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

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.

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Apply now to be part of our compassionate and supportive environment by sending your resume to candidate@heritagenyc.org or by clicking on the mail icon.