CHIEF FINANCIAL OFFICER
Axis Community Health - Pleasanton, CA
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Company Description:Axis Community Health, a nonprofit established in 1972, provides comprehensive healthcare services to over 15,000 individuals across all age groups in the Tri-Valley area. The mission of Axis Community Health is to provide quality, affordable, accessible and compassionate health care services that promote the well-being of all members of the community.Our mission is rooted in delivering high-quality patient care, encompassing primary healthcare, mental health support, and dental services. We are committed to ensuring equitable access to essential healthcare services for every member of our community, irrespective of financial status, language proficiency, sexual orientation, cultural background, living situation, or insurance coverage.Job Summary:The Chief Financial Officer (CFO) is a C-level, senior executive who reports directly to the CEO and regularly interacts with the board of directors and senior leadership team. This executive is responsible for overseeing the financial operations and strategy of the organization, ensuring regulatory compliance. The CFO is responsible for providing strategic financial direction, overseeing non-profit financial operations, and driving growth, cost containment, and efficiency to support the organizations mission. The CFO plays a critical role in ensuring the organizations financial health and sustainability, including managing financial planning, billing, budgeting, revenue cycle management, and forecasting, as well as optimizing resources to support Axis goals.Qualifications:Bachelors degree in Accounting, Finance or a related field.Masters degree in Business Administration (MBA), Finance, or Healthcare Administration (preferred).Certified Public Accountant (CPA) or Certified Healthcare Financial Professional (CHFP) credential (preferred).Minimum of five (5) years of experience as Chief Financial Officer (CFO), Controller or in an equivalent leadership role, preferably within an FQHC or healthcare setting.Experience in the non-profit healthcare sector is required. Federally Qualified Health Center (FQHC) and Community Health Center (CHC) experience is highly desirable.Strong knowledge of financial accounting, budgeting, control and reporting principles in a non-profit environment, including managing government and multi-source funding.Proficiency in financial analysis tools, spreadsheet programs, and other relevant technologies, as well as good computer skills using Microsoft Office and the ability to use Axis departmental systems.Proven ability to provide strategic financial leadership and operational guidance in developing and managing programs and services.Strong analytical skills and the ability to provide leadership and strategic guidance in the organizations financial arena and in the development and operation of programs and services.Exceptional business communication and leadership skills, with the ability to effectively manage, motivate, and develop a team.Commitment to Axiss mission and the ability to align financial strategies with its goals.Strong leadership skills with proven ability to lead, motivate, develop, and manage a team to achieve organization goals.Strong employee relations, and interpersonal skills.Excellent writing, editing, and proofreading skills.Ability to interact effectively and in a supportive manner with people of all backgrounds.Proactive, self-motivated, and able to work independently as well as on a team with the ability to exercise sound independent judgment.Ability to maintain a high level of confidentiality and a professional demeanor and must positively represent the organization at all times.Ability to establish and maintain positive and professional working relationships.Must be able to adjust priorities quickly as circumstances dictate.Must be able to be at work regularly and on time.Must be a dynamic self-starter with demonstrated ability to work independently or in a group setting.A can-do attitude with attention to detail, and the ability to organize.Ability to type a minimum of 35 WPM with minimal errors.Must be able to use office equipment (i.e. copier, fax, etc.).Essential Duties/ResponsibilitiesServe as a member of the Executive Leadership Team, participating in strategic planning, and program development.Develop and implement financial strategies to align with organizational goals, including evaluating third-party payer functions and contracts.Collaborate with the executive team to provide financial leadership, develop long-term financial sustainable operational plans, and ensure alignment across all divisions.Oversee all financial functions, including accounting, budgeting, forecasting, cash flow management, fund management, billing, payroll, and financial reporting.Ensure the implementation and monitoring of effective internal controls to safeguard assets and ensure the accuracy of financial statements.Supervise fiscal department operations, including accounts payable/receivable, patient/client billing, payroll, contract reporting, and invoicing.Ensure compliance with all governmental regulations related to financial operations Including US GAAP, federal, state, local regulations, and the Single Audit Act and 45 CFR 75 for grant-related funds.Oversee the timely filing of Medicare and Medi-Cal cost reports, and any other required health plan payer filing, and ensure alignment with the general ledger.Maintain internal controls to safeguard financial assets and mitigate organizational risk.Attend board and committee meetings and offer expertise on financial matters. Provide financial reports and analysis to the Board of Directors and Finance Committee in a format suited to their needs.Evaluate and recommend investment opportunities in collaboration with the CEO and Board of Directors.Monitor payer mix, sliding fee scale programs, and ensure compliance with FQHC billing requirements.Manage financial aspects of grants ensuring compliance with grant requirements and reporting deadlines. Monitor grant expenditures and assist in grant applications providing financial and budget narratives.Build and maintain relationships with contract authorities, funding agencies, and other external stakeholders.Lead the development of organizational and departmental budgets and revisions. Monitor budget adherence and provide detailed analysis to management.Develop and maintain robust cash flow forecasting systems.Oversee corporate tax filings, audits, and reports, ensuring timely submissions to all regulatory bodies.Collaborate with the Audit Committee to meet all legal and oversight obligations.Support programmatic audits and compliance initiatives.Evaluate and oversee organizational insurance policies, ensuring comprehensive coverage for liability, property, malpractice, and other risks.Collaborate with Human Resources to evaluate and implement benefit plans.Oversee the procurement process, ensuring the financial aspects of the policy are implemented and monitored.Participate in staff meetings, and attend other meetings and training events as assigned.May be required to perform other related duties, responsibilities, and special projects as assigned.Benefits:Employer paid health, dental, and vision benefits to the employee.Option to participate in a 403(B) retirement plan with employer matching contribution.Partial educational reimbursement.12 paid holidays.Accrued paid time off with each pay period.Employee discount programs.Connect with Axis:Company Page: Gratitude Report: Cognitive, and Environmental Working Conditions:Work is normally performed in a typical clinic office work environment (and, in some cases, telecommuting sites). The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this position if the accommodation request does not cause an undue hardship.Physical: Occasionally required to carry/lift/push/pull/move up to 20lbs. Frequently required to perform moderately difficult manipulative tasks such as typing, writing, reaching over the shoulder, reaching over the head, reaching outward, sitting, walking on various surfaces, standing, and bending. Occasional travel to other Axis health centers and other occasional travel will be required.Equipment: Frequently required to use repetitive motion of hands and feet to operate a computer keyboard, telephone, copier, and other office equipment for extended periods.Sensory: Frequently required to read documents, written reports, and signage. Must be able to distinguish normal sounds with some background noise, as in answering the phone, interacting with staff etc. Must be able to speak clearly, understand normal communication, and be understood.Cognitive: Must be able to analyze the information being received, count accurately, concentrate and focus on the given task, summarize the information being received, accurately interpret written data, synthesize information from multiple sources, write summaries as needed, interpret written or verbal instructions, and recognize social or professional behavioral cues.Environmental Conditions: Frequent exposure to varied office (medical clinic/office) environments. Rare exposure to dust and loud noises.EQUAL EMPLOYMENT OPPORTUNITYAxis Community Health is committed to creating a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants and employees will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws. If you are an individual with a disability and require a reasonable accommodation, please contact for assistance.Disclaimer: This job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, Axis Community Health reserves the right to modify or change the requirements of the job based on business necessity.Key Search Words: Chief Financial Officer, CFO, Executive, C-Suite, Finance Director, Head of Finance, Financial Controller, EVP of Finance, Chief of Financial Operations, Treasurer, Financial Executive Officer, Communication Skills, Multitasking, Problem Solving, Organizational Skills, Supervisory Tasks, Customer Relations, Administrative Procedures, Microsoft Office
Created: 2025-01-23