Chief Financial Officer

Description

The Chief Financial Officer leads and oversees all financial and accounting activities for the organization. Responsible for forecasting the organization’s financial standing based on financial and operational data and reports. Makes strategic recommendations to executive leadership, the CEO and board in alignment with their mission, culture, standards, and best practices.

ESSENTIAL FUNCTIONS:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without accommodation. The requirements listed below are representative, but not all inclusive, of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

• Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.
• Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets.
• Reviews planning process and suggests improvements to current methods.
• Analyzes operations to identify areas in need of reorganization, downsizing, or elimination.
• Works with the CEO and other senior executives to coordinate planning and establish priorities for the planning process.
• Studies long-range economic trends and projects their impact on future growth in sales and market share.
• Identifies opportunities for expansion into new product areas.
• Oversees investment of funds and works with investment bankers to raise additional capital required for growth or expansion.
• Oversees Accounting department, budget preparation, and audit functions.
• Partners with department leaders to consistently implement standards and best operational practices in alignment with Company strategic goals.
• Oversees the attracting, recruiting, onboarding, developing, and retention team members and management. Builds and develops relationships with all employees.
• Maintains an appropriate professional appearance and demeanor in accordance with Company policies.
• Keeps commitments and keeps CEO informed of work progress, timetables, and issues.
• Maintains strict compliance with State, Federal and other regulations (e.g., OSHA, WC, HIPAA, ADA, FEHA, DOL, HR policies and practices).
• Other duties as assigned by management.

CERTIFICATES/LICENSES/REGISTRATIONS:

• Valid Driver’s License

KNOWLEDGE/SKILLS/ABILITIES/TALENTS:

Growing Revenue and Profit

• Results driven; aligns and allocates time and energy on key drivers.
• Understands key metrics, revenue drivers, and ROI expense analytics.
• Understands Regional market drivers and competition.
• Oversees the execution of the Marketing plan by location.

Developer of Staff

• Demonstrates ability to perform each support role within an office.
• Clearly communicates vision and aligns team members around it
• Identifies, develops and promotes potential Leads/Managers/DFOs, and ensures that direct reports similarly develop their employees.
• Provides continual, direct feedback, coaching vs. directing.
• Appropriately delegates authority and responsibility and holds associates accountable.
• Recognizes and celebrates success.

Influencer of professionals

• Ability to develop trusting, mutually respectful relationships with professionals.
• Tailors coaching style to the individual’s needs and appropriate professional boundaries (e.g., clinicians).
• Builds persuasion and empathy skills (e.g., case acceptance skills).
• Active listener/observer of behavior.
• Creates a win/win need for change.

Strategic Planner

• Sets realistic monthly, quarterly, and annual objectives.
• Measures and communicates monthly results.
• Prioritizes work and time/schedule to achieve business objectives.
• Plans ahead (6-12 months) to anticipate and overcome potential obstacles to success

Business Acumen

• Assesses and deploys resources to meet annual budgets.
• Builds business and leadership skills of others to take appropriate action to generate positive cash flow.
• Proficient knowledge of operational processes and best practices.
• Proficient in the office level financials and balance sheets.
• Become Expert in Care Cloud Electronic Medical Record (EMR) or applicable system.

Effective Collaborator with Peers and Support Resources

• Oriented towards team success.
• Effectively communicates needs and expectations.
• Engages others in the regional plan; shares best practices.
• Innovates to improve operational processes.
• Resourceful; optimistic; humble.
• Ability to respond to common inquiries from customers, staff, vendors, or other members of the community.
• Ability to draw valid conclusions, apply sound judgment in making decisions, and to make decisions under pressure.
• Ability to interpret and apply policies and procedures.
• Must address others professionally and respectfully by actions, words and deeds.
• Detail oriented, organized, process focused, problem solver, self-motivated, proactive, customer service focused.
• Displays independent judgment by willingness to make timely and accurate decisions based on available information that is sometimes vague or limited in nature.
• Ability to multitask effectively and work in a fast paced and sometimes ambiguous environment, without compromising quality of work.
• Ability to prioritize tasks and projects with limited direction, while understanding and contributing to the success of the clinic.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.