Chief Financial Officer (CFO)

PRIMARY FUNCTION: The Chief Financial Officer (CFO) is a key member of the finance team reporting directly to the CEO of the health center. The CFO is primarily responsible for managing the financial operations, financial planning and record-keeping, budgeting and financial reporting, and oversees and manages Billing, Front Desk, Facilities, Housekeeping, and IT/EPIC. This position is on-site on Maui and is not a remote position.

ESSENTIAL DUTIES AND FUNCTIONS:

• Planning:
  • Assists in formulating the organization's future direction and supporting tactical initiatives.
  • Manages the capital request and budgeting processes.
• Operations:
  • Participates in key decisions as a member of the executive management team.
  • Maintains in-depth relations with all members of the management team.
  • Manages the accounting, grants management, information technology, revenue cycle, reception services, housekeeping, and facilities.
  • Manages any third parties to which accounting or finance functions have been outsourced.
  • Oversees the organization's transaction processing systems.
  • Implements operational best practices.
  • Oversees employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package, as applicable.
• Financial Information:
  • Prepares and oversees the issuance of financial information.
  • Calculates, estimates, and prepares some journal entries.
  • Reports financial results to the board of directors.
• Risk Management:
  • Understands and mitigates key elements of the company's risk profile.
  • Coordinates with the CEO and COO to monitor all open legal issues involving the company, and legal issues affecting the industry.
  • Constructs and monitors reliable control systems.
  • Maintains appropriate insurance coverage.
  • Ensures that the company complies with all legal and regulatory requirements.
  • Ensures that record keeping meets the requirements of auditors and government agencies.
  • Maintains relations with external auditors and investigates their findings and recommendations.
• Funding:
  • Monitors cash balances and cash forecasts.
  • Arranges for debt and equity financing.
  • Invests funds.
• Third Party Management:
  • Maintains banking relationships.
  • Represents the organization with vendors and bankers.
• Ethics and Law:
  • Demonstrates a strong commitment to adhering to professional ethics and compliance with the laws and regulations governing healthcare organizations.
• Interpersonal Skills:
  • Demonstrates strong conflict resolution skills.
  • Understands and follows the organizational structure and reporting lines when addressing problems.
  • Possesses mindfulness skills, strong self-awareness, and emotional management in a team environment.
  • Willingness to learn and demonstrate the principles of trauma-informed care and practice in all aspects of patient/client care.
  • Able to establish, maintain, and promote strong and cooperative working relationships with all staff.
• Safety and Compliance:
  • Attend all required in-service and external training related to Safety and Compliance.
  • Read, watch safety & health videos, and adhere to all policies and procedures in Safety and Health Guidebook.
• Leadership and Management:
  • Finance & Accounting Department.
  • Revenue Cycle and Billing Department.
  • Facilities & Housekeeping.
  • Front Desk.
  • IT.
  • Pharmacy Program (340b).

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential job function assigned satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

• Bachelor’s Degree in Finance or Accounting and/or CPA.

Experience/Skills:

• Prior experience as a CFO preferred, but not required; preferably at an FQHC.
• Experience with financial audits and grant management.
• Minimum 5 years of experience in business or accounting management, or other related area.
• Minimum 5 years working in an executive administrative capacity.
• Advanced working knowledge of Excel including Pivot Tables, reports generation, imported data set generation, and production of financial statements.