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Position Title :CFO
Resume Recipient :Agency
Job Category :Finance
Industry:Government and Public Services
Location:United States
Job I.D:17055
Nearest Metropolitan Area(s) : San Jose;San Francisco
Primary Location City,
: Santa Cruz,CA
Description : Another Source's client, Housing Matters, is recruiting a Chief Financial Officer (CFO) to join their Santa Cruz, CA office.

Here's a little about Housing Matters and the CFO position they are seeking to fill:

Looking for a way to make a positive impact? Housing Matters partners with individuals and families to create pathways out of their homelessness into permanent housing. Housing Matters is a leader in working to end homelessness – and we want you to be part of our team. Housing Matters is looking for individuals eager to make a difference and willing to enthusiastically commit to join in our vision that homelessness in Santa Cruz County should be rare, brief and non-recurring.



The CFO will be a strategic thought-partner and report to the Chief Executive Officer (CEO). The successful candidate will be a hands-on and participative manager and will lead and develop an internal team to support the following areas: finance, business planning and budgeting, human resources, and IT. The CFO will play a critical role in partnering with the senior leadership team in strategic decision making and operations as Housing Matters continues to enhance its quality programming and build capacity. This is a tremendous opportunity for a finance and operations leader to maximize and strengthen the internal capacity of a well-respected, high-impact organization.


Financial Management

Analyze and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements; collate financial reporting materials for all donor segments, and oversee all financial, project/program and grants accounting.
Coordinate and lead the annual audit process, liaise with external auditors and the finance and administration committee of the board of directors; assess any changes necessary.
Oversee and lead annual budgeting and planning process in conjunction with the executive director; administer and review all financial plans and budgets; monitor progress and changes and keep senior leadership team abreast of the organization’s financial status.
Manage organizational cash flow and forecasting.
Implement a robust contracts management and financial management/ reporting system; ensure that the contract billing and collection schedule is adhered to and that financial data and cash flow are steady and support operational requirements.
Update and implement all necessary business policies and accounting practices; improve the finance department’s overall policy and procedure manual.
Effectively communicate and present the critical financial matters to the board of directors. Human Resources, Technology and Administration.
Further develop Housing Matters human resources and administration, enhancing professional development, compensation and benefits, performance evaluation, training and recruiting.
Ensure that recruiting processes are consistent and streamlined.
Establish and manage a comprehensive training program to educate employees regarding staff tools, policies and procedures.
Oversee employee benefits, compensation, staff training and development activities.
Work closely and transparently with all external partners including third-party vendors and consultants.
Oversee administrative functions to ensure efficient and consistent operations as the organization scales.
Requirements : ABOUT YOU

To be successful in this role you will have:

Minimum of a B.A. required. MBA/ CPA or related degree preferred
At least 7-10 years of overall professional experience; ideally 6+ years of broad financial operations management experience. Non-profit experience preferred.

Expert knowledge of:

Financial data, reporting and audit coordination.
Budget analysis and financial planning; grants management.
Human Resources and administrative functions.
Verbal and written communication skills.
Microsoft Office, Google Suite and various technology platforms.
Leadership and management methods and techniques.
Technology and software installation management.

Some knowledge of:

Housing Matters specific policies and procedures.
Barriers to housing for individuals and families experiencing homelessness in Santa Cruz County.

Ability to:

Translate financial concepts to - and to effectively collaborate with - programmatic and fundraising colleagues who do not necessarily have finance backgrounds.
Take the final responsibility for the quality and content of all financial data, reporting and audit coordination for either a division or significant program area.
Demonstrate strong critical thinking skills.
Oversee Human Resources and administration departments.
Ensure compliance with Federal, State and Local laws and regulations.
Communicate clearly and effectively with the Executive Director, Board of Directors, staff and vendors.
Demonstrate strong management and leadership skills; build relationships and connect with people both individually and in groups.
Think strategically, anticipate future consequences and trends and incorporate them into organizational planning.
Commit to training programs that maximize individual and organization goals across the organization including best practices in human resources activities.
Utilize communication and relationship building to prioritize, negotiate, and work with a variety of internal and external stakeholders.
Multi-task and wear many hats in a fast-paced environment.


Housing Matters is looking for individuals eager to make a difference and willing to enthusiastically commit to join in our vision that homelessness in Santa Cruz County should be rare, brief and non-recurring. 


Another Source works with their clients, on a retained project basis, to maximize the recruiting process.
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