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Chief Financial Officer

Anaheim, CA 92801

Posted: 10/10/2023 Employment Type: Direct Hire/Perm Job Category: Accounting & Finance Job Number: 579963 Country: United States Is job remote?: No

Job Description

Chief Financial Officer
Direct Hire
Onsite: Anaheim, CA

Pay Range: $210 – 225K + Bonus

Must Haves:
Bachelor’s degree
Operational and financial management experience (5 years)
Nonprofit experience

Preferred:
MBA or CPA

Job Summary/Description:
This position is responsible for maintaining the financial health and resources of the Agency, acts as the key financial and business advisor to the President and CEO and is the primary interface with external auditors, payroll, billing, accounts payable and receivable, general ledger and financial reporting in accordance with generally accepted accounting principles and internal policies and procedures.  The CFO safeguards agency assets through the maintenance of proper controls, directs the development of organization-wide budgets and cost control measures, manages investments, and oversees development and implementation of financial systems.

REPORTING RELATIONSHIPS:
This position reports to the CEO.  The CFO supervises and ensures accountability and performance of the Accounting department, the Information Technology & Technology provider relationships, the Facilities/Safety/Disaster Planning department, and, as assigned, the Food Services Department.  Direct reports include the Controller, Facilities Director, and Director of Food Services.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Financial:
  • Leads development of the annual business planning, budget and periodic financial reporting of variance to budget and develop strategies and monitoring systems for keeping the Agency on or ahead of budget.
  • Develops and implements sound fiscal policies, procedures and control systems throughout the Agency.
  • Leads the Risk Management function.
  • Prepares and files annual tax documents (Form 990).
  • Directs preparation of financial statements, business activity reports, financial position forecasts, annual budgets, and/or reports required by regularity agencies or terms of grants and contracts.
  • Manages the Accounting Department.  Monitors and evaluates the performance of accounting and other financial staff; recommends and implements personnel actions.
  • Maintains organizational and department policies and procedures, federal and state policies and directives, and current accounting standards.
  • Conducts or coordinates audits of agency accounts and financial transactions to ensure compliance with state and federal requirements and statues.
  • Develops and maintains relationship with banking, insurance, and non-organizational accounting personnel in order to facilitate financial activities.
  • Analyzes and interprets accountings reports for Management and the Board of Directors and ensures financial information is accurate and timely.
  • Other duties as assigned.

Administration:
  • Oversees the Information Technology and Telecommunications needs for the agency, including vendor selection and performance management, technology performance and technology investments/infrastructure.
  • Provides oversight of the facilities and safety and disaster planning programs for the agency.  This includes capital improvements and facilities/equipment repairs.  It also includes oversight of programs to improve employee and volunteer safety and reduce safety incidents, injuries and workers compensation costs, as well as ensuring the agency has an effective disaster plan that is updated annually or more frequently as needed.

Food Services:
  • Provides oversight of the Food Services department through oversight of the Director of Food Services, who supervises all aspects of department operations.
  • Works with Director to:
    1. Ensure best practice are used for menu planning, inventory ordering and management, food storage and food production.
    2. Ensure the department complies with all food safety and quality requirements and achieves outstanding ratings.
    3. Ensures Title III meals conform to all requirements and best practices of the Older American’s Act nutrition programs and all food services/delivery requirements are met.  Ensure that menus meet client needs and preferences. 
    4. Ensures commercial contracts are developed and meet client expectations.  Meet agency sales/net income budget for commercial kitchen.

EDUCATION, EXPERIENCE AND QUALIFICATIONS:
  • Bachelor's Degree in Business Administration or other related field required; MBA or CPA preferred.
  • Operational and financial management experience required. 
  • Experience in a nonprofit with at least five years’ leadership experience directly related to the operation and management of a social service agency.
  • Must have excellent leadership, communication, and analytical skills.
  • Must be able to exercise strong problem-solving, critical thinking and decision-making skills.

The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com, @theplanetforward.com, @planet-technology.com, @planet-pro.com, @planetinteractive.com, @pfes.com, @launchcg.com, @planet-pharma.com, @planet-healthcare.com) - and not a domain with an alternative extension like .net, .org or .jobs.

The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.

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About Anaheim, CA

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