Chief Financial Officer

Purpose:

The Chief Financial Officer (CFO) serves as a key strategic partner to the Chief Executive Officer and member of the senior leadership team, providing both high-level financial leadership and hands-on oversight of finance operations. The CFO leads the organization’s financial strategy, planning, and management to support AIM Services’ mission and long-term sustainability.

This role oversees all financial functions, including billing, revenue cycle management, and expenditures, ensuring compliance with GAAP, nonprofit best practices, and all federal and state regulations. The CFO is responsible for strengthening financial systems, internal controls, and reporting processes to promote efficiency, transparency, and accountability.

Through close collaboration with leadership and the Board, the CFO supports informed decision-making, enhances organizational capacity, and ensures strong financial stewardship across the agency.

Status: Exempt

Qualifications:

• B.A./B.S. degree in Accounting/Business is required with five years experience in accounting with progressive administrative/management responsibilities, Masters degree preferred.

• Active NYS CPA Certification preferred.

• Three (3) years of supervisory experience.

• Knowledge and background with State and Federal laws/regulations pertinent to not-for-profit corporations, revenue, expenditures and internal revenue.

• Ability to work independently and reliability in decision making.

• Proficiency in Microsoft Office, general ledgers, and Medicaid billing platforms.

• Knowledge of principles, trends, methods, strategies and procedures pertaining to personnel management systems and programs.

• Demonstrated ability to communicate effectively in oral and written form. Excellent verbal, written and presentation skills.

• Strong organizational skills with a keen ability to prioritize and multi-task. Detail- oriented.

• Valid NYS Drivers License that is acceptable to Agency Insurance standards.

Physical/Cognitive Requirements:

• Ability to maintain a high level of professionalism and confidentiality. Ability to remain calm in stressful or demanding situations.

• Sitting and/or computer use for extended periods of time.

• Bending, reaching, pushing, pulling as needed in the workplace - must be able to lift a minimum of 10 pounds.

• Demonstrated interest and ability to facilitate the personal outcomes of the people receiving services through personnel and training oversight.

Responsible To: Chief Executive Officer

Leadership Core Competencies:

Respectful: treats everyone with professionalism and compassion recognizing individual uniqueness and needs. Displays honesty, integrity and humility. Makes difficult decisions with empathy.

Responsible: accepts accountability for their own actions and the actions of others. Holds others accountable. Puts the interests of the organization above their personal interests. Is personally invested in the success of the organization.

Builds Partnerships: values and builds a collaborative culture and spirit. Willing to learn from others. Moves others to take action. Pro-actively resolves conflict. Follows through in a timely manner. Anticipates and solves problems promptly with flexibility and creativity.

Commits to Service Excellence: focuses on the needs of the individuals. Constantly reassesses processes, procedures, principles, searching for improvement opportunity. Improves performance by introducing unique and leading-edge concepts. Encourages good ideas from staff. Defines and puts into action, Best Practices. Sets and achieves high standards of performance. Challenges the status quo.

Develops People: Inspires and challenges others to reach their full potential. Celebrates the accomplishments of others. Effectively provides feedback to staff and colleagues, including the timely completion of staff’s annual performance evaluations. Recruits and retains exemplary staff. Understands and applies all agency policies.

Essential Functions:

• Ensure all financial practices support AIM Services’ mission to enhance the lives of people with intellectual and developmental disabilities through responsible stewardship of resources.

• Maintain comprehensive knowledge of nonprofit financial practices, GAAP, Medicaid/IDD funding models, and applicable federal, state, and local regulations.

• Accurately interpret and administer mandates, financial regulations, and internal policies, ensuring consistent and compliant execution across the organization.

• Collaborate closely with the Chief Executive Office and leadership team to provide strategic financial guidance, support decision-making, and strengthen fiscal accountability across departments.

• Safeguard the confidentiality, integrity, and appropriate use of all financial data and PHI, including agency and individual funds.

• Deliver accurate, timely, and transparent financial reports, to support informed decision-making by leadership and the Board.

• Lead the annual budgeting process in partnership with the Chief Executive Officer. Oversee all financial plans and budgets; monitor performance, identify variances, and proactively communicate financial risks and opportunities to leadership.

• Ensure strong cash flow management through forecasting, liquidity planning, and alignment with operational needs.

• Oversee contract billing, collections, and reimbursement processes (including government funding streams); implement systems that ensure accuracy, timeliness, and sustainability of revenue.

• Develop, implement, and maintain robust financial systems and internal controls to ensure accountability, transparency, and audit readiness.

• Maintain and continuously improve financial policies and procedures in accordance with nonprofit best practices and regulatory requirements.

• Oversee financial aspects of contracts, leases, and agreements; support program leadership in financial evaluation and compliance.

• Maintain strong working relationships with regulators, funding agencies, auditors, financial institutions, and community partners.

• Clearly communicate financial performance, risks, and strategy to the Chief Executive Officer, Leadership Team, and Board of Directors.

• Oversee the organization’s insurance portfolio and ensure appropriate risk mitigation strategies.

• Ensure proper management, tracking, and reporting of personal funds in compliance with regulatory requirements, while supporting person-centered outcomes.

• Oversee retirement plan administration and ensure compliance with fiduciary and regulatory obligations.

• Provide financial oversight of purchasing processes and inventory control systems in collaboration with leadership to ensure cost-effectiveness and accountability.

Other:

• Administrator On-Call duties as assigned.

• Attend professional meetings.

• Committee membership as assigned.

• Any and all other duties as requested by supervisor.