Financial Aids Officer Job Description Sample
Outreach And Linkage Coordinator - East Bay Aids Center
The East Bay AIDS Center/Downtown Youth Clinic (EBAC/DYC) is funded through the California HIV/AIDS Research Project (CHRP) to implement Connecting Resources for Urban Sexual Health (CRUSH). The overall goal of the CRUSH project is to enhance and extend a response to the local HIV/AIDS epidemic in Alameda County with a set of innovative, evidence-based interventions across the continuum of HIV prevention and care, targeting individuals and communities most vulnerable to HIV. The consortium of agencies and organizations that comprise the CRUSH project are uniquely positioned to leverage existing public health and community resources along with innovative new partnerships in order to expand sexual health services, including access to PrEP as part of a complete prevention package. We will also enhance the services provided by an existing model program for HIV-infected youth based on formative research findings from the pilot study conducted for this project, and will enhance linkage to and retention in this and other HIV care programs. Additionally the Testing and Intervention Specialist will work in close collaboration with partner agencies: including RYSE Youth Center; Asian Health Services; HEPPAC.
The role of the Outreach and Linkage Coordinator is to serve as a liaison between community and clinical services for CRUSH. Serves as a "voice of the CRUSH Project" with community partners and participants as a whole, to actively promote, outreach to, and recruit young MSM of color in the east bay into CRUSH services. Support to clients in overcoming barriers to accessing clinical services by navigating client from outreach, thru initial clinic visit. Outreach and Linkage Coordinator works closely with the Retention Coordinator to ensure HIV positive clients are linked to primary care.
Minimum of a High School diploma; Bachelors Degree Preferred
Bilingual language skills a plus (English and Spanish).
Experience working with HIV positive gay-identified youth and facilitating groups for this population
Experience with youth advocacy work
Understanding of HIV pathogenesis and treatment including a basic understanding of T cells, viral load, drug resistance and antiviral medications.
Ability to use an HIV transmission risk reduction model with clients and do a risk assessment.
Knowledge of available health plans and benefits preferred
Excellent reading, writing and comprehension skills.
Ability to learn and implement a behavioral intervention designed to reduce transmission risk of HIV positive young MSM of color.
Microsoft Office Proficiency
Ability to work as part of a collaborative team.
Chief Financial Officer - Behavioral Hospital
One of the nation's largest and most respected hospital management companies, Universal Health Services, Inc. (NYSE: UHS) has built an impressive record of achievement and performance. Steadily growing since its inception to an esteemed Fortune 500 corporation, UHS today has annual revenues of $10 billion and 83,000 employees. In 2018, UHS was recognized for the eighth consecutive year as one of the World's Most Admired Companies by Fortune; and in 2017, ranked #276 on the Fortune 500, and listed #275 in Forbes inaugural ranking of America's Top 500 Public Companies.
Cumberland Hall Hospital is a 97 bed behavioral healthcare facility located in the rural town of Hopkinsville, Kentucky, some five miles away from the Fort Campbell Army base. The facility was founded in the year 1987. Since then, they have been providing psychiatric intervention and rehabilitation for substance abuse to children, adolescents, and adults. The facility offers highly specialized programs that target specific mental health issues faced by individual clients. Detox facilities are provided on-site for teens or adults who may need to undergo a medically monitored detox before commencing with treatment. The facility also offers mental health and substance abuse treatment to active-duty or retired military personnel who are often at high risk due to the trauma undergone while in service.
To learn more please visit: http://www.cumberlandhallhospital.com
Chief Financial Officer- Cumberland Hall Hospital
The ideal CFO will have extensive experience in Hospital Facility and Outpatient Healthcare Financials preferably in a behavioral health setting. This position is a member of the hospitals leadership team. Providing financial leadership and day to day financial management. Including oversight of business office operations, accounts payable, accounts receivable, payroll, general accounting, general ledger, monthly close, yearly close, financial reporting, budget preparation and FTE management.
Monitor and control accounts receivables. Closely oversees Business Office functions to ensure cash collection goals are met, and net revenue is properly stated.
Improve the profitability of the hospital. Continually monitor costs in all areas, especially staffing as it relates to patient volume.
Develop and monitor policies and procedures within generally accepted accounting principles and corporate guidelines to ensure sufficient cash flow, reduced hospital operating costs, and increased revenues.
Prepare monthly financial statements, financial packages, and other informational reports/analysis
Provide reconciliations, account analysis, and other information for Reimbursement Department, Tax Department, Auditors, etc., to aid in preparation of reports.
Prepare annual budget in conjunction with UHS standards. In cooperation with management and department heads, reviews prior financial results and discusses anticipated changes to highlight future needs and trends of the facility.
Minimum of 5 years of experience in a financial leadership role in a healthcare setting. Behavioral health strongly preferred.
Minimum education requirement of a Bachelor's degree. Master's degree preferred
Proven record of success improving the profitability of a hospital by continually monitoring costs in all areas, especially staffing as it relates to patient volume.
At least 5 years of experience overseeing the Business Office functions to ensure cash collection goals are met, and net revenue is properly stated.
This opportunity offers the following:
Challenging and rewarding work environment
Growth and Development Opportunities within UHS and its Subsidiaries
Excellent Medical, Dental, Vision and Prescription Drug Plan
401k plan with company match
Generous Paid Time Off
UHS Stock Options opportunity
UHS is a registered trademark of UHS of Delaware, Inc., the management company for Universal Health Services, Inc. and a wholly-owned subsidiary of Universal Health Services, Inc. Universal Health Services, Inc. is a holding company and operates through its subsidiaries including its management company, UHS of Delaware, Inc. All healthcare and management operations are conducted by subsidiaries of Universal Health Services, Inc. To the extent any reference to "UHS or UHS facilities" on this website including any statements, articles or other publications contained herein relates to our healthcare or management operations it is referring to Universal Health Services' subsidiaries including UHS of Delaware. Further, the terms "we," "us," "our" or "the company" in such context similarly refer to the operations of Universal Health Services' subsidiaries including UHS of Delaware. Any employment referenced in this website is not with Universal Health Services, Inc. but solely with one of its subsidiaries including but not limited to UHS of Delaware, Inc.
UHS is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at UHS via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of UHS. No fee will be paid in the event the candidate is hired by UHS as a result of the referral or through other means.
Chief Financial Officer
BitGo is the market leader in institutional-grade cryptocurrency investment services providing security, compliance, and custodial solutions for blockchain-based currencies. BitGo is the world's largest processor of on-chain bitcoin transactions, processing 15% of all global Bitcoin transactions, and $15 billion per month across all cryptocurrencies. The company has over $2 billion in assets in wallet, and a customer base that includes the world's largest cryptocurrency exchanges and spans more than 50 countries. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets. BitGo is backed by Craft Ventures, DRW, Galaxy Digital Ventures, Goldman Sachs, Redpoint Ventures, and Valor Equity Partners.
- Contribute to the development of BitGo's strategic and tactical goals and objectives, as well as overall management of the Finance team.
- Advise the executive and management teams on financial planning, budgeting, cash flow, and other strategic financial matters. Serve as the management liaison to the board and audit committee; effectively communicate and present critical financial matters at board of directors and committee meetings.
- Represent the organization externally, especially in banking and finance negotiations.
- Oversee, direct and organize the work of the Finance team, promote culture of high performance and continuous improvement
- Responsible for the development and maintenance of monthly operating budget and annual company operating budget; prepare and present monthly financial budgeting reports; review and analyze monthly financial results and provide recommendations; identify, develop and execute an analysis of business initiatives; supervise creation of reports, software implementation and tools for budgeting and forecasting.
- Responsibilities also to include the supervision of the accounting activities to ensure the proper functioning of all systems, databases and financial software; provide regular maintenance and backup of all accounting systems; review and ensure application of appropriate internal controls, audit compliance and financial procedures; ensure timeliness and accuracy of financial and management reporting to the company’s board of directors.
- This position will also be responsible for the preparation and filing of all state and federal tax returns; manager cash flow planning processes and ensure funds availability; maintain outstanding banking relationships and strategic alliances; and provide insight and recommendations to both short and long term goals of the organization.
- Upgrade and implement an appropriate system of policies, internal controls, accounting standards and procedures.
- Plan, coordinate, and execute the annual and long term budget processes.
- BS in Accounting of Finance, MBA or CPA a plus
- 15+ years of experience, and held CFO or VP of Finance roles in the last 5-10 years
- Worked for financial institutions or firms, preferably investment or B2B sector
- Strong financial and accounting background, including an understanding of profit/loss, balance sheet, and cash flow management and general finance and budgeting
- Experience with corporate governance
- Proven negotiation skills
Why Join BitGo?
Disrupting an industry takes vision, innovation, passion, technical chops, drive to deliver, collaboration, and execution. Join a team of great people who strive for excellence and personify our corporate values of ownership, craftsmanship, and open communication. We are looking for new colleagues who bring innovative ways of thinking and problem solving, and who want risks to be part of the team that changes the world’s financial markets.
Here are some of the benefits of working at BitGo:
- 100% company paid individual and family medical, dental, and vision plans
- Competitive compensation, stock options, and 401k plan with company matching
- Computer equipment and workplace furniture to suit your needs
- Generous vacation policy vacation
- Exciting start-up atmosphere and great colleagues
Cryptocurrencies are the most disruptive change the financial services industry has seen in years. Join us and you’ll be able to look back and say you were part of the team that transformed investing.
Chief Financial Officer (Cfo) - Multifamily - GA
Our client believes in investing in people, employee engagement, teamwork and rewarding high performance!
As Chief Financial Officer (CFO) for Multifamily – LIHTC Development, you will…
- Will provide strategic direction and leadership to the corporate accounting team and financial functions that support the business strategy.
- Ensure financial controls are in place.
- Prepare financial statements.
- Ensure integrity of all financial information under GAAP.
- Work closely with Property Management, Development and Construction Management.
- Implement and oversee financial management strategies; direct all financial goals and objectives, and strive to improve the annual budget process.
- Lead the financial team in all accounting, financial reporting, asset management, financing, and performance analysis functions.
- Oversee the monthly, quarterly and yearly closing process.
- Manage the external auditor relationship to ensure continuous improvement.
- Oversee all operational accounting functions, i.e., billing accounts payable, equity administration and accounting, accounts receivable, and payroll.
- Participate in business development projects in terms of deal evaluation, structure, purchase accounting and due diligence for business development projects.
- Bachelor’s degree in Accounting, Finance or related field is required. MBA preferred. CPA required.
- 10 + years of financial management experience, including oversight for all accounting, finance, strategy, forecasting, and budget functions.
- Must have experience as a Corporate Controller for a real estate development for multifamily company.
- Must have experience with LIHTC.
- Ability to take on new responsibilities and flex in scope and functionality is essential.
- Prior experience serving on a leadership team and leading high-performing teams.
- Ability to meet deadlines and provide prompt insightful responses to internal clients, accounting and finance team and external partners.
- Excellent leadership, communication both verbal and written, interpersonal, organizational, decision making and problem solving skills.
- High level of proficiency in MS Office Suite, and advanced Excel skills.
- Experience with Timberline/Sage and OneSite preferred.
Please send resumes as an attachment in MS Word to firstname.lastname@example.org
Know someone you think would be a great fit? We pay $500 for any names that result in a hire for this position. Rest assured, we keep referral sources confidential unless directed otherwise.
Chief Financial Officer
Continued growth in our outsourcing and consulting practices in New England and the NY Tri-State area requires that we add to our staff in both the Nonprofit Accounting Team, and For Profit Accounting Team. CLA is the leading provider of outsourced financial and accounting consulting services in New England and the NY Tri-State area and is the premier provider of part-time and interim accounting and financial management professionals servicing both for profit and nonprofit organizations.
Currently, CLA is seeking Consultants at the Chief Financial Officer level to help with our clients' needs. Our clients range from pre-revenue venture backed start-ups to Fortune 1000 companies as well as a variety of private companies and nonprofit organizations.
We support clients in diverse industries, but have specific focus in the verticals of technology, life sciences, manufacturing, human services organizations, educational institutions and arts organizations. Hands on individuals who are familiar with budgeting, monthly closing processes, managing relationships with the boards and outside CPA firms are ideal to oversee financial functions at client sites.
Depending on the type of organization, responsibilities may include:
1.Managing the financial and operational functions for clients including accounting and reporting, information technology, human resources, and operations.
2.Oversight of nonprofit financial reporting including A-133 and Form 990
3.Oversight of nonprofit accounting and grants management for unrestricted and restricted funds
4.Financial and manufacturing cost operations review
5.Revenue Recognition and contract review
6.Involvement with raising capital and debt financing
8.Financial operations review
9.Financial statement preparation and review
10. Provide strategic guidance for management and key financial interface with Board of Directors
1.More than 15 years of accounting and operations experience, including strategic management and Board interface
2.Previous CFO or Controller experience
3.BS/BA in Accounting/Finance.
4.Prior Consulting experience strongly preferred.
5.Strong proficiency in all MS Office products, and one or more accounting software packages required such as: QuickBooks, Sage 50 (formerly Peachtree), Great Plains Dynamics, Netsuite and Intacct. Accounting software specific to the nonprofit industry would include Blackbaud products (Financial Edge, Raiser's Edge, Fundware), Abila (formerly Sage) MIP.
6.CPA or MBA desired
CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/
Chief Financial Officer For ACS Benefit Services
All applications should be emailed directly to Melissa Inman, VP, Head of Talent Management, at Melissa.Inman@bcbsnc.com
Title: Chief Financial Officer
Company: ACS Benefit Services (A fully owned subsidiary of Blue Cross NC)
Location: Winston Salem, NC
ACS Benefit Services, founded in 1982, came from the realization that there needed to be better benefit solutions and health plans available in the marketplace. Since then, ACS has grown to be a leading third-party administrator by focusing on the future of the industry, creating long-term solutions and predicting the benefit administration needs of our employer groups.
The goal of ACS Benefit Services is to be the premier Third Party Administrator in the United States and to be recognized as such by our peers, our clients, our employees, medical providers and the general public. To accomplish this, we will continuously direct our efforts and resources to reach our objectives in each of the following areas:
We will become a leader in developing innovative solutions to health care benefit challenges facing employers. We will provide the best service of any Third Party Administrator. We will expand our marketing efforts to reach all size employers who desire health benefits programs that are cost effective and capable of meeting the employers' needs.
We will become a preferred employer in the community. All employees will be treated with respect, gratitude, and fairness. They will be provided with thorough job training and encouraged to pursue broader educational opportunities.
As a key member of the ACS Benefit Services executive team, the Chief Financial Officer (CFO) participates in the process of setting the organization's strategic direction and short and long-term plans, and in translating the vision and corporate goals set by the Chief Executive Officer (CEO) and Board of Directors into effective operational strategies and actions. The Chief Financial Officer (CFO) is responsible for directing the fiscal function of the company in accordance with Generally Accepted Accounting Principles (GAAP) and regulations.
The CFO supports the Chief Executive Officer (CEO) in ensuring that resource allocation and utilization reflects and facilitates the achievement of ACS Benefit Services' goals. The CFO manages financial activities and ensures that the day-to-day operations of the company proceed efficiently and effectively.
- Financial Leadership
- Develops, evaluates, monitors and communicates long and short-term financial objectives and metrics ensuring consistency and alignment with overall strategic goals and objectives. Assists senior management in the planning of new services that generate additional sources of profitable revenue.
Leads generation of annual operating and capital budgets and produces monthly financial statements along with analyses showing results in comparison to budget, historical performance and identifying trends. Serves as key advisor on financial management including revenue enhancement and cost controls, strategy and capital development, tax strategy and auditing, and allocation. Provides financial leadership to senior management that will create ownership of goals and encourage active participation in decisions that impact the organization.
Actively participates in leadership of the company, especially with regards to finance and among senior management. Develops the budget and financial policies with and alongside the CEO; administers and monitors operating plans and budgets; maintains control of the company's finances; manages the accounts and all financial records; prepares and issues financial statements and reports; develops and manages taxation strategy, oversees auditing; and, oversees the payroll functions;
- Leading People
- Leads people toward meeting the organization's vision, mission, and goals. Provides an inclusive workplace that fosters the development of others, facilitates cooperation and teamwork, and supports constructive resolution of conflicts.
Encourages workforce engagement by building a commitment to excellence and by promoting the organization's vision internally and externally. Delegates responsibility, clarifies expectations and holds others accountable for achieving results related to their area of responsibility. Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and by providing opportunities to learn through formal and informal methods. Manages and resolves conflicts and disagreements in a constructive manner.
- Leading Change
- Acts as a catalyst for organizational change. Influences others to translate vision into action.
Brings about strategic change, both within and outside the organization, to meet organizational goals. Is open to change and new information and rapidly adapts to new information, changing conditions, or unexpected obstacles. Deals effectively with pressure and remains optimistic and persistent, even under adversity.
Recovers quickly from setbacks. Formulates objectives and priorities and implements plans consistent with the long-term interests of the organization. Capitalizes on opportunities and manages risks.
Takes a long-term view and builds a shared vision with others. Is a team player, collaborates and assists in leading, managing and monitoring integration, performance and transitions of ACS Benefit Services.
- Driving Results
- Exceeds organizational goals and customer expectations. Makes decisions that produce high-quality results by applying technical knowledge, analyzing problems, and calculating risks.
Holds self and others accountable for measurable high-quality, timely, and cost-effective results. Delivers high-quality services and is committed to continuous improvement. Fosters a culture of safe and compassionate patient care.
Makes well-informed, timely decisions, even when data are limited or solutions produce unfavorable results. Positions the organization for success by identifying new opportunities and builds the organization by developing and improving services. Leads the budgeting process. Uses cost- benefit thinking to set priorities, monitors expenditures in support of programs and policies, and identifies cost-effective approaches.
Bachelor's degree in Accounting, Business, or Finance
At least 10 years of finance/accounting experience to include leadership accountability
Preference given to candidates with an MBA in Finance, MS in Accounting and/or with Certified Public Accountant designations
- Less than 20%
Chief Financial Officer
Department of Revenue is looking for an innovative leader – someone who is dedicated to continuously improving financial and facility services and support to advance the mission of the agency. We are looking for a driven leader who is excited to tackle the agency's priorities. As the Chief Financial Officer (CFO), you will make a difference and create a legacy by leading the Business and Financial Services Team that supports the entire agency. In addition, this role administers programs that enable the lines of business to be responsible fiscally, guides efforts that effectively utilize facility management, as well as manage the reporting of revenue funds that are created from tax dollars to ensure they are dispersed accurately. This position is trusted to guide the agency in mitigating financial risks, establishing proper controls, and conducting reviews on financial reporting to ensure the accuracy of funds collection and disbursement. The CFO will lead the organization by effectively communicating the financial disposition into plain language and visual reports that narrate the message, and collaborate with DOR business lines to create solutions for business needs. This role is accountable to plan, facilitate, and communicate facility management solutions that enables the lines of business to be successful. This role sets key performance indicators for the division that identifies targets and goals that align with the agency's mission and purpose. You get to lead and work with diverse teams with broad skills that range from accounting principles in the Governmental Accounting Standards Board, to legal contract requirements and negotiations, to facility management all while creating a safety conscious culture. Every day will offer a variety of work focuses.
This position is open until filled, however first review of applications will begin on April 22, 2019, therefore it is to the candidates' best interest to apply early.
Click here to find out more about Department of Revenue Duties
Utilizing the wide collection of experience in various disciplines that range from:
audit function requirements facility management
cash handling methodologies safety culture
internal control processes facility security
budget planning contract management
financial reporting project management
while remaining relevant and up to date with new fiscal and facility requirements with the ability to understand, articulate, and implement solutions that lead us into the future for strategic planning, goal setting, and performance metrics is a key element of responsibility.
In addition you will be:
Working with some of the most diverse, impactful, and awesome customers you will ever meet while solving their business needs with fiscal and facility based solutions that have clear measurable results.
Building and managing a budget, making key, complex decisions that meet delivery expectations while working within the financial model.
Coaching your talented work groups and team members on how they can continue to deliver an unparalleled amazing service experience while continuing their own professional growth and career journey.
Managing, improving, creating and implementing financial service programs that are sustainable and can evolve just as our customer needs do.
This role will require leveraging your highly ethical, proven leadership skills and abilities to effectively communicate with varied audiences and demonstrate strong analytical skills. Key factors we are looking for are the ability to apply critical thinking and judgment in decision-making and maintain continuous focus on innovation and improvement, in addition to the following qualifications:
Required Qualifications and Competencies:
~ Please ensure that your work experience and letter of interest address the following~
Bachelor's degree or higher involving a major study in Actuarial science, business, public administration, accounting or closely aligned field AND 7 years of management experience in financial operations or related management experience. (Note: Each additional year of qualifying experience may substitute year for year for the education.)
Certified Public Account – preferred
Demonstrated and practical experience of decision making in financial disciplines and facilities management.
Demonstrated and proven experience implementing accounting standards and guidelines, policies, and regulatory and statutory requirements.
Knowledge and ability to work within labor union collective bargaining agreements, civil service rules and other labor law requirements.
Proven experience with organizational management and management practices to include all aspects of project management, planning, budgeting, communicating and team building.
Demonstrated experience and ability to plan, direct, implement, monitor and evaluate the functional and technical components of financial services.
Ability to direct, inspire, and motivate the work of staff and manage the department's financial and facility services.
Experience in consulting and advising executive management on financial decisions, solutions, policies, and strategic planning.
Throughout our selection processes, we will also evaluate candidates for knowledge, skills, abilities, behaviors and capacity for effective leadership that aligns with our agency culture. Supplemental Information
To be considered, fully complete your online application template (including references) and attach:
A Letter of interest, describing how you meet the specific qualifications listed in this announcement and why you may be the right candidate for this role.
A Resume, describing your current and past employment experiences.
Three professional references, including current phone numbers.
Email Jobs@dor.wa.gov or call (360) 704-5737
To take advantage of Veteran's preference please attach your DD-214, member 4 long form, or your NGB-22. Please black out your social security number and date of birth before attaching.
The Department of Revenue is proud to be an equal opportunity employer. We embrace diversity and offer a respectful, inclusive culture for people with disabilities, as well as members of all protected groups and statuses. We encourage you to apply.
If you need help during the application process, please call the Human Resources Office at 360-704-5731. Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7-1-1 or 1-800-833-6388.
Other important information:
Prior to a new hire, a background check including criminal history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position.
Chief Financial Officer -Catholic Community Services Of Western Washington
The Chief Financial Officer position fills an essential role through directing financial activities of Catholic Community Services and Catholic Housing Services of Western Washington including: financial and business planning, accounting, revenue cycles, financial systems and control, compliance, financial analysis, budgeting, operational effectiveness, strategic positioning, forecasting and reporting. Position provides executive level oversight and direction in financial, business planning, management, and accounting operations.
This position works closely with the President of CCSWW and the Executive Vice President who is also Chief of Operations on issues related to budgeting, compliance, insurance and other issues which involve both operations and finance.
The CFO provides regular financial reports to the CCS/CHS Finance Committee, Boards of Trustees, President and the CCS/CHS Directors' Group. The CFO staffs the CCS and CHS Audit Committees.
The CFO is the primary fiscal steward of the organization and provides leadership in CCS/CHS for the prudent development and use of financial resources needed to live out the mission of the organization.
While it's true that much of your time is spent indulging your love of numbers, finance, and analytics, you also get to spend quite a bit of time interacting and collaborating with a variety of people including our Board Treasurer, the Board of Trustees, individuals on our finance committee, our Investment advisors, external audit and tax consultants, and donors.
The CCSWW CFO is an officer of the Catholic Charities Foundation.
We invite you to submit a cover letter and a resume via email to Kim Williams, Vice President of Human Resources for Catholic Community Services of Western Washington (email@example.com).
Business and Financial Planning:
Assures that appropriate and accurate financial analysis is completed on the monthly financial reports prepared by the agencies/systems. The CFO works with the President, Chief of Operations, Regional Finance Director, Director of Accounting Operations and any Agency or System Director on specific financial issues which need addressing.
Develops, maintains and supervises the forecasting of long range financial position for CCS/CHS including cash flow, revenues and expenditures. Evaluates financial assumptions incorporated in the financial forecasts. Also critically evaluates the financial forecast results for reasonableness and viability as a forecasting, predicting and decision-making tool.
- Staffs the CCS/CHS Treasury whose members include the leaders of CCS/CHS determined by the President. The purpose of the Treasury Group is to review all issues which could have a major impact on the financial health/position of CCS/CHS including managing cash, investments, working capital, lines of credit, collections, disbursements, etc. Assesses the contingent liabilities/guarantees of specific projects to the net assets of the organization.
Archbishop, Boards of Trustees and Archdiocese of Seattle:
On behalf of the President of CCS/CHS, the CFO provides staff support to the Finance and Audit Committees of the Boards of Trustees. Incumbent accomplishes this by assisting the President and Finance Committees in making decisions regarding overall budgeting assumptions, allocation priorities, inputs of asset acquisitions/sales, use of assets in leveraging and other decisions as required. The CFO staffs the meetings, and in conjunction with the President and the Treasurer of the Board, sets the agenda and provides Board Resolutions and supporting documentation and information to facilitate the decision making processes of the Finance Committees.
Assures that actions of a financial nature are consistent with the Bylaws of the organizations. This is accomplished by preparing Corporate Resolutions and Certificates of Action of the Corporate Member as required by the Bylaws.
Leads, manages and directs the accounting operations in CCS and CHS.
Negotiates on behalf of CCS/CHS with all lenders for all asset acquisition financing, construction/renovation financing, and operating lines of credit.
Assures the establishment and implementation of sound financial and accounting policies and procedures within CCS/CHS.
Asset and Risk Management:
Participates in reviewing and analyzing all housing development projects according to the process outlined in the "Process for Approving Agency Capital Asset Acquisition and Rehabilitation." Works with the Housing Ministry Team, Community Development Center (CDC) and project champions.
Prepares and presents analysis to the Treasury Group, CCSWW President, Finance Committees and Boards of Trustees regarding risk and financial impact of each project on the organization
Culture and Leadership:
Support and uphold the mission, beliefs and values of Catholic Community Services and Catholic Housing Services and knowledge of the Catholic Church and its teachings and a commitment to work within the guidelines of those teachings.
Serves as a thought leader while collaborating with business colleagues to achieve organizational objectives.
For the full position description please contact firstname.lastname@example.org
Bachelor's degree in business administration, accounting, or other relevant field.
At least ten years of proven executive-level experience setting strategy for and successfully leading an organization or corporate division of a mission-driven company that is substantial in size and resources.
Five (5) years of government or public accounting.
Willingness to learn about and abide by Catholic Social Teaching, which is at the heart of the missions of CCS and CHS.
Extensive experience with Generally Accepted Accounting Principles (GAAP), Government Accounting and the Office of Management and Budget (OMB) Super Circular.
Outstanding written, verbal, and interpersonal communication skills.
Demonstrated cultural competence (awareness, attitude, knowledge, willingness, and skills to work effectively with diverse employee and member population).
Expert knowledge of principles and processes involved in business and organizational planning, coordination, and execution.
Maintains a good working knowledge of agency finances, government requirements regarding CCS/CHS financial compliance, any Chancery requirements and Canon Law as they relate to CCS and CHS.
Exceptional judgment, analytical, decision-making, and financial management skills.
Driven, fact-based, results-oriented, creative and collaborative with a proven track record for leading, aligning, and managing teams against high-performance objectives.
Track record of coaching, mentoring, developing, and motivating peak performance within a leadership team.
MBA or MPA strongly preferred.
Experience with real estate transactions, partnership taxation, the Low Income Housing Tax Credit Program (LIHTC), knowledge of HUD financing programs and with publicly (government) financed capital projects.
Experience working in the non-profit social service, housing or health care sectors.
Financial Center Lending Officer – City Of Industry, CA
At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading Consumer Lending team at Bank of America and Merrill Lynch. We're looking for people with focus and drive – people who take the time to get to know clients, engage with them to understand what's important to them, and provide the lending solutions, service and expertise they need to achieve their financial goals.
As part of the Bank of America team, financial center lending officers (FCLOs) have access to industry-leading products and services, award-winning platforms and a team of dedicated loan coordinators and underwriters – all designed to meet the unique life priorities of our clients. FCLOs work in assigned financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.
The FCLO is responsible for originating retail mortgage loans and other lending products – through uncovering client needs and matching them to our lending solutions. Contact with clients may be either by telephone or in-person. The FCLO actively solicits new residential mortgage business and sells Bank of America lending products to meet established loan quality and production goals.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
We'll help you
Get training and one-on-one coaching from managers who are invested in your success. You'll take part in additional training and development through our Academy to develop in your role.
Grow your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. Starting at a financial center, you'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from small business bankers to financial solutions advisors.
Provide end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities, analyzing financial and credit data, and determining client financing objectives.
Stay informed on changing market conditions, business trends and regulatory requirements by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.
Demonstrate a commitment to professional ethics, as well as conforming to all federal and state compliance policies and adhering to Home Mortgage Disclosure Act (HMDA) requirements.
As a lending officer, you can look forward to
Providing exceptional client care with industry leading products, services, education and a dedicated team of loan coordinators and underwriters.
Building a quality external network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. Sources may consist of real estate professionals, builders, and professional and personal contacts.
Expanding your reach further through participation in business-related development opportunities, community efforts to promote homeownership and professional organizations.
Robust marketing strategies to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills as the industry evolves and changes.
A world-class suite of employee benefits.
You're a person who (required skills)
Has 2+ years of experience in a loan origination role.
Understands how to manage a pipeline effectively.
Has a strong knowledge of loan products (conventional, jumbo and government).
An ability to analyze income and assets properly in order to qualify clients for specific loan products.
Understands processing, underwriting and/or closing procedures.
Has a working knowledge of federal regulations governing real estate lending.
Is a strong communicator, both verbally and in writing.
Is a self-motivated and highly organized.
Can prioritize multiple competing tasks.
Can build and maintain solid referral base (that is, strong community involvement/ties, established relationship with assigned financial center).
Uses appropriate interpersonal styles, communication methods and approaches to gain clients.
Understands the connection of the level of service provided being directly correlated to driving sales volume.
Can be flexible to work weekends and/or extended hours as needed.
You'll be better prepared if you have (desired skills)
Familiarity with FHA and HUD guidelines.
Strong computer skills including Microsoft applications and previous experience using laptop technology for communication purposes including accessing rate, credit and loan status information.
Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
The ability to analyze and comprehend complex financial data and provide financial alternatives.
Professional and effective interpersonal skills.
We're a culture that
Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Posting Date: 04/22/2019
Location: City Of Industry, CA, CITY OF INDUSTRY BC, 150 N Hacienda Blvd, - United States
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Chief Financial Officer
Chief Financial Officer
Apply now "
Date: Apr 22, 2019
Location: Lynchburg, VA, US
Company: Dover Corporation
Belvac is the world leader in the design and production of continuous motion rotary machinery. We provide beverage canmakers with high-speed trimming, necking, base reprofiling and reforming, shaping, bottom rim coating, flanging and inspection technology.
Over the years, we have been responsible for numerous advances in canmaking technology. This technology has enabled our customers to steadily increase line speeds and improve quality and productivity, while significantly reducing materials costs. Belvac was founded in 1962 in Lynchburg Virginia.
Philosophies of quality, pride, craftsmanship, and work ethic set extremely high standards and quickly drove Belvac to become the world leader in its industry revolutionizing many manufacturing processes. For over forty years Belvac has turned innovative ideas into world class machinery. Serving both the Can Making and Plastics industry.sts.
The CFO is responsible for directing the fiscal functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the Securities and Exchange Commission, and other regulatory and advisory organizations and in accordance with financial management techniques and practices appropriate within the industry. The CFO is also responsible for the accurate and timely filing of reports and analysis to DRFE as required.
Budgetary Responsibilities (current year): The CFO is responsible for directing the fiscal functions of the corporation.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance.
2.Participate in the development of the company's plans and programs as a strategic partner.
3.Evaluate and advise on the impact of long range planning, introduction of new programs/strategies, products and regulatory action.
4.Develop credibility for the finance group by providing timely and accurate analysis of budgets, financial reports and financial trends in order to assist the President and other senior executives in performing their responsibilities and provide Dover Corporation with effective analysis and reporting as required.
5.Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the company.
6.Establish credibility throughout the organization and with Dover Corporation as an effective developer of solutions to business challenges.
7.Provide technical financial advice and knowledge to others within the financial discipline.
8.Continual improvement of the budgeting process through education of department managers on financial issues impacting department budgets.
9.Enhance operational reporting through creating improved relevance of financial information and its connection to meaningful continuous improvement.
10. Participate in and guide company M&A activities and potential joint venture partnerships
11. Experience with and personal contact knowledge for establishing financial and credit resources in developing markets with particular experience in Southeast Asia to assist in enhancing customer relationships
12. Develop a reliable cash flow projection process and reporting mechanism that includes minimum working capital to meet operating needs.
13. Be an advisor on any contracts into which the company may enter, including large customer contracts.
14. Evaluate the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group as well as provide individuals with professional and personal growth with emphasis on opportunities (where possible) of individuals.
7.Personal Effectiveness and Credibility.
8.Problem Solving and Analysis.
9.Strategic Thinking and Vision.
10. Technical Capacity.
Required Education and Experience:
1.Bachelor's degree required and 10 years of related combined experience in prior CFO, Controller or Financial Manager roles.
2.MBA, CPA or CMA designation.
Preferred Education and Experience:
1.Bachelor's degree in accounting and an MBA.
2.CPA or CMA designation.
All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
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