Chief Financial Officer

Morgan Consulting Resources, Inc has been retained to conduct a search for a Chief Financial Officer for St. Anthony’s Foundation in San Francisco. This pivotal role offers a unique opportunity to make a significant impact in one of the city’s most esteemed social service organizations, renowned for its dedication to supporting vulnerable populations.

About St. Anthony’s Foundation:

For nearly 75 years, St. Anthony’s Foundation has served as a beacon of hope in the Tenderloin district. With dignity and respect, St. Anthony’s provides a dining room with hot, nutritious meals; a clothing program with new and gently used clothing; a resource center offering case management services and a food pantry; community safety services through a social enterprise and alternative security model; a medical clinic with primary and specialized care for children and adults; addiction recovery with a 12-month residential recovery program; a tech lab with computer access and instruction; transitional employment with pathways to stability; women’s and children’s services with integrated care for women and their families; a hygiene hub with showers, bathrooms, and laundry facilities; a welcome center for connecting guests to resources for achieving self-sufficiency; and St. Clare’s Care, a safe place to rest and rejuvenate. St. Anthony’s operates entirely on private funding, which allows for operational freedom and flexibility in addressing the evolving needs of the community. Guided by Franciscan values of healing, community, personalism, justice, and gratitude, St. Anthony’s strives to create an inclusive environment where all individuals can thrive. As a faith-based organization, it welcomes individuals of all backgrounds, fostering a culture of compassion and understanding.

About the Position:

Reporting to the Chief Executive Officer (CEO), the Chief Financial Officer (CFO) will play a crucial role in maintaining the financial health and sustainability of St. Anthony’s Foundation. A qualified and competitive candidate will bring at least two years of experience in a Federally Qualified Health Center (FQHC) in California with a strong background in nonprofit financial management. The position is responsible for:

1. Overseeing all financial aspects, including budgeting, forecasting, reporting, and compliance.
2. Leading a team of financial professionals, fostering their development and cohesion.
3. Collaborating closely with clinic staff to optimize revenue cycle management and compliance with state laws.

The short-term goal for the new CFO will be to optimize budgeting and revenue cycle management. In the long term, the CFO will drive strategic initiatives aimed at enhancing service offerings and securing diversified funding streams.

Working at St. Anthony’s Foundation:

St. Anthony’s Foundation is deeply committed to building a community-oriented culture that embraces diversity, equity, and inclusion. Employees are encouraged to contribute their unique perspectives and experiences, promoting a workplace where everyone feels valued. The organization’s mission is not just about service; it’s about creating a safe environment where individuals from all walks of life are treated with respect and compassion.

Joining St. Anthony’s Foundation as the CFO is not merely a job; it’s a chance to lead an organization dedicated to changing lives. You will have the opportunity to work closely with a passionate team and play a crucial role in advancing the mission of creating a society in which all persons flourish. This role promises to be both challenging and rewarding, offering a pathway to leave a lasting impact in the community.

We encourage you to reflect on how your skills and values align with St. Anthony’s mission and invite you to apply for this impactful leadership role!

POSITION DESCRIPTION

Position: Chief Financial Officer

Company: St. Anthony’s Foundation

Reports to: Chief Executive Officer

Location: San Francisco, CA

Principal Responsibility

The Chief Financial Officer is responsible for the financial management of St. Anthony’s, ensuring overall fiscal health of the organization and that we are excellent stewards of our resources. The CFO oversees all financial aspects of St. Anthony’s including budgeting, forecasting, reporting, financial audit, accounting, payroll, insurance, risk management, contracts, planning, and legal financial compliance functions. The position also oversees real estate and facilities management.

Essential Duties and Responsibilities

Financial Strategy:

1. Lead financial planning for the organization, including short-term and long-term financial forecasts of financial performance for internal and external use.
2. Develop and optimize Medi-Cal funding and other new sources of ongoing state funding.
3. Participate in organization-wide strategic planning in conjunction with Executive Team.
4. Oversee organizational risk management for the Foundation. This includes identifying, evaluating, and preventing risks by implementing assessment protocols and controls.

Financial Management:

1. Develop and oversee implementation of all financial reporting, both internal and external. Ensure timeliness, accuracy, and usefulness of financial and management reporting.
2. Build a reporting infrastructure that provides a comprehensive, consistent method of reporting medical and financial data to support the management and control of finances, revenue streams, donations, and expenses.
3. Develop and oversee implementation, maintenance, and monitoring of organization financial systems, including general ledger, monthly financial statements, accounts payable/receivable, payroll, bank reconciliations, investment portfolio, and reporting to outside agencies.
4. Oversee annual audit. Stay up to date on nonprofit accounting best practices and state and federal law regarding nonprofit operations.
5. Ensure legal and regulatory compliance regarding all financial functions.
6. Oversee cash flow planning and ensure availability of funds as needed.
7. Oversee cash, investment, and retirement plan assets.
8. Oversee financing strategies and activities, as well as banking relationships.
9. Represent the organization to financial partners, including financial institutions, lenders, auditors, public officials, and donors.
10. Manage the budget for the organization, including development of priorities, presentation for Board of Directors, and training and education for management staff. Oversee implementation and monitoring of organization budget.
11. Act as staff liaison to Finance Committee and Audit Committee. Present budget information and other financial issues to staff, Finance Committee, Audit Committee, and Board of Directors.
12. Develop, implement, and maintain policies and procedures for all financial related activities including financial policies, expense policies, reserve policies, and investment policies.
13. Maintain and administer general insurance programs.

Real Estate and Facilities:

1. Facilitate lease renewals, tenant management, tenant and landlord improvements, and other property management issues.
2. Works closely with the Facilities Manager to ensure facilities are well-maintained and kept up to compliance.

Staff Performance and Development:

1. Supervise, develop, and mentor the finance and operations teams.
2. Create a positive work environment that emphasizes high standards and a culture of embracing best practices.

Interdepartmental and Community Relationships, Collaboration, and Communication:

1. Consistently demonstrate integrity while working and representing St. Anthony’s.
2. Establish collaborative partnerships with business unit leaders to manage budgets and business results.
3. Practice direct, respectful, open, and honest communication with colleagues.
4. Treat all guests, staff, and community members with empathy, dignity, and respect.

Minimum Qualifications

1. 10+ years progressively responsible nonprofit accounting experience, including management and supervision of accounting programs; experience with $10 million plus budget required.
2. Experience overseeing revenue cycle and Medi-Cal reimbursement systems and developing new sources of funding from the state.
3. MBA, CPA, or equivalent combination of education and experience desired.
4. Data-driven mindset and excellent quantitative and analytical skills.
5. Experience and knowledge with facilities/property management and maintenance.
6. Experience evaluating and implementing new financial and accounting systems and utilizing technology to drive process improvement.
7. Ability to work as member of a management team. Collaborative project management and team-building skills.
8. Excellent presentation skills.
9. Excellent interpersonal, listening, oral, and written communication skills.
10. Ability to set limits, prioritize, delegate appropriately, and handle pressure situations. Can respond to emergencies and high-pressure situations in a self-composed and self-assured manner.
11. Experience working in a non-profit or community-based social service agency with people experiencing homelessness or poverty.
12. Commitment to St. Anthony Foundation Statement of Values.

Position Details

1. Location: 100 Block of Golden Gate, San Francisco, CA
2. FLSA Status: Exempt
3. Hours: Monday through Friday 8:00-4:30
4. Pay Range: $200,000 to $225,000 with 10% variable compensation.

St. Anthony’s has a diverse workforce, welcoming all ethnicities, faith backgrounds, and worldviews. We are also proudly Catholic. Our Franciscan identity is at the core of our mission, namely to uphold the dignity and value of the human person and lift the spirits of those in need to help create a society in which all persons flourish.

People of color, differently abled people, LGBT, and folks with lived experience are strongly encouraged to apply.

St. Anthony's is proud to be an Equal Employment Opportunity Employer. We value diversity of culture, thought, and lived experiences. We seek talented, qualified individuals regardless of race, color, religion, sex, pregnancy, marital status, age, national origin or ancestry, citizenship, conviction history, uniform service membership/veteran status, physical or mental disability, protected medical conditions, genetic characteristics, sexual orientation, gender identity, gender expression regardless of physical gender, or any other consideration made unlawful by federal, state, or local laws.

St. Anthony's uses E-Verify to validate our new employees' eligibility to work legally in the United States.