Reporting to the Chief Executive Officer, the Chief Financial Officer (CFO) provides accountability and direction for all financial activities and accounting functions. This includes responsibility for all aspects of financial reporting and oversight of financial management of the agency.
· Manages the overall financial operations of the organization, including, but not limited to: ensuring that continuing contractual obligations are being fulfilled; allocating resources for greater program effectiveness and efficiency; developing policies and program objectives for Board consideration.
· Provides effective leadership of administrative staff; develops and implements short and long-range fiscal plans and policies for the benefit of the organization and its clients.
· Promotes HOPE, Inc. as the premier peer support organization to the behavioral health community and prospective funding sources.
· Liaison with other organizations fiscal officers including RBHA and other ACA Health Plans.
· Represents HOPE, Inc. in its business relationships with government agencies, community organizations, suppliers, competitors, professional organizations and similar groups.
· Prepares and disseminates the monthly financial statements on a timely basis for review by the board of directors each month prior to the meeting date.
· Manages the financial affairs of the organization, including the development and implementation of the annual budget, mid-year budget review (MYBR), and capital budget (if applicable); proposes revisions as necessary; ensures appropriate control and accountability of all funds, physical assets and other property.
· Coordinates the year-end closing process with the finance staff in preparation for the year-end independent audit and 990 return reporting; serves as the main liaison to the external audit firm for the planning, conducting and finalizing of the year-end independent audit and 990 return reporting.
· Ensures accurate management of grant and tax reporting matters. Prepares and submits government filings and reports.
· In collaboration with Human Resources, assists in the planning and budgeting of staffing needs; assists with the plan, design and implementation of benefits and compensation structures annually.
· Reviews, approves or denies requests for annual performance-based salary increases for staff.
· Direct and administer all financial plans
· Oversee business policies and accounting practices
· Review and analyze financial reports
· Support and advise the CEO in decision making.
· (Required) Peer - Individuals must have first- hand knowledge of a behavioral health condition or substance abuse issue, whether or not they received treatment or medication or identify as a family member of someone in recovery.
· Strong management, leadership and organizational skills
· Effective oral and written communications skills
· Knowledge of the principles and techniques of budgeting, financial planning, grant administration, contract administration and negotiation, medical billing administration, human resource administration
· Financial literacy enabling management of budget of up to $10 million annually
· Minimum of a Bachelor’s degree in Accounting, Finance, or Business with at least five years of related management experience with a nonprofit.
· MBA and/or CPA with experience with grant reporting and Medicaid billing is strongly preferred.