POSITION SUMMARY

PRINCIPLE DUTIES/RESPONSIBLITIES

Financial Leadership

• Drives the organization to achieve and surpass deliverables, profitability, cash flow, and business goals and objectives. 
• Works closely with the Directors of Finance and Fund Development to plan, implement, and monitor annual budgets, develop fundraising goals and reporting plans, streamline resource allocation, and foster financial growth.
• Oversees the timely and successful implementation of external audits and works with the Director of Finance to coordinate solutions to their findings and recommendations. Reports risk issues to the President and the Finance and Audit Committee of the Board of Directors.
• Provides strategic financial input, reporting, and leadership on decision-making issues affecting the organization i.e., evaluation of potential alliances acquisitions or mergers. 
• Oversees New Market Tax Credit requirements and lending opportunities and accountabilities. 
• Develops a reliable cash flow projection process, monitors cash balances and forecasts, and reports mechanism that include minimum cash threshold to meet operating needs.
• Optimizes tracking, oversight, and maintenance of multiple sources of income including grants, contracts, fee for service income, and insurance reimbursements to ensure compliance, integrity, and timeliness. 

Leadership

• Provides executive leadership reporting to Board Committees on financial and administrative developments, successes, and challenges, while moving the organization from reactive practices to a proactive approach.
• Oversees internal activities allowing the President & CEO to focus on strategic planning, policy goals, and external matters, collaborations, and partnerships.
• Spearheads the development, communication, and implementation of effective strategies, processes, and complete financial reporting and billing.  
• Empowers day-to-day leadership, management, and individual decision-making capacity between Division Directors and Managers.
• Provides clear direction, understanding of expectations and accountabilities, and proactively promotes productivity and consistent results. 
• Supports the President, Board, and Leadership Team in building strategic relationships and partnerships.

Operations

• Sets policies, procedures and systems that enhance the coordination of human and financial resources, and streamline internal communications, service delivery and cross-functionality throughout the organization.
• Constructs operational infrastructures and monitors reliable control systems, processes, and staff role and fit to meet organizational objectives. Forms and governs cross-functional teams that effectively improve workflows and communications across the organization.
• Develops performance measures that lift CLUES’ strategic direction and implements and maintains best operational practices. 
• Works with senior leadership to shape annual workplans and department performance goals/priorities to ensure alignment and accountability.
• Supports Directors and managers in overseeing process improvements for internal information systems and data collection, management, and reporting.  
• Understands and mitigates key elements of CLUES’ risk profile, including oversight of all applicable business lines of insurance.
• Works with HR leadership to ensure staff-related matters are timely executed, personnel compensation, benefits and career ladders are equitable, and required licenses and certifications are acquired /maintained for service delivery.
• Monitors all open legal issues involving CLUES or affecting the industry.
• Works to ensure internal systems are in place to maintain client confidentiality in accordance with HIPAA, CLUES policies and other applicable laws and regulations.
• Leads implementation and oversight of an organizational multi-year budget, ensuring coordination with senior leadership for the appropriate allocation of resources to achieve successful implementation of operations and services.

Alliance & Reporting to CEO

• Assists CEO, Fund Development Team, and Program leaders to create social business ventures that improve earned income and financial growth.
• Assists in formulating the organization’s future direction and supporting tactical initiatives that advance mission and organizational growth. 
• Leads or participates in key decisions as a member of the Executive Management Team. In the absence of the President and CEO, provides executive oversight to the organization. 
• Maintains ongoing relations with internal and external leaders, senior leadership, and the Board of Directors. Board Committee participation includes: Executive Committee, Finance/Audit/Facilities Committee, and any other Committees as directed by the President and CEO.

SUPERVISORY RESPONSIBILITIES

• Senior Director of Finance and Operations
• Director of Fund Development
• Director of Human Resources
• Director of Community Behavioral Health Clinics (fiscal and operational) 
• Associate Director of Marketing and Communications (fiscal and operational)

REQUIRED SKILLS/ABILITIES

• Excellent financial and business acumen, strong understanding of non-profit financial management, outstanding strategic and people skills, and exemplary leadership and work ethics.  
• Seasoned leader with demonstrated success in team management, translating strategic plans into tangible goals and strategies.
• Working/supervisory knowledge of data analysis and performance/operation metrics and evaluation.
• Strong leadership and supervisory skills with ability to be flexible and adaptable.
• Excellent organizational, management, executive decision-making and problem-solving skills, combined with an ability to create strategies and accountabilities to achieve goals.
• Preferred working knowledge of principles, procedures, and best practices in the field of human services, including managing Certified Community Behavioral Health Clinics and third-party billing.
• Excellent verbal and written communication skills with strong interpersonal, and public speaking skills.
• Exceptional analytical and critical thinking skills.
• Responsive to change, ability to be flexible, leads as change agent.
• Collaborative, insightful and innovative entrepreneurial spirit.

EDUCATION/EXPERIENCE

• Advanced degree in Finance, Accounting, Business Administration, or related field.
• Experienced in non-profit management with at least 10+ years of experience leading and managing finance and administrative teams in a complex, fast pace, and growing environment.
• Executive leadership and experience preparing and reporting financial details and impact dash boards to diverse boards, funders, and donors.
• Ability to perform all the intellectual and analytical requirements of the position, including decision-making. 

BACKGROUND CHECK

• Must pass a criminal background check and driving record check. As a condition of continued employment, staff person may be required to submit to periodic re-verification of these background checks.

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