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Director of Financial Strategy and Planning

Get It Recruit - Executive

Join Our Mission to Support Independent Senior Living

About Us

Our organization is committed to providing seniors with the services they need to live independently and with dignity in their own homes. Through our innovative facilities, we ensure that nutritious meals are delivered daily, while our comprehensive support services promote the well-being of thousands of clients annually.

Position Summary

As the Chief Financial Officer (CFO), you will be instrumental in shaping our organization's financial future. Collaborating with the CEO and senior leadership, you will develop financial strategies aligned with our mission. Your expertise will ensure compliance with financial regulations and enhance our financial stability.

Financial Strategy And Planning
• Maintain financial health and provide insights for growth and efficiency
• Develop and implement financial strategies aligned with our goals
• Lead the annual budgeting process in collaboration with leadership
• Provide timely financial analysis and support to the executive team and Board of Directors

Accounting, Financial, And Risk Management
• Oversee accounting operations to ensure compliance with regulations
• Implement best practices for fiscal management
• Manage cash flow effectively and develop policies for short and long-term needs
• Protect assets through internal controls and oversight of insurance and contracts

Financial Reporting And Analysis
• Establish financial benchmarks and develop performance dashboards
• Prepare reports for Board meetings and ensure compliance with accounting standards
• Manage annual audits and ensure timely filing of tax documents

Qualifications And Personal Characteristics
• Genuine commitment to supporting seniors
• Entrepreneurial mindset with revenue generation experience
• Extensive knowledge of accounting and financial management with at least 5 years in a similar role
• Strong organizational skills with proven track record in staff development
• Customer-focused, dynamic, and solutions-driven with excellent analytical and communication skills

Job Requirements
• Bachelor's degree in accounting, finance, or related field; MBA, CPA, or CMA preferred
• 5-7 years of managerial experience in accounting or finance, including 2 years as a CFO
• Familiarity with nonprofit accounting and financial compliance preferred
• Proficiency in Sage Intacct and Microsoft Office Suite; Salesforce familiarity desired
• Background check and physical required

Salary And Benefits
• Starting salary: $210k - $245k annually
• Full-time position with health, dental, vision, life, and long-term disability insurance
• 403(b) plan with a 3% discretionary contribution
• 15 vacation days plus 10 paid holidays annually
• We are committed to diversity and equal consideration of all applicants.

Employment Type: Full-Time

Location: San Francisco, CA

Posted: Aug. 14, 2024, 7:51 a.m.

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