Chief Financial Officer

Job Description

Job Description

K&M Recruiting is leading a search for a Chief Financial Officer (CFO) in Tampa, FL. This role will involve guiding the financial health and sustainability of a $30M behavioral health organization. This on-site/hybrid role reports directly to the CEO and will oversee all financial activities, including strategic planning, budgeting, and financial reporting. The ideal candidate has 5+ years of experience as a CFO with strong payer knowledge and experience operating in the behavioral healthcare space.

What you'll be doing

1. Financial Strategy and Planning

• Develop and implement financial strategies that align with company mission and strategic objectives.

• Provide strategic financial guidance and support to the CEO and Board of Directors to facilitate

informed decision-making.

• Works with executive and senior management teams to coordinate short and long-term budgetary

planning and costs management in alignment with company’s strategic plan.

• Lead the budgeting and forecasting process, including long-term financial planning and scenario

analysis.

2. Financial Management

• Oversees the financial activities of the corporation, directing the preparation of financial reports and

summaries including income statements, balance sheets, tax returns, and governmental agency

reports.

• Ensure accurate and timely preparation of financial statements and reports in accordance with

regulatory requirements and best practices.

• Manage cash flow, investments, and capital expenditures to ensure financial stability and operational

efficiency

• Monitor key financial metrics and benchmarks, ensuring alignment with organizational goals and

objectives.

3. Risk Management and Compliance

• Identify and mitigate financial risks, ensuring robust internal controls and compliance with relevant

laws and regulations.

• Coordinates and oversees the internal audit process and manages relationships with external auditors.

• Ensure proper and timely filing of tax returns.

• Ensure adherence to financial policies, procedures, and ethical standards.

• Prepare and present financial reports to the CEO, Board of Directors, and other stakeholders, ensuring

transparency and accountability.

4. Financial Operations

• Supervise and mentor the finance team, fostering a culture of accountability and continuous

improvement.

• Implement and maintain effective financial systems and processes to enhance operational efficiency and

reporting accuracy.

• Manage relationships with funding agencies, donors, and other key financial stakeholders.

• Represent COMPANY. in financial matters with external partners, including community stakeholders

and regulatory bodies.

5. Strategic Leadership

• Collaborate with senior leadership to shape and execute organizational strategy and growth

initiatives.

• Represent COMPANY. in financial matters with external partners, including community stakeholders

and regulatory bodies.

• Work closely with the CEO and Development team to provide financial insights and support for grant

applications, donor reporting, and fundraising strategies.

6. Reporting and Analysis

• Analyze financial performance and trends, providing actionable insights to drive organizational

performance and program effectiveness.

• Prepare and present financial reports to the CEO, Board of Directors, and other stakeholders, ensuring

transparency and accountability.

• Monitor key financial metrics and benchmarks, ensuring alignment with organizational goals and

objectives.

Requirements

• Bachelor’s degree in finance, accounting, or relevant field; Master’s degree preferred.

• Ten (10) years of experience in accounting and financial management practices.

• Five (5) years of experience in a senior management position.

• Solid experience in financial strategy, reporting, and risk management.

• Excellent leadership, communication, and interpersonal skills.

• Strong understanding of financial regulations, compliance, and accounting principles (e.g. GAAP).

• Proficient in database and accounting computer application systems.

• Experience with non-profit organizations and funding agency relationships is advantageous.

• Level 2 Background clearance eligibility.

Process

1. Pre-screen conversation with K&M Recruiting
2. Virtual Interview with CEO
3. On-site interview with CEO and team
4. Hiring decision