JOB DESCRIPTION

Chief Financial Officer

Name________________________ Classification_________________________

Hire Date_____________________ Anniversary Date______________________

Qualifications

A minimum of 4-year bachelor’s degree in business management or Accounting and 5 years of experience in financial management.

MISSION

To provide diverse supports which empower individuals to choose how to live, work and recreate within the community; to maximize personal independence by facilitating relationships within the community; to participate in ongoing quality enhancement to ensure desired outcomes for each individual; and to actively pursue diversified resources for the accomplishment of the above purposes for people with intellectual disability of all ages without regard to race, religion, disability, sex or national origin.

JOB FUNCTION

The primary purpose of your job position is to direct the overall functioning of your assigned programs in accordance with current applicable Federal, State and local standards, guidelines and regulations, and as directed by the Executive Director, to assure that the highest degree of quality care is maintained at all times. Every effort has been made to make your job description as complete as possible. However, it in no way states or implies that these are the only duties you will be required to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or is a logical assignment to the position.

DELEGATION OF AUTHORITY

As Chief Financial Officer, you are delegated the authority, responsibility and accountability necessary for carrying out your assigned duties. Your immediate supervisor will be the Executive Director.

-Assist the Executive Director in planning, developing, organizing, implementing, and directing the day-to-day finance functions of the agency. Assist in the development and implementation of written financial policies and procedures that guide the operation of the agency.

-Assist department directors in the development and use of fiscal policies and procedures, and establish a rapport in and between departments so that each can see the importance of teamwork.

-Assist in establishing policies that govern the individual's right to quality of life and care as defined by Office of Developmental Programs.

-Interpret the agency's policies and procedures to employees, individuals, family members, visitors, government agencies, etc., as necessary or instructed; consult with Executive Director regarding clarity of interpretation as needed to ensure accurate representation of organization.

-Represent the agency in dealings with outside agencies, including governmental agencies and third-party payers, or provide an informed representative of the agency when unable to attend such meetings.

-Make written and oral reports/recommendation to the Executive Director concerning the operation of the agency.

-Review and develop a plan of correction for the deficiencies noted during audits and provide a written copy of such plan to the Executive Director & Board of Directors. Review with personnel as required.

-Communicate as needed directly with individuals and staff to ensure your familiarity with individuals and staff abilities and needs.

-Report findings to the Executive Director as appropriate

-Review and approve the implementation of new procedures and organizational plans within each program as they pertain to fiscal management.

-Recommend changes in the overall organization structure to the Executive Director.

-Act with administrative authority, responsibility and accountability of directing the fiscal activities and programs of the agency.

-Make recommendations to the Executive Director as necessary for disciplinary action according to agency protocol.

-Participate in finding suitable facilitates/homes for programs as needed.

-Write memos, letters as necessary for timely communication and coordination of activity within your responsibility.

- Advertise for, recruit, and select competent fiscal staff, Consultants, and other auxiliary personnel.

-Complete performance reviews for fiscal staff; discuss and recommend disciplinary action/terminations. Train coach, guide and provide positive, constructive criticism to staff within your department; document your assistance given to maximize and utilize the staff's talents, strengths and performance reviews per policy and procedures.

-Assistant in standardizing the methods in which work will be accomplished.

-Serve as liaison to the Executive Director and other professional and supervisory staff when appropriate; serve as accurate knowledge source for information about fiscal matters.

-Counsel/discipline personnel as requested or as may become necessary.

-Terminate employees when necessary, documenting and coordinating such actions with the Executive Director.

-Assure that appropriate documents are presented prior to the employment of personnel and that appropriate documentation is filed in the employee's personnel record in accordance with current regulations mandating such documentation; ensure maintenance of file throughout period of employment.

-Review complaints and make necessary oral/written reports to the Executive Director; ensure positive professional action taken with anyone pursuing Conflict Resolution.

Assist other Program Directors in the development and presentation of the annual fiscal training.
Ensure supervisors are well-versed in fiscal policies/procedures
Adequately perform work with little or no supervision.
Seek assistance or support from appropriate personnel, as necessary.
Expediently informs and discusses with Executive Director difficulty of meeting standards/due dates and negotiates accordingly.
Encourages and awards all employees within your responsibility to perform and strive toward excellence per Empowerment and Quality Enhancement policies.

JUDGMENT

· Demonstrates proper judgment and decision-making skills when necessary.

· Confidant making judgment calls; follows conduct ethic; adheres to regulations and agency policies.

· Best interest of individuals/agency is the basis for all decisions.

Is honest regarding own errors in judgment or activity and expediently reports to Executive Director with plan for corrective action

· Abides by professional communication standard; maintains confidentiality of all individual, employee, volunteer, and agency matters; actively participates in interdisciplinary team consistently through appropriate channels; addresses all concerns through the conflict resolution policy.

· Presents a professional appearance, a positive image, and ethical, dependable conduct when representing the agency in any capacity.

· Ensures a positive attitude is maintained within your department and due to your own example.

· Is respectful and tactful at all times when dealing with agency employees, individuals receiving service or with others outside the agency.

· Keep abreast of financial situations and make necessary adjustments to assure the continued ability to provide quality care.

· Prepare an annual operating budget for the agency with input from Executive Director, Program Directors, Supervisors, and Secretary then submit for approval by the Board of Directors.

· Allocate resources to carry out the programs and activities of the agency in the most efficient and resourceful manner.

· Review and make recommendations regarding purchases throughout the agency.

· Maintain contact with the County Finance Officer to insure a friendly and cooperative work relationship between the agency and County Office.

· Oversee special in-agency budgets. (Morale Fund, Asset and Acquisition Fund, etc.)

· Maintain General Ledger. This will include

1. Processing monthly income and expenses

2. Adjusting entries

3. Monthly reports as required

4. Review bank reconciliation’s done by staff

5. Analysis of all accounts

6. Bi-monthly financial reports for the Board of Directors

7. Supervise the posting of accounts to the General Ledger

8. Maintenance of expenditure and budgetary controls

9. Processing monthly income and expenses

10. Monthly reports as required

11. Preparing bank reconciliation’s

12. Analysis of accounts

13. Supervise the posting of accounts to the General Ledger

14. Maintenance of expenditure and budgetary controls

· Supervision of three fiscal staff. (Fiscal Assistant, Fiscal Technician and Individual Resource Manager)

· Recruit and training of fiscal staff as necessary.

· Attend Board of Directors bi-monthly meetings.

· Work closely with the Executive Director to set rates for all programs

· Prepare for and assist contracted auditors in annual audit of financial records.

Benefits:

401(k)
401(k) matching
403(b)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial Management: 5 years (Required)

Work Location: In person

Community Living & Learning, Inc

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