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THE ORGANIZATION: 

Fred Finch Youth & Family Services (Fred Finch/FF) is a 501(c)3 tax-exempt nonprofit organization that strives to partner with individuals and communities to deliver culturally responsive services, fostering mental and physical resiliency and wellness.

Established as an orphanage in 1891, Fred Finch was founded on the principle that no one–regardless of their background, financial status, or personal challenges–should be neglected or forgotten. For the last 133 years, Fred Finch has evolved and innovated to become a large-scale, multi-faceted provider of services to children, youth, and families across California, never forgetting its credo of hope and healing. 

Fred Finch extends unconditional care, support, and opportunity to children, youth, young adults, and their families facing intricate challenges. These challenges may include mental or emotional impairment, developmental disability, early trauma and abuse, substance use, poverty, exclusion, discrimination, and stigma.

Recognizing that each person has unique and evolving needs, services are offered in diverse configurations and numerous locations, spanning residential treatment, public schools, non-public schools, homes, community settings, as well as specialized independent and shared housing. The organization’s comprehensive mental health, educational, and social services are delivered by professional, culturally competent, and innovative teams. Emphasizing individualization, each approach is tailored to the specific strengths, hopes, and aspirations of the person and family. The ultimate goal at Fred Finch is to consistently provide and deliver culturally responsive services to its participants and their families, nurturing mental and physical resilience and wellness.

With a dedicated team of 380 full-time employees, Fred Finch is headquartered in Oakland, California and has regional offices in San Diego, Contra Costa, and San Mateo Counties. The annual operating budget is approximately $37 million.

To learn more about Fred Finch Youth & Family Services, please visit: www.fredfinch.org. 

THE OPPORTUNITY:

The Chief Financial Officer (CFO) reports to the Chief Executive Officer (CEO) and is responsible for overall fiscal duties for the agency. The CFO works closely with the CEO, Board of Directors and the Executive team as a strategic business partner by helping Fred Finch grow and become financially sustainable. The CFO achieves this by analyzing Fred Finch finances and operations, developing strategies to improve outcomes, helping to guide decision-making, and aligning financial objectives with the company's broader goals. This is a hands-on role that works with various departments on tasks ranging from contracting, billing, insurance and operational related matters. The CFO is responsible for supporting the Controller and Accounting department by influencing culture, accuracy, and cadence. Accounting is comprised of 15+ staff members handling responsibilities ranging from payroll and medical billing to full-cycle accounting, with the following direct reports: Controller, Accounting Analyst, and Accounting Data Specialist.

Duties and responsibilities include but are not limited to:

Financial Management & Treasury

• Oversee cash flow planning and continuously manage against liquidity risk.
• Oversee cash, line of credit, investment, and asset management.
• Oversee financing strategies and activities, as well as banking relationships.
• Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the agency’s operations and business plans.
• Oversee all financial reporting including systems for transactions incurred but not yet reported (IBNR). 

Budgeting & Forecasting

• Coordinate the development and monitoring of all cost center annual budgets as well as consolidated agency budget.
• Work closely with the executive team and directors to develop budgets that are both realistic and achievable.
• Develop financial business plans and forecasts that support new initiatives, diversification of revenue, operational improvements, and changes in business cycles.  

Strategic Planning & Leadership

• Stay abreast of technological solutions that promote the growth of the organization, improve efficiency, and increase reporting capabilities.
• Lead the finance department to ensure a healthy culture, balance, and robust team.
• Partner with the executive team on retention, compensation strategies, and benefits.
• Participate in corporate policy development as a member of the executive team. 

Board Relations & Reporting

• Engage the Finance Committee of the Board of Directors for guidance on the development of short-, medium-, and long-term financial plans and projections including capital improvement planning and resources.
• Ensure timeliness, accuracy, and usefulness of financial and management reporting for federal and state funders, foundations, and Board of Directors; oversee the preparation and communication of monthly and annual financial statements and cost reports.
• Partner with the Administration Department’s analytics program to ensure that EHR & financial data are accurately reported together.

Tax & Compliance

• Ensure compliance risk is managed with all financial and regulatory requirements including tax filings, audits, local, state, and other reporting requirements.  

Policy & Business Relations 

• Develop proposals for various payers from commercial to governmental and grant founders.
• Represent the company to financial partners, including financial institutions, foundation executives, auditors, public officials, vendors, donors, etc.
• Remain up to date on nonprofit audit best practices and state and federal law regarding payroll, nonprofit operations and charitable donations.
• Ensure policy development and implementation in accordance with all regulatory and funders expectations. 

Accounting and Overhead

• Oversee the accounting department to ensure proper maintenance of all accounting systems and functions; supervise finance staff.
• Ensure maintenance of appropriate internal controls and financial procedures.
• Coordinate audit activity for both annual and single audits
• Oversee 401K, benefits, health insurance, and all business insurance (GL, D&O, etc.)

DESIRED CHARACTERISTICS:

The successful candidate will be an experienced leader with a track record of success in a complex, dynamic environment. The CFO should demonstrate a high level of initiative, sense of urgency, accountability and results-oriented organizational and leadership abilities with a capacity to work independently and as part of a team. As such, the CFO must have excellent interpersonal skills and be an open yet tactful and persuasive communicator, both verbally and in writing. Realistic and optimistic, the successful candidate will establish positive relationships and exhibit confidence when working with the Board of Directors, staff, outside consultants, and other key stakeholders. Analytical with strong strategic planning skills as well as comfortable with day-to-day management, the CFO should be an inclusive leader who is collaborative, transparent, self-aware, and good at setting priorities, and will possess the ability to manage multiple tasks and functions simultaneously in a fast-paced environment. The individual in this position must also bring a mindset of continuous improvement and be a model of integrity and fairness with high ethical standards. Flexibility, compassion, dedication, humility, and energy are key attributes that will be valued.

CAREER TRACK LEADING TO THIS POSITION:

Competitive candidates will ideally bring some combination of the following:

• Minimum of seven (7) years of increasingly responsible experience in financial planning, budgeting, or financial analysis, including three (3) years of senior financial leadership experience, preferably in the nonprofit sector.
• Proven experience in strategic financial planning,
• Knowledge of nonprofit accounting, including fund accounting, compliance, and reporting.
• Proven experience in strategic financial planning, budgeting, and risk management.
• Experience building and leading high performing, stable, and functional teams.
• Ability to communicate financial information to a wide range of stakeholders.
• Desire to mentor others, maintain a healthy and productive work environment, and achieve the goals of the organization.

EDUCATION & EXPERIENCE:

Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

• Bachelor’s degree from an accredited college/university in accounting, finance, or a related field.
• Master’s degree in business administration (MBA), preferred.
• CPA license is a plus

COMPENSATION:

The annual salary range for this position is $210,000 to $250,000. A comprehensive benefits package will be provided including 401k and 457b retirement plans and annual performance bonus consideration.

LOCATION & OTHER CONSIDERATIONS:

This is a hybrid position with the expectation of a regular in-person presence in either Oakland or San Diego and quarterly travel to regional offices.

Fred Finch Youth & Family Services (FF) is an Equal Opportunity Employer. FF does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.