Chief Financial Officer

Immediate Supervisor: Chief Executive Officer
Supervision Exercised: IT Manager, Operations Manager, Accounting Manager

SUMMARY: 

• Responsible for all financial, fiscal management and information technology functions of the Agency.
• Provide overall leadership and coordination in the administrative, business planning, accounting, budgeting, information technology and strategic initiative efforts of the Agency. 
• Direct financial strategy, planning and forecasts to support opportunities for expansion and growth.  
• Responsible for development, implementation and ongoing monitoring of all policies and procedures to ensure conformance with generally accepted operational and administrative practices regarding corporate compliance.

DUTIES AND RESPONSIBILITIES:

• Oversee and evaluate the financial programs and supporting information systems of the Agency to include budgeting, tax planning, real estate and conservation of assets
• Coordinate the preparation of financial statements, financial reports, special analyses and information reports
• Responsible for chairing Gatepath’s Corporate Compliance team and submitting periodic reports on team activities
• Establish and maintain appropriate internal control safeguards
• Interact with the CEO and other managers to provide consultative support to planning initiatives through financial and management information analyses, reports and recommendations
• Work closely with managers to determine areas which would benefit from automation and coordinate work within the Agency to implement appropriate systems; provide overall management of automation projects for the Agency.
• Ensure that record systems are maintained in accordance with generally accepted accounting principles
• Review cash flow, cost controls and expenses to guide management. Analyze financial statements to pinpoint potential weak areas
• Approve and coordinate changes and improvements in automated financial and management information systems for the Agency
• Coordinate and oversee investment policies
• Study, analyze and report on trends
• Conduct long range planning
• Establish and implement short and long term departmental goals, objectives, policies and operating procedures
• Serve on planning and policy-making committees
• Hire, train, supervise and evaluate professional, technical and clerical staff
• Develop administrative and Board approved policies and procedures to assure an efficient and effective fiscal operation
• Prepare cost statements and rate increase requests for public funding sources
• Ensure compliance with local, state and federal budgetary reporting requirements
• Oversee the approval and processing of revenue, expenditure and position control documents
• Comply with applicable policies, i.e., Community Gatepath Safety Policies and Procedures, CARF accreditation standards, CAL-OSHA, etc.
• Comply with participant rights, Community Gatepath and program policies and procedures, and quality assurance standards
• Other projects and duties as assigned

QUALIFICATIONS FOR POSITION:

• Knowledge of advanced principles and practices of accounting, research methods and financial planning
• Ability to interpret policies, guidelines and procedures; develop recommendations for improvements, as necessary
• Ability to analyze financial data and prepare financial reports, statements and projections
• Knowledge of computer systems and applications as used within the accounting field
• Knowledge of principles and techniques of systems analysis and design
• Ability to manage and work in a decentralized office environment
• Ability to analyze, evaluate, develop and/or implement systems and procedures for data processing applications
• Ability to perform complex mathematical and statistical calculations accurately
• Ability to supervise, evaluate and train assigned personnel
• Ability to work with detailed and confidential information
• Excellent organizational skills with close attention to detail
• Excellent problem-solving skills
• Skill in strategic planning and execution
• Ability to adjust to changing priorities from various directives, manage workload changes and impacts, including multi-tasking under stress to meet deadlines
• Ability to direct and motivate department staff
• Ability to direct and participate in the analysis of a wide variety of moderate to complex administrative/operational problems and make effective operational and/or procedural recommendations
• Ability to effectively interact at all levels of the organization from senior level executives to direct service staff levels
• Ability to ensure the highest ethical and business practices
• Ability to function as part of a team
• Ability to give presentations in a professional manner
• Models appropriate behavior and attitude
• Strong written communication skills

EDUCATION AND WORK EXPERIENCE:

Any combination of education and experience that would likely provide the required knowledge, skills and ability is qualifying, unless otherwise specified. A typical way to qualify is:

•  Bachelor’s degree in Accounting or similar field
• CPA required, MBA preferred
• Five (5) to seven (7) years increasingly responsible experience in accounting and information services management
• Three (3) to five (5) years experience in internal and external audit activities
• Experience in mergers and acquisitions a plus in addition to rapid growth business strategies
• Experience in governmental funding

PHYSICAL ACTIVITY REQUIREMENTS:

• Ability to sit and keyboard - frequently
• Ability to bend, squat and stoop – frequently
• Ability to lift 25 lbs. – occasionally
• Ability to physically respond to physically frail persons - occasionally

LICENSING REQUIREMENTS:

• Valid California Drivers’ License
• Ability to obtain criminal clearance

SUGGESTED TRAINING:

• Conflict resolution/grievance procedures
• Confidentiality procedures
• Diversity
• Abuse Reporting