CHIEF FINANCIAL OFFICER
Apply NowCompany: Southern Indian Health Council, Inc.
Location: Alpine, CA 91901
Description:
GENERAL STATEMENT OF RESPONSIBILITIES:
The Chief Financial Officer is the principal advisor to the Board of Directors, Chief Executive Officer (CEO), and Chief Operating Officer (COO) for all financial matters within Southern Indian Health Council, Inc. S/he is responsible for directing the organization's overall financial policies, planning, budgeting, asset protection, fiscal compliance and accounting practices. Provides executive management with advice on financial implications of business activities as well as oversees all financial functions pertaining to the approved budget provided to carry out the program. This includes but is not limited to resource accounting (fiscal and property), budget, credit, insurance, tax and treasury. The incumbent exercises financial authority, fiscal oversight and grant oversight of all SIHC programs. Exercises control of all financial matters for planning, formulation, execution and management of the various budget and financial programs that support the mission of SIHC. Strong leadership skills are required as well excellent communication skills to articulate directions, establish credibility and build positive relationships within the organization and with the Board of Directors.
SPECIFIC DUTIES AND RESPONSIBILITIES:
Principal Financial Advisor to the Board of Directors. Oversees all financial management functions necessary for operational program implementation.
Responsible for all resource accounting systems:
a) Certifies monthly Financial Statements, and oversees all General Ledger
accounting functions.
b) Oversees all Accounts Receivable functions.
c) Oversees all Accounts Payable functions.
d) Oversees all Payroll functions.
e) Directly supervises the Controller, Lead Biller, Grant Analyst, and Grant Writer and indirectly supervises the Fiscal Staff, Billing, and Purchasing
f) Reviews and updates accounting policies.
g) Works with Controller and Purchasing Agent, to ensure accurate inventory records and asset protection.
h) Approves purchase orders for all programs in the absence of the CEO and/or COO.
i) Oversees the insurance needs of the organization and makes sure policies do not lapse.
j) Oversees proper documentation of income and appropriate disbursement of funds.
k) Responsible for system and internal controls.
l) Oversees journal entries and adjusting journal entries for month end and year end closing.
n) Oversees monthly analysis of balance sheet accounts
3. Responsible for fiscal compliance for grants and restricted revenues.
a) Works with CEO, COO, Controller, Grant Managers as well as funding agencies to develop budgets for grant applications, renewals and modifications.
b) Works with Controller and Grant Managers, monitoring and adjusting proper grant expenditures.
c) Responsible for timely billing and monitoring of grant balances.
d) Reviews expenses allocations, and modifies as necessary.
e) Oversees filing of grant close-out reports, and responds to fiscal correspondence from funding agencies.
f) Participates in modifying programs to reflect new needs
or budget changes.
4. Responsible for SIHC budget.
a) Develops the SIHC budget with officers and managers.
b) Analyzes the performance of past and current programs, evaluates performance relative to planned objectives, determines trends and recommends courses of actions to achieve goals with a view toward improved performance.
c) Provides technical guidance and advice on performance measurement and managerial costing to program managers, conducts meetings, as required, monitors and reports changes on agreed upon improvements.
d) Communicates with CEO and COO regarding budget variances on an on-going basis.
e) Prepares and presents annual budget reports to the Board of Directors, CEO and COO.
5. Participates with the Board of Directors, the CEO, COO and program managers to develop the SIHC Strategic Plan.
a) Ensures that annual budgets are developed to fully support the strategic goals and directives
b) Ensures that program goals are well stated and financially supportable.
6. Works with the CEO and COO to determine financial feasibility of new projects.
7. Responsible for cash management, including cash flow.
8. Primary contact for banking relations.
9. Monitors fiscal details of financial agreements.
10. Prepares and presents monthly financial reports to the Board of Directors, CEO, and COO.
11. Prepares documentation and analysis as required for external auditor. Adherence to the Audit Documents Checklist which is needed to conduct the field work of the audit.
12. Stays current and in compliance with all regulations which concern fiscal matters including but not limited to the Office of Inspector General (OIG) and HRSA.
13. Responsible for other projects as determined by the Board of Directors, CEO, and COO.
14. Ability to work a flexible schedule may be required based on need.
15. Other duties as assigned
QUALIFICATIONS:
Education/Experience: Masters Degree in Business Administration, Financial Management, or Accounting from an accredited institution preferred. Bachelors Degree required. Experience in Financial Management with (5) years experience as a Chief Financial Officer/Controller preferred. Experience developing and executing grants required. Must have supervisory experience in an office setting of 4 or more people. Experience preparing and presenting financial briefs to CEOs and Boards of Directors of non-profit organizations preferred. Must be 18 years of age or older.
Licenses/Certifications: A valid California driver's license required with application submission and must be maintained throughout employment. Current certifications and/or licenses appropriate to the positions required education and profession.
Character: Applicants must have a reputation for honesty and trustworthiness. Must be responsible and able to exercise good judgment, accept administrative supervision, pay attention to detail, follow instructions, including the ability to interact effectively and communicate with people in a professional and courteous manner. Must be highly confidential and work as a team with other staff. Applicant should be sensitive to client's needs.
Skills: Strong team building, interpersonal, and organizational skills. Ability to establish and maintain effective peer relationships with coworkers within the Dental Department, clinic-wide, and the public. Must be able to express ideas clearly, concisely, address audiences effectively, and exercise balanced judgment in evaluating situations and making decisions. Willing to be part of a team and cooperate in accomplishing department goals and objectives. Ability to prioritize, meet deadlines, take initiative, be proactive, and function in a rapidly changing environment. Ability to work with people of all social and ethnic backgrounds.
Physical and Personal Requirements: Normal clinic/office environment. Sit or stand for long periods of time. Reach, bend, climb, stoop, lift up to 25 lbs. repetitive hand movement; use and view PC. Reliable transportation and car insurance as required by the state. Travel as needed.
Compliance:Each employee plays a key role in creating a compliance culture at SIHC. Employees are expected to learn and comply with all SIHC policies and procedures. One must have the ability to understand the implications and complexities of all compliance policies. Participation in all compliance training is mandatory, and generally have a heightened awareness of policies and regulations that are specific to one's department and position. All SIHC employees are expected to report violations or suspected violations of compliance policies or regulations.
Other: Post job offer, applicant must successfully pass a pre-screening, including a tuberculin skin test or x-ray and a blood/urine drug screening test. Health must be adequate to perform all duties of the position. Applicant must complete SIHC Application and Authorization Form, both must be submitted to Human Resources prior to the close date indicated.
INDIAN PREFERENCE:
INDIAN PREFERENCE: In the filling of any SIHC job vacancy, preference may be given to qualified Native American Indians, pursuant to the Indian Preference Hiring Act, 25 USC 472, unless other laws require the filling of a vacancy without regard to Indian preference (e.g. Public Law (P.L.) 94-437, "Indian Health Care Improvement Act (IHCIA). To receive Indian preference for any SIHC position, the applicant must be enrolled, or be eligible for enrollment, as an American Indian with their Tribe, or must be certified as an American Indian from the designated Tribal Representative. Applicants claiming Indian preference must attach verification of their claim to the SIHC application, including Certification of form BIA-4432, which is available from the SIHC Human Resources Department. If verification is not or cannot be verified, the applicant will not receive Indian preference for purposes of the interview.
The Chief Financial Officer is the principal advisor to the Board of Directors, Chief Executive Officer (CEO), and Chief Operating Officer (COO) for all financial matters within Southern Indian Health Council, Inc. S/he is responsible for directing the organization's overall financial policies, planning, budgeting, asset protection, fiscal compliance and accounting practices. Provides executive management with advice on financial implications of business activities as well as oversees all financial functions pertaining to the approved budget provided to carry out the program. This includes but is not limited to resource accounting (fiscal and property), budget, credit, insurance, tax and treasury. The incumbent exercises financial authority, fiscal oversight and grant oversight of all SIHC programs. Exercises control of all financial matters for planning, formulation, execution and management of the various budget and financial programs that support the mission of SIHC. Strong leadership skills are required as well excellent communication skills to articulate directions, establish credibility and build positive relationships within the organization and with the Board of Directors.
SPECIFIC DUTIES AND RESPONSIBILITIES:
a) Certifies monthly Financial Statements, and oversees all General Ledger
accounting functions.
b) Oversees all Accounts Receivable functions.
c) Oversees all Accounts Payable functions.
d) Oversees all Payroll functions.
e) Directly supervises the Controller, Lead Biller, Grant Analyst, and Grant Writer and indirectly supervises the Fiscal Staff, Billing, and Purchasing
f) Reviews and updates accounting policies.
g) Works with Controller and Purchasing Agent, to ensure accurate inventory records and asset protection.
h) Approves purchase orders for all programs in the absence of the CEO and/or COO.
i) Oversees the insurance needs of the organization and makes sure policies do not lapse.
j) Oversees proper documentation of income and appropriate disbursement of funds.
k) Responsible for system and internal controls.
l) Oversees journal entries and adjusting journal entries for month end and year end closing.
n) Oversees monthly analysis of balance sheet accounts
3. Responsible for fiscal compliance for grants and restricted revenues.
a) Works with CEO, COO, Controller, Grant Managers as well as funding agencies to develop budgets for grant applications, renewals and modifications.
b) Works with Controller and Grant Managers, monitoring and adjusting proper grant expenditures.
c) Responsible for timely billing and monitoring of grant balances.
d) Reviews expenses allocations, and modifies as necessary.
e) Oversees filing of grant close-out reports, and responds to fiscal correspondence from funding agencies.
f) Participates in modifying programs to reflect new needs
or budget changes.
4. Responsible for SIHC budget.
a) Develops the SIHC budget with officers and managers.
b) Analyzes the performance of past and current programs, evaluates performance relative to planned objectives, determines trends and recommends courses of actions to achieve goals with a view toward improved performance.
c) Provides technical guidance and advice on performance measurement and managerial costing to program managers, conducts meetings, as required, monitors and reports changes on agreed upon improvements.
d) Communicates with CEO and COO regarding budget variances on an on-going basis.
e) Prepares and presents annual budget reports to the Board of Directors, CEO and COO.
5. Participates with the Board of Directors, the CEO, COO and program managers to develop the SIHC Strategic Plan.
a) Ensures that annual budgets are developed to fully support the strategic goals and directives
b) Ensures that program goals are well stated and financially supportable.
6. Works with the CEO and COO to determine financial feasibility of new projects.
7. Responsible for cash management, including cash flow.
8. Primary contact for banking relations.
9. Monitors fiscal details of financial agreements.
10. Prepares and presents monthly financial reports to the Board of Directors, CEO, and COO.
11. Prepares documentation and analysis as required for external auditor. Adherence to the Audit Documents Checklist which is needed to conduct the field work of the audit.
12. Stays current and in compliance with all regulations which concern fiscal matters including but not limited to the Office of Inspector General (OIG) and HRSA.
13. Responsible for other projects as determined by the Board of Directors, CEO, and COO.
14. Ability to work a flexible schedule may be required based on need.
15. Other duties as assigned
QUALIFICATIONS:
Education/Experience: Masters Degree in Business Administration, Financial Management, or Accounting from an accredited institution preferred. Bachelors Degree required. Experience in Financial Management with (5) years experience as a Chief Financial Officer/Controller preferred. Experience developing and executing grants required. Must have supervisory experience in an office setting of 4 or more people. Experience preparing and presenting financial briefs to CEOs and Boards of Directors of non-profit organizations preferred. Must be 18 years of age or older.
Licenses/Certifications: A valid California driver's license required with application submission and must be maintained throughout employment. Current certifications and/or licenses appropriate to the positions required education and profession.
Character: Applicants must have a reputation for honesty and trustworthiness. Must be responsible and able to exercise good judgment, accept administrative supervision, pay attention to detail, follow instructions, including the ability to interact effectively and communicate with people in a professional and courteous manner. Must be highly confidential and work as a team with other staff. Applicant should be sensitive to client's needs.
Skills: Strong team building, interpersonal, and organizational skills. Ability to establish and maintain effective peer relationships with coworkers within the Dental Department, clinic-wide, and the public. Must be able to express ideas clearly, concisely, address audiences effectively, and exercise balanced judgment in evaluating situations and making decisions. Willing to be part of a team and cooperate in accomplishing department goals and objectives. Ability to prioritize, meet deadlines, take initiative, be proactive, and function in a rapidly changing environment. Ability to work with people of all social and ethnic backgrounds.
Physical and Personal Requirements: Normal clinic/office environment. Sit or stand for long periods of time. Reach, bend, climb, stoop, lift up to 25 lbs. repetitive hand movement; use and view PC. Reliable transportation and car insurance as required by the state. Travel as needed.
Compliance:Each employee plays a key role in creating a compliance culture at SIHC. Employees are expected to learn and comply with all SIHC policies and procedures. One must have the ability to understand the implications and complexities of all compliance policies. Participation in all compliance training is mandatory, and generally have a heightened awareness of policies and regulations that are specific to one's department and position. All SIHC employees are expected to report violations or suspected violations of compliance policies or regulations.
Other: Post job offer, applicant must successfully pass a pre-screening, including a tuberculin skin test or x-ray and a blood/urine drug screening test. Health must be adequate to perform all duties of the position. Applicant must complete SIHC Application and Authorization Form, both must be submitted to Human Resources prior to the close date indicated.
INDIAN PREFERENCE:
INDIAN PREFERENCE: In the filling of any SIHC job vacancy, preference may be given to qualified Native American Indians, pursuant to the Indian Preference Hiring Act, 25 USC 472, unless other laws require the filling of a vacancy without regard to Indian preference (e.g. Public Law (P.L.) 94-437, "Indian Health Care Improvement Act (IHCIA). To receive Indian preference for any SIHC position, the applicant must be enrolled, or be eligible for enrollment, as an American Indian with their Tribe, or must be certified as an American Indian from the designated Tribal Representative. Applicants claiming Indian preference must attach verification of their claim to the SIHC application, including Certification of form BIA-4432, which is available from the SIHC Human Resources Department. If verification is not or cannot be verified, the applicant will not receive Indian preference for purposes of the interview.