Company Overview

Heritage Health and Housing, Inc. provides health care. housing and a wide range of social and support services within a community of healing in each of its operating venues.

Heritage Health and Housing delivers highly effective and quality services in a learning environment of excellence and caring while instilling dignity and self-respect in its clientele. Heritage marshals the efforts of its board, staff and consumers and uses all available resources to expand its services in accordance with its core values and expertise to fill gaps in needed programs, to enhance community, social and economic empowerment and to train clients for adaptability.

Position Overview

The Chief Financial Officer serves as a vital member of the executive leadership team, reporting directly to the Chief Executive Officer (CEO) and partnering closely with the Board of Directors. The CFO safeguards the organization’s financial integrity. This leader translates complex financial data into actionable strategies to balance mission impact with operational and financial sustainability. The CFO must balance financial stewardship, mission impact, regulatory compliance, fundraising support, and strategic leadership.

Key Responsibilities

Strategic Financial Leadership
Act as a trusted advisor and thought partner to the CEO and the Board of Directors to develop and execute long-range financial plans, organizational goals, and multi-year forecasting. Must have the ability to effectively assess the financial feasibility of new programs, expansion plans, and strategic initiatives.

Grants & Fundraising Oversight

Lead the calculation of overhead costs and the structuring of budgets for grant applications for the teams that lead HHH programs and development. Oversee and monitor restricted grant funds to ensure proper stewardship in full compliance with funder terms.

Compliance, Audit, & Risk Management

Responsible for leading the design, implementation, and maintenance of robust internal controls and Enterprise Risk Management frameworks. Oversee all annual audit activities and ensure full compliance with federal, state, and local regulations (e.g., IRS guidelines, GAPP, and specific grant requirements).

Board & Governance Partnership

Regularly serve as the primary staff liaison to the Board’s Finance, Audit, and Investment Committees.

Operations & Team Leadership

Manage, develop, and evaluate the Finance, Accounting, Operations, and IT teams. Foster a culture of accountability, continuous improvement, and cross-functional collaboration.

Required Skills, Competencies & Qualifications

· Possess the ability to articulate ideas, opinions, and information in both spoken and written form;

· Board presentation and communication

· Executive Team Collaboration

· Scenario Planning

· Organizational growth planning

· Commitment to serving vulnerable populations

· Understanding of social determinants of health

· Stakeholder relationship management

· Knowledge of the healthcare industry (Medicaid, Medicare, New York State regulations, etc.);

· Adept at managing the activities of a team and working well with diverse personalities;

· Exceptional written and verbal communication skills;

· Highly organized with strong attention to detail;

· Ability to multitask effectively and appropriately prioritize and manage multiple projects;

· Highly proficient/strong analytical and problem-solving skills;

SPECIAL REQUIREMENTS

· Financial Planning & Analysis

· Budget development and management

· Cash Flow forecasting

· Financial reporting and transparency

· Strategic financial decision-making

· Capital planning and debt management

· Restricted and unrestricted fund accounting

· Grant management and reporting

· Government funding administration

· Cost allocation methodologies

· Program profitability and sustainability analysis

· Understanding of nonprofit revenue streams

Technical Skills

· Nonprofit accounting standards (FASB)

· GAAP

· Financial Modeling

· Budgeting Software

· Data Analytics and dashboard reporting

· Microsoft Excel (advanced)

· Audit preparation

Qualifications

Proven experience in senior financial leadership roles
Deep understanding of technical accounting standards including GAAP, IFRS, IAS, ASC 606, COSO frameworks, and governmental accounting practices.
Demonstrated ability in financial analysis, modeling, forecasting, and business analysis within diverse industries or non-profit organizations.
Proficiency with advanced financial software systems and tools used for financial report writing and interpretation.
Excellent communication skills with the ability to translate complex financial concepts into clear insights for non-financial stakeholders.
Bachelor's degree in Finance, Accounting or related field; CPA or CFA certification preferred;

DISCLAIMER

The intent of this job description is to provide a representative summary of the duties and responsibilities that are required of the job and shall not be construed as a declaration of the specific duties and responsibilities of any position. Employees may be requested to perform job-related tasks within their scope of work, beyond those described in this description.

As an employee of Heritage Health & Housing, Inc., it is my responsibility and obligation to do my job to the best of my ability. I hereby acknowledge that I have received this job description and will review and refer to it to understand the job I am expected to perform. The purpose of this job description is to provide me with a better understanding of the nature of the job, its key duties and responsibilities, and the requirements. I believe that I possess the qualifications to do this job with or without reasonable accommodations.

Pay: $250,000.00 - $275,000.00 per year

Benefits:

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

Work Location: Hybrid remote in New York, NY 10031

Heritage Health and Housing Jobs

Chief Financial Officer