What are the responsibilities and job description for the Chief Financial Officer position at A New Leaf, Inc.?
Description
The Chief Financial Officer (CFO) is a key strategic partner responsible for overseeing financial operations, planning, and governance to ensure sustainable growth. This role focuses on financial strategy, risk management, compliance, and operational efficiencies, including real estate assets, accounting, and budgeting. The CFO ensures ANL’s financial stability through strategic initiatives, data-driven insights, and collaboration with leadership.
Supervisory Responsibilities:
- Partner with the CEO and leadership to develop and implement financial strategies aligned with ANL’s mission.
- Lead and mentor the finance team, fostering continuous improvement and professional growth.
- Oversee all financial operations, ensuring compliance and efficiency across departments.
- Collaborate with department heads to monitor financial performance and optimize resources.
- Lead the Finance Committee, preparing the Chair to report financial performance to the Board of Directors.
- Promote communication and cooperation among divisions to maintain organizational unity.
Duties/Responsibilities:
- Develop and execute financial strategies to enhance profitability while managing expenditures.
- Identify investment opportunities and oversee mergers and acquisitions.
- Prepare and present financial reports to the CEO and Finance Committee, providing strategic insights.
- Ensure compliance with federal, state, and third-party regulations, including tax filings and audits.
- Establish and maintain financial controls, policies, and reporting systems.
- Oversee accounting functions, including budgeting, forecasting, and financial analysis.
- Ensure accurate financial records, including general ledger, accounts payable/receivable, and payroll.
- Develop financial models to support long-term planning and decision-making.
- Manage working capital, capital expenditures, debt levels, and LIHTC (housing) financials.
- Maintain stable cash flow management policies to support daily operations.
- Assess financial effectiveness of business operations and recommend improvements.
- Perform other duties as needed to support ANL’s mission.
Requirements
Required Skills/Abilities:
- Valid driver’s license, reliable transportation, and automobile insurance.
- Strong managerial, analytical, organizational, and financial skills.
- Excellent leadership and communication abilities.
- Proficiency in Microsoft Office Suite and financial software.
- Ability to work flexible hours, including evenings or weekends, as needed.
- Commitment to working with individuals with developmental disabilities and autism.
- Ability to exemplify ANL’s core values: Client-Centered, Professionalism, Innovation, and Collaboration.
Education and Experience:
- Bachelor’s degree in accounting, Finance, or related field (Master’s degree or CPA preferred).
- Experience in tax credits, housing development finance, and government grant reporting preferred.
- Minimum of 10 years of financial management experience, including 4 years in a non-profit setting.
- Experience with billing through the Oklahoma Health Care Authority (OHCA) preferred.
- Proven ability to develop and implement financial strategies, manage budgets, and ensure compliance.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Ability to bend, stoop, and lift up to 20 lbs.
- Ability to navigate various departments within the organization.