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Title

Chief Financial Officer 

Category Administration  
Description

Job summary

Responsible for the accounting functions of the Foundation in accordance with current acceptable accounting and cost reimbursement principles relating to non-profit organization, under the direction of the CEO and in accordance with current laws and regulations established by federal, state and local regulatory bodies by performing the following duties personally or through subordinate staff. The Chief Financial Officer is delegated the administrative authority, responsibility, and accountability necessary for carrying out assigned duties.

Essential duties and responsibilities: Include the following, other duties may be assigned.

Administrative and accounting Functions:

Provide direction to administrative staff involved and all its functions related to the Foundation.

Plans, develops, organizes, implements, evaluates, and directs the foundation's accounting functions.

Handles the Foundation Operating Fund as well as the Foundation Investment Fund.

Develops and maintains written policies and procedures that govern the accounting functions of the Foundation.

Reviews the Foundation's accounting policies and procedures periodically, at least annually, and make recommendations to the CEO.

Creates and maintains an atmosphere of warmth, personal interest, and positive emphasis, as well as a calm environment.

Reviews entries to the general and statistical ledgers, to assure accuracy and compliance with established accounting procedures.

Prepares monthly Financial Statements to include preparing monthly balance sheet, income statement and expense reports, as required. Prepares financial and statistical reports as required.

Reviews and interprets monthly financial statements and provide such information to the CEO and the Board of Trustees of the Foundation.

Handles the Foundation Investment Fund, working closely with the Investment Firm that manages the fund.

Processes donations to the Foundation Fund, creates and updates policies related to this function.

Makes written and oral reports/recommendations to the CEO concerning accounting functions, investments, financial trends, etc.

Establishes and maintains a system of financial record-keeping to include ledgers, recording payments, writing receipts, posting cash journals, prepare and make bank deposits, etc.

Establishes and maintains a system of accounts payable, to include invoicing, pay vouchers, check register, ledgers, etc., as necessary.

Maintains the general ledger For Carmel Valley Manor Foundation, to include the preparation of journal entries, coding of invoices, accounts analysis and reconciliation, closing books, setting up new accounts, etc., as necessary or instructed.

Develops and utilizes computer reports and output as required.

Reviews and develops a plan of correction for accounting deficiencies noted during surveys or audits and provides a written copy of such plan to the CEO.

Assists outside auditors in the preparation of special and annual reports.

Uses equipment and materials in a safe and acceptable manner, follows established safety procedures, uses appropriate safeguards, and observes common sense rules of safety in all on-the-job activities.

Assumes the administrative authority, responsibility and accountability of directing the accounting functions and programs for Carmel Valley Manor Foundation.

Monitors and reconciles all bank accounts and cash flow requirements for Carmel Valley Manor Foundation.

Committee Functions:

Attends, participates in, and provides leadership in meetings as requested, such as: Board of Trustees, Investment Committee Meetings, Audit, Budget and Finance Committee Meetings, etc.

Personnel Functions:

Provides, by example and leadership, motivation and direction to all Business Office staff that gets involved in the Foundation operations.

Offers positive performance and behavior feedback when appropriate.

Staff Development:

Attends and participates in workshops, seminars, etc., to keep abreast of current changes in non-profit laws and regulations.

Represents the Foundation in community, professional, and trade associations as requested.

Equipment and Supply Functions:

Assures that an adequate supply of supplies and equipment are on hand to meet the day-to-day operational needs of the Foundation.

Requests repairs for office equipment as necessary.

Budget and Planning Functions:

Prepares the annual operating budget, cost reports, tax returns, capital expenditures, etc., as necessary or directed.

Prepares an annual operating budget for approval by the Board of Trustees for Carmel Valley Manor Foundation and allocates the resources to carry out all needed activities of the Foundation.

Submits timely and accurate reports to federal, state and local government agencies.

 
Position Requirements

Qualifications (Education and/or Experience):

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.

Bachelor's Degree in Business Administration with a major in accounting and three (3) years’ experience non-profit organizations, or any combination of experience, education, or training which would provide the knowledge, skills and abilities required by this position. A CPA is preferred but not required. Philanthropic experience is a plus.

Language /Communication Skills: Must possess the ability to read and write in English, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.

Ability to respond to common inquiries or complaints from public, visitors, workforce, regulatory agencies, or members of the business community.

Ability to effectively present information to, and communicate with, top management, public groups, and/or boards of Trustees and trustees.

Ability to deal tactfully with personnel, visitors, government agencies/personnel and the general public.

Ability to work harmoniously with and supervise professional and non-professional personnel.

Patience, tact, cheerful disposition and enthusiasm, as well as be willing to handle staff, and visitors based on whatever maturity level at which they are currently functioning.

Mathematical /Accounting Skills: Must have the ability to apply mathematical concepts such as probability and statistical inference; to apply concepts such as fractions, percentages, ratios, and proportions to practical situations, and to apply basic concepts of algebra and geometry.

Must be knowledgeable of accounting principles, laws, regulations, and guidelines pertaining to non-profit organizations.

Must possess the ability to seek out new accounting methods and principles and be willing to incorporate them into existing accounting practices.

Must be knowledgeable of principles of governmental accounting, including budgeting, cost reporting, taxation, reimbursement coding, etc.

Must possess the ability to examine and verify financial documents and reports.

Must be knowledgeable in auditing principles and practices.

Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Other Skills and Abilities: Must possess the ability to make independent decisions when circumstances warrant such action.

Ability to plan, organize, develop, implement, and interpret the programs, goals, objectives, policies, and procedures, etc., that are necessary for providing sound accounting techniques.

Must be thoroughly familiar with the laws, regulations, and guidelines governing personnel administration.

Must be knowledgeable of computers, data entry, output, system applications, etc. including proficiency in Excel and Word.

Working conditions

Physical Demands: The physical demands described here are representatives of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee works in office areas. Is regularly required to talk and hear. Is frequently required to walk, sit, stand, stoop, kneel, crouch, crawl, bend, and move intermittently during working hours. Is subject to falls, burns from equipment, orders, etc., throughout the workday. Is regularly required to use hands to finger, handle, or feel objects, tools, or controls. Must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and peripheral vision.

The noise level in the work environment is usually moderate.

Is involved with personnel, visitors, government agencies/personnel, etc., under all conditions/circumstances.

May be subject to hostile and emotionally upset personnel, visitors, etc.

Works beyond normal working hours and on weekends and holidays when necessary.

Attends and participates in continuing educational programs.

 
Full-Time/Part-Time Full-Time  
Position Chief Financial Officer  
Close Date  
Created By Rebecca Merrill  
Number of Openings 1  
Exempt/Non-Exempt Exempt  
Open Date 8/5/2022  
Location Carmel Valley Manor  
About the Organization For over half a century, we've been providing seniors with the opportunity to relax and enjoy every day. But how did we come to provide this exceptional lifestyle? Carmel Valley Manor was established in 1963 by Northern California Congregational Retirement Homes, Inc., a California not-for-profit organization. We are governed by a voluntary local Board of Trustees, with residents represented through the Residents Council. The Manor operates as a Life Care Retirement Community with the oversight of the California Department of Social Services, Community Care Licensing Division. Hillcrest, our assisted living center, is licensed as a Residential Care Facility for the Elderly by the California Department of Social Services. Our Health Center is licensed as a skilled nursing facility by the California Department of Public Health.  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

To search for an open position, please go to http://cvmanor.appone.com



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