Position: Finance Director

Reports to: Chief Executive Officer

Direct Reports: Senior Accountant

Schedule: Monday-Friday

Position Type: Full Time

FLSA Status: Exempt; Salary

About Cardea Health

Cardea Health is an Oakland based nonprofit healthcare organization founded to connect marginalized populations to the clinical and supportive services they need to improve their health, remain stably housed in their community, and age in place. Cardea Health’s programs fill a critical – and growing – gap in the system of care. Among people experiencing homelessness, a growing number are living with complex medical needs. They face poor quality of life, increased morbidity and mortality, and medical and social destabilization. But they have few housing options: they need a higher level of care than what is offered through permanent supportive housing, but they do not wish to live in an institutional setting and have limited access to hospice or palliative care.

Cardea Health specifically targets this vulnerable population, providing a range of clinical services within permanent supportive housing sites to both address their medical needs and allow them to live independently in their communities, addressing a critical need within the system of care. The role is also responsible for creating and training organization-wide policies including those affecting Human Resources, data security and privacy, and workplace safety and ethical conduct.

About this role

We are seeking an experienced and strategic Finance Director to join our team. The Finance Director will oversee all aspects of financial management, including financial planning and analysis, budgeting, accounting, and reporting. The ideal candidate will possess strong leadership skills, a deep understanding of financial principles, the ability to drive financial performance and growth, and experience with nonprofit financial management including financial and single audits. The role reports to the Chief Executive Officer and is full-time, 40 hours per week during regular business hours. This job is eligible for remote work, but candidates must be able to work onsite in various Bay Area locations when needed. The ideal candidate will be invested in Cardea Health's mission of serving marginalized populations with compassion and empathy. All of Cardea Health's team members are expected to be flexible, organized, detail oriented, efficient, tech savvy, and willing to learn.

• Must be authorized to live and work in the U.S.
• Must have personal, reliable transportation to and from work sites and shifts.
• Must be at least 18 years of age.
• Self-directed and able to work with minimal supervision.
• Detailed oriented and highly organized.
• Compliance with all company policies.
• Must provide proof of COVID vaccination or willing to be vaccinated.
• Prior experience with non-profit organizations preferred.
• Proficiency in Microsoft Outlook, Word and Excel is required.
• Applicants may be required to take a background check after a conditional offer is made. Pursuant to State and local Fair Chance Ordinances, we will consider employing qualified applicants with arrest and conviction records.

Essential Duties and Responsibilities:

• Developing annual budgets and long-term financial plans that align with the organization's mission and strategic objectives. This involves working closely with program managers and senior leadership to allocate resources effectively.
• Overseeing the financial aspects of grant applications, compliance, and reporting. This may include budgeting for grant-funded programs, tracking expenses, and ensuring that grant funds are used in accordance with contract requirements.
• Ensuring accurate and timely financial reporting in compliance with nonprofit accounting standards and regulatory requirements (such as IRS Form 990). This includes preparing financial statements, maintaining financial records, and overseeing audits.
• Managing cash flow and liquidity to ensure that the organization can meet its financial obligations, including payroll, bills, and program expenses. This may involve developing cash flow projections and implementing cash management strategies.
• Building and maintaining relationships with grantors, and other funding sources. This may involve providing financial information and reports, responding to inquiries, and ensuring transparency in financial stewardship.
• Manage federal single audit and non-profit audit submissions.
• Developing and implementing financial policies and procedures to ensure proper internal controls, accountability, and compliance with legal and regulatory requirements. This includes establishing segregation of duties, approval processes, and financial reporting protocols.
• Providing financial guidance and support to the board of directors and finance committee. This may include presenting financial reports, budget updates, and analysis to help inform decision-making.
• Identifying and mitigating financial risks, such as revenue volatility, expense management, and compliance risks. This may involve implementing risk management strategies and internal controls to safeguard the organization's assets and reputation.
• Overseeing the selection, implementation, and maintenance of financial systems and technology solutions to streamline processes, improve efficiency, and enhance financial reporting and analysis capabilities.
• Supervising finance staff and providing leadership, guidance and professional development opportunities. This includes setting performance goals, conducting performance evaluations and fostering a culture of teamwork and continuous improvement.
• Serving as a strategic partner to the executive team and program leaders by providing financial insights, analysis, and recommendations to support decision-making and advance the organization's mission and goals.
• Maintain a system for accurately documenting and meeting all internal and external compliance deadlines, and complete required submissions.
• With other stakeholders, be responsible for organization-wide communications on internal policies.
• Drive the exchange of information between internal stakeholders and outside agencies.
• Respond to notices from a variety of external sources.
• Other duties as assigned.

Preferred Qualifications:

• Bachelor's degree in finance, accounting, or a related field; MBA or CPA preferred.
• Minimum of 8 years of progressive experience in finance or accounting roles, with 5 years in a leadership capacity.
• Strong understanding of financial principles, including GAAP and financial analysis techniques.
• Proven track record of developing and executing financial strategies to drive business results.
• Experience managing medical billing.
• Excellent communication, presentation, and interpersonal skills.
• Ability to thrive in a fast-paced, dynamic environment and manage competing priorities effectively.
• Proficiency in financial software and systems such as ERP systems and Microsoft Excel.
• Superior communication skills.
• Superior analytical ability.
• Superior organizational skills
• Attention to detail and accuracy, with a desire to be part of, and help build, a growing organization.
• Comfortable working at a desk and computer monitor for the duration of workday

Additional Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Physical Requirements:

• Stand frequently
• Sitting frequently
• Walk intermittently

Work Environment:

• This position will require traveling to other office locations or off-site meetings as required by the job.
• Working remotely at the discretion of the Chief Executive Officer.

Compensation and Benefits:

• Competitive Rate of Pay Salary Pay range: $135-$150 annually
• Excellent Benefits Package (Health, Dental, Vision, Life & 401K)

Cardea Health is an Equal Opportunity Employer

Cardea Health is committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, genetic information, marital status, national origin, disability, citizenship or veteran status. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the state of California and San Francisco Fair Chance Ordinance.