Job Title: Chief Financial Officer
Job Summary:
Sequoia Healthcare District seeks a detail-oriented and highly organized staff Chief Financial Officer (CFO) to join our small and dynamic team. This role is pivotal in guiding the agency’s financial strategy, budgeting, and reporting processes and requires a mix of technical, analytical, and interpersonal skills to ensure efficient management of public funds, accurate financial reporting, and compliance with government regulations and alignment with organizational goals. Responsibilities include financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the CEO and Finance Committee to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and management.
Key Responsibilities:
General Accounting Supervision:
- Oversee, and work alongside, Accounting Clerk who conducts general day-to-day bookkeeping duties including maintenance of the general ledger, recording journal entries, reconciling bank statements, preparing year end 1099 forms to vendors, and maintaining Excel grants spreadsheet of all active grants for the fiscal year.
Financial Reporting:
- Prepare timely and accurate financial statements and generate reports for review by management, Board, and Finance Committee.
- Prepare reports and presentations for public meetings and present financial information in an accessible manner to non-financial stakeholders
- Provide online reports to County and State agencies including annual Form 5500 employee census, Financial Transactions reports to State Controllers office, Registry of Public Agencies to the Secretary of State, Department of commerce census data, State Controllers Compensation Report, Local Agency Biennial notice of conflict-of-interest code, etc.
- Ensure compliance with local, state, and federal financial regulations, as well as grant requirements and audit standards.
- Collaborate with Accounting Clerk and auditors and provide necessary documentation for annual audits.
Financial Strategy and Planning
- Develop and implement long-term financial strategies to support the agency's mission and objectives.
- Oversee Schwab investment accounts including funds transfers to checking account.
- Provide financial advice and forecasts to guide strategic decision-making.
- Identify opportunities to optimize revenue streams and reduce costs.
Budgeting and Financial Management
- Lead the preparation and management of annual budgets.
- Monitor financial performance, ensuring budgets are adhered to and expenditures align with approved allocations.
- Oversee cash flow management and financial planning to ensure fiscal stability.
Payroll Processing:
- Manage payroll, enroll new employees in the payroll system, track employee salaries and paid time off, report hours to Paychex Payroll System, resolve any payroll issues.
- Act as retirement services liaison, enroll new employees in the retirement system, track employee deductions, transfer of funds.
- Conduct employee and director enrollments into the CalPers health system and make changes to coverage as requested.
Budgeting & Forecasting:
- Work with CEO to develop budgets and financial plans.
- Facilitate discussions with CEO and Board Finance Committee on financial policies and their implications.
- Interpret and analyze financial data to make informed decisions.
- Identify inefficiencies and implement cost-saving measures.
- Connect financial decisions to broader organizational goals.
- Anticipate financial risks and opportunities for the organization.
Risk Management and Internal Controls:
- Comply with accounting policies, procedures, and internal controls to safeguard District assets.
- Assess and manage financial risks, ensuring adequate safeguards are in place.
- Ensure accuracy in financial records, reconciliations, and reporting.
- Identify discrepancies and resolve errors promptly.
- Demonstrate transparency and accountability in handling public funds.
- Upholding ethical standards to maintain public trust.
- Advise on matters related to financial governance and accountability.
Regulatory Compliance
- Stay up-to-date and ensure adherence with federal, state, and local regulations affecting public finance.
- Stay updated with changes in governmental accounting standards, technology, and funding models.
- Adapt to new tools, systems, and regulations as they [and District] evolve.
- Other Duties:
- Support special projects, process improvements, and other finance-related tasks as assigned.
- Conduct insurance renewals for property, D&O, healthcare liability, workers comp, auto, life and 401K Bond policies.
- Co-lead District Finance Committee meetings with CEO
Qualifications:
- Minimum Bachelor's Degree in Accounting, Finance, Economics, or a related field.
- Either CPA, CFA, or CMA certification
- A strategic thinker with minimum of 7 years of experience in financial management, risk management and compliance, preferably in a government or public sector setting.
- Proficiency in accounting software (QuickBooks) and Microsoft Excel.
- Strong analytical, problem-solving, and organizational skills.
- Attention to detail and ability to handle confidential financial information.
Work Environment, Schedule, and Location:
- Small team supportive office environment
- Standard 9-5 schedule with 1 remote workday a week
- Minimum 6 bi-monthly evening board meetings per year
- This is a full-time position based in San Carlos, CA
Compensation
We offer a competitive salary, commensurate with experience and generous benefits including medical, dental, vision, 401(k) retirement, life insurance, vacation and sick time accrual plan.
How to Apply
Interested candidates should submit a resume and cover letter with “CFO Candidate” in subject line to:
Pamela Kurtzman, CEO
Sequoia Healthcare District
pkurtzman@seqhd.org
Applications will be reviewed on a rolling basis until the position is filled.
Equal Opportunity Employer
Sequoia Healthcare District is committed to fostering a diverse and inclusive workplace and encourages applications from individuals of all backgrounds and experiences. Visit our website at www.seqhd.org
