Work Location & Hybrid Schedule

This position is based in our Santa Barbara office and requires in-office attendance during the introductory period. Upon successful completion of the introductory period, the employee may be eligible for a hybrid work schedule, allowing remote work up to 50% of the time, based on business needs and management approval.

Job Summary

As member of the Senior Management Team, the CFO provides values-based leadership to

direct the financial and administrative functions of Tri-Counties Regional Center in serving

people with developmental disabilities with the highest quality care in a fiscally responsible

manner. Directs activities of DOFA including overseeing financial management services,

internal quality management for DOFA, strategic and performance contract planning and

monitoring, grant budgeting and administration, facilities management, agency purchasing, risk management through business insurance and legal counsel, and financial budget training.

Represents TCRC on regional center financial issues in the community. Develops and

implements TCRC’s financial and administrative policies and procedures. May fill in for

Executive Director as needed.

Supervision

Reports to the Executive Director. The CFO supervises the Controller, the POS Accounting

Manager, the Facilities and Purchasing Manager, and the Executive Assistant to the CFO and DOFA. Indirect supervision of the POS Accounts Payable Supervisor along with other DOFA staff.

The CFO understands, communicates and champions methods of fiscal responsibility,

accountability and effectiveness, and leads hands-on, cross-functional teamwork to implement continuous quality improvement practices consistent with adopted strategies to achieve the Agency’s vision. This position will solicit and secure financial resources through various means to support services and projects that optimize staff effectiveness and outcomes for people with developmental disabilities and their families.

Primary Functions

Establish DOFA as a valued partner with staff, vendors, consumers, families, the Board of Directors and community members. Central to this function is identifying areas of need for the agency and facilitating cross-functional involvement to develop and implement appropriate organizational infrastructure that will enable the Agency to excel.
Play strategic, leadership role in agency transformation toward collaboration, empowerment, accountability, and overall organizational excellence.
Develop and communicate a comprehensive annual budget plan for Purchase of Services (POS) and Operations (OPS) that will support key performance indicators in the organization to improve service delivery, increase accountability, achieve DDS Performance Contract objectives and better meet TCRC Strategic Plan goals and objectives.
Lead financial and administrative functions that support the research, planning, design, implementation, and evaluation of organizational change efforts.
In conjunction with the Directors and TCADD Board of Directors, develop and implement relevant financial and administrative policies and procedures to enhance the agencies internal fiscal and operational controls and maintain a positive, financial reputation in the regional center system.

Strategic Planning

Develop and regularly evaluate Strategic Planning goals for the agency and DOFA, including financial resource needs that enable successful achievement.
Facilitate communication and cooperation among departments and functions and between the Agency and external organizations in order to implement and integrate strategic goals and management systems.
Monitor and report on DOFA plan progress and fulfillment.

Financial Management

Direct and oversee the Purchase of Services and Operations budgets, vendor audits, cash management and various accounting functions. Work with managers of these functional areas to ensure timeliness, accuracy and compliance.
Serve as internal finance consultant, providing education, counsel, and coaching to management and staff on state and TCRC budget status and strategic and operational opportunities for innovative use of budgeted funds as a means to implement Agency strategic goals and objectives.
Assess organizational needs and effectiveness in terms of needed financial resources. Secure and manage resources.
Complete monthly financial projections for Purchase of Services and Operations and report on financial status to various audiences including the Board of Directors, Directors Team, Vendor

Advisory Committee, staff and community groups.

Manage agency liabilities including PERS and Post-Retirement Health Trust and develop short and long term plans to fund. Oversee investment of cash reserves. Secure credit lines.

Obtain capital financing as necessary.

Research, review and stay current on State & DDS budget, related legislation, local economic trends, etc. and incorporate information into financial projections and planning. Implement various initiatives as related to finance and administration, as required.
Plan and coordinate various third party audits, including the annual CPA independent financial audit and the bi-annual DDS fiscal audit. Evaluate audit findings and make improvements to internal controls. Complete data requirements for the audited financial statements and IRS Form 990.
Research nationwide, statewide, local and market trends, as applicable, to determine effectiveness of current financial management assumptions, methods, processes, and practices. Provides leadership to incorporate these approaches into the agency business.
With a team, review study/audit findings to develop recommendations for agency planning, as well as targeted education and publications to improve consumer/family outcomes.
Collaborate with managers, and labor representatives to provide financial data and support to implement new or improved organizational systems, initiatives, and programs.
Review POS vendor contracts, conduct rate reviews, analyze fiscal impact and provide needed contract language. Participate in resource development meetings and Service Review Committee.

Legal, Risk and Compliance Management

Monitors all administrative legal issues involving the organization. Acts as a legal intermediary to interpret, advise and write contract language that is consistent with statutory, regulatory, and other DDS and organizational requirements. Coordinate with attorneys, executive director and other managers and/or key staff as appropriate.
Ensures the organization maintains sufficient insurance coverage. Solicit annual insurance quotes for business lines and bind coverage. Ensure compliance with DDS contract, board policy and best practices. Lead staff in handling related claims.

Administration

Facilitate and foster teams within DOFA to analyze operational issues and develop approaches to address these issues. Support teams in their process.
Work with senior management to improve the overall effectiveness of the organization and the service system.
Create and revise policies/procedures. Coordinate input from various staff.
Oversee facilities management. Directly involved in lease negotiation, rent concessions, tenant improvements, relocations, space planning and accounting for specialized facilities funding.
Oversee purchasing of supplies, equipment and other operating items including review and approval of certain expenses.
Responsible for review and signature of all agency contracts for operating and purchase of service functions.
Lead staff in completing and/or coordinating various surveys from DDS and/or ARCA.
Conduct various presentations to the TCADD Board, Vendor Advisory Committee, Directors Team, Leadership Team, Department of Finance & Administration, Operations Committee (periodic chair), and at staff and town hall meetings.Human Resources
Work with the HR Director to review costs, develop and maintain PERS, health or other benefits, workers compensation, caseload ratios, new hires, HR policies and procedures, and safety, in conjunction with budgeted assumptions.
Work with HR Director to create and maintain an environment in DOFA that emphasizes employee value, and that adds value to employees working life as well as to consumer and family outcomes.

Training

Assess the training and development needs of DOFA staff and those of other TCRC staff, consumers, families, service providers, and Board of Directors relevant to financial and administrative functions. Develop materials and provide training and oversee DOFA managers to train to meet those needs.
Partner with the directors and managers in designing and implementing agency training programs that support strategic objectives and are consistent with the organization vision and values.

Grant Development

Review requirements and consult with TCRC staff on grant funding, feasibility and administration and provide necessary approvals.
Oversee grant administration and internal reporting by Controller and Grants Financial Specialist and ensure adherence to fiscal requirements from grantors.

Authority

Evaluate and negotiate bids and products in coordination with other directors and managers.

Select vendors or make recommendations for selection.

Supervise and lead the activities of a diverse team of professionals. Ensures coordination with agency managers and staff in other departments.
Develop and maintain critical external relationships with bank managers, attorneys, auditors, ARCA staff, regional center peers, DDS representatives, brokers, landlords, actuaries, key operations vendors, service providers, community partners, etc.
Statewide reports procedures. Participate in ARCA Administrator’s group, ARCA Finance

Committee and various ad hoc statewide groups as relevant and necessary.

Participates as lead staff on the TCADD Administration Committee, Audit Committee and Post-Retirement Health Care Trust Subcommittee, and to the TCADD Board of Directors on Financial and Administrative issues.

Knowledge, Skills, and Abilities Required

Theory, principles, best practices, and emerging trends in business and non-profit financial management, change management, strategic planning, continuous improvement, customer service, and performance management.
Expertise in all areas of financial management, budgeting, forecasting, financial analysis, complex problem-solving, data simplification, reporting, general accounting, auditing, facilities management, purchasing, contract negotiation and administration and operations management.
Project management.
Conflict resolution and negotiations strategy.
Public policy development and administration.
Methods of data collection and analysis.
Methods and techniques of training for adult learners.
Grant budgeting and administration.
Business and contract law.

Ability to:

Establish and maintain effective working relationships with people at every level of the organization, the Board of Directors, and with members of external groups.
Motivate and inspire others.
Gather and analyze data, draw conclusions, identify alternative solutions, project consequences of proposed actions, and implement recommendations.
Marshal resources.
Use persuasion and diplomacy to achieve consensus and cooperation, especially on difficult or divisive issues.
Prepare a variety of narrative documents, including policy statements, management reports and correspondence.
Speak effectively before small and large groups.
Influence others to work together towards common goals.
Make independent decisions.
Establish standards and evaluate performance.

Education and Experience

Possession of an advanced degree in finance, accounting, economics, or business or public administration, AND five years of experience as a controller, accounting manager, budget manager/director or similar in a complex public, quasi-public agency or business organization,
OR
Possession of a bachelor’s degree in finance, accounting, economics, or business or public administration AND seven years of related management experience in a complex public, quasi-public, or business organization.

AND completion of extensive professional training and experience in finance, accounting, economics, or business or public administration, strategic planning, and implementation of organizational change sufficient to demonstrate current knowledge of developments in the field of financial management and the application of this knowledge in a complex environment.

Physical Requirements

The position requires the ability to work independently and possess the mobility necessary to work in a standard office setting and use standard office equipment, including a computer. This is primarily a sedentary office classification. The position also requires grasping, repetitive hand movement, finger dexterity, and fine coordination when preparing statistical reports and data using a computer keyboard and calculator.

Additionally, the position requires near, far, and color vision to read correspondence, statistical data, and computer screens. Hearing and speech are required to communicate in person, before groups, and over the telephone.

Employees must possess the ability to lift, carry, push, and pull materials and objects necessary to perform job functions. The employee must frequently lift and/or move up to 10 pounds and occasionally up to 20 pounds.

The position also requires standing, walking, reaching, twisting, turning, kneeling, bending, squatting, and stooping in the performance of daily office activities.

Work is performed in an office setting with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may encounter upset individuals over the phone and/or in person.

Each of these physical tasks is considered an essential function of the position.

Pay: $157,038.15 - $215,000.00 per year

Benefits:

403(b)
Dental insurance
Health insurance
Life insurance
Paid time off

Work Location: In person

Tri-Counties Regional Center

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