and make effective decisions in difficult and complex situations.
• Proven skilled people manager and team builder with demonstrated leadership of highest personal and professional integrity.
• Excellent communicator with exceptional interpersonal skills, including the ability to work well with a wide range of groups and individuals.
• Ability to establish collaborative partnerships with affiliated organisations and develop and maintain trusting relationships.
• Ability to successfully manage conflict and adversity.
• Commitment to the organisation's mission and those with developmental disabilities.